Kin Yin (Kenny) Wai
Bothell,WA
Summary
Finance professional with strong background in accounting and financial management. Known for accuracy in financial reporting and ability to streamline accounting processes. Collaborative team player focused on delivering results and adapting to changing needs. Skilled in financial analysis, regulatory compliance, and budget management.
Professional with strong background in accounting, equipped to drive financial accuracy and efficiency. Skilled in financial analysis, budgeting, and regulatory compliance. Known for reliable collaboration with teams and adaptability to changing needs. Excel in delivering results through strategic planning and problem-solving.
Overview
11
11
years of professional experience
Work History
Senior Accountant
Proctor & Company
11.2018 - Current
- Managed bookkeeping and monthly reconciliation (including monitor on AP/AR)
- Prepared various tax returns including 1040, 1040NR, 1120, 1120S, and 1065.
- Addressed and resolved tax-related issues and ensured compliance with regulations.
- Handled business licenses and provided other accounting and tax-related services.
- Conducted thorough financial analyses and reconciliations to support accurate reporting.
- 5+ years experiences
Personal Banker
Chase
12.2017 - 11.2018
- Addressed client concerns and provided solutions for banking needs, including opening accounts and credit cards.
- Conducted transactions such as deposits and withdrawals, and provided investment advice.
- Maintained high levels of customer satisfaction through effective problem-solving and personalized service.
Bank Teller
Chase
11.2016 - 12.2017
- Managed daily money transactions, including deposits and withdrawals.
- Performed data entry and ATM service operations with a high degree of accuracy.
- Ensured smooth and efficient branch operations by handling various financial transactions and customer requests.
Shift Manager
Tapioca Express
09.2014 - 11.2017
- Supervised staff, ensuring adherence to company standards and providing guidance as needed.
- Prepared drinks and food, handled cashier duties, and delivered exceptional customer service.
- Managed daily operations, including inventory control and customer interactions, contributing to a positive business environment.
Education
Bachelor's Degree - Accounting and Finance
University of Washington Bothell
01.2017
Full Stack Web Development Bootcamp Certification - Computer Software Engineering
02.2023
Skills
- Financial reporting
- Audit support
- Bank reconciliation
- Financial statement review
- Tax preparation
- ERP systems expertise
- Payroll oversight
- Payroll processing
- Data analysis
- Team Training
- General ledger updates
- Journal entry preparation
- Account reconciliation
- Microsoft office
- Bookkeeping and reconciliation
- General accounting
- Balance sheets
- Bookkeeping
- Financial statements
- General ledger
- Critical thinking and analysis
- General ledger accounting
- GAAP compliance
- Year-end closing
Languages
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Full Professional
Timeline
Senior Accountant
Proctor & Company
11.2018 - Current
Personal Banker
Chase
12.2017 - 11.2018
Bank Teller
Chase
11.2016 - 12.2017
Shift Manager
Tapioca Express
09.2014 - 11.2017
Full Stack Web Development Bootcamp Certification - Computer Software Engineering
Bachelor's Degree - Accounting and Finance
University of Washington Bothell
Similar Profiles
Chris MurrayChris Murray
Senior Sales Rep and Coach at Bob Proctor - Proctor Gallagher InstituteSenior Sales Rep and Coach at Bob Proctor - Proctor Gallagher Institute
Areshia Gibbs-BradleyAreshia Gibbs-Bradley
Mortgage Customer Service Representative at Proctor Loan ProctorMortgage Customer Service Representative at Proctor Loan Proctor
Angela GrenonAngela Grenon
Call Center Customer Service Representative at Proctor Loan ProctorCall Center Customer Service Representative at Proctor Loan Proctor
Hanna FrielHanna Friel
Patient Care Coordinator at Egrari Plastic Surgery CenterPatient Care Coordinator at Egrari Plastic Surgery Center
LINDSEY ALLENLINDSEY ALLEN
QA Document Control Manager at Bristol Myers SquibbQA Document Control Manager at Bristol Myers Squibb