Yang Lu 469-***-****
Pursuing CPA and CFA certifications addaou@r.postjobfree.com
https://www.linkedin.com/in/yanglu01
EDUCATION
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
BUSINESS EXPERIENCE
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
TECHNICAL SKILLS
Financial Analysis; Financial Modeling; Budget Forecasting; Auditing; Reconciliation; VLOOKUP; Pivotable
Software: QuickBooks; SAP; SQL; R studio; Python; Advanced Microsoft Excel; Advanced Microsoft Office Software
ADDITIONAL INFORMATION
Languages: Fluent both in English and Chinese; Eligibility: Eligible to work for any employer