Life Insurance Accounting

Hanghai Qiu

*** ********* ***, *** *, Albany, NY, 12203

*******.***@*****.*** 518-***-****

EDUCATION

University at Albany, the State University of New York at Albany Aug. 2013-May 2015

Master of Science in Accounting, overall GPA: 3.6/4.0, CPA examination candidate(FAR&AUD passed)

Harbin Engineering University Aug 2009-July 2013

Bachelor of Business Administration, overall GPA: 3.6/4.0

SKILLS

Excel, Fund-EZ, Nonprofit Accounting, Financial Reporting, Account Payable, Cost Allocation, Bank Reconciliation, Revenue Testing, General Ledger Posting

PROFESSIONAL EXPERIENCE

Accountant, Living Resources Corp. rehabilitation services and health agencies, Albany, NY May 2014-Present

Interact with Comptroller in financial reporting and Form 990

Responsible for monthly bank reconciliation, revenue testing, cost allocation, and pension fund reconciliation

Post daily cash receipts to SSI consumer fund and general ledger

Compliance Analyst, State Board of Public Accountancy, NYS Education Dept. Feb 2015-May 2015

Examine 841 NYS DOL Employee Benefit Plan auditor(public accounting firm) compliance per education law

Review 16,285 NY IRS PTIN tax return preparers’ competence and compliance

Audit NYS all CPE sponsor qualification

Finance Intern, U.S. Committee for Refugees and Immigrants, Albany, NY January 2014-July 2014

Assist finance coordinator in financial reporting and case management

Prepare daily check run for account payable

Maintain digital expenditures tracking, reimbursement reconciliation, and hard copy file systems

Tax Volunteer, Volunteer Income Tax Assistance (VITA), IRS, Albany, NY January 2014- April 2014

Interview taxpayers, sort individual information for Form 1040, and apply the TaxWise software in practice

Complete the program’s training in tax law, TaxWise, and client in-take interview

Wealth Management Intern, AXA Advisors, Hong Kong July 2012-August 2012

Specialize in life insurance, annuities, and planning

Lead a team of 6 interns responsible for maintaining 30 clients base and keeping client plans up-to-date

Audit Intern, Gongxin CPAs, LLP June 2011-August 2011

Retrieve information from clients and organize work papers for financial reporting

Edit and formatted various files by using Microsoft Excel in preparation for quarterly filing with a team of CPAs

LEADERSHIP&ACTIVITIES

President&Founder, National Assoc. of Asian American Professionals-UAlbany Chapter April 2014- April 2015

Lead team to raise funds and to increase awareness to benefits of NAAAP membership

Collaborate with NAAAP NY leadership team to ensure members to gain exposure to recruiters

Volunteer, International Student & Scholar Service, Albany, NY Jan. Aug. 2014

Welcome new international students and familiarize them with the new academic and living environment

Communicate with new students and helpe them solving a variety of problems those occurred after arrival

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