Shirley W. Chen

***** ***** *******

South Riding VA 20152

703-***-****

abl3se@r.postjobfree.com

Objective: Financial planner (job number 11279)

Experience: Supervisor/Senior Auditor, Matthews, Carter and

Boyce, P.C., Fairfax, VA, September 2000-present

. Supervise audit projects for small business investment

companies (SBIC), pension plans, government contractors,

and condominium associations

. Prepare and review quarterly compilations for SBICs

. Prepare individual tax returns, corporate, partnership and

employee benefit tax returns

Auditor, Councilor, Buchanan & Mitchell, P.C., Bethesda,

MD, June 1997-September 2000

. Audited non-profit organizations, construction companies,

and retirement plans

. Prepared individual, non-profit and corporate tax returns

. Did planning work for individuals

Accountant, Mhley Associates, Rockville, MD,

June 1996-June 1997

. Prepared corporate tax, individual income tax, personal

property tax, estate tax, gift and payroll tax returns

. Performed tax planning for both corporate and

individual clients

Task Leader/Financial Analyst, Computer Products Inc,

Alexandria VA, August 1994-June 1996

. Helped to recruit and train new analysts responsible for

reconciling NAVY contracts

. Supervised and instructed seven employees on their

respective work assignments

. Reconciled unliquidated obligations, unmatched

disbursements, and obligation discrepancies of major NAVY

contracts

Accountant, The Mills Corporation, Washington, D.C., January-March

1994

. Recorded and analyzed financial reports for two or more

fiscal years

. Prepared straight line rent roll reports and various supporting

schedules

. Filed sales tax return, reconciled bank accounts, and handled

accounts payable cycle

Education: Completed CFP Certification Professional Educational

Program at College for Financial Planning. January 2007

M.B.A., Finance, The George Washington University, Washington,

D.C., May 1993

B.A., Accounting, Fu-Jen University, Taipei, Taiwan, June 1990

Accreditations: Certified Public Accountant

Candidate for Certified Financial Planner

Computer: Proficient in Microsoft Office, Engagement Auditing

software, ProSystem tax software, Adobe, Able2Extract, etc

Proven ability to learn quickly and work productively with new

software packages

Memberships: American Institute of Certified Public Accountant

Virginia Society of Certified Public Accountant

Activities: Sunday School helper and Nursery worker at Community

Baptist Church Kickball player of Fairfax Athletics Co-

Ed Adult Sports League

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