Kyle Chen
Montebello,CA
Summary
Speak fluent English and Chinese Knowledgeable in Microsoft office software like Word, Excel, and Outlook. Relevant Skills and Experiences: Authorized to work in the US for any employer
Overview
11
11
years of professional experience
Work History
Senior Accountant
Golden Arcus International Co.
City of Industry, CA
03.2024 - Current
- Maintain close contact with vendors and customers.
- Charter of accounts/billing codes maintenance.
- Reviewing rate sheet/job contracts.
- Perform weekly job revenue forecast.
- Maintain financial controls and assistance within the accounting department.
- Assist with quarter and annual account closing.
- Review income statement/balance sheet to ensure all data are reconciled and documented.
- Cash handling, clash flow monitoring, payment processing.
- Bank reconciliation.
- Lead the process of full cycle AP, AR, and Billing
- Support other special projects when necessary.
Assistant Controller
Perennial International Logistics, INC
06.2023 - 02.2024
- This is a remote position
- Preparing monthly financial statements, perform general ledger entries and all monthly closing procedures.
- Established new billing code system per accounting standards.
- Incorporated new operations and accounting software.
- Provide forecasting in monthly profits, expenses and estimated sales.
- Prepare cash flow position reconciliations and daily sales reconciliation.
- Analyze accounting data to develop appropriate recommendations and solutions.
- Accounts Receivable.
- Accounts Payable.
- Assist in preparing all accounting related documents for annual audit.
- Assist clients with any question in regards to any account matters.
- Monitor budget performance and provide analysis to identify variances and opportunities for improvement.
Senior Credit Analyst
HOEM & ASSOCIATES, INC
South San Francisco, CA
09.2022 - 05.2023
- Assist with performing Month-End Work In Progress reports.
- Ensure accuracy of job costing being processed correctly on a daily basis.
- Analyzing monthly financial datas making sure all projects' profitability were as forecasted.
- Assist with reconciling the annual's general ledger entries.
- Maintaining vendor/customer profiles and performing outreach to clients with issues on payments, orders and invoice payment terms.
- Perfect annual audits to ensure datas' accuracy.
- Maintain monthly purchase rebate report.
Credit Analyst
Hoem & Associates
South San Francisco, CA
01.2021 - 05.2023
- AP- processing, verifying invoices and schedule for payments.
- AR- Apply all incoming payments correctly enter under the designated job files.
- Generate month-end reports.
- Assisting vendors and clients with any payment inquiries.
- Reconciling credit card statements and account expenses.
- Sales Revenue Forecast
- Job Cost Reconciliation
Account Specialist
Farmers Insurance
San Francisco, CA
01.2017 - 01.2019
- Accounts Receivable, Credit reconciliation, Lienholder modification, Communicate with Vendors, Main office, and Customers.
- Cash collections, billing adjustment, coverage review/revision via text, email, phone, on-site.
- Follow up with document submission/approval.
- Filing Claims via company webpage.
- Logging, Creating, and Monitoring Clients' account on our office data base and company website.
Campaign Coordinator
American Beverage Association
San Francisco, CA
11.2015 - 03.2016
- Discuss with community individuals of why beverage tax should not get passed.
- Conducted Numerous Surveys, Implemented new ideas, Submitted solution to management/strategic team.
- Running data analytics base on the the surveys for support and against the PROP.
- Logging employees working hours.
Education
Bachelor's - Finance
San Francisco State University
San Francisco, CA05-2019
Skills
- QuickBooks Online
- Journal Entries
- Invoice payment processing
- Accounts payable
- Account analysis
- Accounts receivable
- Invoice reconciliation
- Billing
- Financial close processing
- GAAP
- Pivot tables
- Data management
- Accounting systems
- Month-end close
- Bank Reconciliation
- Budgeting
- Accounting software
- Bookkeeping
Languages
Cantonese - Fluent
Mandarin - Fluent
Taishanese - Fluent
Additional Information
- Skills-
- Organization: Implementing Microsoft Excel to note down the important dates for the client' account that needed additional attention.
- Time-orientation: Pick up phone-call within 2 rings, being direct and on point in terms of providing a solution to the client's concerns.
- Analytical Skills: Displays critical thinking skills and pose solutions that are beneficial to the clients.
Timeline
Senior Accountant
Golden Arcus International Co.
03.2024 - Current
Assistant Controller
Perennial International Logistics, INC
06.2023 - 02.2024
Senior Credit Analyst
HOEM & ASSOCIATES, INC
09.2022 - 05.2023
Credit Analyst
Hoem & Associates
01.2021 - 05.2023
Account Specialist
Farmers Insurance
01.2017 - 01.2019
Campaign Coordinator
American Beverage Association
11.2015 - 03.2016
Bachelor's - Finance
San Francisco State University