Accountant, Tax preparer, Financial Reporting and Analysis

Yanwen (Ines) Huangxu

781-***-**** *** Lexington Street, Waltham, MA 02452 ************@*******.***

EDUCATION

BENTLEY UNIVERSITY – BENTLEY GRADUATE SCHOOL OF BUSINESS, WALTHAM, MA May, 2013

Master of Science in Accountancy, candidate

• GPA 3.5/4.0; GMAT: 750/800 (Top 2% in the world)

• Certified Public Accountant (CPA) candidate

SHANGHAI UNIVERSITY OF FINANCE AND ECONOMICS (SUFE), SHANGHAI, CHINA June, 2011

Bachelor of Science, Major: International Accounting (Best School of Accountancy in China)

• Certificate General Accountant (CGA Canada) candidate – all but work experience requirement

EXPERIENCE

COPLEY TAX EXECUTIVE GROUP, INC., ROSLINDALE, MA

Accountant/ Tax Preparer/ Administrative Support Oct. 2012 – Present

• Prepare bookkeeping for 18 small businesses using Quickbooks and Excel. Pay taxes and license fees for them timely.

TM

• Prepared tax returns for 50+ individuals and 15+ small businesses using ATX TM and Drake TM. Prepared 20+ 1099 forms for

business clients’ contractors.

• Prepared various license application or license renewal documents for 30+ clients.

• Helped 10+ small business owners with various projects, such as business start-up preparation, loan application, management

transition support, insurance claims, etc.

BOSTON PEDORTHIC ASSOCIATES, LLC, BRIGHTON, MA

Staff Accountant / Bank Merchant Service Analyst Mar. 2012 – Aug. 2012

• Directed conversion of insurance account receivable from Quickbooks to a dedicated Medical Billing and Receivables

TM

system EZClaim TM. Researched and tested the new system for various functions. Implemented an efficient and effective

parallel conversion within 1 week. Documented detailed manual of new system and trained staff for conversion.

• Managed Accounts Payable in Quickbooks TM, with careful coordination of available cash by setting a priority payment policy

to avoid overdraft or late fees and gain as much purchase discount as possible. Verified validity and accuracy of vendor

invoices and statements, resolved differences with vendors, acquired authorization to pay bills and remitted payment.

• Reconciled 4 business bank/merchant accounts for year 2011. Prepared year-end financial reporting using Quickbooks TM.

• Tracked and resolved 50+ aging claims by communicating with clients and insurance companies. Able to identify Accounts

Receivable for insurance companies, including considerations for co-pays, deductibles, upcharges, allowable and denies.

• Analyzed and documented knowledge of merchant service charges components. Helped with store decision-making policies

regarding to credit cards charges.

FERRARI MASERATI CARS INTERNATIONAL TRADING CO. LTD, SHANGHAI, CHINA Apr. 2011 – July 2011

Accountant / Internal Audit Assistant

• Matched vouchers and invoices with corresponding accounting records. Succeeded to solve >90% of the questionable

accounting records independently by searching and matching additional supporting files.

• Assisted the internal audit team with finding supporting documents and evidence to support certain audit assertions.

BEST BUY CHINA, SHANGHAI, CHINA Dec. 2010 –

Feb. 2011

Financial Reporting Intern

• Performed routine financial reports on daily, weekly and yearly basis, using SAP and Excel, concerning sales revenue, sales

mix, gross margin and comparison to previous forecast and former parable data. Prepared total 15+ financial statements.

• Preparing 6 weekly financial and analysis overviews and presentations to better inform all employees about the financial

performance of the company.

HSBC, SHANGHAI, CHINA July 2010 –

Aug. 2010

Trade and Supply Chain Intern

• Supported processing of transactions for the Global Banking Markets (GBM), Commercial Banking (CMB) and Business

Banking (BB) segments by processing 300+ documentary letters of credit and transferable letters of credit, analyzed post-

import finance, and identified questionable trading corporations.

BANK OF CHINA, SHANGHAI, CHINA July 2009 –

Aug. 2009

Personal Banking Intern

• Assessed 80+ loan applicants’ credit level financial position by reviewing past credit records and other documents .

• Evaluated loan applicants’ future level of assets, liabilities and anticipated profits.

COMMUNITY LEADERSHIP AND INVOLVEMENT

• VP of Marketing, Bentley University Chinese Students and Scholars Association Jan. 2012 – Dec.2012

• Member of Boston Cares-a volunteer organization in support of schools & non-profit agencies Oct. 2011 – Present

• Volunteer at IRS Volunteer Income Tax Assistance (VITA) Program Mar. 2012

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