Customer Service Manager
Resume:
Jia Xiu, CPA, MPA
Austin, TX ***29
********@*****.***
Objective
Responsible position with growth opportunities in Finance & Accounting.
Summary
Accounting professional with demonstrated expertise in healthcare, taxation
and management of general accounting functions. Analytical, self motivated
and details oriented with 9 years combined experience in taxation, payroll,
accounts payable, accounts receivable, month-end closing, financial
statements, and reconciliations and inventory control. An accomplished team
player who leverages strengths in priority-setting and problem solving in a
fast-paced, constantly changing environment.
Education and Professional Accreditation
Master of Professional Accountancy, August 2003 to May 2005
Texas A & M International University, Laredo, Texas.
Certified Public Accountant, May 2013 to present
License number: 100736
Work Experience
Staff Accountant, Jan 2014 to April 2014 Seasonal Job
Gabriel Garcia-Cano, P.C., CPA
A small local accounting firm providing individual & corporate tax return,
bookkeeping services.
. Prepare and file individual, partnership and corporation tax
returns, extensions.
. Recommend tax strategies by researching federal, state, and local
taxation issues.
. Proactively interact with clients to gather information, resolve
tax-related problems, and respond to clients' inquires.
. Prepare financial statements and make related closing journal
entries
Staff Accountant, May 2007 to September 2013
Chess Medical Group, LLP., Arie Salzman P.A., Laredo, Texas.
A group of 2 neurologists and 1 neurosurgeon specialize in neurology, and
commit to providing quality health care by investigating, diagnosing and
treating neurological disorders. / An orthopedic surgeon specializes in
diagnosing, treating and repairing injuries, disorders and diseases
affecting musculoskeletal system.
. Write-up, reconciles bank statements, facilitate and complete monthly
close procedures.
. Prepare financial statements and supporting schedules according to
monthly close schedule.
. Prepare individual and partnership tax returns.
. Assist CFO in preparing the budget and forecast process, documentation
and monitoring of internal controls.
. Perform analysis of revenue and expense data; make recommendations on
how to cut cost.
. Prepare bi-weekly, monthly payroll; make payroll tax payments; and
file quarterly, yearly payroll reports.
. Record, balance and reconcile payroll expenses and incorporate them
into the company's financial statements; make payroll journal entries.
. Generate reports on employees' wages and mandatory and voluntary
deductions and on employer taxes and contributions.
. Prepare census data for employee benefits plans and creates reports
for CFO and external auditor.
. Perform incoming and outgoing HR functions for 30+ employees,
including health, dental and vision insurance, 401K.
. Perform accounts payable, review and verify invoices and check
requests, sort, code and match invoices.
. Set invoices up for payment, enter and upload invoice into system,
prepare and perform check runs, post transactions to journals.
. Track expenses and process expense reports; prepare and process
electronic transfers and payments.
. Reconcile accounts payable transactions, monitor accounts to ensure
payments are up to date.
. Research and resolve invoice discrepancies and issues, maintain vendor
files; correspond with vendors and respond to inquires.
. Perform accounts receivable, post patient payments to revenue account,
update receivables by totaling unpaid invoices.
. Render invoices to patients, create monthly statements and follow up
unpaid balance.
. Resolve collections by examining patient payment plans, payment
history, credit line; coordinating contact with collections
department.
. Assist CFO/HR Manager in hiring new employees and evaluating current
employees, setting up new employee files, keeping Employee Handbook.
. Implement and maintain an on-line timesheet entry system, keep
employee attendance records.
. Prepare, file and maintain various supporting documentation for
audits, record cash receipts from patients.
Staff Accountant, May 2005 to 2007
Miller & Garcia-Cano, P.C., CPA, Laredo, Texas
A small local accounting firm providing individual & corporate tax return,
bookkeeping services.
. Prepare and file individual, partnership and corporation tax
returns, extensions and make quarterly payments.
. Recommend tax strategies by researching federal, state, and local
taxation issues.
. Maintain compliance with regulations by forwarding required
information to federal, state and local authorities.
. Proactively interact with clients to gather information, resolve
tax-related problems, and respond to clients' inquires.
. Research and correct process errors that caused incorrect tax
filings.
. Post and reconcile bank statements.
. Prepare weekly, monthly, annually payroll, file payroll reports,
and make payroll payment deposits.
. Prepare sales and use tax returns in a timely and accurately
manner.
. Supervise bookkeeper's work, identify errors in posting and journal
entries, and make corrections.
. Prepare financial statements and make related closing journal
entries
. Prepare and file IFTA fuel tax reports, 1099 reports, and country
property appraisal; apply individual taxpayer identification
numbers, taxpayer identification number and certification.
Inventory Control, December 2004 to May 2005
Dr. Ike's, Laredo, Texas
A local retailer of home improvement and construction products and
services.
. Implement methods to maintain accurate inventory levels at the
facility.
. Identify and optimize common inventory items among facilities.
. Data entry, analyze company's inventory and execute new orders.
. Conduct research and update vendor files, activate or delete related
files.
. Contact manufacturers for authorization to return non-stock items that
are obsolete.
. File defective goods claims with reps or manufacturers on items that
are obsolete.
. Instruct warehouse personnel when and where to return defective or non-
stock items.
. Maintain update inventory system and do annually physical inventory.
. Work effectively and efficiently with cross-functional teams,
including those from purchasing, sales and the warehouse.
. Responsible for backing all of the three store information on the
AS400 on a nightly basis.
. Provide administrative support to general manager and logistic
administrator.
Skills & Abilities
. MS Office, Centricity, Healthfusion, MultiLedger, CheckMark Payroll,
QuickBook, Lacerte, ProSeries.
. Bilingual: English and Chinese.
. Strategic thinking, planning and organizing, and attention to detail
and accuracy.
. Commit to professionalism, strong sense of business ethics.
. Problem identification, analysis, judgment and problem-solving.
. Good communication skills with a customer service focus, and stress
tolerance.
. Ability to work cooperatively and collaboratively with all levels of
employees, management, and external agencies.
Reference:
Alfonso Maldonado CPA Dr. Arie Salzman MD Adriana Villarreal
CPA
956-***-**** (office) 956-***-**** (office) 956-235-
1286 (cell)
956-***-**** (cell)
956-***-****(office)
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