--Financial Aid Operations Assistant--
Comprehensive Research and Analysis ( General Ledger Accounting
Accounts Payable and Receivable( Financial Reporting and Projection
QUALIFICATIONS SUMMARY
Proactive and results-driven professional with broad knowledge and
experience in various aspects of accounting and financial management.
Demonstrated hands-on management style in the development and
implementation of strategic plans to ensure company growth. Highly
knowledgeable in data analysis, records research, monthly financial
reporting, accounts payable and receivable, general ledger accounting, bank
reconciliation, and audit preparation. Well-disciplined with proven ability
to manage multiple assignments efficiently under extreme pressure while
meeting tight deadlines. Detail-oriented with the capacity to multitask
effectively in fast-paced and challenging environment. Excellent
communicator capable of establishing positive rapport with clients and
staff to deliver outstanding results. Fluent in English and Mandarin
Chinese languages, with proficiency in Japanese. Proficient in organizing
filing systems and utilizing different software applications, including
QuickBooks and Microsoft Office Suite (Word, Excel, PowerPoint, and Access)
to perform accounting responsibilities.
Professional Experience
KPC Products, Inc. ( Irvine, CA
Accountant 2008-Present
. Handle monthly budget report preparation and establish budget levels for
company-wide expense accounts.
. Conduct monthly review of cash flow statements, all active balance sheet
accounts, and internal controls.
. Administer accounts receivable, accounts payable, and bank
reconciliation.
. Monitor and analyze accounting and other associated system reports to
ensure accuracy.
. Manage the compilation of payroll data in ADP to update payroll records;
oversee system for employee leave time.
. Create financial reports for the annual board meeting to present notable
changes in the company's various revenue streams.
Notable Contribution:
o Remarkably earned a 10% monthly savings for KPC products through
aggressive cost control.
o Successfully determined new 2009 tax credits and reduced the company's
tax burden by more than 5%.
o Identified excess inventory that led to annual savings of $100K by
developing and maintaining strong internal controls and accountability
procedures.
Cox Communication ( Rancho Santa Margarita, CA
Collection Specialist 2007-2008
. Delivered exemplary customer service by resolving collection issues,
processing customer refunds, and reviewing account adjustments.
. Investigated unidentified payments/audits while managing and updating
loss prevention database.
. Performed accounting duties, including but not limited to maintaining
daily record of payments received and securing client interactions in
billing system.
Merrill Lynch ( Newport Beach, CA
Financial Intern for Vice President/Senior Financial Advisor 2007
. Utilized Bloomberg databases in collecting information on companies.
. Conducted research on new investment ideas and submitted study to
financial advisor.
. Provided analysis and presentation on investment strategies.
Education
Bachelor of Arts in International Studies, Minor in Management (2007)
University of California, Irvine ( Irvine, CA
Certifications
Certificate of Achievement in Accounting
Certificate of Proficiency (Financial and Managerial Accounting, Payroll,
Computerized accounting and Income Tax)
Irvine Valley College ( Irvine, CA
Activities
Republican of Chinese Association - Officer