Tianjiao(Victoria) Yu
Fremont,CA
Summary
Experienced with financial strategy development, client relationship management, and risk assessment. Utilizes analytical skills to identify opportunities and optimize financial performance. Track record of maintaining compliance and fostering collaborative team environments.
Overview
10
10
years of professional experience
Work History
Financial Services Supervisor
University Of California, Davis
09.2024 - Current
- Directed Business Office financial activities including accounts payable, procurement, travel, and entertainment.
- Reviewed and approved financial transactions to ensure compliance with UC and CAHFS policies.
- Served as a subject matter expert and departmental contact for complex purchases and contracts.
- Conducted monthly and year-end fiscal close activities, including account reconciliations and ledger reviews.
- Performed audits, analyzed discrepancies, and implemented process improvements to enhance efficiency.
- Served as the CAHFS Fiscal Officer, ensuring accurate application of government accounting principles (GAAP, GASB) across financial activities.
- Managed chart of accounts, financial reports, and surplus accounts.
- Conducted complex financial analyses and coordinated special projects, ensuring data integrity and consistency in reporting.
- Supervised and led a team of 4 staff members, ensuring compliance with policies and deadlines.
- Conducted staff performance reviews, provided training, and motivated the team to meet department goals.
- Managed work schedules and productivity, ensuring a high standard of output and operational efficiency.
- Coordinated efficient department operations by effectively supervising employees, delegating assignments and personally handling routine and advanced problems.
- Checked submitted financial documentation for accuracy and integrity against internal and regulatory standards.
Senior Budget Analyst
San Mateo County Transit District
01.2024 - 07.2024
- Oversee the month-end and year-end close including reviewing of general ledger account analysis, reconciliations, and review and approve journal entries.
- Review and verify reliability and integrity of financial data and accounting software systems.
- Review and evaluate accounting procedures, make recommendations for accounting systems and processes to ensure compliance with GAAP, Governmental Accounting Standards Board, Federal Transit Administration, and other laws and regulations.
- Act as a liaison between finance and other departments, organizations, and agencies.
- Respond to complex accounting questions and complaints as well as researching and responding to audit questions.
- Prepare audit schedules and have lead responsibility for audit requests and findings.
- Prepare Comprehensive Annual Financial Reports (CAFRs) Supervise staff.
- Hire, mentor, and take appropriate corrective and/or disciplinary action. Ensure EEO policies and procedures are followed. Participate in selection of staff.
- Coordinate staff training and professional development. Establish performance objectives. Monitor and evaluate employee performance.
- Reviewed monthly operations to assess compliance with budgets and determine necessary adjustments for future plans.
- Compiled statistical data after each month-end closing.
Senior Finance Officer
University of Ottawa
04.2022 - 12.2023
- Led the department's accounting operations, ensuring meticulous recording, and timely reporting of all financial activities.
- Spearheaded the installation of new accounting software and managed university database projects, aligning IT projects with financial management needs.
- Utilized PowerBI to visualize financial data, providing clear insights and aiding in strategic decision-making.
- Collaborated with various departments to refine accounting processes, ensuring compliance with financial regulations and standards.
- Utilized advanced financial tools, including Sage, Microsoft Dynamic 365 Business Central, Myworkday, and Microsoft Excel, to conduct in-depth financial reconciliations and generate comprehensive financial reports.
- Directed the preparation of periodic financial statements, offering a clear view of the current financial position and performance.
- Identified potential areas of improvement and ensuring alignment with accounting best practices.
- Established and reinforced robust internal controls, safeguarding the university's financial assets and ensuring transparency in financial reporting.
- Facilitated interactions with external auditors, ensuring smooth annual audits and compliance with accounting standards.
- Offered initiatives to enhance accounting procedures, leading to streamlined operations and improved financial accuracy.
- Prioritized the maintenance of a systematic and secure filing system, ensuring the integrity and confidentiality of all accounting records.
- Supported senior management in strategic planning by providing insightful financial analysis and industry benchmarking data.
- Successfully secured financing for business expansion, negotiating favorable loan terms with financial institutions.
Accounting Coordinator
University of Ottawa
03.2019 - 03.2022
- Managed and supervised the accounting operations, ensuring the accurate recording and reporting of financial transactions.
- Conducted comprehensive financial analyses, identifying trends, anomalies, and areas for improvement in accounting practices.
- Collaborated with various departments to streamline accounting processes, enhancing efficiency and ensuring compliance with financial standards.
- Utilized financial tools such as Sage, Microsoft Dynamic 365 Dynamic Business Central, and Microsoft Excel to conduct monthly reconciliations, track financial data, and generate detailed financial reports.
- Oversaw the preparation and timely delivery of accurate financial statements, providing insights into the university's financial health and performance.
- Conducted comprehensive financial analyses, identifying trends, anomalies, and areas for improvement in accounting practices.
- Implemented and maintained robust internal controls to safeguard the integrity and transparency of the university's financial records.
- Coordinated with external auditors during annual audits, ensuring all financial records were in order and compliant with accounting standards.
- Led initiatives to optimize accounting procedures, resulting in improved data accuracy and faster month-end closing processes.
- Maintained a systematic filing and records management system, ensuring the confidentiality, accuracy, and easy retrieval of accounting documents.
- Supported the month-end closing process, efficiently processing journal entries and posting accruals.
- Provided exceptional customer service while resolving billing disputes or payment discrepancies with clients.
