YUN-HSUAN (Rose) Chu
Saratoga,CA
Overview
10
10
years of professional experience
1
1
Certification
Work History
Assistant to the CFO
Retell AI
12.2023 - Current
- Oversaw budgets, payroll, and accounts payable and receivable.
- Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
- Prepared accurate financial statements monthly to summarize financial health and business performance.
- Spearheaded the implementation of a new financial reporting system, resulting in more accurate and timely data for decision-making purposes.
- Ensured compliance with all regulatory requirements by staying current on industry developments and implementing necessary controls within the organization.
Senior Revenue Analyst
Seagate
05.2024 - Current
- Assisted sales team members with deal structuring, ensuring optimal revenue recognition practices were followed.
- Enhanced internal controls, ensuring accurate financial reporting and minimizing risk exposure.
- Performed ad-hoc analyses as requested by senior management to support data-driven decision making in matters related to revenues generation.
- Prepared working papers, reports and supporting documentation for audit findings.
- Provided journal entries and performed accounting on accrual basis.
Audit Associate
KPMG LLP
08.2019 - 05.2024
- Conducted high quality audits of technology companies and public software companies
- Performed risk assessment and substantive procedures over complex audit areas including the adoption of ASC 606 and ASC 842
- Prepared workpapers that were clear, concise and cross-referenced in a way that could easily be reperformed
- Resolved audit differences by working directly with the client and proposing adjusting entries when needed
- Directly supervised engagement staff including providing up-front coaching and feedback from review of workpapers
Audit Associate
KPMG LLP
10.2017 - 07.2018
- Support financial report audits, due diligence and tax certifications for 18 clients in industries including defense technology, biotechnology, construction, automotive, travel, chemical, and entertainment
- Facilitated a Cambodian start-up company to establish accounting policies and internal control system
- Supported two IPO cases for companies in defense and biotechnology industries
- Support corporate tax return for several clients
Accounting Intern
Lam Research
07.2016 - 09.2016
- Assisted in the preparation of the 10K report
- Performed income statement and balance sheet validations to identify new GL accounts to be mapped
Audit Intern
KPMG LLP
07.2015 - 07.2015
- Conducted interim review of manufacturing industry
- Performed substantive procedures over cash, account payable to test for completeness, existence, accuracy
- Raised awareness of audit differences to the engagement senior and worked with them to resolve discrepancies
- Performed analytical reviews of data provided by clients
- Analyzed the fluctuation in financial statement accounts from PQ to CQ and documented any significant differences
- Communicated with the client to collect financial support for audit procedures and test work
Education
Master of Professional Accountancy -
University of California, Riverside
Riverside, CA06.2019
Bachelor of Science - Accounting
Soochow University
Taipei, Taiwan06.2019
Skills
- Contract review
- GAAP compliance
- Advanced Excel
- Auditing procedures
- Teamwork and collaboration
- Problem-solving
Certification
- Certified Public Accountant (CPA) - American Institute of Certified Public Accountants (AICPA).
Timeline
Senior Revenue Analyst
Seagate
05.2024 - Current
Assistant to the CFO
Retell AI
12.2023 - Current
Audit Associate
KPMG LLP
08.2019 - 05.2024
Audit Associate
KPMG LLP
10.2017 - 07.2018
Accounting Intern
Lam Research
07.2016 - 09.2016
Audit Intern
KPMG LLP
07.2015 - 07.2015
- Certified Public Accountant (CPA) - American Institute of Certified Public Accountants (AICPA).
Master of Professional Accountancy -
University of California, Riverside
Bachelor of Science - Accounting
Soochow University
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