Yvonne Zhao
Boston
Summary
Quality-driven CPA candidate with extensive experience in full-cycle accounting and financial analysis. Proficient in generating detailed financial reports, conducting variance analysis, and ensuring compliance with regulatory standards. Committed to optimizing operational efficiency and enhancing financial reporting accuracy across multiple entities.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Senior Accountant
City of Boston Planning Department
Boston
04.2024 - Current
- Assembled and finalized comprehensive monthly closing statements for selected entity, ensuring timely budget monitoring.
- Executed monthly journal entries for general ledger postings.
Reconciled key general ledger accounts on a monthly basis. - Analyze financial information and summarize financial status
- Assisted controller in conducting variance analysis and optimizing processes.
- Collaborated with team to enhance accounting procedures and controls, improving operational efficiency.
- Liaised with auditors to complete annual audits and maintain compliance with local, state and federal requirements.
- Investigated and resolved billing issues, optimizing cash flow and reducing potential liabilities.
- Excel all the previous accountant II roles
Accountant II
Boston Planning & Development Agency
Boston
10.2022 - 04.2024
- Managed accounting functions for two entities, including accounts receivable and payroll.
Ensured timely and accurate financial statements through effective monthly closing processes. - Oversaw commercial loans accounting, ensuring compliance and accuracy in financial reporting.
- Executed account reconciliations to support financial integrity and reporting.
- Develop detailed schedules and technical accounting memoranda to facilitate complex accounting treatment.
- Prepare monthly Treasurer’s report of a non-profit organization and full cycle accounting
- Reviewing lease abstracts and verifying information has been correctly set up in various lease systems (Financial Edge, Leasequery and Yardi);
- Update and optimize rent roll to ensure accurate tenant billing
- Supported annual budgeting and planning processes.
- Assisted with financial initiatives and special projects to enhance organizational effectiveness.
Assistant Project Accountant
Bond Building Systems
Medford
04.2022 - 10.2022
- Generated detailed reports on expenditures, revenue streams, and cash flow projections to support management decision-making.
- Monitored project costs to ensure financial accuracy and compliance.
- Conducted variance analysis between actual results and expected performance levels as reported in budgets or forecasts..
- Investigated unbilled expenses and assessed employee justifications to enhance accuracy in financial reporting.
- Approved invoices to ensure timely payments and maintain strong vendor relationships.
Senior Operations Specialist II
Silicon Valley Bank
Boston
04.2020 - 04.2022
- Maintain working knowledge of lending regulatory requirements, bank policies and procedures
- Conducted comprehensive pre-closing due diligence, verifying borrower's legal structure, GEO codes, UCC searches, and bank's lien position to ensure regulatory compliance
- Collaborated with senior commercial lending officers to identify and resolve commercial lending issues, enhancing loan processing accuracy
- Drafted and finalized commercial and private loan documents, ensuring alignment with regulatory standards and client requirements
- Process loans manually and automatically
Business Development
Innovhope Inc.
Boston
09.2018 - 10.2019
- Cultivated strong relationships with key target partners (more than 100) from scratch in New England Area within 2 months
- Identified and pursued business partnership opportunities to expand market reach
- Orchestrated business development program: planning, managing and executing
- Drafted and finalized business contracts with key partners.
- Continually maintained and improved company's reputation and positive image in markets served.
- Met deadlines, exceeding expectations and effectively rolling out campaign.
- Organized, managed and optimized the office operation
Operations Manager
Intel China
Beijing
01.2017 - 06.2018
- Partnered with vendors and suppliers to streamline operations and enhance service delivery.
- Evaluated suppliers to maintain cost controls and improve operations.
- Advanced productivity KPIs to achieve key business goals and objectives.
- Prepared annual budgets with controls to prevent overages.
- Established effective communication among unit staff and organization leadership, minimizing miscommunications and ensuring deadlines were met.
- Collaborated cross-functionally to refine procedures, implement best practices, and uphold quality metrics.
- Collaborated with various business and government partners to enhance project outcomes.
- Organized and executed national/global competitions (strategy, planning, execution and closing)
- Developed annual marketing plans
Sales Director
SP & SPN
Beijing
01.2006 - 12.2016
- Met and exceeded annual sales goals by 50% on average
- Exceeded sales goals through effective time management and resource allocations.
- Created innovative sales strategies through monitoring and evaluating market trends and competitive offerings.
- Developed key partnerships with industry-leading organizations to strengthen professional network and expand future business opportunities.
- Hired, trained and built high-performing team of sales representatives.
- Solved complex problems to increase sales effectiveness and streamline business direction.
- Developed pipeline utilization strategies and penetration processes that enhanced overall profitability
- Executed strategic plans for new growth
- Built strong budgets, forecasts and reports with analyses and recommendations.
Education
Master of Science - Accounting
Southern New Hampshire University
Hooksett, NH08-2022
Bachelor of Arts - Economics
Nankai University
China07-1996
Skills
- Full-cycle accounting experience
- General Ledger Accounting
- GAAP
- Month-end closing
- Budget preparation & analysis
- Lease accounting
- Government & non-profit accounting
- Financial data tracking
- Cross systems expertise
- Problem Solving skills
- Interpersonal communication
Certification
- Have been credited all four CPA exams (FAR, BEC, REG and AUD) in 2023
- NMLS Mortgage Broker
Timeline
Senior Accountant
City of Boston Planning Department
04.2024 - Current
Accountant II
Boston Planning & Development Agency
10.2022 - 04.2024
Assistant Project Accountant
Bond Building Systems
04.2022 - 10.2022
Senior Operations Specialist II
Silicon Valley Bank
04.2020 - 04.2022
Business Development
Innovhope Inc.
09.2018 - 10.2019
Operations Manager
Intel China
01.2017 - 06.2018
Sales Director
SP & SPN
01.2006 - 12.2016
Master of Science - Accounting
Southern New Hampshire University
Bachelor of Arts - Economics
Nankai University