Summary
Overview
Work History
Education
Skills
EXTRACURRICULAR
Timeline
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XIAOJUN WU

San Jose,CA

Summary

Motivated accounting graduate with a strong foundation in tax analysis and financial reporting. Eager to apply analytical skills in solving complex tax challenges at KPMG's State and Local Tax team. Committed to leveraging attention to detail and problem-solving abilities to support clients' compliance and strategic planning. Growing expertise in tax regulations and advisory.

Overview

3
3
years of professional experience

Work History

Intern at Audit Department

Deloitte Touche Tohmatsu CPA Limited
09.2022 - 11.2022
  • Collected pertinent data on China Merchants Bank and successfully completed its three transformation reports.
  • Prepared bank confirmation letters for audit purposes, conducted audit tests on monetary funds, and meticulously verified bank statements and accounting vouchers.
  • Compiled comprehensive accounting entry reports, including essential details like journal entry dates, debits, credits, journal references, and entry descriptions.
  • Generated precise asset detail reports, ensuring accuracy and compliance with established accounting standards.

Accountant

The People’s Insurance Company (Group) of China
07.2019 - 09.2019
  • Reviewed and processed insurance claims, ensuring timely and accurate benefit payments in accordance with company policy.
  • Assisted in the preparation of monthly balance sheets and reconciliations, supporting internal financial audits.
  • Streamlined document management by sorting and categorizing insurance contracts, improving efficiency in claim processing and customer inquiries.

Education

Master of Science - Accounting

New York University, Leonard N. Stern School of Business
New York, NY
05.2024

Bachelor of Art - Economics

University of California, Irvine, Social Science School
Irvine, CA
06.2023

Skills

  • Skills: Microsoft(powerpoint, word, excel, Python, SQL, Power BI, Excel VBA, XBRL
  • Language: English, Mandarin & Cantonese
  • Teamwork and collaboration
  • Problem-solving

EXTRACURRICULAR

UCI AIRG, Member of International Equity Sep 2022- Mar 2023 Conducted market analysis on global equities, assessing macroeconomic and monetary policy impacts. Developed portfolio simulations using quantitative models to optimize risk-adjusted returns. Participated in mock fund operations, gaining practical exposure to hedge fund and investment bank workflows.

Timeline

Intern at Audit Department

Deloitte Touche Tohmatsu CPA Limited
09.2022 - 11.2022

Accountant

The People’s Insurance Company (Group) of China
07.2019 - 09.2019

Bachelor of Art - Economics

University of California, Irvine, Social Science School

Master of Science - Accounting

New York University, Leonard N. Stern School of Business

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