Koh Joo Ooi, CPA

Phone: 201-***-****

** ****** *****, *********, ** 07450 E-mail: adw7or@r.postjobfree.com

COMPUTER SKILLS

Tax Software: CCH Prosystem, Lacerte.

Accounting Software: QuickBooks Pro, CCH Engagement, Check point, Smart Tool and Knowledge Code

Additional Software: Excel, MSWord, WordPerfect.

Language: Mandarin, Cantonese and English.

PROFESSIONAL EXPERIENCE

Marchionda & Ferrer PA Clifton, NJ 12/15/22 – 5/9/23

Accountant

Bring in a right way on audit and review on HUD mortgage audit, consolidated financial statements and various clientele.

Experience a small clientele audit and review.

All audit and review are issued in timely manner.

Corporation and individual tax involvement.

Rogoff & Company CPAs PC Manhattan, NY 1/1/21 – 11/30/22

Accountant

Handle new clients in audit and review engagements.

Involvement deeply with partner in various multi employers defined benefit plan and welfare plan audit.

Using open items list control to ensure engagements completed in timely basis yet avoid missing step required by the professional guidance.

Setup audit planning using Knowledge Code for various engagements.

Improve and update an audited financial statement with provided guideline.

Complete various complex individual returns mostly involved form 114, 1116 and 2555.

Experience in CCH Axcess’ tax return, document storage and document flow controlling system.

Various tax return completion with little or no error.

P&K CPAs LLC Parsippany, NJ 6/16/20 – 12/31/21

Manager 5/15/21 – 12/31/21

Manage audit on various clientele. Especially, consolidated, Canada entity and manufacturing audit.

Provide input on audit fee that correlate audit planning.

Ensure the task is completed timely.

Involve in peer review process.

Senior accountant 6/16/20-5/14/21

Manage audit, review and compilation on various clientele include for- and non-profit corporations, churches and 401K Plan and consolidated financial reporting.

Set up Smart Tool for new client which include but not limit to Audit planning and risk assessment.

Introduce proper audit, review and compilation procedure into the firm and improve their financial reporting techniques.

Perform Quickbooks adjustment before completing various small corporate returns.

Use Google and Thomson Reuters to perform research on various taxes and GAAP issues, respectively.

Review various tax returns including individual, corporate and a multi states return.

Introduce open items format on both audit and taxes.

Leaf, Miele, Manganalli, Fortunato, Engel, LLC Fairfield, NJ 11/19-3/20(COVID19)

Supervisor

Manage an audit on a consolidated non-profit organization with nine entities and five separate single audits engagement.

Generate a non-profit reportable condition report for quality control partner.

Introduce proper audit, review and compilation procedure into the firm.

Complete various complex audit, review and compilation.

Have a good reference from quality control partner.

Buchbinder Tunick & Company LLP Little Falls, NJ 11/15 – 11/19

Audit Senior

Performs audit on Asset base lending company and manufacturing company, review on health care staffing company, various benefit and welfare plan, and 401K

Improve consolidated financial statements for a manufacturing company and assets base lending company.

Compile 12 months combined forecast.

Perform audit planning for a manufacturing company and change their inherent risk from high to moderate or low from previous audit

Perform audit on two real estate entities and complete on time.

Perform audit on Health and Welfare plan and retirement plan with multiple employers with no past experience and minimum supervision.

Set up 401K audit per audit program; train and delegate to lower staff.

Perform various review and compilation (consolidated) with no help.

All jobs have been completed on schedule.

Have been given good evaluation for all the job performed

Have good review from two partners on all three years.

Checkpoint research on various audit issues

Supervising and delegate task to lower staffs

BCA Watson Rice LLP New York, NY 7/15 – 10/15

Consultant

Performs HRA audit and NYC none-Profit program compliance audit

Prepare HRA financial statements and NYC compliance audit statements

Supervise a junior in HRA audit.

Marks Paneth LLP New York, NY 3/13 – 5/15

Rosenberg Neuwirth and Kuchner CPA New York, NY( acquired by Marks Paneth 3/2013) 8/03 – 2/13

Have a good reference from partner.

Senior Accountant

Audits real estate, non-profit, advertising, health care entities, investment partnerships and various high profile individual returns.

