Katie Tang
Lansdale,PA
Summary
Dynamic finance professional seeking a challenging position that leverages a strong skill set and educational background. Committed to continuous learning and personal development, with a focus on contributing to an organization that values stability and fosters long-term relationships. Eager to apply expertise in finance within a collaborative environment that encourages growth and innovation. Passionate about driving results and enhancing organizational success through strategic financial insights.
Overview
27
27
years of professional experience
Work History
Account Payables Coordinator
Precision Medicine Group
09.2023 - 03.2025
- Oversee daily operations of the accounts payable functions in QuickBooks and INFOR CloudSuite. Responsibilities include, but are not limited to, entering vendor invoices, employee expenses, and monthly invoices and expenses for consultants. Save all pass thru invoices in client folders for Financial Analyst.
- Obtain and maintain a thorough understanding of the accounts payable requirements by vendor. Assist vendor on payment inquiries and remittance advice on payments.
- Get the report from Corporate Travelers bi-monthly, generate subsequent reports and upload 100-120 invoices.
- Maintenance of assigned accounts payable mailbox for multiple countries.
- Request W-9 & banking information from new vendor, create new vendor in accordance with 1099, and verify the details over the phone for over 10K payments and get approvals from Manager.
- Prepare weekly payments run for ACH, WIRE, SWIFT, EFT, BSB, and Checks. Ensure high level of accuracy while scheduling the Wire/SWIFT payments in USD and international currency.
- Reconcile the vendor statements monthly for past due or credits.
- Generated various reports in excel using pivot table, v-lookup, other formula for finance team and senior management.
- Provide support to ensure an accurate and timely monthly, quarterly, and year-end close. Assisting in the month end by entering all the invoices before closing, monthly credit card reconciliation, prepare accruals and JE.
- Prepare monthly report for consultant invoices by the various clinical studies and reconcile their invoice with the report from Infor PSA. Update consultant workbook monthly for CFO. Prepare accrual for the pass through and Consultant invoices.
- Assist in development and implementation of new procedures and excel workbook features to enhance the workflow and internal controls.
- Remote work from home
Project Accountant
Precision Medicine Group
09.2019 - 03.2025
- Handle invoicing, collections, revenue recognition, variance analysis, and forecasting for client projects
- Assist with the gathering, review and consolidation of supporting documentation for invoicing, revenue recognition and forecasting
- Set-up and administer client projects and the related budgets and billing schedules in the project accounting system
- Review contracts and change orders for budget and invoicing information
- Handle accounts payable and expense report processing related to client projects
- Assist with the review and processing of employee and contractor timesheet data
- Support the accounting month-end close processes. Prepare account reconciliations and reports
- Assist in year-end financial audits
- Provide support for ad-hoc client and internal requests for information and reporting
- Identify opportunities and lead initiatives for process improvements
- Remote work from home
Account Receivable Specialist
Bracket Global
12.2013 - 09.2019
- Generate and submit invoices to clients monthly. Set up account, update contracts, invoice reconciliation and collections. Heavy clients volume (400 plus studies) and completion in timely matter. Closed the completed account and organize all documents accordingly.
Accounting Assistant
NMS Labs
10.2013 - 11.2013
- Organize work orders and invoices, general office duties
- Reconciliation billings and payments, generate and data entry to spreadsheet
- Process credit cards payments and mail out receipt
- Proofing checks and mail out
Employee Shareholders Services Group-Stock Operation Specialist I
AST Equity Plan Solutions, Inc. (Formerly Wachovia Bank)
01.2001 - 01.2011
- Stock option processing, Daily trade exercises, reconcile and generate reports to clients
- Interact with Relationship Managers, Brokers and Bankers to conduct clients open variances of the Optionee transactions
- Processing Stock Option/Employee Purchase Plan Account Settlement and Wire Transfer are met on a timely manner
- Reconciliation of AST account to ensure the cash flow is balanced
- Developing and improving on daily tasks and quality assurance of work processing
Account Receivable Clerk and Receptionist
Norma A Shade & Associate
01.1998 - 01.2000
- Processing account receivables, payroll, running payments and account Research
- Deposit check’s, input payments, invoices, billing statements and delinquent letters; process mails; answering customer services phone calls
Education
General Business and Finance
San Jose City College
San Jose, CA01.2000
High School Diploma - General Education
Yerba Buena High School
San Jose, CA01.1998
Certificate of Achievement - Computer Accounting and Banking
Central County Occupational Center
San Jose, CA01.1998
Skills
- Proficient in MS Office Suite
- Financial liquidity analysis
- Proficient in using key calculator features
- Coordinate multiple tasks
- Client support
- Office administration
- Effective communication
- Efficient typing skills at 75 wpm
- Detail-oriented analysis
- Proficient in cash and wire transactions
- Experienced in high-pressure settings
- Account reconciliation expertise
- Experienced with Great Plains software
- Accounts receivable management
Timeline
Account Payables Coordinator
Precision Medicine Group
09.2023 - 03.2025
Project Accountant
Precision Medicine Group
09.2019 - 03.2025
Account Receivable Specialist
Bracket Global
12.2013 - 09.2019
Accounting Assistant
NMS Labs
10.2013 - 11.2013
Employee Shareholders Services Group-Stock Operation Specialist I
AST Equity Plan Solutions, Inc. (Formerly Wachovia Bank)
01.2001 - 01.2011
Account Receivable Clerk and Receptionist
Norma A Shade & Associate
01.1998 - 01.2000
High School Diploma - General Education
Yerba Buena High School
Certificate of Achievement - Computer Accounting and Banking
Central County Occupational Center
General Business and Finance
San Jose City College