Lei Su

acwqg9@r.postjobfree.com 509-***-**** *** */* St. Charles Street, Johnson City, NY 13790

EDUCATION AND HONORS

Binghamton University, State University of New York, School of Management Master of Science in Accounting Expected December 2016 Cumulative GPA: 3.77/4.00

Washington State University

Bachelor of Arts in Business Administration, Major in Accounting May 2015 Cumulative GPA: 3.70/4.00 Magna Cum Laude

President’s Honor Roll (August 2011 – May 2015) International Academic Award (August 2011 – May 2015) PROFESSIONAL EXPERIENCE

Primerica Financial Services, Inc. Binghamton, NY

Assistant July 2016-September 2016

Maintained 100 clients’ information for the supervisor to efficiently find information for future follow-ups

Developed content for newsletters aimed to boost attendance for the firm’s debt and money market seminars, which educated the community on investment and wealth management

Designed and distributed surveys on Google forms to potential clients and analyzed the responses to understand demands

Modeled wealth management plans by working out mutual fund and annuity illustrations through Primerica’s system Tremor Video, Inc. New York, NY

Finance Intern May 2016-July 2016

Supported accounts payable team’s access to invoice and vendor information by completing all the transfers of paper invoices into paperless system (Kwiktag) and by setting up over 50 new vendors in Microsoft Dynamics GP in company’s vendor database

Identified and conformed all purchase orders in Microsoft Dynamics GP by matching the purchase requisitions and invoices stored in ReQlogic System

Recognized over 400 accounts payable transactions in Microsoft Dynamics GP and created payable transactions entries with high achievement of accuracy reviewed by management

Assisted accounts payable manager with the process of wire payments and closed out the transaction in Microsoft Dynamics GP to complete the expenditure cycle

Center for Technology & Innovation, Inc. Binghamton, NY Not-for-Profit Management Intern January 2016-April 2016

Audited over 500 transactions with two teammates during 2015 by vouching QuickBooks journal entries to existing checks and donation forms to ensure the existence and completeness of the transactions

Analyzed financial statements account data such as revenues and expenses, assets and liabilities and imputed essential financial data into NYS Cultural Data Project System to facilitate the organization’s management capacity

Prepared 2015 IRS Form 990 collectively with another intern by studying and following the instruction book and managed to finish the filing process by the initial deadline the first time in the last five years since the organization started filing

Recorded more than 100 contributions and categorized the tangible items using PastPerpect to store donation information for future tax deductions for donors

LEADERSHIP EXPERIENCE

Healing House, Inc. Binghamton, NY

Finance Volunteer March 2016-June 2016

Planned fund-raising events. workshops, and seminars collectively with other volunteers by developing financial budgets

Performed bank reconciliation on QuickBooks by looking at the bank statements, receipts, PayPal accounts in order to eliminate all discrepancies

Student Athlete Success Center Binghamton, NY

Accounting Teaching Assistant January 2016-May 2016

Communicated with athlete students to clarify accounting principles and answered questions to ensure they have solid understanding

Acquired the quality of being a helpful tutor to better aid students to achieve academic improvement by attending training orientations

Chinese Students and Scholars Association Pullman, WA Vice President of Finance August 2013-May 2015

Monitored cash flow of each transaction by maintaining a spreadsheet to ensure the funds has been appropriately spent for the purpose of events organized by the association, such as gaming competition and singing competition

Established budgets for events using Excel to set the estimated spending amounts and keep expenditures under control

Organized several events for Chinese traditional festivals which hosted more than 100 students and faculty members

Negotiated with local companies, such as banks, restaurants and property management companies and raised funds of more than 10,000 dollars to sponsor our organization’s events ADDITIONAL INFORMATION

CPA Candidate: CPA Examination- Passed ALL sections of CPA Exam with an average score of 88 Technical: Microsoft Office Suite (Word, PowerPoint, Excel), QuickBooks, KwikTag, Microsoft Dynamics GP Campus Activities: Intramural Soccer League (3rd Place), W.S.U. Badminton Club, BU Table Tennis Club, BU Badminton Club Interests: Soccer, Singing, Poker, Black Jack, Biking, Running, Badminton (professional level), Table tennis (professional level)

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