Financial Reporting Senior Accountant

Yan Ma

***** **** *** ****, ******* IN, ***** Email * ***.****@*****.*** * 317- 496-5386 (C)

Qualifications: Dedicated, self-starting accounting professional who excels at solving problems. Diverse experiences in both public and private industries focusing on reducing costs and improving the overall integrity and reliability of the company’s financial information. Strengths include strong analytical and problem-solving skills, research capabilities, and the ability to work independently or as a team member to adapt quickly and effectively to any working environment.

Experience:

Wabash Valley Power Alliance

Senior Accountant, 10/2023-2/2025

Lead monthly and annually close processes and oversee process administration, accounting entries, reconciliations, reporting and analysis within the financial reporting function

Generate financial statements and analyze financial information

Develop working relationships with non-accounting business personnel

Support the manager and other financial professionals in their duties as needed

Provide critical support and UAT testing of GL software system in the ERP system conversion

AES Corporation

Senior Regulatory Accountant, 8/2022-7/2023

Maintain accurate accounting and ratemaking records, develops, prepares and reviews reports on monthly, quarterly and annual basis to meet regulatory requirements

Compiles, analyze and reviews financial information in the preparation of regulatory filings, includes EEI, FERC, IURC filings, and helped with IPL Rate Case schedules and filing.

Perform monthly, quarterly, year-end close process to ensure accuracy of financial reporting

Monitors and ensures compliance with AES policies, internal controls and corporate policies

Work with AES regulatory affairs, revenue accounting, and financial reporting areas during periods of the accounting closing cycle or regulatory filings such as trackers, riders, or base rate cases

Essential Utilities Inc. (previously Aqua America, Inc.)

Senior Accountant, 8/2010-8/2022

Review and analyze monthly, quarterly, annually results to ensure accuracy of financial reporting, prepare and distribute state level financial reporting information, key financial metrics as determined by the management

Perform monthly, Qtrly, annually revenue and expense analysis and BS account reconciliations

Work with preparation of the financial reporting package and responding to audit requests

Preparing Indiana Utility Regulatory Commission “(IURC)” annual reporting, Escheat reporting, and Tax reporting

Worked on SAP implementation, Banner to Lawson Automation, OTP Tax Automation projects, tested account mappings, transactions, assure transactions posted correctly from various system to the GL

Successfully filed Utility Sales Tax Exemption applications and claims for tax refunds for Aqua Indiana associated affiliates, saving company $60,000 or more per year

Researching utility regulatory, tax rulings and accounting pronouncements, assisting with water and wastewater rate case filings and cost tracker filing with IURC.

Indiana Utility Regulatory Commission

Utility Analyst, 11/2007-7/2010

Conducted technical review and analysis of evidence from various parties regarding reasonableness of water/sewer utility infrastructure investment, capital improvement plans, rates, and operating issues

Applied utility accounting, economic, financial, statistical, engineering and practical theory to various issues

Prepared IURC staff reports analyzed the utility’s and Consumer Advocate’s position, recommending IURC Commissioners for various Rates and policy making

Responded to inquiries from the public, state agencies and utility representatives

Worked with multi-disciplinary teams that include attorneys, economists, accountants, engineers and other specialists

Served as an advisor to the IURC regarding sewer and water utility issues

Bankers Conseco Life, Carmel, Indiana

Business Analyst, 7/2003-10/2007

Worked in various accounting function areas and performed financial system production support in client server and mainframe, analyzed and documented complex business problems, worked with IT resources to develop and implement business testing strategies

Researched and analyzed outstanding items due to claim processing, accounting, system feeding issues and worked through the correction process, and maintaining suspense at zero defects level

Ensured accounting transactions reconciled between the administration system, Data Warehouse, and the General Ledger

Analyzed and researched business, accounting, and processing problems related to Data Quality; determined root causes, recommended and implemented corrections

Provided ongoing support to Insurance Operations, Financial systems, Actuarial, Claims, and made management and stakeholders aware of data quality issues

Prepared and filed annual escheat/abandoned property state reports

Reconciled the General Ledger and escheat liability accounts monthly, saved company more than $100,000 in three months through liability account analysis

Ernst & Young LLP, Indianapolis, Indiana

Seasonal Tax Accountant, 02/2003-04/2003

Retrieved and analyzed client tax information for 1040 Group

Performed high net worth individual tax returns

Duke Energy Corporation, Plainfield, Indiana

Accounting Intern, 08/2002-12/2002

Performed monthly cost pool status report and variance analysis

Conducted annual Administrative and General cost study to allocate costs to individual profit centers or divisions

Assisted with corporate 3rd Quarter 10Q reporting

Participated SEC Sarbanes-Oxley Act impact on corporate financial reporting training

Accounting Department, Ball State University

Graduate Assistant, 08/2001-05/2002

Tutored students in various accounting courses

Conducted pro-forma financial statement research for professors

Borg-Warner Gear Co. Beijing, China

Interpreter, 04/1994-11/1994

Worked as a full-time translator in a Sino-U.S. joint venture company

Provided management assistance between American and Chinese engineers and managers

Personal Skills:

Excellent PC skills with advanced knowledge and experience in Excel, Word, Access, PowerPoint, and various mainframe applications; Proficient knowledge in Comprehensive financial & managerial accounting, taxation, government accounting and auditing; Proficiency in various industry software: SAP, Blackline, Workiva, Case Works, Lawson, Power Plant, SARFIN, AIW, CDS, T-RECS, FileNet, CS01, USSI, BICPS, SHARP, CFO, Hyperion, Business Objects, Cyber Life and annuity policy administrative systems; Proficient in English and Chinese, Strong interpersonal skills

Education:

Ball State University, Muncie, IN

MS and BS in Accountancy, 7/1997-12/2002

Graduated cum laude GPA 3.6/4.0 (MS) & 3.7/4.0 (BS)

Activities and Awards:

Beta Gamma Sigma, Golden Key National Honorary Society member

Treasurer of Beta Alpha Psi, Accounting honorary society

Accounting Club member, Ball State University

American Society of Women Accountants Scholarship winner

Nine times on the Dean’s List

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