Senior Accountant/Financial Analyst

Xicen (Stella) Tu

**********@*****.*** *** Floral Ave Plainview, NY 11803 516-***-****

WORK EXPERIENCE

Henry Schein, Inc. Melville, NY

Senior Accountant – Sales and GP Accounting, US Core Controllership Dec. 2017 – Present

Create new Vendor Rebate schedules to incorporate changes to the vendor rebate master quarterly rebate file maintained by the business units including new divisional breakouts and budget allocation changes

Significantly participant in departmental sessions to discuss and develop a plan to automate the current Vendor Rebate and SPA Accounting Process. Communicate and liaise with IT, business units and Corporate Accounting

Maintain the Special Promotional Agreement (SPA) system database to ensure the accuracy of monthly reporting and month close journal entries related to the SPA system

Prepare monthly cash disbursement forecast for Henry Schein Cares Foundation (HSCF) to assist with cash utilization; prepare required budget schedules for presentation to senior management; assist with preparation of documentation required by external auditors

Assist with the day to day operation of the JDE General Ledger system Sales Matrix including researching causes of system error reports and proposing solutions as well as making changes to business rules as required by evolving business needs

Henry Schein, Inc. Melville, NY

Staff Accountant – Accounting Operation, Corporate Accounting Dec. 2014 – Nov. 2017

Prepared monthly analysis and reconciliations detailing activity in the SPA system; supported SPA system users in the timely resolution of issues and provided training for new users

Led the SPA System Testing in regards to the JD Edwards 9.4 Upgrade, being the liaison among corporate accounting, IT, SPA front end users, local business teams and account payables team

Actively participated in the quarterly rebate program reviews and prepared various analyses detailing rebate activity to assist in the quarterly management review and monthly forecasting processes

Ran monthly Sales Matrix Queries for both US and Canada to check and ensure the current matrix rules and Automatic Accounting Instructions are set up correctly

Assisted with grant check preparation process and performed month close and account analysis for the Henry Schein Cares Foundation

Henry Schein, Inc. Melville, NY

Corporate Finance Intern – Mergers and Acquisitions Nov. 2013 – Dec. 2014

Prepared purchase accounting memos by reviewing contracts, financial models and deal books to gain a deeper understanding of the acquisition process and business structure

Assisted with intangible asset valuation and the tracking of data required to accurately assess intangibles, such as customer attrition analysis

Reconciled intangible assets amortization schedule and revamped the excel spreadsheets to improve efficiency

Completed multiple tests in compliance with Sarbanes-Oxley Act to control internal risks

Assisted with the parallel testing from Hyperion Enterprise (HE) to Hyperion Financial Management (HFM)

EDUCATION

Frank G. Zarb School of Business, Hofstra University Hempstead, NY

Master of Science in Finance, Concentration in Investment Analysis GPA: 3.77/4.00 May 2014

Tianjin University of Finance and Economics Tianjin, China

Bachelor’s Degree in Marketing and Finance (dual degree) GPA: 3.50/4.00 June 2012

CERTIFICATIONS

Bloomberg Essentials Training Program Apr. 2013

Chartered Financial Analyst (CFA) Level 1 Jun. 2012

SKILLS

Computer: Microsoft Office Suite, Excel, Word, Access, JD Edwards, Bloomberg, E-views and Hyperion Financial Management, FIMS Not-for-Profit Accounting, Donor Perfect

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