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Financial Accounting

Oakland, California, United States
August 17, 2018

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Lavinia M. Ha

**** ******* ***** *******, ** ****1 Home Phone: 510-***-****

Cell Phone: 801-***-**** Email:

Target: Accountant Financial Analyst

Detail-oriented Accounting Professional offers 15+ years of progressive experience in accounting, financial analysis, and budgeting within the private and government sectors, demonstrating comprehensive financial expertise. Brings the analytical and technical skills to adapt to new technological environments as well as a proven grasp of accounting principles and best practices to meet financial objectives.

Fluent in English and (conversational) Mandarin, Cantonese & Vietnamese.

Areas of Expertise

Accounting & Financial Management Financial Modeling & Analysis Project Management Financial & Income Statements Auditing, Briefings & Reporting Cash Processing Management Journal Vouchers Tax Return Preparation Excellent Customer Relations General & Cost Accounting Operations Contingent Liability and Cost Accrual COBOL, UNIX, System Analysis Accounting Software Tools Microsoft Office Suite, Windows NT, Access Programming, PeopleSoft

Professional Experience

PACIFIC GAS AND ELECTRIC COMPANY (PG&E) - San Francisco, CA June 2016 – August 2017


Responsible for the settling and reporting of gas trades on a monthly basis.

Processing trade confirmations and for internal and external reporting.

Perform timely and accurate fuel settlements. Processing of statements for Account Payables and Account Receivables invoices validation and reconciliation using Endur, SAP systems and Excel spreadsheets.

Interact with Counterparties on settlement related issues, Gas Trading on scheduling issues, Contract Management on contract interpretation issues and Legal on potential dispute issues.

Perform qualitative and quantitative analysis on contract data.

Track costs and volumes related to gas transactions for financial reporting purposes. Perform monthly, quarterly, and annual reporting to external Federal and State entities.

Work within the existing control structure to meet all Sarbanes-Oxley (SOX), internal and external auditing requirements. Ensure that all activities and documentation are in compliance.

H & R BLOCK – Oakland, CA January 2012 - PRESENT


Prepare and file federal and multiple state individual, partnership, trust and estate Returns, harnessing knowledge of Form1040, 1040NR, 1116 Foreign Tax Credit, self-employment, rental property (Schedule C, E, K), individual retirement accounts, miscellaneous itemized deductions (Schedule A), earned income credit, interest, dividends, capital gain and loss (schedule D), estimates tax 1040-ES, and Circular No. 230.

Assist clients with IRS and State notices and letters throughout the year and advise clients on legal issues, tax amendments.

Maintain the utmost confidentiality to interview clients regarding their financial circumstances, including taxable and non-taxable income, applicable credit, deductible expenses, and allowances.

Build a strong understanding of client needs by sustaining open communication, demonstrating tax knowledge, and fostering positive and trusting relationships to identify and meet financial goals.

Review financial forms and documents and determine each taxpayer’s filing status, associated standard deduction amount, and personal exemptions and requirements to file tax returns.

Practice due diligence in examining financial records and assisting tax payers in receiving the maximum benefit by utilizing federal, states, and local codes.


Lavinia M. Ha Resume, Page 2

Professional Experience Continued…

US DEPARTMENT OF LABOR - OSHA Region IX – San Francisco, CA November 2001 – November 2011


Managed all financial operations throughout Region IX States, including Arizona, California, Hawaii, Nevada, and the U.S. Territories of Guam and the Commonwealth of the Northern Marianas Islands.

Monitored and evaluated states’ estimates, expenditures, cash management, and administrative costs; Conducted annual onsite audits for each state and reported all discrepancies to the Assistant Regional Administrator of State Programs.

Supported the development and implementation of projected grant expenditures each fiscal period, and ensured the timely processing and submission of grant applications and financial quarterly reports.

Coordinated cooperative agreements, annual financial on-site audits, grant amendments, grant suspensions and terminations, and created progress and close-out reports for all Susan Harwood Safety and Health Training Grant as well as for Region IX States and Protectorate grantees.

Assisted grantees in establishing and maintaining integrated financial management systems in accounting, budgeting, and financial reporting.

Represented the Federal Occupational Safety and Health Administration, Region IX on special task forces and interagency region-wide conferences.


U.S. NAVAL WEAPON STATION SEAL BEACH (NWS) – Seal Beach, CA June1990 – November 2001



ACCOUNTANT (1993 - 2001)

Supervised six accountants in cash processing, accruals, fixed asset depreciation, inventory control, and cost management.

Reconciled monthly expenditures, investigated anomalies and discrepancies, and resolved high-level financial inconsistencies, resulting in recovering $50M to the U.S. Treasury ledgers and facilitating five successful year-end closings.

Reconciled and validated General Ledger accounts and researched/resolved imbalances.

Strengthened cash management procedures by instituting automated upgrades and increasing reporting accuracy and cash availability to boost the monthly accounts receivable balance to $17.5M within the first six months.

Headed the accurate reclassification of $7M in unallocated costs through resolving issues in processing financial data and enhancing customer knowledge of the accounting system.

Streamlined communication, coordination, and accuracy surrounding financial scheduling, file transfer, and report presentation, resulting in the consistent achievement of critical cut-off dates and increased customer satisfaction.

Education & Professional Development


Weber State University, Utah

Professional Development Training

Financial Management Concepts Courses: Grants and Cooperative Agreements for Federal Personnel Monitoring Grants and Cooperative Agreements for Federal Personnel Cost Principles: OMB Circulars A-21, A-122, and A-87 Uniform Administrative Requirements: OMB Circular A-102 and- A-110 Audit of Federal Grants and Cooperative Agreements: OMB Circular A-133

University of California Berkeley – Berkeley, California

Webinar/Online - Specialized Knowledge and Applications Advanced Reporting in QuickBooks

H & R Block Tax Institution: Taxation – Oakland, California

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