Accounting Management

Mark C. Lam cell 619-***-****

Irvine, CA ***** ablwsb@r.postjobfree.com

STATEMENT OF QUALIFICATION

• Highly skilled & dynamic professional with broad experiences in wealth management, public and corporate

accounting

• Detail oriented and ability to meet tight deadlines for tax filings, month-end closes, and audit time budgets

• Proficient with MS Words and Excel (e.g. Vlookups, Ifstatments, & Sumif)

• Ability to be a team player and leader as demonstrated in audit engagements and as a corporate staff accountant

• Strong work ethic, consistently willing to work extended hours and weekends, particularly during the busy

season

• Experience and knowledge of GAAP, FASB, GAAS, & GAGAS demonstrated by work with audits, attest work,

& tax filings (schedule M’s, i.e. accrual to cash accounting)

• Strong verbal and written communication skills developed from conducting interviews (for internal control

testing and budget monitoring), written reports and correspondence for audit confirmations

• Received a performance base raise after only 4 months of employment with public accounting firm

EXPERIENCE

ACCOUNTANT 2010 - Present

Account Temps – Orange County, CA

• Various Accounting Temp work

AUDITOR 2008 –2009

Mayer Hoffman McCann – Irvine, CA

• Conducted audits and attest work for private companies, non-profits, and municipalities

• Improved time budget for trial balance coding and reconciliation during one engagement by using Excel’s

concatenating text, Vlookup and SumIF formulas

• Internal Control Testing: Examined entity’s S.O.P manuals, interviewed entity’s employees, assessed inherent risks,

tested internal control for effectiveness, and produce narrative reports on findings

• Conducted variance analysis, analytical, and going concerns analysis (e.g. current ratio, liquidity & solvency)

Software used: Caseware (audit software), MS Word, and Excel

TAX & FINANCE MANAGEMENT ASSOCIATE 2007 – 2008

Quintile Wealth Management – Los Angeles, CA

• Provided tax and financial services for individuals with over 10million in assets

• Licensed and registered with California Tax Education Council (CTEC) and surety bonded

• Compiled monthly/quarterly financial projection of clients’ financial investments, e.g.

annualizing

• Conducted tax research, compiled K-1s, organized 1099s, and tax projections

Software used: Gosystems (tax filing), Thomson RIA Checkpoint (tax research), BNA Tax Analysis

and Projections,

Excel, Advent financial reporting, Quick Books, and Quicken

ACCOUNTANT 2006 – 2007

Ingram Micro – Santa Ana, CA

• Insured proper GAAP recognition (accrue accounting) and accurate accounting of revenue and

expenses

• Reviewed and verified journal posting of revenue, expense, AR & AP accounts

• Tracked Budget and Forecasting results by conducting monthly interviews with sales &

marketing personnel

Software used: Oracle, Excel, Monarch, & Outlook

EDUCATION AND PROFESSIONAL LICENCSES

Bachelor of Arts in Economics with a Minor in Accounting (2006), University of California – Irvine, Irvine, CA

CPA Candidate approved by California Board of Accountancy testing in August

Contact this candidate