William Chen
Whitestone,New York
Summary
Dynamic professional with experience at James Pai CPA PLLC, specializing in financial statement analysis and accounts receivable optimization. Proficient in Excel and customer service, with a strong ability to multitask and enhance team collaboration. Committed to achieving results in fast-paced environments while maintaining high levels of client satisfaction and operational efficiency.
Overview
7
7
years of professional experience
Work History
Treasurer / Social Chair
Lambda Phi Epsilon International Fraternity
Stony Brook, New York
11.2023 - Current
- Monitored and maintained financial records, including budgets, investments, and expenditures.
- Executed multiple high-attendance social events, managing logistics, budgeting, and vendor communications.
- Fostered professional relationships with alumni, university officials, and other Greek organizations.
Intern
James Pai CPA PLLC
Flushing, NY
06.2024 - 09.2024
- Looked at over 2000 companies financial statements creating a massive excel sheet as to which company owes the firm money.
- Created QuickBooks files for over 100 companies holding their company's financial information.
- Issued invoiced and tracked payments for hundred of clients, supporting effective accounts receivables.
Manager
The Whale Tea
Fairfield, CT
06.2020 - 09.2024
- Oversaw the opening and closing shift making sure everything goes accordingly.
- In charge of employee scheduling creating a schedule that best fit the employees.
- Handled any customers disputes prioritizing customer satisfaction.
Performer
Asian United and Cultural Exchange Inc
Flushing, NY
06.2018 - 09.2022
- Choreographed and performed lion dance throughout NYC spreading Asian American culture.
- Helped pick up trash from parks and various parts of NYC.
- Raised a Food drive that amassed over 200 pounds of canned foods to help those in need.
Education
Bachelors Of Science - Accounting and Marketing
Stony Brook University
05.2027
High School -
Forest Hills High School
Skills
- Proficient in Excel
- Customer service
- Team collaboration
- Spreadsheets
- Point of sale (POS) system operations
- Multitasking and organization
Skills Interests
Proficient in excel and spreadsheets, Fluent in English, Fluent in Mandarin Chinese, Loves basketball or pretty much any outdoor activity.
Timeline
Intern
James Pai CPA PLLC
06.2024 - 09.2024
Treasurer / Social Chair
Lambda Phi Epsilon International Fraternity
11.2023 - Current
Manager
The Whale Tea
06.2020 - 09.2024
Performer
Asian United and Cultural Exchange Inc
06.2018 - 09.2022
Bachelors Of Science - Accounting and Marketing
Stony Brook University
High School -
Forest Hills High School
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