Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Sally Lo

Sacramento,CA

Summary

Business Accounting graduate, highly motivated, organized, and hardworking individual that will go beyond the company’s expectations. Seeking for a position that will allow me to utilize my knowledge and further progress my skills in logistics and accounting.

Overview

8
8
years of professional experience

Work History

Lead Manager

Heat Shabu Baru
11.2018 - Current

- Monitor daily cash flow ensuring credit and cash transactions have been processed correctly.

- Cash out register by counting cash, credit card receipts, gift card, etc., to make certain all numbers match on sales report.

- Calculate and distribute tip to staff accordingly.

- Create financial and budgeting report quarterly to forecast business operation.

- Manage employee payroll bi-weekly

- Issue checks to accounts payable for vendors.

- Record and stock inventory weekly to ensure all items are replenished.

- Review company’s agenda to ensure all payments and appointments are made on time.

- Responsible for managers logbook with any significant events.

- Supervise front and back of the house by assisting all staff members to ensure floor efficiency.

- Handle customer complaints and provide be solution to disuse difficult situations.

Accountant, Tax Preparer

Kathy Kim CPA
11.2021 - 06.2022

- Help prepare and input data for filing simple individual income tax return.

- Interview clients to gather accurate information needed to for filing individual tax returns.

- Calculate preparation fees according to duration of time required for service and complexity of work.

- Put together files for new and existing clients with completed paperwork to ensure organization.

- Consult with manager to determine the best optimal method for filing to ensure any deductions, exemptions are compliable with current tax laws.

- Assist clients with tax concerns or questions in person or over the phone to ensure friendly customer service.

Shift Lead

Kyoto Sushi Bar Grill
10.2015 - 11.2018

- Ensure all necessary inventory are restocked to operate restaurant efficiently.

- Record and order inventory from vendors when supplies are low.

- Meet with new vendors to ensure company is getting the lowest price on inventory.

- Answer any social media post and online reviews from customers.

- Run opening and closing shift report to make certain all numbers match with total sales receipts.

- Distribute tip accordingly to BOH and FOH staff.

- Train new employees on duties and responsibilities to maximize productivity while maintaining professionalism.

- Resolve customer complaints by offering solutions while maintaining friendliness and ensuring customer satisfaction.

- Learn new POS system and ensure all staff understand how to operate system correctly.

- Review staff schedule, approve of any shift changes, and adjust accordingly.

Education

Bachelor of Science - Business Administration, Accountancy

California State University, Sacramento
6000 J St, Sacramento 95819
05.2020

Associate of Arts - Social Sciences

Sacramento City College
3835 Freeport Blvd, Sacramento 95822
05.2018

Associate of Arts - Interdisciplinary Studies- Behavioral Science

Sacramento City College
3835 Freeport Blvd, Sacramento 95822
05.2018

Skills

Microsoft Office- Payroll Preparation- Bookkeeping- Financial Reporting- General Tax Accounting- Income Tax Preparation- Deduction Knowledge- Cash Handling- Labor Budgeting- Upkeeping Inventory- Revenue Analysis- Verbal Communication- Bi-lingual- Multitasking- Critical Thinking- Problem Solving- Customer Service Skill- Highly Motivated- Time Management- Detail Oriented- Organized

Languages

Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual

Timeline

Accountant, Tax Preparer

Kathy Kim CPA
11.2021 - 06.2022

Lead Manager

Heat Shabu Baru
11.2018 - Current

Shift Lead

Kyoto Sushi Bar Grill
10.2015 - 11.2018

Bachelor of Science - Business Administration, Accountancy

California State University, Sacramento

Associate of Arts - Social Sciences

Sacramento City College

Associate of Arts - Interdisciplinary Studies- Behavioral Science

Sacramento City College
Sally Lo