Management Financial

Emily Chang, CPA, MBA

* * ********* **., ******* Grove, IL 60089

acupvw@r.postjobfree.com 630-***-**** www.linkedin.com/in/emilycpa PUBLIC AND PRIVATE ACCOUNTING, FINANCE, MANAGEMENT AND BANKING Summary:

CPA and MBA in Finance with practical experience in public and private accounting, financing, and banking.

Corporate Tax, Individual Tax, State & Local Tax, International Tax, Tax Research; Tax planning & compliance.

Financial Reporting & Control - Auditing, Assurance, Tax Return Analysis, Sarbanes-Oxley Compliance, Financial Analysis, GAAP, IFRS Accounting, FAS 109, FIN 48, Budgeting, Forecasting, Cash Flow Analysis; Corporate Finance.

Management Skills-Internal Audits/Controls, Policy & Procedures Compliance, Project management; Financial Modeling.

Six Sigma Green Belt, Computerized / Bookkeeping support, Insurance, Sales Tax & Payroll tax report preparation. Professional Experience:

Accountant, Goldberg Mechales Charneske & Schiffman Ltd. (CPA Firm) Bannockburn IL 2014 - Present

Prepare federal, multi-state, local and international income tax returns for individuals, partnerships, LLCs, S-corporations, non-profit organizations, estates and trusts. Calculate estimated income tax payments and extensions of time to file.

Audit, review and compile financial statements for companies in real estate, manufacturing, retail, transportation, distribution and professional services. Prepare year-end journal entries for income tax basis financial statements.

Review tax notices and audits from IRS; State and local tax authorities. Organize and prepare billing statements for clients. Oversee period accounting close, report maintenance, account reconciliations and adjustments.

Analyze and review tax depreciation reports and reconciliations. Prepare sales tax and quarterly payroll tax reports. Accountant, Brooks, Faucett & Robertson LLP (CPA Firm) Chicago IL 2013 - 2014

Implemented substantive procedures and audit fieldwork and analytical reviews of the client's financials. Prepared letter to management with recommendation for the improvement of the client’s internal control structure.

Prepared audit issues, observations, action plans, reports and recommendations in compliance with audit established standards and policies. Resolved all state notices due to account discrepancies and adjustments.

Designed and executed the full scope of operational, financial and compliance audits for a variety of non-profit clients.

Performed engagement duties, identified risks, and applied appropriate audit procedures to assigned engagements. Accountant, Perfect Express Co. (Freight Forwarder / Custom Clearance) Bensenville IL 2010 - 2013

Analyzed and recorded transactions, prepared monthly and year-end schedules and reconciliations. Arranged payment of freight and other charges, or collection of payment on behalf of the client.

Reconciled and closed accounts payable and accounts receivable on a monthly basis, and assisted in the monthly cash reconciliation process. Maintained and prepared the monthly collection reports.

Developed checking freight invoices, transportation invoices; custom clearance Invoices accorded to the agreed rates. Monitored actual freight costs and quality of service. Ensured all freights were cleared.

Collaborated with multiple departments and external resources to obtain necessary financial information, primarily related to accruals and ensured expenses were accurate.

(Obtained CPA, 2007-2009)

Assistant Vice President, Mega International Commercial Bank (Financial Services) Taiwan 2000-2006

Designed audit programs and assist staff in understanding and completing tasks. Evaluated, improved and documented procedures to meet Sarbanes-Oxley requirements and for better communication of procedures between departments.

Supervised all aspects of a 12 person accounting department (A/P, A/R, P/R, payroll taxes, sales taxes, treasury, fixed assets, taxes, budgeting and forecasting, financial reporting, and analysis).

Examined activities of the corporation to ensure compliance with policies, plans, and procedures and rules of regulatory agencies. Supervised staff accountants on large audit and review engagements.

Developed and implemented comprehensive annual budgets, and provided accurate and timely monthly reports to control budget overruns.

Emily Chang 630-***-**** acupvw@r.postjobfree.com Page 2 Assistant Specialist, Mega International Commercial Bank, Taiwan 1995-2000

Streamlined monthly and quarterly financial statement preparation, reducing processing time by 57%.

Performed daily financial and cash flow analysis, projection and forecast modeling and analysis, and maintained credit quality for seven of the bank’s largest accounts totaling in excess of $450 million.

Planned and supervised operational and financial audits heavily emphasizing internal controls. Formally presented audit results to divisional management. Directed accounting policy and operations; risk management and cash management.

Supervised and maintained efficient operations of the Accounting Department; prepared and submitted month-end information to external auditor. Performed third part reporting. Project Manager, Mega International Commercial Bank, Taiwan 1989-1995

Achieved 100% accuracy and compliance in analyzing 90,000+ page reports monthly and quarterly. Analyzed all financial data related to new and renewal commercial or real estate loan requests.

Maintained financial books, general ledger and updated data. Assisted with various financial reports. Performed tasks such as processing and preparing individual as well as corporate tax returns.

Prepared financial statements, project and review margin analysis, implement final journal entries. Completed month end closings and presentation of operation results to executive committee.

Implemented and administered cost and expense monitoring program, resulting in significant company cost reduction $ 1 million.

Key Technical Skills:

Tax Software: Creative Solutions-UltraTax, Drake Tax preparation, Intuit TurboTax, TaxAct, TaxWise, Lacerte Software.

Accounting Systems: Oracle, Creative Solutions, QuickBooks, Quicken, Peachtree. Database: Oracle, SQL.

MS Office: Advanced Excel (Pivot Tables, VLOOKUP, formulas, Macro), Access (building queries), Word, PowerPoint, Project, Publisher, FrontPage and Outlook. Adobe Photoshop. Thomson Reuters: CS Professional Suite.

Operating Systems: Windows NT Server, Mac OS X, SAP. Programming and Internet: HTML & Website Design. Education:

MBA in Finance, University of Illinois at Chicago, Chicago, Illinois Bachelor in Business Administration, National Chung Hsing University, Taipei, Taiwan Associate, Accounting, National Cheng Kung University, Tainan, Taiwan Certifications:

CPA (Certified Public Accountant) Permit To Practice & Certificate - Delaware Board of Accountancy.

Six Sigma Green Belt - Chicago Deming Association-Six Sigma Masters Program, Naperville, IL.

Professional Ethics Comprehensive Course - AICPA (American Institute of Certified Public Accountants).

US Federal Taxation - Chinese Culture University, Advanced Accounting - Soochow University.

Syndicated Loan, Financial Statements Analysis, Investment Banking, Internal Controls, Derivatives - Futures, Options and Swaps - Taiwan Academy of Banking and Finance.

Factoring, Inward and Outward Freight Bills, International Finance, Internal Auditing, Credit Analysis, Corporate Finance

- Mega International Commercial Bank.

Certificate in Personal Insurance. Certificate for Professional Test on Trust Businesses, Proficiency Test for Bank Internal Control and Audit - Taiwan Academy of Banking and Finance.

International Postgraduate Certificate for Information Technology - Institute for Information Industry. Professional Associations and Interests:

AICPA (American Institute of Certified Public Accountants) and ICPAS (Illinois CPA Society) Volunteer -Tax Representative and Tax Preparer at Center for Economic Progress University of Illinois Alumni Association; LinkedIn Groups – Finance Leaders Association

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