Real Estate City

Thomas Lo

***** ** ***** *** #* Downy, CA *****

Cell: 562-***-****; Home: (562): 381-2152; Email: ******@*****.***

Major Projects and Career Positions:

Municipality and Non-Profit Entity

Consultant for the following cities: City of Downey, City of San Gabriel, and City of El Monte for their year-end closing, coordinate the financial statements audit, prepared fixed assets schedules, city’s annual budget, State Controller and Grant reports, bank reconciliations, cash receipts posting, and other duties as assigned

Senior Accountant for Community Development Department of City of Anaheim performed accounting duties as follows: reviewed contractors’ invoices and obtained department manager’s approvals for payments; established contractors’ list that consisted of contract duration, grant amount, and scope of services, also monitoring contractors’ programs for compliance which funded by HUD

Senior Accountant for City of Bell Gardens prepared month-end, and year-end closing, State Controller and Grant reports, bank reconciliations, annual budget, and financial statements, also coordinate the financial audit

Supervised staff in Finance Department - Accounts Payable, Accounts Receivable, Payroll, Cashier

Consultant for Society of Hispanic Professional Engineers in City of Industry, CA, Southern California Alcohol and Drug Programs, Inc, in Downey, CA, and LINC Housing in Long Beach, CA engaged in accounts reconciliation for conference cost, prepared audit schedules and assisted in client’s annual financial audit; prior to that had engaged in partnership audits preparation for client LINC Housing in affordable housing for low income families. Scope of work included: reviewed and updated the partnerships’ financial information, prepared audit schedules, financial statements, and tax return filings

Bazilio, Cobb & Associates (Formerly Thompson, Cobb, Bazilio) CPA Firm, Torrance, CA

Senior Auditor engaged in various types of audits for clients of non-profit entity, local, county, state, federal government, and agency; performed 15+ audits in financial, single, compliance, construction, and grant, as well as fiscal review

Completed the Transportation Development Act (TDA) financial audit for the company’s client Ventura County Transportation Commission (VCTC); prior to that had completed five (5) fiscal reviews in accordance to the federal grant audit guidelines - Circular A133 for grant recipient - City of Los Angeles, Community Development Department’s Neighborhood Action Program which funded by HUD

AIG SunAmerica - In Real Estate Syndication for Tax Credit, Century City, CA

Tax Accountant prepared partnership tax returns Form 1065, Schedule K-1 under IRC § 42

Prepared reconciliation workpapers for limited and general partners’ (the investors) capital accounts and allocated their shares of income (loss) in the partnerships by using the financial data in SAP

Wilbur Curtis Company, Inc. - Manufacturing, Montebello, CA

Senior Staff Accountant performed month-end, year-end closings, bank reconciliations, and balance sheet accounts analysis; prepared financial statements by using financial data in JD Edwards

Update major products’ standard cost and adjust the pricing criteria to maintain the profit margin

Generate the monthly operating cost and profitability reports for management review

Robert Half International, Inc., and Ajilon Finance - Staffing Firms, Torrance, CA

Senior Accountant - Lower the clients’ labor costs by performing critical tasks during pressing time

Saved Clients’ training cost and downtime by quickly assuming the duty and maintaining the productivity

Consulting Career

1/2014 - Present (Sought for full-time permanent position)

M. V. Cheng and Associates - Accounting and Finance consulting on project basis

8/2013 - 1/2014

City of Downey (Contract completed)

5/2013 - 7/2013

City of San Gabriel via M. V. Cheng and Associates (Consulting firm)

10/2012 - 5/2013

Society of Hispanic Professional Engineers, Southern California Alcohol and Drug Programs, Inc., and LINC Housing, the Non-Profit entities via Accountemps, A Robert Half Company (Assignments completed)

10/2011 - 10/2012

Bazilio, Cobb, and Associates (called back on part-time and project basis work)

8/2011 - 10/2011

United States University (Contract completed)

8/2010 - 8/2011

City of El Monte (Contract completed)

1/2010 - 7/2010

T. C. Lo Tax and Accounting Services (Seasonal work)

8/2009 - 1/2010

City of Anaheim via Advanced Resources LLC (Staffing firm, assignment completed)

Career Positions Prior to Consulting Career

Thompson, Cobb, Bazilio and Associates (Laid off in July 2009); 2/2007 - 7/2009

AIG SunAmerica; 1/2006 - 2/2007

Wilbur Curtis Company, Inc; 6/2005 - 1/2006

Robert Half International, Inc., and Ajilon Finance (Staffing firms, assignments completed); 2/2004 - 5/2005

City of Bell Gardens; 5/1994 - 2/2004

Skills and Experience:

Financial Analysis

Financial Statements Preparation

Planning and Budgeting

Project Management

Internal Control

Accounting Polices

Bank Reconciliations

Fixed Assets Schedules

Audit schedules Preparation

Grant reports

Industry Lines:

Municipalities

Public Accounting

Real Estate Syndication

Manufacturing

Non-Profit Entities

Taxation

Computer Applications:

MS Office Suite

SAP

PeopleSoft

Oracle

JD Edwards

Great Plains

MAS90

Eden

Education/Qualifications:

Woodbury University, Burbank, CA

B.S. Accounting

California State University Los Angeles

Certificate - Computer Programming

CPA Candidate

Licenses:

California Tax Education Council - Registered Tax Preparer

California Notary Public

California Licensed Insurance Agent

California Licensed Real Estate Broker

Contact this candidate