Sales Microsoft Office

Charlotte Zhe Wei

Address: *** ******** ******, ********* ****, NJ 07010 Cell: 201-***-**** Email: **********@*******.***

Professional Summary:

Experienced Staff Accountant, MBA, CFA Level II candidate, CPA candidate passed all sections of CPA Exam. Bilingual professional with Chinese (Mandarin) and English fluency

Education:

Master of Business Administration- Accounting 2014-2014

Monmouth University, West Long Branch, NJ GPA: 3.7

Master of Business Administration- Finance 2011-2012

Monmouth University, West Long Branch, NJ GPA: 3.7

Bachelor of International Business 2006-2010

Nanfang Translators College of SISU, Chongqing, China GPA: 3.2

Experience:

Officemate International Corporation Edison, NJ

Staff Accountant 11/2013-Present

Perform complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations

Prepare quarterly Estimate Tax returns, U.S. sales & use tax returns, Canadian HST/GST/PST returns, and property tax returns for different states and process payments for all taxes due

Calculate monthly sales commission by utilizing SAP-generated sales summary reports

Manage $3 million rebate revenue program forecasting, operations, accounting close and reporting

Review collection reports to determine the status of collections and the amounts of outstanding balances

Update clients profile data as required and generate ad hoc reports as needed

Tehfah James Ho, CPA Green Brook, NJ

Staff Accountant (Tax & Audit) 01/2013-11/2013

Prepared Federal and State payroll tax returns (Form940/941/944) for clients with different time frames, along with annual W-2 and Form-1099 filing

Prepared federal and state income tax returns (Form1120/1120S/1065/1040) for business entities and individuals, and calculated K-1 distribution schedule and year-end bonus for business clients

Prepared monthly and quarterly Sales and Use Tax returns for over 50 retail companies

Accurately processed payment of Estimate Taxes, Payroll Taxes, Sales and Use Taxes for clients

Performed audit and review procedures for clients to ensure financial statements are in conformity with GAAP, GAAS, & local laws and regulations

Drafted financial statements (Balance Sheet, Income Statement) through QuickBooks for manager review

Leon Hess Business School, Monmouth University West Long Branch, NJ

Marketing and Management Department Graduate Assistant 09/2011-12/2012

Performed competitive analysis for Department Chair to assist reevaluation of current Business School Curriculum, increased 2012-2013 student enrollments by 100

Conducted strategic audit and competitive analysis of the undergraduate and MBA programs for AACSB review and internal audit

Researched, evaluated and simplified data for projects in variety of areas, and presented final results in Excel to Department Chair

Skills:

Language Proficiency Chinese – Native English – Excellent

Computer Skills Proficient in Microsoft Office Suite, QuickBooks, ATX Tax software, SAP, and Bloomberg Terminal

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