BO LI

** ******* ***, *** *****, Maynard, MA ****4

Cell 860-***-**** adhv9t@r.postjobfree.com

EDUCATION

NEW YORK UNIVERSITY, Leonard N. Stern School of Business New York, NY Master of Science in Accounting, GPA 3.7/4.0 (150 Hour Educationally Compliant for CPA) May 2020 UNIVERSITY OF CONNECTICUT Storrs, CT

Bachelor of Science in Business, GPA 3.7/4.0 Dec 2018

Major: Accounting Certificate: Management Information System Certificate WORK EXPERIENCE

HOWLAND CAPITAL Boston, MA

Tax Administrator Intern Aug – Oct 2020

Manage and track tax returns, payments and refunds for clients including individuals, corporates, and trusts

Communicate with clients, tax revenues department and vendors on daily basis to accelerate tax returns process and maintain customer relationships

Report and reconciliate clients tax return status and accounts information on a monthly basis

Coordinate and standardize procedures with across the firm using CCH(accounting software) and Tamarac(investment portfolio and client management platform) DELOITTE TOUCHE TOHMATSU CERTIFIED PUBLIC ACCOUNTANTS LLP Beijing, China Audit Intern, Audit and Assurance Department Jul – Aug 2018

Attended the annual audit (GAAP) for New Oriental Education & Technology Group Inc, the largest comprehensive private educational company in China

Assisted Koolearn, one of its subsidiaries, to prepare for Hong Kong IPO by solving financial reporting issues

Inspected tangible assets for 26 subsidiaries through vouching the invoices of payments

Completed journal entry tests by tracing problematic accounts and analyzing reconciliation problems

Implemented analytical procedures by reviewing trial balance sheet and financial statements UNIVERSITY OF CONNECTICUT Storrs, CT

Accountant-Accounting Office May 2016 – May 2017

Reconciled bank department by matching the deposit accounts with the distribution accounts, review the disbursements, and track errors and omissions

Managed and calculated the taxes and tax treaties for international scholars and athletics on campus and reconcile accounts on quarterly basis in excel

Organized accounts payable accounts of foreign companies in accounting system PROJECT EXPERIENCE

MARRIOT New York, NY

Financial Analysis Jan – May 2020

Developed financial models includes forecasts of income statement, balance sheet and statement of cashflows

Analyzed key drivers through setting up financial ratios and assumptions in financial statements

Calculated the earning growth of 2.3% and derived a hold decision for Marriot stock under the consideration of impact of covid-19 and further growth

Forecasted EPS in future years and performed sensitivity analysis of EPS in future years VOLUNTEER EXPERIENCE

VOLUNTEER INCOME TAX ASSISTANCE(VITA) Storrs, CT

Volunteer Jan 2017 – May 2017

Prepared Federal and Connecticut State income tax returns and reviews independently

Coordinated with team members to process tax returns and provide free personalized tax counseling and preparation for the UConn Community

ADDITIONAL INFORMATION

Skills: Microsoft Excel, Word, PowerPoint, CCH, NATCO, Tamarac, JMP, SAS, Tableau, Power BI, SQL

Fluent in English and Mandarin