Xi Li
Daly City,CA
Summary
Forward-thinking Asset Manager possessing first-rate interpersonal, organizational and time management skills. Expertise in reviewing key market indicators to determine appropriate strategies for pricing, repairing, and negotiating offers. Proficient in Microsoft Suite. Personable and reputable professional commended for expanding relationships with existing clients by continuously proposing solutions to meet objectives.
Overview
19
19
years of professional experience
Work History
Asset Manager
Lao Construction
07.2009 - Current
- Proactively identified areas for process improvement, driving increased efficiency throughout the organization.
- Increased portfolio value with strategic asset allocation and rigorous market analysis.
- Collaborated with legal teams to ensure compliance with regulatory requirements and industry best practices.
- Conducted detailed market trend analysis to inform strategic investment decisions.
- Conducted comprehensive risk assessments for enhanced investment strategies.
- Improved client satisfaction by providing tailored investment advice and personalized portfolio management services.
- Evaluated appraisals, broker opinions and current market data to derive internal valuations and implement property strategies from pre-foreclosure through sale of asset.
- Enhanced portfolio resilience by diversifying investments across multiple asset classes.
Auditor
Lindquist, Von Husen and Joyce, LLP
02.2008 - 06.2009
- Perform financial statement audit for clients in housing and real estate development industry
- Major projects include: Bridge Housing Corporation, Mid-Peninsula Housing, Citizen Housing Corporation, Legacy Partnership
- Performed risk assessment and preliminary analytical review
- Solved issues through inquiry, analytical review and other audit procedures
- Performed internal control testing and detail testing
- Assisted to draft the financial statements and disclosures
- Provided services to business from bay area and northern California.
Accountant
Fong, Ko & Associates, LLP
05.2006 - 01.2008
- Prepared income, payroll, sales and property tax returns for corporations, non-profit organizations, partnerships or individuals
- Maintain bookkeeping and prepared trial balance and financial statements for business
- Provided services to businesses with the number of employees from 5 to 50.
- Handled day-to-day accounting processes to drive financial accuracy.
- Gathered financial information, prepared documents, and closed books.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
Auditor and Tax Accountant
Novogradac & Company
01.2006 - 08.2006
- Performed financial statements audit for partnerships and corporations
- Prepared tax returns for partnerships
- Performed low-income housing compliance
- Provided services to business from bay area, California and east and south coast states.
Education
B.S. Business Administration, Accounting -
SAN FRANCISCO STATE UNIVERSITY
San Francisco08.2005
Skills
- Valuation Techniques
- Microsoft Excel
- Maintenance Planning
- Property Appraisals
- Financial software
- Cash Flow Forecasting
- Portfolio Management
- Property accountability
- Multitasking
- Decision-Making
- Team Collaboration
Miscellaneous
English, Chinese, ProSystem, Lacerte, Excel, Word, EassyAcct, QuickBooks, MS Outlook
Languages
Mandarin
Professional Working
Timeline
Asset Manager
Lao Construction
07.2009 - Current
Auditor
Lindquist, Von Husen and Joyce, LLP
02.2008 - 06.2009
Accountant
Fong, Ko & Associates, LLP
05.2006 - 01.2008
Auditor and Tax Accountant
Novogradac & Company
01.2006 - 08.2006
B.S. Business Administration, Accounting -
SAN FRANCISCO STATE UNIVERSITY
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