Tim Sui
Artesia,CA
Summary
Financial Reporting professional with an active CPA license; detailed working experience in Corporate Finance, Internal Audit, and Public Accounting.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Financial Accountant
Edison Energy
07.2022 - Current
- Implemented system upgrade from Microsoft AX to Dynamics 365 F&O through verification of financial amounts and dimensions.
- Responsible for general ledger accounting journal entries including cash, payroll, accounts receivable, tax, and inter-company transactions.
- Classify and record employee expense journal entries and reconcile associated cash and credit card clearing accounts.
- Preparation and review of monthly financial statements.
- Maintain balance sheet reconciliations for accounts including inter-company.
- Established general ledger cash account reconciliation to bank balances daily and prepare any adjusting entries.
- Improved financial reporting accuracy by streamlining the month-end closing process and implementing new accounting procedures
Senior Financial Analyst Information Systems
Automobile Club Of Southern California
01.2019 - 12.2021
- Delivered financial oversight and advice to corporate stakeholders to improve strategic planning.
- Performed official liaison function between Information Systems, Corporate Finance, Internal Audit, and Financial Reporting departments.
- Consistently exceeded yearly forecast accuracy goal of 3 percent margin.
- Collaboratively worked with management and performed complex financial analysis to determine funding requirements, improve internal controls and justify requested funding.
- Conduct monthly meetings with management to streamline processes, improve operational efficiency, and deliver accurate financial information.
- Increased financial accuracy by conducting in-depth analyses of financial data and trends
Senior Financial Reporting Accountant
Automobile Club Of Southern California
10.2015 - 01.2019
- Performed high-level monthly and year-end calculations including management fee between Automobile Club and Inter-Insurance Exchange and cost allocation studies.
- Mentored and cross-trained 2 Accounting Specialists in Auto Club mentorship program. Provided task training, journal entry review, and monthly reconciliation review.
- Official budget liaison with Information Systems department. Responsible for investigating monthly budget variances and reporting to management.
- Produced timely and accurate financial reports. Responsible for maintaining high-dollar operating statement accounts including prepaid expenses and fixed assets.
- Enhanced internal controls through investigation of trend variances and collaboration with internal and external auditors.
Financial Analyst
Arbonne International LLC
07.2012 - 10.2015
- Prepared monthly executive management reporting package providing detailed analysis of relevant financial statement, inventory, headcount, and capital expenditure data.
- Created actual to budget and actual to prior year revenue bridges for executive management.
- Developed Daily Sales Dashboard presenting vital profitability indicators by region and product line.
- Performed detailed ad-hoc financial calculations at senior management's request, including competitive analysis of key companies, regional sales trends, and growth indicators.
- Worked collaboratively with Accounting, Operations, and Marketing to ensure accurate financial data and strong internal controls.
Senior Financial Reporting Accountant
Xceed Financial Credit Union
01.2010 - 07.2012
- Improved monthly financial statement close from 7 days to 4 days through automating recurrent reports.
- Performed all budgeting and forecasting functions in addition to financial reporting during restructuring.
- Responsible for all critical quarterly and monthly financial statements, profitability analytics, and investment reports to senior management and board of directors.
- Review junior accountant reconciliations and performed mentoring and coaching for staff accountants.
Internal Auditor
Smart And Final
01.2008 - 12.2009
- Led cross functional teams to develop and implement Sarbanes-Oxley compliant inventory cycle count program.
- Supervised 15 annual overnight warehouse cycle counts to reduce annual external inventory count expense by $500,000.
- Created custom store audit plan for Henry's Farmer Markets after acquisition by collaboration with management to create truly add value.
- Audited 150+ Smart and Final, Cash and Carry, and Henry's Farmer Markets to enhance compliance with corporate policy and coach store management in key areas.
Audit Associate
KPMG, LLP, Financial Services Assurance
06.2005 - 12.2007
- Analyzed trends over monthly, quarterly and annual financial data to perform variance analysis and investigate fluctuations.
- Performed year-end financial statement audit in consumer products, education, and healthcare sectors. Main clients included Herbalife, Cal State University, and Occidental Petroleum.
- Audited many financial statement accounts including revenues, cost of goods, and royalties.
- Met SEC reporting deadlines for auditing Herbalife for 3 consecutive years. Performed planning functions and implemented new Sarbanes-Oxley internal control testing requirements.
- Received Encore recognition reward for outstanding performance.
- Conducted walkthroughs with process owners to gain a thorough understanding of business operations
Education
Bachelor of Arts - Business Economics
University of California - Los Angeles
Los Angeles, CA06.2005
Skills
- Financial Statements Expertise
- General Ledger Accounting Expertise
- Budgeting
- Financial Analysis
- Financial Reporting
- Accounting
- Account Reconciliation
- Annual Budgets
- Variance Analysis
- Spreadsheets
- Budget Forecasting
- Financial Modeling
Certification
- CPA - Certified Public Accountant - license number 148325
Timeline
Senior Financial Accountant
Edison Energy
07.2022 - Current
Senior Financial Analyst Information Systems
Automobile Club Of Southern California
01.2019 - 12.2021
Senior Financial Reporting Accountant
Automobile Club Of Southern California
10.2015 - 01.2019
Financial Analyst
Arbonne International LLC
07.2012 - 10.2015
Senior Financial Reporting Accountant
Xceed Financial Credit Union
01.2010 - 07.2012
Internal Auditor
Smart And Final
01.2008 - 12.2009
Audit Associate
KPMG, LLP, Financial Services Assurance
06.2005 - 12.2007
Bachelor of Arts - Business Economics
University of California - Los Angeles
- CPA - Certified Public Accountant - license number 148325
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