Customer Service Accounting

Emily Jenwei Zhang

845-***-**** (cell)

**********@*****.***

OBJECTIVE

Seeking new challenges where my skills and experience in accounting & actuarial science and my advanced computer system knowledge can have an impact

SUMMARY OF QUALIFICATIONS

1.5 years experience working as a Compensation Analyst for Colfax Corporation in the United States

2 years in an actuarial analyst environment working for Accenture in the United States

Computerized Accounting college diploma; double honors Bachelor of Mathematics in Actuarial Science and Statistics from the University of Waterloo

Conversant with mathematical modeling techniques and statistical concepts

Proficient in financial modeling with Excel & VBA, such as Performance Analysis, Forecasting Models, Budget Analysis, Variance Analysis, Breakeven Analysis

Familiar with data extraction, manipulation, analysis, interactive reports, and dashboard creation using Excel

Proficient with Microsoft Excel (Pivot Tables, Macros, Vlookups, etc.), Access, VBA, Word, Outlook, and PowerPoint; R-Plus, MINITAB, and MATLAB

In-depth knowledge of Canadian Payroll Association (CPA) material regarding all Canadian provincial rules and regulations

Working knowledge of QuickBooks, Simply Accounting, and payroll software

Excellent analytical and problem-solving skills with attention to detail; past roles include compensation analyst analyzing compensation cost budgeting and administering stock plans; and actuarial analyst monitoring system defects

Excellent ability to effectively prioritize and juggle multiple concurrent projects

Solid financial background/knowledge such as Derivative Theory, Black-Scholes Model, Capital Asset Pricing Model, and Fundamental Theorem of Asset Pricing

Resourceful team player who excels at building trusting relationships with customers and colleagues

Quick learner in software, knowledge, new skills

RELEVANT EXPERIENCE

Bookkeeper 2016-current

Tax Firm, Kingston, NY

Perform month-end reconciliation and back up company file

Process payroll and payroll tax transactions through payroll function in QuickBooks

Research account transactions to identify and resolve discrepancies

Match deposit receipts with invoices, and record the necessary information

Keep manager up to date on any issues or spending overages of clients

Do all checkbook entries, petty cash and credit card entries and amortization schedules for clients

Use Excel to group and categorize income and expense transactions for filling tax return preparation for individuals and companies

Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes

Consistently demonstrate talent for quickly learning new skills and completing assignments ahead of schedule while maintaining a high degree of accuracy

Perform general office duties such as filing, answering telephones, scanning, sending faxes and other office duties

Compensation Analyst 2013–2015

Colfax Corporation, Annapolis Junction, MD

Administered executives’ stock plan, achieving error-free data reconciliation with accounting department

Automated a time-consuming and complex process. Reduced errors to zero and sped up the whole analysis process for executives’ revisions by 60%

Verified compensation figures and provided graphs for inclusion in proxy reports, requiring 100% accuracy

Prepared salary/wage administration calculations, analyses, and costing scenarios analysis

Conducted salary and equity budgeting analysis to ensure costs aligned with the company’s financial needs

Analyzed and interpreted trends and relationships between employees’ compensation and performance and provided recommendations and insights to management

Researched peer companies for industrial benchmarking to gain competitive advantage

Analyzed company’s invoices to calculate total expenses paid

Consolidated HR records to facilitate analysis

Actuary Analyst 2006–2008

Accenture (Life Insurance Solutions Group), Edison, NJ

Designed test scenarios based on policy holders’ demographics and product specification

Tested systems, identifying gaps between customer requirements and solution, and reported issues

Used actuarial methods, calculated premium, coverage, reserves, loan, dividends, and cost of warranty manually for the following product types: UL/VUL, Traditional Products, Deferred Annuities, and Immediate Annuities, and evaluated correctness of actuarial mathematics in software systems

Created rate tables in Excel, assisting in product design, configuration, loading, and values testing

Monitored system defects in Administration, Payout Administration, Application, Calculations and other functional areas, secured resolution from development teams, and provided assessments

Performed cash flow testing

Assisted in developing system documentation for training purposes

Completed actuarial testing efficiently and accurately

Other Employment History:

Translator and Layout Artist (part-time) 2009–2012

The Epoch Times, Ottawa, Ontario

Translated financial & economic news articles

Mastered Adobe InDesign software in one week

Designed and laid out the newspaper’s front page and other key content, contributing to the newspaper’s popularity

Cashier (part-time) 2009–2010

Loblaw, Ottawa, Ontario

Provided courteous and helpful customer service

Tabulated total payment required using cash register, optical price scanner, and other equipment

Received and processed payments by cash, check, credit card, and automatic debit

Promoted the use of store credit cards to customers

EDUCATION AND TRAINING

CMA Accelerated Program (passed the CMA entrance exam with a score of ‘A’) 2011

Certified Management Accountants, Toronto

Endorsed as a tutor on the basis of excellent grades

Financial Analysis (Computerized Accounting college diploma)

VBA + Access + SQL, Advanced Excel, Mastering Financial Analysis in Excel, Payroll 2012–2013

Pures College of Technology, Toronto

Double Honors Bachelor of Mathematics in Actuarial Science and Statistics 2001–2005

University of Waterloo, Waterloo

Pure and Applied Science 1999–2001

Dawson College, Montréal

Achieved an ‘A’ overall and major average; school-appointed math tutor

PROFESSIONAL AFFILIATIONS

Society of Actuaries

VEE credit approved: Economics, Corporate Finance, Applied Statistics

Passed exams 1 (P), 2 (FM), 3 (M), and 4 (C)

References Available Upon Request

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