Title:Lily Chen

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Name: Lily Chen

Address:

City: Portland

State: or

Zip/Postal Code: 97266

Country:

E-mail: abpb2g@r.postjobfree.com

Primary Phone: 503-***-****

Background

Most Recent Job Title: Accountant

Most Recent Employer: Brake Team

Career Level: Associate/Experienced (Non-Manager)

Availability or Timeframe: Negotiable

Authorized to work in the US: Yes

Security Clearance:

Do you have transportation: Yes

Over 18: Yes

Education: Bachelors

Languages Spoken: Chinese, English

Job Preferences

Desired Salary: $50,000

Willing to Relocate:

Desired Job Titles:

Desired Job Types: Employee

Work Status: Full Time, Part Time

Desired Shifts:

Desired Travel:

Category: Accounting, Banking/Finance

Company Size:

Company Type:

Industry: Accounting, Administrative and Support, Advertising / Marketing, Aerospace /

Airlines, Agriculture / Forestry / Fishing / Hunting, Arts / Entertainment, Banking /

Finance, Biotechnology, Broadcasting / Radio / TV / Media, Childcare / Daycare, Computers

Software and Hardware, Consumer Products, Defense, Educational Services, Electronics,

Energy / Utilities / Oil & Gas, Engineering, Entertainment / Casinos, Food Services,

Government / Civil Service, Health Care / Social Assistance, Hospitality / Travel /

Tourism, Information Technology, Insurance, Law Enforcement, Legal Services, Logistics,

Manufacturing / Production, Pharmaceuticals, Publishing / Printing, Real Estate / Property

Management, Recruiting / Staffing, Retail / Wholesale, Science, Security,

Telecommunications, Textiles / Apparel, Transportation, Waste Management and Remediation

Services, Well-Being

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Copyright c 1997- Lee Hecht Harrison, Inc.

Lily Chen

abpb2g@r.postjobfree.com

Accountant/CMA

Over 12 years of experience in general ledger accounting and external financial

reporting, of which recent 5 years at Regence included financial analysis, project team

leadership and process implementation. Has a reputation for commitment to excellence,

problem resolution and organization skills. Possesses a can do attitude.

Language: Speak Chinese-Cantonese fluently

TECHNOLOGY:

Microsoft Windows, Freedom, PeopleSoft, Mainframe Systems, Power Point, Lawson, Great

Plains, MAS90, Oracle, Delphi, I.S. (Insurance Solutions), UNIX, SVP, Hogan, ADP Payroll

System, American Fundware, Lotus Notes, Microsoft Office (Excel, Word, Outlook), Lotus

123, Adobe Acrobat, QuickBooks, SnagIt, and Ten-Key by Touch.

PROFESSIONAL EXPERIENCE:

Accountant

3/10 Present

Brake Team

. Portland, OR (Expanding automotive repairs company with currently seven

locations and expanding to 10+ locations)

Full-charge management accountant. Designed and implemented a general ledger system for

the company. Transitioned the company from a manual accounting process to a computerized

process. Post transactions to accounting system. Generate financial reports. Provide

financial analysis to owners to assist with decision-making. Advice owners on certain

business processes. Assist in revising/implementing better business processes.

Accountant III

11/049/09The Regence Group

. Portland, OR (Life and health insurance organization with companies

licensed in Oregon, Washington, Idaho, and Utah).

Generated and reviewed monthly and quarterly financial reports for accuracy. Prepared and

filed statutory financial statements in compliance with regulatory agencies (WA OIC, NAIC,

AM Best etc.). Provided fluctuation analysis on statutory statements and GAAP to statutory

variance analysis along with explanations and write-ups to management. Worked with

external auditors on preparation of annual statutory audited reports. Responded to interim

and annual audit questions. Researched and interpreted statutory guidance for application

to transactions. Applied appropriate financial accounting and reporting concepts to

activities. Conducted actual to budget variance analysis. Led projects. Participated in

process conversions. Implemented new processes. Trained new team members. Reconciled

balance sheet accounts. Prepared journal entries.

Led a team of accountants to perform testing on a new statutory ledger system to ensure

the system worked prior to implementation, helped identify and fix system errors with the

Finance Systems Support team, and transitioned Washington entities to the new ledger

system. This was part of a movement toward compliance with NAIC Model Audit Rule.

Revised and implemented many accounting processes to comply with new statutory ledger

system.

Led a team to organize an Excel training workshop for all finance department staff and

managers to gain better Excel skills, utilizing internal resources. Received very positive

results and feedback from employees and managers that it greatly helped them improve work

efficiency and saved time.

Implemented procedures to reconcile a complex premium suspense account that were

determined in the past to be unreconcilable, to comply with external auditor s request.

Redesigned reconciliation process of a complex drug claims suspense account to add

clarification and identification of activities, and to identify and correct errors.

Lily Chen, experience continued Page 2 of 2

Personal Banker

11/0311/04Wells Fargo Bank 82nd & Johnson Creek branch

. Portland, OR

Solicited and originated loans. Coordinated with underwriters and customers on the

approval and completion of loan transactions. Assisted and consulted customers regarding

their banking/financial needs. Resolved various customers banking issues.

Loan Consultant

(Commissioned) 3/0311/03

All Pacific Mortgage

. Lake Oswego, OR (Mortgage broker)

Originated loans. Interviewed borrowers and recommended appropriate programs to fit their

needs. Coordinated with loan processor, appraisers, underwriters, real estate agents and

escrow officers on approval and completion of loan transactions.

Staff Accountant

4/002/03McCormick & Schmick s Management Group

. Portland, OR (Publicly-traded restaurant

organization operating in multiple states)

Prepared monthly and quarterly financial reports. Prepared journal entries. Reconciled

balance sheet accounts. Reviewed general ledger reports for accuracy and made adjustments

as needed. Conducted actual to budget variance analysis. Analyzed and explained operating

results to management. Filed quarterly and annual reports for payroll, rent, and sales

taxes.

Accountant

3/964/00Royal & Sunalliance

(formerly Grocers Insurance Group and Orion Capital). Milwaukie, OR

(Property and casualty insurance organization licensed and operated in multiple states)

Prepared monthly and quarterly financial reports. Conducted actual to budget variance

analysis. Reviewed general ledger for accuracy for a subsidiary. Reconciled cash accounts

and other balance sheet accounts. Prepared and posted journal entries. Performed various

quarterly and annual statutory filings in compliance with regulatory agencies in 33

licensed states. Balanced Delphi system for errors and researched errors. Monitored bank

account balances. Processed trust checks to remit premiums to reinsurance carriers and

refund adjustments to insured s. Prepared state sales tax returns.

ADDITIONAL RELEVANT EXPERENCE:

Accounting Coordinator, CODA Treatment Recovery Prevention. Portland, OR (Nonprofit

organization)

EDUCATION:

BACHELOR OF ARTS,

Business Administration-Accounting Portland State University, Portland,

Oregon.

PROFESSIONAL DEVELOPMENT:

Certified Management Accountant

AFFILIATIONS:

Member, Golden Key International Honour Society

Member, Institute of Management Accountants

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