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staff accountant

Location:
San Jose, CA
Posted:
July 25, 2019

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Resume:

Yu (Cataleya) He

*** ****** ***, *** ****, CA ***25 217-***-**** ac9wiq@r.postjobfree.com

EDUCATION

University of Illinois at Urbana-Champaign Urbana, IL Master of Science in Accountancy (STEM)-Data Analysis Concentration, GPA: 3.78/4.0 May 2019 Jiangxi University of Finance and Economics Nanchang, China Bachelor of Science in Accountancy, GPA: 3.8/4.0 Sep 2014-June 2018 Truman State University Kirksville, MO

Exchange Student at School of Business, GPA: 3.9/4.0 Aug 2016-May 2017 EXPERIENCE

FACES Consulting Champaign, IL

Consultant Aug 2018-Dec 2018

• Created financial stimulation for improving pricing strategies and additional revenue earned through target segmentation; optimized the cost allocation and formulated a pricing strategy that increases profit margins by 3-5%.

• Enhanced research and analytical skills by synthesizing information from different databases and establishing framework with a comprehensive story-telling logic and client-friendly narrative. Zhongzhun Public Accounting Firm-M&A project Jakarta, Indonesia Audit Intern, Audit Department April 2018

• Interviewed CEO, CFO and relevant managers of the target company with a due diligence purpose by asking more than 30 questions and wrote a detailed financial due diligence inquiry report to the acquisition team.

• Conducted confirmatory due diligence on key financial metrics by analyzing the annual reports and audited historical financial statements of the target company.

• Worked closely with client executives, attorneys, investment bankers, and investors. Shenzhen Taiyong Electric Technology Co., Ltd Shenzhen, China Assistant Accountant, Financial Department Jul 2017-Sep 2017

• Audited and validated 3,000+ receipts and invoices for expense reimbursements and resolved issues.

• Outperformed the monthly maintenance of general ledger for a subsidiary company; completed monthly financial statements and monthly declarations of taxes and performed tax reimbursement.

• Prepared procurement documents for the audit team; reviewed IPO documents and engaged in stakeholder liaison. Da Hua Certified Public Accountants Shenzhen, China Audit Intern, Audit Department Jul 2016-Aug 2016

• Documented confirmation requests to around 10 banks to verify current accounts balances; examined and sent around 20 confirmations to suppliers and clients; completed four working papers independently.

• Performed audit procedures; prepared detailed reports on audit results and communicated findings to clients. Bank of Communications Shenzhen, China

Intern Jan 2016-Feb 2016

• Identified client needs and provided solutions with tailored recommendations; marketed financial products.

• Communicated effectively with clients to gather their financial information; analyzed the credit records to determine loan qualifications.

Hefeier Taobao.com Online Store Nanchang, China

Founder Jul 2014-Aug 2015

• Established woman accessories online store independently; lower costs by 20% through negotiating with suppliers.

• Promoted the business by carrying out effective promotional campaign on online platforms frequently; achieved annual revenue nearly $3000 and profit $800 in fiscal year 2014-2015.

• Grew the business from a single-person operation to two employed workers providing customer services. EXTRACURRICULAR ACTIVITIES/LEADERSHIP

Mentor, Kirksville Child Development Center, Missouri, USA Jan 2017-May 2017

• Accompanied 25+ children and offered guidance; designed enlightening and explorative activities. VP of Alumni Relations, Student Council of School of Accountancy, China Sep 2015-Jul 2016

• Organized and designed 10+ events within the organization and the entire school community, events including a 30-year reunion for class of 1986 Alumni of School of Accountancy, alumni speeches and alumni donations. Volunteer Leader, Yabuli China Entrepreneurs Forum Summer Summit, China Aug 2017

• 1 of 143 selected out of a pool of over 32,000 highly qualified applicants as part of the volunteer recruitment.

• Made airport pick-up arrangements for Chinese entrepreneurs including Yanhong Li (CEO of Baidu) and Minghong Yu (President of New Oriental Education). International Student Mentor & Orientation Leader Sep 2015- Jul 2016

• Acquainted 30+ international students with campus services and building locations; helped them with daily issues.

• Assembled 12 international students and organized and directed a model show. SKILLS

• Technical skills: Microsoft Office, Python, SQL, Tableau.

• Interests: Dancing, Photography, NBA, Acting.



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