Senior Accounting Experience
Resume:
Jamie Chiu
*****.*.****@*****.***
Dedicated and driven Senior Accountant with proven record to business success and financial
solvency by proactively monitoring and maintaining records of assets and liabilities, presenting financial information to management, and ensuring that all transactions are actively recorded and filed. Identifies opportunities to improve accounting processes while monitoring changing regulations to ensure company wide compliance. Industry experience includes banking, financial services, technology, and start-ups. Strong relationship building skills and effective collaboration with management, coworkers, vendors, and clients.
Accounting Operations Professional
Budget Creation, Forecasting, & Cost
Analysis
Financial Statements & Preparation
General Ledger Entries and Audits
Accounts Payable and Receivables
Month-end Reconciliation & Analysis
Business Accounting Processes
Improvements and Lead
Self-motivated Professional
Analytical and Critical Thinker
GAAP Practioner
Microsoft Office Proficient
10/2012 to Current Senior Accountant
Greenspan Adjusters International – South San Francisco
Financial Reporting and Analysis:
Facilitated successful internal and external audits through sound and thorough effective
accounting reports.
Generate monthly Sales Commission Reports, with details breakdown, commissions
forecasts, draw balances, etc.
Create daily, weekly, monthly, and quarterly reports for management relating to financial
forecasts, outlooks, cash flow and sales outlook. Prepare year-end closing reports for outside tax consultant.
Generated ad havoc reports to highlight current accounting information, per management's
requests.
Experience in designing and implementing new accounting policies and procedures as we
migrate to a new customized accounting software program.
Performed and supervised team in full spectrum of accounting functions for multi-office
company:
Cross train team in all accounting positions to ensure ongoing operations of the company.
Accountable for all invoicing, coded with correct account codes and prepare journal entries
into accounting system. Manage and post daily reports of client payment transactions of
checks, credit cards, or other special deposit instructions. Daily handling of insurance and fee checks, including bank runs for signature endorsement verification
Complete full AP cycle on a bi-monthly schedule. Entries of outside vendors and consultant
invoices. Complete accounting reports summarizing accounts payable data and vendor
payment schedule.
Review completeness in revenue and expenses booked each month to ensure all recurring
and nonrecurring expenses are booked.
Month end close and reconciliation support for all assigned accounts. Ensure all journal
entries and accruals schedule is completed accurately. Ensure the integrity of accounting
information by reviewing and verify all transactions entered in the system.
Support outside payroll vendor with computation and entry of payroll details, including
conversion rates for hourly employees, sales commissions, reconciliation of employee
benefits, and deduction of expenses.
03/2012 to 10/2012 Senior Accountant (Temp Position)
XTime Inc – Redwood City, CA
Handle full cycle accounts payable process (verify and process all AP documents, reconcile
vendor accounts and resolve any payment discrepancies, process credit memos, maintain
vendor files and perform month/quarter end accounts payable reports and forecasts)
Manage accurate and timely processes of invoices, purchase orders, expense reports, and
payment transactions via check, credit card, or online wire transactions.
Create and implemented company wide expense report guidelines and procedures for
expense reimbursements.
03/2000 to 11/2009 Accounting Operations Manager
Tech Strategy Group, Inc – San Francisco, CA
Responsible for cash forecasting and maintained client contracts to allow proper monthly
revenue recognition.
Reconciliation of bank statements, accounts payable, accounts receivable, general ledger
entries, and payroll transactions on a monthly basis.
Weekly processing of all accounts payables.
Reconciled purchase and service orders daily and issue weekly, monthly, recurring invoices.
Created a customized online POS system which allows customers to use corporate credit
cards as a form of payment for computer hardware and software purchases.
Generated requested financial reports for outside tax accountant to allow appropriate
planning and preparation of corporate taxes.
Manage and input details in GL reports, including accrual and depreciation for internal
office inventory
Successfully obtained a California reseller license for the company, allowing them to resell of
hardware and software to clients
Independently, multi-task entire company's administrative needs in a fast paced
environment. Serve as a liason in both written and verbal communication between Partners,
Employees, and Clients of the firm
03/2000 to 06/2001Internet Strategist
NetCurrents, Inc – Burlingame, CA
Create and prepare weekly summary reports for clients on their overall online public
company image
Forecast public company stock value based on online public image and persona.
Created customized service: Online profile confirmation which ensures all reported online
information on a public company is accurate and up to date.
11/1999 to 02/2000 Financial Tax Analyst
Charles Schwab – San Francisco, CA
Prepare portfolio and graph reports for use by Management and Sales in client meetings.
Work with Senior Financial Consultants to maintain and update client portfolios.
Answer client concerns and refer them to our Financial Tax team as appropriate.
1999 Bachelor of Arts: Economics
University of California, Davis - Davis, CA
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