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Greenbelt, Maryland, United States
November 13, 2017

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Keqi (Curtis) Zhao, ACCA

**** *****’s Cove Lane, Greenbelt, MD 20770 • 701-***-**** •


Robert H. Smith School of Business, University of Maryland, College Park, MD Aug 2016 – Dec 2017 Master of Science in Accounting, Concentration: Taxation GPA: 3.83/4.0 GMAT: 710

• Certifications: ACCA, CPA candidate (FAR, BEC and REG passed), CFA candidate, Driver’s License School of Management, Xi’an Jiaotong University, Xi’an, China Sept 2012 – June 2016 Bachelor of Management, Major: Accounting GPA: 3.4/4.0

• Honors: Siyuan Scholarship (10%), Yuying Scholarship (5%), University Honor Graduate (5%)

• Awards: CIMA Global Business Challenge Award (5%); ACCA Job Hunting Competition (4th place)

• Leadership: VP of Camera Club Council, Board Member of Student Club Union

• Exchange Program: Grenoble Ecole de Management in France (GPA:4.0/4.0) EXPERIENCE

Broadview Advisors & Company, Inc., Silver Spring, Maryland Mar 2017 – Present Accounting Analyst

• Set up and support Quick Books for multiple uses; perform monthly bank reconciliations

• Prepare year-end compilations and reviews of financial reports to corporations, partnerships, LLCs, etc.

• Provide clients with strategy advisory services in the areas of formulation, development and implementation of revenue generating initiatives and policies; help organizations develop the strategic culture necessary to accomplish management goals and make organizations competitive in the market Volunteer Income Tax Assistance (VITA) Program, College Park, Maryland Jan – June 2017 Advanced Level Tax Certificate

• Responded to tax related inquiries from individuals; provided tax planning and optimization services;

• Prepared 100+ individual tax returns; Reviewed documents such as IRS W-2 forms; utilized Tax Slayer and TaxWise software to prepare forms including Form 1040, Form 1099 and Schedule C KPMG, Beijing, China Jul – Aug 2015

Associate Auditor

• Assisted with financial benchmark analyses to identify anomalies in financial data and potential fraud

• Participated in 2015 Interim Statement audit procedures; executed audit tests on significant accounting issues and estimates to identify reporting irregularities; completed tasks 3 days ahead of deadline

• Ranked 1 of 23 interns in performance; awarded Best Overall Performance and Special Contribution Ernst & Young, Beijing, China Feb – Mar 2015

Associate Auditor

• Interacted with key client management; audited and drafted audit reports of a US-listed Chinese technology company; conducted cost and revenue analysis for major lines of service to test risk of misstatement

• Identified issues of deferred withholding tax liability; interviewed management team and drafted relevant paragraphs on issue summary report; the first intern rewarded to present in seniors' meeting

• Identified efficiency opportunities in audit procedure; reduced testing time from 12 to 7 hours ADDITIONAL INFORMATION

• Languages: Mandarin (Native), Fluent in English, Excellent written and verbal communication skills

• Technical: Proficiency in Microsoft Excel, PowerPoint, Eviews, Stata, MATLAB, TaxWise, QuickBooks

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