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Summary
A highly self-motivated MBA-ACCOUNTING graduate , seek a long term full time accounting or related position where I can utilize and advance my skills. Areas of strength include: problem solving skills, excellent Excel and Quickbook skills, strong maths skills and good team player.
Experience
Accounting Staff
July 2017 to September 2018
Temp Contract Assignment Alhambra/Irwindale, CA

During this time, I was exposed to two wholesale company. Duties include but not limit to:

  • Mail invoices to customers everyday.
  • Bank reconciliation by using OMS.
  • Post customer payments by recording cash, checks, and credit card transactions.
  • Charge expenses to accounts by analyzing invoice or expense reports.
  • Pay vendors by monitoring discount opportunities and prepare checks.
  • Maintain records by microfilming invoices, debits, and credits.
  • Reconcile processed work by verifying entries.
  • Maintain vendor files; sort and organize any other related files ( invoices, expense reports and so on); pull out any documents to assist the auditing.
Bookkeeper (Part Time)
October 2016 to May 2017
Thornton & Associates, LLP Pasadena, CA

Handel the bookkeeping duties in the office. The duties include but to limit to:  

  • Maintain and record the financial transactions
  • Conduct a monthly reconciliation of every bank account
  • Maintain the chart of accounts and the annual budgets.
  • Input payroll journal entries bi-weekly.
  • Create financial transactions by posting information to accounting journals or accounting software from such source documents as financial statements,  invoices to customers and cash receipts.
  • Provide Quickbook trainings to clients.
  • Prepare and review 1099 for clients.
  • Prepare corporations' tax return by using LARCERT.
Accounting Technician
November 2019 to Current
Department of Mental Health: Hernandez Dolores F MD Los Angeles, CA Assigned to process payments for General Accounting Expenditures and Prior Fiscal Year payments in the electronic Countywide Accounting and Purchasing System for Patient Transportation Services and Clinical Assessment Program for the Specialized Foster Care for D-rate.      
Education
MBA : Accounting, 2016 California State University Los Angeles Honors: Golden Key International Honor Society
Bachelor of Science : Financial Management, 2012 Hebei University China
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Skills
  • MS Office suite ( Word and Outlook ), Excel, Access, Bloomberg, VBA
  • Proven skills in working in complex organization, tremendous energy, determination, and judgment, especially under tight deadlines
  • Time Management and Problem Solving Skills
  • Interpersonal Skills
  • Bilingual ( Chinese and English ), verbal and written
  • Highly motivated individual with outstanding analytic, research and communication skills
  • Strong Planning and Organizational skills
  • Mutitasking Skills 
  • Advanced knowledge of Financial Markets
Experience
Marketing Associate 04/2018 to 10/2018 RBC Dominion Securities Richmondhill, Ontario
  • Identified/ tracked new business opportunities.
  • Generated outbound correspondence (calls, emails) to set appointments with prospective clients.
  • Networked with industry professionals to identify business opportunities.
  • Prepared mailing such as seminars, newsletters, and information packages.
  • Conducted team website design, worked with marketing and research teams to incorporate relevant market research findings and insights into website.
  • Investigated and resolved inquiries and complaints related to the accountants.
  • Maintained current knowledge of client accounts by reviewing daily activity on line and applicable reports.
  • Reviewed incoming mail, printed reports and distributed accordingly.
Portfolio Accountant 10/2013 to 08/2016 Citigroup Canada Mississauga, Ontario
  • Administered hedge fund with over $210Bn assets and successfully managed all stakeholders' expectations.
  • Built financial models utilizing VBA programming to accurately reconcile hedge fund valuations on a daily basis.
  • Created a user-friendly database to streamline the department operational processes and reduce error margins.
  • Provided information for regulatory reporting and audit queries.
  • Ensured strict confidentiality was maintained for both institutional customers and banks.
  • Followed security and safeguarding procedures and applied appropriate due diligence in accordance with bank policy for the prevention of loss due to such things as fraud or defalcation.  
Financial Advisor 02/2012 to Current Meritrust Financial Group Inc. Markham, Ontario
  • Provided integrated Life Insurance planning and advice in day-to-day work.
  • Developed internal relationships, such as with underwriters, distribution specialists and internal support partners who will assist in creating specialized plans to meet clients' needs.
  • Helped clients to understand their current and future financial needs, proactively providing them with advice to approach their financial goals.
  • Met seasonal targets and individual sales goals.


Education
  • Bachelor of Arts, Cross-disciplinary Degree in Economics and Finance.                                                                           Western University London, Ontario, Canada 2011   
  • Completion of Life License Qualification Program (LLQP) 2012       
  • Completion of Canadian Securities Course (CSC) 2018
  • Completion of Conduct and Practices Handbook Course (CPH) 2018
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Profile

High-energy Elementary Teacher passionate about promoting inclusion, critical thinking skills and student development. Caring and compassionate in addressing individual student needs. Creates a safe and inclusive learning environment promoting positive educational experiences. Skilled in managing classroom environments and student behavior with positive and proactive strategies. Excellent communication, relationship-building and problem-solving abilities.

