Yi Wu
Summary
Experienced finance and operations professional with expertise in budgeting, auditing, payroll, and compliance. Proven ability to support leadership, streamline processes, and ensure accurate financial reporting.
Overview
11
11
years of professional experience
Work History
Controller
Stephen Gaynor School
03.2018 - Current
- Prepare internal financial statements for the quarterly Audit Committee meetings and ensure timely filing of bank compliance reports
- Led the team to successfully complete the annual audit, with no adjustments requested in the final report
- Collaborate with the tax professional to prepare and submit Form 990 in compliance with IRS requirements
- Assist the CFO in developing the annual budget and monitor actuals versus budget for departmental directors to support financial oversight and decision-making
- Processed bi-weekly payroll about 200 employees, including review, verify and calculate payroll data
- Prepared and processed all manual and off-cycle checks and responsible for administering yearly bonus
- Compute after school, athletic and maternity leave payment
- Worked closely with human resources in ensuring that employee benefit policies and procedures are accurately reflected in payroll
- Verified attendance, hours worked, and overtime to detect and reconcile payroll discrepancies
- Conducted reconciliation of 8 bank accounts encompassing 4 different banks, including operating, fundraising, PA, investment accounts and others; bring errors to the Controller and help to correct errors to the general ledger
- Managed facility rental process, including site visit, price negotiation, contract and invoice issuing, and coordinate with all related parties
- Followed up on the delinquent accounts and the number reduce the number from 12% to 2%
Account Payable Associate
The Gateway School
06.2015 - 03.2018
- Processed invoices and make the payment
- Computed benefit deductions and allocation in general ledger
- Handled school credit card and verified all transactions
- Created and submitted purchase orders and made all purchases for the entire school
- Provided cash projection report to the CFO for the next three month
- Maintained and verified all the contracts which relate to summer work, school trip, Gala, and track all the payment obligations. Communicate and obtain necessary documentation such as 1099
- Prepared and distributed 1099
- Helped controller with CFR filing
- Prepared monthly bank reconciliations
- Verified accrual staff reimbursement and processed the payment
- Provided analysis reports and supporting documentation for year-end audit
- Participated in interviewing of the new CFO
Accounts Payable Clerk
Erwin Pearl Inc.
09.2014 - 05.2015
- Efficiently processed vendor invoices and resolve all payment problems
- Prepared monthly bank reconciliation for 18 retail stores
- Calculated accrual payroll expense and make the entry
- Used excel spreadsheets to process and prepare weekly financial reports
- Processed daily inventory adjustments in the KWI system
- Calculated percentage allocation expenses for 18 stores
Education
Master of Science - Accounting
Queen College
02.2021
Bachelor of Business Administration - Accountancy
CUNY Baruch College, Zicklin School of Business
02.2015
Skills
- Financial Auditing
- Data Analysis and research
- General Ledger
- Account reconciliation
- Payroll Administration
- Advanced in Microsoft Word, Excel, PowerPoint, QuickBooks, Microsoft Dynamics GP, Senior System, Blackbaud Financial Edge, Veracross, Paycom, IDEA and Tableau
Timeline
Controller
Stephen Gaynor School
03.2018 - Current
Account Payable Associate
The Gateway School
06.2015 - 03.2018
Accounts Payable Clerk
Erwin Pearl Inc.
09.2014 - 05.2015
Bachelor of Business Administration - Accountancy
CUNY Baruch College, Zicklin School of Business
Master of Science - Accounting
Queen College
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