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Accounting Customer Service

Forest Hills, New York, 11375, United States
May 19, 2017

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Jerri Jiang, CPA NY •609-***-****• LinkedIn:


SC & Associates, CPA New York, NY May, 2015 – Present


•Conduct internal audit for 3 foreign bank branches with focus on the effectiveness of internal control, financial reporting, operational procedures, BSA/AML and OFAC compliance, risk management, credit review, penetration &vulnerability test, etc.

•Ensure execution of all audit activities in the planning, testing, reporting and wrap up phases are in compliance with the internal audit program and within the timeframes

•Review branch-wide risk assessment and methodology, evaluate application of risk metrics and assess risk exposure of Branch’s products/services and multiple control domains (financial, operational, compliance, IT, etc.)

•Demonstrate and apply strong project management skills to ensure accountability and high quality by directing daily progress of 3 junior staffs’ fieldwork, informing managers and clients of audit status

•Examine and evaluate internal controls in key risk areas of banking activities/practices to ensure compliance with internal policies& procedures, laws, and regulations

•Provide tailored recommendations to client’s senior management for enhancing Branch’s internal controls, operational policies and procedures, risk management and other deficiencies identified during audits

•Multitask accounting books for two international companies with over $60 mil. annual revenue and perform year-end consolidated financial statements for US Headquarter and CA Branch

•Assist the client’s accounting manager in producing accurate & timely monthly, quarterly and year-end close ensuring the timely reporting of financial information and disclosures; produce financial statements including balance sheet, P&L, and accumulative general ledger

•Execute SOX (Sarbanes-OxleySection404) testing of key financial cycles and coordinate work as necessary with the external financial auditors and regulatory examiners

Ram Associates, CPA Hamilton, NJ May, 2014 – May, 2015

Accounting Consultant

•Prepared corporate taxes and devised tax strategies to optimize tax payments

•Reviewed book to tax permanent and temporary differences related to GAAP statutory

•Analyzed current and deferred tax provisions payable accounts, including validation of appropriate tax rates used for deferred tax accounts

•Conducted on-site full charge accounting services for clients including A/R, A/P, Payroll and monthly closing

•Maintained and executed payroll, billing, receivables, payables, cash receipts, cash disbursements, and all general ledger functions of the clients; performed necessary monthly reconciliations and ensured all GL accounts are reconciled to subsidiary records

•Performed substantive tests over financial statement line items in excel and documented findings in order to evaluate the reliability of financial statements.

•Provided assistance and coordination with external auditors to ensure interim reviews and annual audits are supported efficiently via preparation of PBC schedules and requested auditor analysis

McGraw Hill Finance Hightstown, NJ August, 2013 – April, 2014

Junior Accountant (contract)

•Prepared journal entries and posted adjustments to general ledger regarding all payroll and benefits accounts

•Maintained and reconciled account balances of stock option and fringe benefits

•Reconciled account balances and assisted director with monthly end closing for management

•Assisted researching technical accounting issues through a review of US GAAP publications, as well as monitor the accounting treatment applied by other public SEC filers on similar issues


Rider University, Lawrenceville, NJ Master of Accountancy (GPA: 3.7) August 2013

Northeastern University, Boston, MA Certificate in Project Management (GPA: 3.5) August 2011

Southwestern Jiaotong University, Chengdu, China Master of Engineering- Architecture (GPA: 3.5) June 2009

SKILLS Excel, PowerPoint, QuickBooks, Access, ProSeries, Visio and Macola; Experience with SAP & Oracle,

World Check, Prime and Surety Language Fluent in Mandarin

ACTIVITIES 2013 VITA Tax Program (IRS Certified Tax Preparer), Rider University- Lawrenceville, NJ

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