XIAOJUN WU
San Jose,CA
Summary
Dedicated CPA candidate and Accounting graduate from NYU Stern (MSA) with a solid foundation in auditing and financial reporting. Currently preparing for the CPA exam while enhancing technical skills in accounting, Excel, and data analysis. A disciplined and proactive approach strengthens professional capabilities and seeks opportunities in accounting and advisory services. Eager to launch a career at a Big 4 firm, committed to delivering high-quality financial reporting and innovative client solutions.
Overview
6
6
years of professional experience
Work History
Seasonal Practical Bookkeeping
01.2025 - 04.2025
- Assisted in bookkeeping and financial record organization, improving efficiency in document processing
- Supported preparation of 10+ individual and family tax returns by organizing and reviewing financial data
- Applied U.S. tax knowledge to ensure accurate filing and compliance with IRS requirements
- Identified and corrected minor discrepancies in financial documents, enhancing data accuracy
- Gained hands-on experience in a local accounting office, supporting daily client accounting needs
Intern at Audit Department
Deloitte Touche Tohmatsu CPA Limited
10.2022 - 12.2022
- Conducted audit testing on financial data for China Merchants Bank, facilitating completion of three audit reports.
- Evaluated and reconciled accounting entries along with asset schedules, guaranteeing compliance with audit standards.
- Conducted substantive testing and verification of financial records, pinpointing and rectifying discrepancies.
- Utilized Excel to support data analysis and improve efficiency in audit procedures
- Collaborated with senior auditors to prepare audit working papers and support financial statement audits
School Business Analyst Research
University of California, Irvine
09.2021 - 12.2021
- Research Assistant The Great Depression Project, Supervisor: Professor Gary Richardson
- Analyzed financial performance of retail firms during 1920-1940 using Moody's archival balance sheets.
- Cleaned and validated historical data in Stata, enhancing dataset integrity for regression analysis.
- Researched key macroeconomic factors using ProQuest and library archives to support faculty-led economic history publications.
- Irvine, CA
Accountant, Part time
The People's Insurance Company (Group) of China
07.2019 - 09.2019
- Reviewed insurance contracts and claim documentation, ensuring compliance with regulatory and internal accounting standards
- Prepared financial statements and balance sheets in Excel, improving accuracy and supporting timely reporting
- Recorded and maintained financial transactions using accounting software, ensuring accuracy and data integrity
- Assisted in strengthening internal controls by identifying process inefficiencies and supporting improvements
Education
Master of Science - Accounting
New York University, Leonard N. Stern School of Business
New York, NY05.2024
Bachelor of Arts - Economics
University of California, Irvine, Social Science School
Irvine, CA06.2023
Skills
- Accounting: Financial Reporting, Journal Entries, Account Reconciliation, Audit Procedures
- Tax: Individual Tax Preparation, IRS Filing Requirements
- Technical: Excel, Power BI, SQL, VBA
Extracurricular Activities
UCI AIRG, Member of International Equity, 09/2021 to 06/2022, 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.
Languages
English
Professional Working
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Timeline
Seasonal Practical Bookkeeping
01.2025 - 04.2025
Intern at Audit Department
Deloitte Touche Tohmatsu CPA Limited
10.2022 - 12.2022
School Business Analyst Research
University of California, Irvine
09.2021 - 12.2021
Accountant, Part time
The People's Insurance Company (Group) of China
07.2019 - 09.2019
Master of Science - Accounting
New York University, Leonard N. Stern School of Business
Bachelor of Arts - Economics
University of California, Irvine, Social Science School