Yuxuan (Celine) Li
Summary
Results-oriented accountant with a Master of Science in Accounting, specializing in tax preparation and financial analysis. Proven track record in compliance and operational efficiency. Bilingual in Mandarin and English, with strong communication skills.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Accountant
Michael H. Lester JD CPA Business Management
2022.06 - Current
- Prepared tax returns, provided audit representation, and advised on tax compliance
- Explained tax requirements, assisted with tax planning, and helped with business registration and investment evaluations
- Conducted financial planning and analysis, improved accounting systems, and prepared financial statements.
Bookkeeper, Business Development Manager
Reliance Management (startup)
2020.02 - 2021.01
- Prepared accurate financial reports each month by collecting, analyzing and summarizing information
- Performed general bookkeeping duties, including posting information and regularly reconciling accounts
- Cultivated new vendor relationships, reduced purchase price of supplier product by 13%
- Increased Chinese social media channel sales orders through marketing strategies and product promotion campaigns.
Business Development and Operation
Rossall Mc (startup)
2020.05 - 2020.06
- Developed primary suppliers to establish the business relationship
- Maintained and improved the operations of the business.
Sales Manager
Silver Horse Culture
2013.05 - 2015.05
- Exceeded annual sales goals by 17% and improved profitability by aligning sales strategies and business plans with market trends
- Established 1000+ new clients through various prospecting methods, and presenting opportunities to sell services.
Education
Master of Science - Accounting
California State University
Los Angeles, CA12.2023
MBA -
Bethesda University
Anaheim, CA12.2019
Skills
- MS Office (Excel, Word, PowerPoint, Pivot Table)
- Basic Power BI
- Bookkeeping and Reconciliation
- Financial Statement
- Budget Preparation
- FASB Codification
- Tax Preparation
- Stock Trading Experience
- Root Cause Analysis
- Leadership Skills
- Time Management
Certification
- Securities Industry Essentials (SIE), Financial Industry Regulatory Authority (FINRA)
- CPA, Preparing the exam
Volunteer Work
Volunteer Income Tax Assistance – VITA 2021
● Attending training sessions provided by IRS and providing free income-tax preparation services
Internal Vice President - Beta Alpha Psi, Beta Lambda Chapter 2021
● Reach out and maintain good relations with accounting firms and government agencies, serve as organization's representative and liaison
● Schedule professional speakers for general meetings
● Assist the president in any way seen fit
Activities Coordinator 2021
● Plan and host social events and community services every month
Additional Information
Interests: Reading books, exploring and learning new things, hiking, camping, healthy cooking
Languages: Mandarin, English, Cantonese
Characteristics: Self-motivated, positive attitude, great communicator
Timeline
Accountant
Michael H. Lester JD CPA Business Management
2022.06 - Current
Business Development and Operation
Rossall Mc (startup)
2020.05 - 2020.06
Bookkeeper, Business Development Manager
Reliance Management (startup)
2020.02 - 2021.01
Sales Manager
Silver Horse Culture
2013.05 - 2015.05
Master of Science - Accounting
California State University
MBA -
Bethesda University
- Securities Industry Essentials (SIE), Financial Industry Regulatory Authority (FINRA)
- CPA, Preparing the exam
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