SUMMARY OF QUALIFICATIONS:
Strong audit, compilation, review, tax and accounting professional knowledge of
GAAP, GAAS and experiences in both public accounting and private industry.
CERTIFICATION: CPA Candidate
PROFESSIONAL EXPERIENCE:
Gorelick & Uslaner CPAs
Los Angeles California 09.2008 “ 05.2009
Staff Accountant
‚ Planned the audit of the financial statements, including development of the
audit program, calculation of audit scopes, budget analysis and audit risk
assessment; applied analytical review procedures and testing procedures to
transactions and balances in the financial statements; prepared working papers,
written explanations and comments on the work performed
‚ Made adjusting entries, analyzed general ledgers and completed trial balance
in order to prepare financial statement compilations.
‚ Prepared analytical procedures and substantive testing on all areas of client
's financial statements and prepared its financial reports for different uses in
accordance with GAAP. Prepared review financial statements.
‚ Processed full cycle accounting procedures for various clients as assigned.
‚ Analyzed client tax data and prepared federal and state tax compliance for
high net worth individuals, corporations, partnerships
‚ Prepared and conducted year-end tax projections for individuals and
corporation
‚ Prepared calculation of quarterly estimates, extensions, and amended tax
returns
‚ Performed tax law and regulation research using CCH, states ' websites
‚ Prepared payroll tax returns, business license, registration and annual
reports, sales & use, property tax statements
London Co., CPAs
Santa Monica California 05.2007- 09.2008
Staff Accountant
‚ Provided compilations and reviews to middle-market manufacturing,
distributor, education system, chain restaurants, employment replacement , in
areas such as monthly/quarterly/annual financial reporting and analysis
‚ Performed financial statement audits including entertainment, 401k pension
plan
‚ Performed variance analysis when comparing actual to budget or historical
results
‚ Prepare federal and multi-state income tax returns for high net worth
individuals, S corporations, C corporation and Partnerships
‚ Prepare federal and state tax projections for high wealth individuals and C
corporations, S corporations and Partnerships
‚ Prepare monthly, quarterly and annual payroll, sales, property tax
‚ Investigated and solved general accounting issues for various clients
Simpson and Simpson CPAs
Los Angeles California 11.2005- 03.2007
Staff Auditor
‚ Performed audits service for the industries that include Transportation,
Health-Care, Watts Hospital Organization, Construction, Municipalities, LAUSD
(co-audit with KPMG), Southern California Edison & other governmental agencies.
‚ Plan and perform preliminary evaluation of internal controls & tests of
controls, compliance testing, onsite reviews of proprietary clients & third party
vendors in accordance with established audit programs as assigned.
‚ Identify and document audit findings, and develop recommendations for
improvements in policies, procedures, and methods
‚ Prepare adequate work papers of audits conducted to provide sufficient
documentation of work performed
‚ Prepare the draft and the final audit report for issuance
JPhone Communication Inc.
Los Angeles California 03.2004-10.2005
Full Charge Accountant
‚ In-Charge whole cycle accounting process of the two companies&13 business
units
‚ Processing daily transactions including: post payments, balance daily
transaction journal, verify cash receipts and inventory control
‚ Reconciliation: reconcile bank statements and credit card statements monthly,
safeguard company assets and minimize liabilities
‚ Created monthly salesperson commission reports for each branch offices
‚ Processing the general ledger and month and year end closing and financial
statements monthly
Shamrock International Trading Co.
Los Angeles California 01.1997-06.2003
Accounts Payable
‚ In-Charge whole cycle accounts payable included verifying the billing
statements are accurate with the supporting documents. Tracked and calculated
salesperson reports monthly and reported to controller to determine the final
commission.
‚ Processing daily transactions including: post payments, balance daily
transaction journal, verify cash receipts and inventory control
‚ Reconciliation: reconcile bank statements and credit card statements monthly
‚ Control the cash account daily for deposit and withdraw
EDUCATION : M.S. Accountancy California State University Los Angeles
B.S. Economic Law
Finance & Commercial University China
SKILLS:
Proficient in Microsoft Office, ProSystem Engagement, Depreciation Solution,
RIA Checkpoint, CCH Research Databases, BNA Income Tax Planning, CA Sales Tax ,
TValue 5, Peach Tree & QuickBooks. Bilingual in English & Chines (Madarian)
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