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Customer Service Accounting

San Jose, California, United States
April 21, 2017

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Jiaxi (Jay) Wu

**** *. **** ** #**

San Jose, California 95112

Cell: 831-***-****


I’m an open-minded and self-motivated individual who is also friendly and patient towards others. I always attempt to achieve the highest quality of work and customer/colleague satisfaction.


Proficient with Microsoft Excel(Functions, Pivot Table, Vlookup), Word, PowerPoint, Outlook

Strong written and oral communication skills

Excellent mathematic skills

Excellent customer service skills

Knowledge of Investment Portfolio Management

Working knowledge of SAP


Bachelor Degree of Science (Finance), San Jose State University August 2012-May 2016

Udemy(Online Course):

1.The Complete Financial Analyst Course(Financial Modeling & Accounting Concepts) – In Progress


June 2016 - Present: Accounts Receivable Specialist at Delta Products Corporation

AR collection & reconciliation

Customers account set up credit review

Daily checks deposit, cash application

Weekly wire payments posting

Monthly cash forecast

Provide internal and external audit support

May 2015 - April 2016: Accounting Intern at Vincent Chong CPA

Bookkeeping: Journal Entry of Bank Statement Expenses

Payroll, Income Tax Return data entry

Payment set up

Federal/State payroll taxes reconciliation

Class Project:

Investment Analysis- learned to compose a diversified stock portfolio with optimized risky assets and returns by using historical data of selected companies.

Relevant Course Work

Principles of Macroeconomics and Microeconomics

Financial Accounting, Managerial Accounting

Financial Institution and Markets, Financial Management Theory and Policy, Investment Analysis, Selected Topics in Business Finance (Valuation), Portfolio Management, Commercial Banking


Fluent in English, Cantonese, and Mandarin –reading, writing, typing

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