Lorraine Kao
Santa Ana,CA
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
18
18
years of professional experience
Work History
Family Support Program Staff
South Coast Chinese Cultural Center
Irvine, CA
01.2023 - Current
- Collaborated with program staff to develop strategies for successful grants management.
- Assisted with developing procedures for monitoring performance outcomes associated with grants-funded projects.
- Monitored expenditures against budget allocations for each active grant project.
- Maintained records related to grant activities including award letters, contracts, invoices and expenditure documentation.
- Prepared periodic reports summarizing financial information related to grants projects.
- Collaborated with other agencies to facilitate access to additional resources for clients' needs.
- Coordinated communication between various service providers and families in order to ensure continuity of care.
- Facilitated referrals to community resources such as housing, employment, education, and health care services.
Senior Accountant
South Coast Chinese Cultural Association/ Irvine Chinese School
Irvine, CA
07.2022 - Current
- Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards
- Proceed payroll and support human resources by preparing employee liability balances
- Complete end-of-year financial audits by collaborating with various program coordinators and preparation deliverables for CPA firm
- Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs
- Analyze business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses
- Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology
- Assist Executive Director/Principal with administrative tasks.
Staff Accountant II
South Coast Chinese Cultural Association/ Irvine Chinese School
Irvine, CA
07.2021 - 07.2022
- Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards
- Proceed payroll and support human resources by preparing employee liability balances
- Complete end-of-year financial audits by collaborating with various program coordinators and preparation deliverables for CPA firm
- Analyze business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses
- Assist Executive Director/Principal with administrative tasks.
Staff Accountant I
South Coast Chinese Cultural Association/ Irvine Chinese School
Irvine, CA
11.2015 - 07.2021
- Increase efficiency, support and documentation of accounting processes by creating detailed schedules for journal entries
- Execute financial reporting, managing prepaid accounts, schedules, reconciliations, and month-end accruals
- Assist to Project future costs and revenues by closely analyzing ongoing costs, business operations and incoming revenue in balance sheets
- Process payroll and support human resources by preparing employee liability balances
- Complete end-of-year financial audits by collaborating with various program coordinators and preparation deliverables for CPA Audit firm
- Assist Executive Director/Principal with administrative tasks.
ThinkNow Research
Burbank, CA
01.2017 - 04.2017
- Identified a technology solution for ThinkNow Research to improve their business process through automation data visualization to discover the culture divers that influence customer decision
- Work on project included lead-to-revenue automation processes, manage and analyze data across different channels and gain an understanding of success metrics and how to create them.
Hard Exercise Works
FL
09.2016 - 12.2016
- Develop launch plans for marketing a franchise system designed to brighten fitness industry
- Work on the project includes industry and consumer research, segmentation analysis, diffusion network analysis; resulting in identify of development of a positioning and promotional strategy for engaging the target consumers through their journey.
Administrator
AKH Trading Inc./ WORK Wheels USA
Fountain Valley, CA
08.2006 - 12.2015
- Maintained accurate daily A/P or A/R on QuickBooks
- Handled yearly renewal of business, professional, employers, health and general liability insurance
- Prepared and Reported employees' timesheet
- Worked with independent CPA for the preparation of corporation tax returns
- Performed all other duties as assigned.
Accounting Clerk
South Coast Chinese Cultural Association/ Irvine Chinese School
Irvine, CA
08.2013 - 11.2015
- In charge of Accounts Receivable on QuickBooks
- Managed and reconciled all company accounts, including credit cards, accounts receivables and payroll, including vacation and sick time
- Maintained accurate and complete documentation for all financial department procedures
- Provided key clerical and administrative support to senior accounting staff.
Accounting Assistant
South Coast Chinese Cultural Association/ Irvine Chinese School
Irvine, CA
10.2012 - 08.2013
- Posted receivables on QuickBooks
- Prepared customer estimate invoices & deposit activities
- Assisted with Accounts Payable to reconcile bank statement in a monthly basis
- Organized A/R or A/P Receipts/Invoices files
- Performed all other duties as assigned.
Education
Master of Business Administration - Finance, General
Pepperdine University, Graziadio School of Business Management
04.2019
Bachelor of Arts - Economics
University of California, Irvine
06.2011
Skills
- Microsoft Word, PowerPoint, Excel and QuickBooks
- Proficient in Mandarin Chinese
- Organization and Time Management
- Calm Under Pressure
- Multitasking
- Planning
- Flexible and Adaptable
- Problem-Solving
Professional Development
- Certificate of Nonprofit Management, 08/01/23, University of California, Irvine, Division of Continuing Education
- Certificate of Completion at Mastering Correction of Accounting Errors & Adjusting Entries, 10/01/15, American Institute of Professional Bookkeepers
- Certified QuickBooks User, 01/01/15, Intuit QuickBooks Certified Program, Irvine
- Certificate of Proficiency at Financial Accounting, 06/01/13, Irvine Valley College, Irvine
- Certificate of Proficiency at Payroll, 06/01/13, Irvine Valley College, Irvine
Timeline
Family Support Program Staff
South Coast Chinese Cultural Center
01.2023 - Current
Senior Accountant
South Coast Chinese Cultural Association/ Irvine Chinese School
07.2022 - Current
Staff Accountant II
South Coast Chinese Cultural Association/ Irvine Chinese School
07.2021 - 07.2022
ThinkNow Research
01.2017 - 04.2017
Hard Exercise Works
09.2016 - 12.2016
Staff Accountant I
South Coast Chinese Cultural Association/ Irvine Chinese School
11.2015 - 07.2021
Accounting Clerk
South Coast Chinese Cultural Association/ Irvine Chinese School
08.2013 - 11.2015
Accounting Assistant
South Coast Chinese Cultural Association/ Irvine Chinese School
10.2012 - 08.2013
Administrator
AKH Trading Inc./ WORK Wheels USA
08.2006 - 12.2015
Master of Business Administration - Finance, General
Pepperdine University, Graziadio School of Business Management
Bachelor of Arts - Economics
University of California, Irvine
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