Yu Ya Chiu
Fort Myers
Summary
Strong research and statistical analysis skills, detail-oriented and adept at organizing, prioritizing, and managing projects/workflows PC/Mac Literate, MS Office Suite (Word, Advanced Excel, PowerPoint, Access)
Quickbooks, Sage 500 ProSeries, OneSource Income Tax RS, GoSystem, Vertex, RIA Tax Research Engine, HFM, Oracle – BI, Ad Hoc Analysis, SmartView, CorpTax, Prosystem, Abila Language: English and Chinese (Mandarin)
Overview
13
13
years of professional experience
1
1
Certification
Work History
Controller
PrivateSky Aviation Services Inc.
02.2021 - Current
- Responsible for overall accountancy operation
- Maintain the general ledger, supervise month-end closing process and prepare financial statements
- Monitor and prepare cash flow analysis including daily customers’ deposits and vendors payments
- Perform monthly inventory analysis and weekly Jet-A analysis to ensure profit margin
- Reconcile banks, credit card and balance sheet accounts on monthly basis
- Correspond internal/external requests; business operation, workers compensation, PPP loan forgiveness, LCPA, and sales & use taxes
- Review and process payroll
- Prepare new hire onboarding package
- Prepare ad hoc analysis and operation analysis as request
- Evaluates processes to prospect opportunities for improving workflow.
Senior Accountant
Preferred Vascular Group
12.2019 - 02.2021
- Manage AP department; implement three-way matching; process payments
- Reconcile vendors’ statement and resolve the discrepancy with vendors
- Ensure on-time insurance payment and commercial lease payments for entire company
- Establish amortization and rent roll schedule to comply with GAAP reporting
- Gather, monitor and analyze financial data (e.g
- Inventory and fixed asset reconciliation, balance sheet account reconciliation, PPP analysis)
- Budget expense and cost for the entire company
- Perform month-end close processes and prepare monthly financial statements
- Analyze and reconcile information from various systems to the general to track fixed assets for tangible personal property returns (FL, GA & OH) and inventory for COGS on monthly financial statements
- Negotiated contract terms with the vendors, Review & Process 1099-misc and 1099-NEC
- Systematically summarized accounts within the general ledger for business operation analysis.
Accountant
Caloosahatchee Tax & Financial Services, Inc.
01.2017 - 12.2019
- Prepare and review financial documents and income tax returns
- Analyze tax aspects of business transaction issues, including shareholder transactions
- Assist partners and managers in consulting with closely held business and individual clients on financial and tax planning matters
- Recognize, identify, and research tax issues to summarize results and propose resolutions
- Analyze financial documents to make recommendations for improving operations or lowering tax liabilities
- Keep highly organized and updated client files
- Respond to IRS and State agencies on the behalf of clients.
Senior Tax Analysis, CPA
21st Century Oncology
07.2017 - 12.2017
- Review document and analyze general ledger to prepare and file sales & tax returns
- Perform tax research to support memorandums for declared Tax Positions of the companies
- Estimate the Tax Payments for Federal and State Jurisdictions
- Prepare state apportionment for income tax preparation
- Assist ASC 740 calculation for income tax general entry
- Correspond tax audits, tax notices, and other tax-related inquiries
- Analyze the valuation of the fixed assets to facilitate new entity acquisition
- Maintain tax calendars and manage various licenses and registrations to ensure tax compliance.
Tax Analysis, CPA
Hertz
02.2015 - 11.2016
- Reconcile monthly tax accounts to ensure properly posting for payments, refunds and accruals
- Retrieve data to calculate FIN18 tax rate for appropriate income tax accruals
- Collaborated with the foreign tax departments to authenticate information and provide support documentation for payments and refunds to internal and external auditors
- Quarterly scrutinized and validated the records of tax payments, refunds and unrecognized tax benefits of Local and international firms, and prepared valuation allowance analysis for the foreign entities
- Prepared quarterly valuation allowance analysis for the foreign entities
- Assisted in the quarterly analysis of unrecognized tax benefits regarding to the uncertain tax position.
Process Specialist, CPA
PricewaterhouseCoopers (PwC)
07.2014 - 02.2015
- Gathered and analyzed clients’ financial data and statements to prepare the workpapers for completing tax forms
- Filed Federal and State income tax returns and extensions, including 1120, 1065 and 1120F and prepared 1042S for foreign investors
- Authenticated deductions and credits to apply appropriate adjustments for minimizing the clients’ taxes liabilities
- Proficiently used OneSource to access the clients’ filing organization chart and developed the new clientele.
Tax Analyst
Allyn International Services, Inc.
01.2012 - 01.2013
- Assisted and Prepared Federal, State and local income and franchise tax returns on separate, combined or consolidated basis in a timely manner
- Calculated and Prepared quarterly Federal, State and local corporate income tax payments
- Prepared state apportionment information and state modification
- Prepared and filed US transaction tax (sales/use, business & occupation, and gross receipts) returns for monthly, quarterly and annual filings
- Researched tax issues to comply with state and local statutes
- Assisted with transaction and income tax audits
- Issued and maintained exemption certificates.
Education
MS in Taxation & Accounting -
Florida Gulf Coast University
Fort Myers, FLCertified Public Accountant (CPA) -
07.2014
MBA in Finance -
Florida Gulf Coast University
Fort Myers, FL07.2007
MS in Biochemistry -
National Yang-Ming University
01.2000
BS in Food & Nutrition -
Chinese Culture University
01.1998
Skills
- Payroll Processing
- Preparing financial statements
- Cash Flow Management
- Staff Management
References
Available upon request
Certification
Certified Public Accountant
Timeline
Controller
PrivateSky Aviation Services Inc.
02.2021 - Current
Senior Accountant
Preferred Vascular Group
12.2019 - 02.2021
Senior Tax Analysis, CPA
21st Century Oncology
07.2017 - 12.2017
Accountant
Caloosahatchee Tax & Financial Services, Inc.
01.2017 - 12.2019
Tax Analysis, CPA
Hertz
02.2015 - 11.2016
Process Specialist, CPA
PricewaterhouseCoopers (PwC)
07.2014 - 02.2015
Tax Analyst
Allyn International Services, Inc.
01.2012 - 01.2013
MS in Taxation & Accounting -
Florida Gulf Coast University
Certified Public Accountant (CPA) -
MBA in Finance -
Florida Gulf Coast University
MS in Biochemistry -
National Yang-Ming University
BS in Food & Nutrition -
Chinese Culture University
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