• Conduct comprehensive trend analysis and other analytical studies that accurately supports financial reports provided to clients

• Vouch invoices, write-up and analyze transactions of the clients books and prepare weekly profit and loss statements with variance analysis

• Examine general ledger accounts, including suspense accounts, and post reclassification and adjusting journal entries

• Record all payroll entries, including payroll taxes payments

• Analyze various workpapers, including but not limited to accruals, accounts payables, accounts receivable, and reconcile inter-company activities and balances pertaining to a specific client to insure proper illumination

• Create and post recurring journal entries relating to prepaid expenses, accruals as well as payroll allocations

• Prepare compilation reports and financial statements partnership tax returns and K-1’s, including related supplemental schedules(accounts receivable, payables, as well as prepaid expenses and advances) and related footnotes

• Responsible for creating and maintaining chart of accounts of the assigned clients

• Assist and review of the preparation of federal 1099 and 941 forms

• Generate income tax returns for high net worth individuals as well as create and apply estimated tax payments

• Maintain a good working relationship with clients to enhance customer satisfaction and work with client management and staff at all levels to perform audit, review and compilation services

• Interact proactively with key client management to gather information, resolve audit-related problems, and prepare recommendations letters to senior management for business and process improvements

Supervise an intern, junior and tax senior to complete an audit for a consolidated real estate organization

Knowledge of filing corporate, partnership, partnership and form 990 tax return.

Jacobs Hanson & Company, LLC—Morristown, NJ

Staff Accountant 12/02-6/1/03

Work paper preparation for Labor Union audits, payroll via QuickBooks, sales tax, corp. and individual taxes.

Have a good reference from partner.

Pegg & Pegg, CPA – New York, NY 10/00-8/02

Senior Accountant

Audited investment clients and private foundations, performed S Corporation, C Corporation and LLC tax planning and managed high net worth individual tax returns.

oRestructured, generated two years data, review and tax return for three publication companies group and trained the new controller.

oPerformed audit for a private foundation, review for investment Corporations and Three years back tax for a liquidated corp.

oUsed Excel to generate detail fourth quarter estimate and extend the use for extension to reduce tax season workload.

oGenerated detail tax planning for the companies and owners with excel, made detail follow up possible.

oHave a good reference from partner.

Michael Adest & Company P.C., CPA – New York, NY 9/99-9/00

Staff Accountant

Performed write-ups, compilations, payroll preparation, corporate/personal tax filings, case reviews and audits.

oRestructured a disorder pension account audit with ATB and generated correct audit report.

oPerformed audit for a dot com company and review for another garment company independently with minimum help.

oRestructured the improper QuickBooks data to ATB for a garment company who owned five retail stores.

oIntroduced QuickBooks for write-up and shorten the work hours per client.

Urbach, Khan & Werlin, P.C., CPA – New York City, NY 3/97-12/98

Staff Accountant

Conducted comprehensive reviews/audits and prepared high net worth personal/corporate tax returns.

oPerformed audit and consolidated return with manager for one SEC company and reduce the audit time efficiently.

oPerformed inventory audit for stocking manufacturing company in N. Carolina.

oPerformed general audit for heating and griller manufacturing company in S. Carolina.

oHandled the whole review procedure for previous employer, BM International Corp.

oNegotiated with IRS agent in a tax audit case.

oPerformed a ten and five years back tax returns in Excel for bankruptcy filing purposes.

oHave a good reference from manager.

B.M. International Corporation – Fort Lee, NJ 5/92—2/97

Financial Controller

Developed, integrated and managed corporate accounting system. Assist auditor to generate corporation annual review report and corporate tax issues. Reviewed and opened Letter of Credit. Analyzed financials for strategic planning.

oMonitored on company cash flow and account receivable to ensure the working capital in the up most manner.

oOversaw all account payable, payroll, monthly & yearly closing, and assisted outside auditor to issue financial report.

oHave a good reference from the vice president.

EDUCATION

Fairleigh Dickinson University – Teaneck, NJ

Non-Matriculated Accounting Program, 1993-1994

CPA Credentialing Preparatory Studies

Eastern Michigan University – Ypsilanti, MI

Master Degree, Economics, 1991

Bachelor Degree, Finance, 1987

Student Supervisor, University Library, 1987-1989

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