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Skills

  • CPA certification
  • Cash-flow report generation
  • Non-profit accounting
  • Cross-functional collaboration
  • Accounts payable
  • Client relationship building
  • Billing and collections best practices
  • Financial reporting
  • Recruitment strategies
  • Cost reduction strategies

Work Experiences

  • Was in charge of the fixed asset module, which included calculating and recording monthly depreciation expenses.
  • Assisted department staff with clerical and administrative tasks.
  • Completed the required paperwork.
  • Established procedures for the custody and control of assets, records, loan collateral, and securities to ensure safekeeping.
  • Oversaw a team of five accounts receivable clerks.
  • Researched technical tax issues related to consulting projects ahead of time.
  • Produced periodic reports that compared budgeted and actual costs.
  • Gathered and organized data before entering it into a computer database.
  • Wrote the annual audit reports in their entirety, including all footnote disclosures.
  • Proposed and published metrics and key performance indicators (KPIs) to be included in monthly financials and scorecards.

Summaries

  • Credit Control Officer with extensive experience in collections, payment plans, and regulatory compliance.
  • Both business and personal credit are areas where I excel.
  • Service-oriented Job Trainee who is committed to punctuality and lifelong learning.
  • Customer-focused CPA with over seven years of experience at a Big Five accounting firm.
  • Internal Audit Manager with in-depth knowledge of business processes, risk and control frameworks, and auditing standards.
  • German and Mandarin are both fluent.
  • Job Trainee with over 10 years of experience in financial statement preparation and general ledger activity.
  • Innovative accountant with experience extracting financial data from a variety of reporting systems and recommending important operational changes.
  • Efficient Job Trainee with skills in cross-functional collaboration and budget management.
  • Multi-talented Collections Manager who excels at combining various financial skills to tackle difficult tasks and achieve outstanding results.

Accomplishments

  • Implemented a customer satisfaction survey process leading to a 45% increase in retention over the past year.
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Successfully led internal training for 17 employees on Jira, increasing productivity by 55% over several months.
  • Monitored team performance and provided regular updates leading to significant improvements in operational KPIs by 59%.
  • Facilitated team collaboration to successfully reduce software setup errors by 23% during the first month of implementation.
  • Created presentations on market dynamics that supported strategy shifts and led to 44% increased market share.
  • Developed training documentation for new hires, reducing onboarding time from process to procedure.
  • Revised the software training protocol that reduced onboarding time by 6 hours per employee across operations.
  • Developed pivot tables and applied VLOOKUP functions to streamline financial reporting, reducing error rates by category%.
  • Increased sales 5% over 6 months.

Affiliations

  • Active Learner, Udemy – Participated in courses on optimizing marketing campaigns and lead generation strategies.
  • Member, Future Business Leaders of America (FBLA) – Attended leadership and operational training seminars.
  • Attendee, Advanced Data Analytics Seminars – Strengthened skills in generating actionable insights through data manipulation and reporting.
  • Recognition, Lakeside Partners Employee Development Award 2018 – For effectively onboarding 5 employees across multiple departments.
  • Member, National Association of Sales Professionals (NASP) – Trained on sales optimization and lead conversion strategies.
  • Affiliation, American Society for Quality (ASQ) – Focused on continuous improvement strategies and quality management in operational workflows.
  • Certified Training Facilitator, PMP – Conducted onboarding and skill-development programs for new hires.
  • Affiliation, Young Business Leaders Initiative – Engaged in organizational and financial skill-building workshops.
  • Volunteer, initiative – Supported fundraising activities that led to securing grants totaling 12.
  • Member, American Marketing Association (AMA) – Attended regular conferences on lead generation and conversion trends.

Certifications

  • Professional Certificate in Data-Driven Decision Making
  • Certified ScrumMaster (CSM)
  • Google Data Analytics Professional Certificate
  • HubSpot Inbound Certification
  • Compliance Management Certificate from Lakeside Partners
  • Excel Specialist Certification Expert (MOS) – 2020
  • Professional Certificate in Agile Project Management
  • Data Analyst Associate - Microsoft SAP
  • Customer Acquisition Professional Certification - CXL
  • Project Management Professional (PMP)

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