Finance Officer
Harris Corporation
07.2017 - 02.2018
- Managed the company's accounting operations, ensuring accurate and efficient recording of financial
transactions. - Worked closely with various teams to optimize accounting processes, aligning with corporate financial standards and goals.
- Employed financial software to track, reconcile, and report on accounting activities, ensuring clarity and accuracy in financial data.
- Oversaw the timely preparation of financial statements, providing insights into the company's fiscal health.
- Conducted regular financial analyses, identifying trends and areas for improvement in the company's accounting practices.
- Implemented stringent internal controls to ensure the reliability and transparency of financial data.
- Coordinated with external audit teams, facilitating smooth and efficient audit processes.
- Introduced measures to refine accounting procedures, enhancing data accuracy and operational efficiency.
- Maintained an organized and secure filing system, ensuring the confidentiality and easy access to accounting documents.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Optimized cash flow management, ensuring timely payment of invoices and reducing outstanding debts.
Payroll Analyst
Public Services and Procurement Canada
02.2017 - 04.2017
- Maintained strict confidentiality of employee information, adhering to company policies and legal requirements for data protection.
- Resolved payroll discrepancies promptly, addressing employee concerns and maintaining satisfaction.
- Optimized workflow by creating detailed procedure manuals for each step in the payroll process, reducing errors and enhancing efficiency.
- Provided exceptional customer service when addressing employee inquiries about paychecks or withholdings, fostering positive workplace relations.
- Managed year-end reporting tasks such as payroll slips preparation and distribution, ensuring timely delivery to employees.
Commodity Tax Intern
Costco Canada
05.2015 - 08.2015
- Streamlined tax processes by maintaining organized client files and documentation.
- Organized client tax documents to facilitate quick preparation of tax returns.
- Prepared workpapers, reconciliations, and schedules for efficient review by supervisors or managers.
- Worked closely with team members to complete tasks efficiently under tight time constraints during peak periods of high workload demands.
Accountant
Dynamic Personnel Consultants
08.2014 - 11.2014
- Quickly and accurately processed payments, credits, and other transactions using company software applications.
- Completed balance sheet reconciliations and profit and loss statements with high accuracy.
- Prepared monthly closings by creating journal entries and reconciling accounts.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
Education
Master of Science - Data Insights Analytics
University Of Wisconsin–Madison
05.2027
Master of Science - Computer Science
University of Liverpool
04.2025
Post Graduate Program - Data Science & Business Analytics
University of Texas At Austin
07.2022
Honours Bachelor of Commerce - Accounting
University of Ottawa
05.2017
Skills
- Expertise in analyzing financial data using Python, enabling actionable insights and trend identification
- Proven track record in developing budgets, creating forecasts, and monitoring financial performance against strategic objectives
- Advanced proficiency in Microsoft Excel, complemented by hands-on experience with financial management systems such as Sage, MyWorkday, and Microsoft Dynamics 365 ERP Business Central
- Skilled in leveraging programming languages and tools like Python, SQL, JSON, Java, HTML, and CSS for robust financial solutions
- Adept at preparing and reviewing comprehensive financial reports, ensuring accuracy and compliance with international accounting standards
- Instrumental in identifying and implementing IT-driven financial solutions to improve operational efficiency and enhance decision-making
- Maintains up-to-date knowledge of financial regulations, ensuring consistent adherence to compliance standards
- Exceptional ability to demystify complex financial concepts, translating them into actionable and comprehensible business strategies
Data Analysis
Financial Management
Technological Proficiency
Financial Reporting
IT Financial Solutions
Regulatory Compliance
Strategic Communication
- Skilled in building strong stakeholder relationships, delivering exemplary service, and maintaining high customer satisfaction
- Demonstrated capability in project management, cost control, and credit analysis to optimize financial operations and resource allocation
- Proficient in cash flow management, financial forecasting, and creating models to guide strategic business planning and decision-making
- Hands-on experience in conducting internal audits, ensuring seamless coordination during external audits, and enhancing internal controls
- Employs financial modeling, asset allocation strategies, and advanced analytics to drive cost reduction and maximize organizational value
- Strong negotiation skills paired with experience in financial advising to influence decision-making and cost management strategies
- Extensive knowledge of financial tools and software, ensuring seamless integration and utilization to meet dynamic business needs
Customer Service & Relationship Management
Leadership in Financial Operations
Strategic Planning & Modeling
Audit and Compliance Management
Advanced Analytics
Negotiation & Advising
Software Expertise
Contact
Fremont, CA 94538
Education
(Full-Time),(Part-Time),(Part-Time),(Part-Time)
Languages
Chinese (Mandarin)
Native or Bilingual
French
Elementary
English
Native or Bilingual
Timeline
Financial Services Supervisor
University Of California, Davis
09.2024 - Current
Senior Budget Analyst
San Mateo County Transit District
01.2024 - 07.2024
Senior Finance Officer
University of Ottawa
04.2022 - 12.2023
Accounting Coordinator
University of Ottawa
03.2019 - 03.2022
Finance Officer
Harris Corporation
07.2017 - 02.2018
Payroll Analyst
Public Services and Procurement Canada
02.2017 - 04.2017
Commodity Tax Intern
Costco Canada
05.2015 - 08.2015
Accountant
Dynamic Personnel Consultants
08.2014 - 11.2014
Master of Science - Computer Science
University of Liverpool
Post Graduate Program - Data Science & Business Analytics
University of Texas At Austin
Honours Bachelor of Commerce - Accounting
University of Ottawa
Master of Science - Data Insights Analytics
University Of Wisconsin–Madison
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