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Financial Life Insurance

Dallas, TX
May 18, 2020

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Yang Lu 469-***-****

Pursuing CPA and CFA certifications


The University of Texas at Dallas 08/2017 – 05/2019

M.S., Finance

Zhejiang University of Finance & Economics 09/2012 – 06/2016

B.S., Insurance


MCM Tax & Bookkeeping Services, LLC 09/2019 – 02/2020

Accountant Addison, Texas

Performed bank statement reconciliations, recorded transactions and journal entries monthly for 20+ clients from different industries by QuickBooks

Prepared tax returns for 70+ individuals and 20+ corporations using Form 1120, 1120s and 1065 by Taxware

Processed bi-weekly payroll and reported payroll taxes using Form 940, 941 and TWX for 20+ corporations

Prepared financial statements and performed financial analysis include but not limited to COGS, Expenses, Ratio calculations and monthly Budget-Forecasting using QuickBooks and Excel

Communicated with clients to interpret their financial statements and financial analysis results monthly and understand their requirements in next month

Zhonghui Certified Public Accountants, LLP 09/2016 – 06/2017

External Auditor Hangzhou, China

Performed financial auditing in 10+ financial auditing projects about different industries such as IT, Construction, Manufacturing, and Government-related companies

Inquired information of voucher documents, communicated with internal auditors and accountants and performed auditing test via Excel models,

Identified discrepancies, reviewed clients’ financial reports and evaluated compliance with government requirements

Collaborated with audit teams to summarize auditing data and to prepare auditing reports

Bank of Jiangsu 03/2016 – 06/2016

Corporate Credit Analyst Intern Hangzhou, China

Assisted in conducting company and industry analysis within a team and provided the results and advice to managers

Evaluated 10+ corporations’ debt & assets via the Excel valuation model and reviewing financial statements

Prepared due diligence checklist and assisted in performing due diligence of 10+ corporations

Assisted in maintaining corporate credit data, reconciled data discrepancies and organized 100+ clients’ loan documents

Manulife-Sinochem Life Insurance Co., Ltd 06/2015 – 08/2015

Financial Advisor Intern Hangzhou, China

Contacted 500+ clients to provide information to clients about the purpose and details of financial products, services and strategies

Analyzed financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives

Maintained 500+ clients’ accounts and contacted clients to determine if there have been changes in their financial status and provided customized financial guidance


Financial Analysis; Financial Modeling; Budget Forecasting; Auditing; Reconciliation; VLOOKUP; Pivotable

Software: QuickBooks; SAP; SQL; R studio; Python; Advanced Microsoft Excel; Advanced Microsoft Office Software


Languages: Fluent both in English and Chinese; Eligibility: Eligible to work for any employer

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