Customer Service Power Bi

SHA LIU

(C) 203-***-****

Email: ***.***@***.***

SUMMARY OF QUALIFICATIONS

• Accountant and grants administrator with more than 20 years of work experience, have demonstrated excellent financial accounting skills in general accounting, endowment, grants & contracts administration.

• Expert knowledge of and skills in the Workday, Account Holder Report, Power BI, Financial Procurement, and Yale Budget Tool, Sciquest purchasing, Effort Report, IRES system, Other Support, Bio sketch. ISP internal & external billing system, BMS A/R and Banner & Registration systems, GSPS. Brio Query, Date Warehouse Portal, and more.

• Excellent skills in Excel, MS Word, Access, Power point and other commonly used computer applications.

• Consistently sought after by faculty and staff as an excellent resource and problem solver to help with their financial and accounting, as well as grant inquiries or concerns.

• Self-motivated, reliable individual with good management and communication skills and more than five years supervisory experience, as well as good customer service skills.

• Attention to detail, and the ability to prioritize and function independently, deadline oriented, able to learn new skills quickly and effectively.

• Bachelor’s Degree and Yale University Business Management Certificate. PROFESSIONAL EXPERIENCE

Pike International LLC

Accountant 2023 - 2024

I was the Accountant in a company which generates a multi-million dollar annual revenue. I used AppFolio and Yardi successfully to handle thousands of transaction and close to 50 monthly bank reconciliations.

YALE UNIVERSITY, New Haven, CT

Accountant 2, Grants & Contracts Admin 2010-2023

Handle the day-to-day financial operation. Including accounts payable, accounts receivable, as well as bank reconciliation, month end reports. Review and approve all purchasing and authorization of expenditures, including payroll. Prepare standard and complex accounting statements such as Account Holder Report, grant close outs, detailed cost, and financial analysis, forecast and projections. Prepare monthly financial statement for PIs. Prepare & approve the cost transfers of Journal Entry, PAA (Payroll Accounting Adjustments) and YBT. For Pre-Award: Run specific reports and track G&C using IRES, Assist PI in preparation of budgets for the submission of grant application to the sponsor based on sponsor’s guidelines. Prepare Other Support documentation and Bio sketches for PI’s grant application and PI’s progress report. And coordinate with GCA to ensure report submission and setting up no cost extensions, FSR report & progress report work with PI on issues related to grant submissions, award set up, compliances, etc. Coordinate and process ISP and clinical billing for internal and external service, and other activities…

Accountant, Grant Administrator (Yale Economics Dept.) 2006-2010 Perform a wide variety of financial tasks for the Department of Economics, Economic Growth Center and Cowles Foundation. Manage, maintain, monitor, and reconcile accounts. Research and adjust incorrect entries. Prepare the cost transfers of JSA, LD and LDA. Prepare the budget page, and review effort reports. Prepare standard and complex financial reports such as detailed cost and financial analysis, multi-year expense financial reports. Assist in the preparation of annual budget for administrator. Review all invoice payments and transactions in the EMS system to ensure compliance with policies for proper use of university funds. Work with departmental staff and Yale vendors to resolve transaction disputes, and more…

Accountant II (Yale Dining Services) 2005-2006

Managed account budgeting, spending, and reporting with System of Financial Analyze. Prepare and review General ledger and financial statement and reconciled accounts. Analyzed accounts for special financial reports such as payroll hour comparison, meal participation reports, and month & year-end financial and income statements. In charge of daily financial transactions, Web invoice payment, “ok to pay invoices” and journal entries, such as JSA and LDA transfers. Accountant I, Grants & Contract Specialist (Yale Medical School) 2001-2005 In charge of the Grants & Contracts from pre- to post-awards. Functioned as a resource person for department principal investigator. Assisted faculty in grant application process, budgeting, spending and close out financial status reports. Prepared financial statements for faculty and reconciled accounts. Prepare check requests, purchase requests and employee reimbursement, JSA LDA. Edit SWAP for purchasing cards, setup VIP numbers and stockroom cards, coordinate and process C&T, casual payroll.

EDUCATION

Gateway Community –Technical College

University of South Alabama.

Computer Skills

• Workday, YBT, AppFolio, Brio Query. IRES, Sage, Yardi, Quickbooks, SPA

• Oracle Financial System, Data Warehouse Portal.

• I Expenses Management System

• Banner & Registration systems

• Advance level of Excel

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