Finance Manager Senior Accountant

Wanlun(Jacob) Hu

Phone: 510-***-**** Email: ************@*****.***

Address: *** *** ******, ********, ** 07029

EDUCATION

Rider University, Lawrenceville, NJ Graduation: May 2013 Master of Accountancy

Concentration in Finance

Honor: Rider University's Academic Scholarship Fall 2011 – Spring 2013 California State University, East Bay (CSUEB), Hayward, CA Graduation: June 2010 Bachelor of Science in Business Administration

Concentration in Accounting and Finance

WORK EXPERIENCE

Lapp USA, Inc., Florham Park, NJ

Associate Finance Manager, Financial Planning & Analysis August 2022 – Present Assist in preparing analysis, commentary and presentation materials for monthly and quarterly finance review Facilitate regional/functional annual budget exercise, consolidate key initiatives and analyze key variances to PY Provide supports for Operational business partners, assisting them with data generation and financial analyses Assist in financial modeling to measure and forecast potential impacts of financial transactions and development Coordinating information flows between operations and accounting, provide ad hoc in-depth analysis as requested Manage data within the forecasting and budgeting processes; contribute to process streamlining Partner with accounting and operations to facilitate variance explains NCheng LLP, Wall Street, NYC

Supervising Senior Accountant, Financial Management Services July 2021 – July 2022 Manage and supervise daily financial and business transactions for three clients Manage and prepare monthly financial reports and narrative for clients Monitor all revenues and expenses necessary for managing grant invoicing and reporting Supervise monthly and year-end closing processes

Compile accounting disclosure information needed for quarterly and year-end financial statements and audits Manage and prepare forecasting departmental budgets on a quarterly and annual basis Manage weekly/monthly meetings with the team; train and recruit staffs (2 or 3 staffs per team) Master Cutlery LLC, Secaucus, NJ

Assistant Controller, Accounting Department January 2017 – July 2021 Manage all company aspects of general ledger to identify and resolve account inaccuracies and imbalances Manage cashflow, and prepare daily and weekly cash analysis and suggestion (Loan from bank and investors) Prepare various analysis reports for COGS, inventory, marketing, SKUs, and retail price Asist in sales forecast by analyzing sales, profit margin, all level customers, and items by category Review inventory cost including material, custom, ocean/trucking freight cost Manage quarterly and year-end internal and external audits, review, and compilation Manage monthly financial close process and activities, and prepare monthly financial statements (B/S, P/L, Cashflow) Manage and comply with local, state, and federal government requirements for sale tax return filings Wanlun(Jacob) Hu

Phone: 510-***-**** Email: ************@*****.***

Address: 190 6th Street, Harrison, NJ 07029

WORK EXPERIENCE

Financial Staff Accountant, Accounting Department February 2014 – January 2017 Prepare, enter and post journal entries for payroll, accrual, operating expense and adjustments Prepare and process check, wire, credit card payments with approval for vendors Assist with preparation of documentation to support internal and external audit Prepare assigned G/L accounts reconciliations in weekly and monthly basis and identify and resolve issues timely Prepare and file 1099 for vendors at year end (1099MISC, 1099DIV and 1099INT) Accounts Receivable, Accounting Department October 2013 – February 2014 Prepare monthly detailed client analysis and AR aging reports for management review Conduct monthly credit review and analysis on new and existing customers and prepare credit decision Resolve account discrepancies by investigating documentation and reconciling statements and transactions Post daily payment entries to GL and issue debit and credit memos for customer accounts American International Group, Chartis Insurance Group/Comptroller, New York City, January 2012 – December 2012 Full-time Accountant Intern, Accounting Department Assist in the quality control review of AIG US companies’ financial statements, general interrogatories, and footnotes Assist in the quality control review of the Management Discussion and Analysis for AIU Insurance Company Conduct the review and compilation of the quarterly fluctuation analysis of B/S and I/S accounts for management Assist in preparation of audited financial statements for PWC review and generate various reports with SAP system SKILLS

Proficient in using accounting software:

SAP

TM1

IDL Konsis

QuickBooks

Infor US (ERP)

Sage Intacct,

APLIQO

Eagle Wings

Power BI

Office Management System

Proficient in using Microsoft Word, Excel (Pivot Table, V-lookup, SUMIF, IF, etc.) In the process of preparing CPA exams

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