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Staff Accoutant

Alhambra, CA
February 18, 2020

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Chi H. Lei 626-***-**** *** N Monterey St. Alhambra, CA 91801


California State University, Fresno August 2015 - May 2018

● Major: Business Administration – Finance Option, B.S.

● Relevant Coursework: Corporate Finance, Intermediate Accounting, Financial Investments Clovis Community College August 2012 - May 2015

● Major: Business Administration, A.S.

● Relevant Coursework: Financial Accounting, Managerial Accounting, Business Law - Legal Environment EXPERIENCE

TJC Inc. - WorkVanEquipment Walnut,


Staff Accountant January 2019 - Present

● Manage the company books with over 300 invoices monthly through AR/AP functions, posting entries, monthly inventory count, and account reconciliation on Sage 100

● Assist senior staff accountant in preparing preliminary and finalized monthly and quarterly financial statements

● Create excel templates (Freight Cost Analysis, Vendor Invoice Management, Quality Control Summaries, etc.) to efficiently analyze and monitor data when auditing invoices for errors in order to drive proper company decision-making

● Work cross-functionally with sales, operations, marketing, and other departments to address various business needs

● Communicate and monitor respective vendors’ AP accounting departments regarding missing invoices and credit memos to ensure timely processing of monthly financial statement OneAmerica Security Inc. Fresno, CA

Financial Advisor Intern August 2017 - November 2018

● Assisted and analyzed clients’ information with senior financial advisor to discover and resolve clients’ needs

● Participated in client interviews with senior financial advisor to determine suitable life insurance and retirement planning for clients

California State University, Fresno Fresno, CA

DiscoverE Tech Guide July 2015 – June 2018

● Trained and coached more than 200 faculty in the usage of technology related to instructions

● Assisted and mentored more than 10,000 students in online learning and the use of tablet devices

● Developed and implemented training of Windows OS and Microsoft Office Suite to 40 peer employees

● Assessed and resolve technology issues during walk-ins with an average time of 10 minutes per customer

● Earned a strong customer satisfaction rating of 98% for six consecutive semesters EXTRACURRICULAR

Student Managed Investment Fund Fresno, CA

Member / Student January 2018 - May 2018

● Provided analytical support to the instructor in a unique setting for the application of financial concepts

● Managed $3.8M of endowment funds for the California State University Fresno Foundation resulting in an educational and monetary return of 32%

● Worked as a team and independently to provide decision support, investment research, and benchmarking Financial Management Association Fresno, CA

Treasurer, Active Member October 2016 - May 2018

● Facilitated the collection of all membership funds and reported the financial information during organizational club meetings

● Helped to raise $6K with club officers for the annual Quinnipiac G.A.M.E. New York trip

● Participated in professional networking among fellow members, professors, and guest speakers ADDITIONAL

LANGUAGES: Fluent in English, Cantonese, and Mandarin TECHNICAL SKILLS:Microsoft Suite, Google Apps, Sage 100 CLUBS AND INTERESTS:Financial Management Association, board games, fitness/sport, video games

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