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Data Financial

Location:
Pittsburgh, PA
Posted:
May 09, 2020

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Resume:

Yaxin(Casey) Zhai

412-***-**** adc5jr@r.postjobfree.com https://www.linkedin.com/in/yaxin-casey-zhai-03065b114/ Education

University of Pittsburgh Joseph M. Katz Graduate School of Business Apr. 2019 Master of Science in Accounting and Business Analytics (STEM program); GPA: 3.9 Relevant Courses: Statistical analysis, Financial Statement Analysis, Database Management, Data Mining Met the 150 credits hour requirement for CPA certification (Passed all CPA exams) Arcadia University, Glenside, PA May 2017

Bachelor of Science in Accounting; GPA: 3.8

Relevant Courses: Auditing, Financial Management, Advanced Accounting, Corporate & Individual Taxation Skills

Advanced in Excel, VBA and MySQL

Project Experienced in Python, R and Tableau

Financial analytics and problem-solving

Strong understanding of P& L, GAAP

Critical Thinking, Organization

Data warehousing and automation

Work Experience

Beacon Communities (Real estate management), Pittsburgh, PA June 2019 - Present Property Accountant

Work with IT to implement data transformation between Real page and Yardi system

Developed VBA script as needed for development of reports and improvement of system efficiency

Align all financial activities with regulations of GAAP for 13 properties nationwide

Collaborate extensively with external auditors on annual audit preparation on affordable housing

Perform account analysis and reconciliation including bank statements and intercompany general ledger account Regent Square Rentals (Residential real estate), Pittsburgh, PA July 2017 - May 2018 Staff Accountant

Managed A/R and A/P by using Yardi software which effectively reduced delinquency by 20 percent

Performed monthly closing, ad hoc financial analysis on significant variances and budgeting

Prepared monthly financial reports for management and recommended cost improvement measures CareSalus Internal Medicine (Private clinic), Indiana, PA May 2016 – Aug. 2016 Data associate

Identified and reconciled billing errors in a medical software EHR system to ensure accurate business requirements

Organized data from multiple sources for input into monthly and quarterly reports provided to senior management

Worked on development of new reporting templates and prepared legal medical reports upon request from court China Construction Bank (second largest commercial bank), Henan, China May 2014 – Sept.2014 Credit associate

Reviewed and evaluated borrowers profile including all income documentation, tax returns, credit reports

Helped to develop VBA script for loan amortization schedule and credit reports

Presented data and conclusions to team in order to improve strategies and operations Activities

YWCA-VITA Tax Volunteer, Pittsburgh, PA Jan. 2019 - Apr. 2019

Volunteered weekly to provide free tax return preparation service to low-income families

Communicated with clients and verified information on W-2 and 1099s for both federal and state tax returns

Advised taxpayers on how to utilize available deductions and credits according to their circumstances Nike Forecasting Project, Pittsburgh PA Dec. 2018

Analyzed Nike’s financial status and performance by 10-K, recent earnings announcement and conference call

Discussed assumptions on each account and forecasted financial statements out five years which accurately followed the shareholders’ expectation

Estimated the value of Nike’s stock using the abnormal earnings-based valuation model Pharmacy Query Project, Pittsburgh PA Nov. 2018

Designed an efficient market model representing relationships among segments on EER diagram

Cleaned & formatted data using Python, extracted & analyzed data by SQL query on MySQL Workbench

Presented research findings to improve local pharmacy business model and drive its revenue



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