Overview
Work History
Education
Skills
ACADEMIC PROJECT EXPERIENCE
Timeline
Generic
Yanting Wu

Yanting Wu

Plano,TX

Overview

1
1
year of professional experience

Work History

CPA assistant

Lian Liu CPA LLC
McKinney, Texas
02.2023 - 08.2023
  • Managed company's general accounting, especially with Payroll, Bookkeeping, tax filing, and report filing
  • Generated financial statement and conduct analysis of company's financial performance
  • Filed Annual Federal tax return, State tax return, and State report
  • Audited company's account, organize company's financial record, and inspect accounting books and practice.

CPA assistant

Zhong's Accounting & Tax Service, LLC
Richardson, Texas
03.2022 - 02.2023
  • Reconciled the company's bank statement and ledger and bookkeep financial operation data; generated monthly income and cashflow statement and conducted analysis of the company's financial performance
  • Filed and remitted tax and other obligations, especially with the payroll tax, sales tax payment, and cheque issuance
  • Managed monthly expenditure accounts, and forecast monthly budget based on company's finance.

Education

Master of Science - Finance

The University of Texas at Dallas
Richardson, TX
05.2025

Bachelor of Science - Finance

The University of Texas at Dallas
Richardson, TX
12.2022

Skills

  • Microsoft Office Suite (Word, Excel, PowerPoint, Access)
  • Desktop and Online Quick Book
  • Drake Tax Software
  • ATX Software
  • R Programming
  • Tableau
  • SQL
  • Financial Analysis
  • Accounting
  • Marketing techniques
  • Inventory planning
  • English fluency

ACADEMIC PROJECT EXPERIENCE

Mathematic Methods for Finance, FIN 6307    Jan 2024 to May 2024

• Collected 10 stocks of Pharmacy industry and E-commerce industry historical data, and analysis by using descriptive statistics, and analyzed the relationship between financial fundamentals. Created the optimal portfolio of these 10 stocks and analyzed the mean and volatility of optimal portfolio and weighted-average portfolio by using Hypothesis test.

• Analyzed the relationship of these 10 stocks and market by using Regression analysis. Used the r-square and ANOVA table to evaluate the overall model goodness of fit and evaluated the adequacy of model specification by testing the serial correlation using Durbin-Watson test.

Timeline

CPA assistant

Lian Liu CPA LLC
02.2023 - 08.2023

CPA assistant

Zhong's Accounting & Tax Service, LLC
03.2022 - 02.2023

Master of Science - Finance

The University of Texas at Dallas

Bachelor of Science - Finance

The University of Texas at Dallas

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Yanting Wu