Tao Jin, CPA
Los Angeles,CA
Summary
Detail-oriented USCPA with 5 years of financial accounting experience in investment banking and property management. Holds a master’s in financial mathematics and a bachelor’s in accounting. Expertise includes full-cycle GAAP reporting, entity consolidation, and internal control enforcement, ensuring transparency and accuracy in high-volume, regulated environments.
Overview
2
2
Languages
1
1
Certification
8
8
years of professional experience
Work History
Senior Accountant
Tripalink Property Management
Los Angeles, CA
04.2023 - 09.2025
- Full-Cycle Closing: Managed month-end closings for 15 property management projects, preparing financial statements, handling revenue recognition (fixed assets depreciation), and delivering financial reports to landlords.
- Financial Recovery: Reviewed prior-period accounting errors and redo management fee calculations, recovering and collecting a $600K+ discrepancy from various landlords.
- Policy & System Setup: Collaborated with Finance Controller to formulate corporate accounting policies, onboard new properties through GL mapping and bank authorizations, and establish cash flow tracking processes.
- Full-Cycle Closing: Managed month-end closings for 15 property management projects, prepared financial statements, handled revenue recognition, and delivered financial reports to landlords.
- Team Supervision: Reviewed and provided feedback to junior staff (Staff Accountant, AP, and PM Accountant), enhancing team accuracy and operational efficiency.
Staff Accountant
Imperial Capital Management Inc.
Century City, CA
11.2020 - 04.2023
- Cash Management & Reconciliation: Monitored daily cash positions across multiple bank accounts, executed fund transfers per SVP directives, and reconciled bank, base rent, AR, and prepaid rent accounts weekly against lease contracts to ensure accuracy.
- Month-End Closing & Reporting: Compiled monthly closing binders for upper management review and prepared reconciliations for key balance sheet accounts, enhancing data integrity for financial reporting.
- Audit & Internal Control: Processed invoice approval packages with full supporting documentation and assisted external annual audits by preparing and organizing PBC (Prepared by Client) schedules.
- Audit & Internal Control: Processed invoice approval packages with full supporting documentation and organized PBC (Prepared by Client) schedules to facilitate external annual audits.
Multi-line Sales Representative
State Farm
Coumbus, OH
09.2020 - 11.2020
- Pricing & Risk Assessment: Developed competitive pricing strategies for targeted insurance products, identifying and quantifying product-level risks to provide actionable insights to management that informed decision-making.
- Underwriting Support: Evaluated customer eligibility criteria to ensure accurate risk classification, enhancing portfolio quality and reducing potential exposure.
- Performance Achievement: Collaborated with management to execute market penetration plans, directly contributing to sales growth and improved profitability.
Store Manager
Happy Asian Mart
Dayton, OH
04.2018 - 10.2018
- Reconciled monthly cash, bank, and expense accounts; analyzed P&L variances to inform financial strategy. Improved sales by optimizing staff scheduling and implementing targeted promotional programs.
- Oversaw daily store operations, ensuring compliance with company policies and regional regulations.
- Trained and mentored staff on customer service standards and product knowledge.
- Managed inventory levels, optimizing stock management to reduce waste and increase sales efficiency.
Assistant Accountant Intern
Kayan Interpreting N Consulting
Orlando, FL
06.2017 - 08.2017
- Collected market data and performed property valuations/pricing analysis to support investment decisions, coordinating third-party maintenance and facilitating communication among accounting, acquisitions, and property management teams.
- Assisted in processing invoices and reconciling accounts to ensure accuracy.
- Supported month-end closing activities, contributing to timely financial reporting.
- Maintained accurate financial records using accounting software and spreadsheets.
Education
BBA - Accounting
University of Cincinnati
Cincinnati, OH12-2017
Master of Science - Finance Mathematics
University of Kentucky
Lexington, KY05-2020
Skills
- Revenue recognition
- Internal controls
- Cash flow management
- Financial statement analysis
- Generally accepted accounting principles
Certification
- CPA - Certified Public Accountant
- OH Insurance License - Inactive
Languages
Chinese (Mandarin)
English
Timeline
Senior Accountant
Tripalink Property Management
04.2023 - 09.2025
Staff Accountant
Imperial Capital Management Inc.
11.2020 - 04.2023
Multi-line Sales Representative
State Farm
09.2020 - 11.2020
Store Manager
Happy Asian Mart
04.2018 - 10.2018
Assistant Accountant Intern
Kayan Interpreting N Consulting
06.2017 - 08.2017
Master of Science - Finance Mathematics
University of Kentucky
BBA - Accounting
University of Cincinnati