Skills
  • Effective listener
  • Multitasking ability
  • Team collaboration
  • Detail oriented
  • Effectively work with parents
  • Strong classroom management
  • Excellent verbal and written communication
  • Positive atmosphere promotion
  • Behavioral/cognitive skills development
  • Strong student rapport
Education
2019 Special Education Part 1 * Currently Enrolled
Elementary Teachers' Federation of Ontario's | Toronto, ON
2018 Teaching English Language Learners - Part 2
Elementary Teachers' Federation of Ontario's | | Toronto, ON, Canada
2017 Teaching English Language Learners Part 1
Elementary Teachers' Federation of Ontario's | | Toronto, ON, Canada
2008 Specialist in Primary Education
Western University | London, ON
2005 Specialist in Religious Education
Halton Catholic District School Board - Board Office | Burlington, ON
2002 Master of Science: Education
Niagara University | Hamilton, ON
1997 Diploma: Human Services Adminstration
Sheridan College | Oakville, ON
1995 Degree: Bachelor of Arts
McMaster University | Hamilton, ON
Teaching Experience
09/2017 - Current Primary FDK Frontenac Public School | Burlington, ON


  • Fostered language development, comprehension and vocabulary using traditional poetry, nursery rhymes and riddles.
  • Guided reading  to spark imagination and foster reading comprehension as well as vocabulary development.
  • Collaborated with other staff members to plan and schedule lessons promoting learning and student engagement.
  • Built and strengthened positive relationships with students, parents and teaching staff to enhance student learning and classroom success.
  • Planned and implemented lessons using various teaching strategies to meet diverse student needs.
09/2014 - 06/2017 Primary Level - Gr. 2 Frontenac Public School | Burlington, ON


  • Developed and implemented daily lesson plans, administered tests and evaluations, and analyzed student performance in math, language arts, science, and social studies.
  • Created numerous learning opportunities that incorporated technology and inquiry based lessons (non-fiction book research/creation, SMART board interactive lessons, etc.)
  • Cultivated a safe and inclusive classroom environment conducive to learning and growing academically, socially, and emotionally.
  • Helped students learn to persevere with challenging tasks and build resilience for later educational efforts.
  • Established and communicated clear objectives to help students grasp concepts.
09/2011 - 06/2014 Junior Level - Grade 4 Frontenac Public School | Burlington, ON


  • Maintained positive classroom environments by reinforcing rules for behavior and relationship-building actions.
  • Administered and graded class tests and standardized assessments to evaluate student progress and comprehension.
  • Oversaw class field trips to keep students safe and educate about related topics.
  • Attended in-service training and professional development courses to stay on top of policy and education changes.
09/2007 - 06/2011 Primary Level - Grade 3 Frontenac Public School | Burlington, ON


  • Helped students learn to persevere with challenging tasks and build resilience for later educational efforts.
  • Embraced teaching children of diverse educational, cultural and linguistic backgrounds.
  • Delivered reading and writing experiences to students commensurate with respective stages of development.
  • Offered hands-on learning opportunities to develop student self-esteem and life skills.
09/2006 - 06/2007 Intermediate Level - Grade 7 Brant Hills Public School | Burlington, ON


  • Used variety of teaching techniques to encourage student critical thinking and discussion.
  • Participated in educational workshops to learn new techniques to bolster student participation in class.
  • Established and enforced rules for behavior and procedures for maintaining order within the classroom.
  • Worked with fellow teachers to develop cohesive educational plans and improve support for diverse students.
09/2005 - 06/2006 Junior Level - Grade 5 Ryerson Public School | Burlington, ON


  • Created collaborative environment in classroom where students worked together to support everyone's learning.
  • Helped students explore foundational learning concepts by coordinating diverse activities.
  • Worked with administrators to develop effective classroom management policies.
  • Prepared, administered and graded daily work and tests to evaluate student's progress.
09/2004 - 06/2005 Junior Level Grade 5/6 Brant Hills Public School | Burlington, ON


  • Helped students learn to persevere with challenging tasks and build resilience for later educational efforts.
  • Prepared classrooms to meet student needs by organizing supplies and hanging decorations.
  • Maintained positive classroom environments by reinforcing rules for behavior and relationship-building actions.
  • Oversaw class field trips to keep students safe and educate about related topics.
Additional Qualifications
  • Best Practice in Education: Special Education
  • Running Records Institute/Benchmark In-Service
  • Primary Numeracy Institute/ Number Talks
  • ETFO Intentional Mathematics (FDK)
  • ETFO Planning & Programming Course
  • SIPSA Committee
  • SIM Training
  • District Review Team/ Leadership Team
  • Safety Guidelines Elementary 
  • Lead Teacher Training/Junior Literacy
     
Volunteer Experience
  • Coaching Volleyball, Basketball, Soccer
  • Coaching Junior Boys/Girls Badminton
  • Junior Think-bowl
  • Junior Cross Country/ Track & Field Team
  • Weekly Breakfast Program
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Summary of Qualifications
Creative professional with extensive project experience from concept to development. Talents include strong leadership skills, exceptional people skills, articulate, and driven to succeed. Desires a challenging role as Director of Development.
Core Qualifications
  • Operations management
  • Vendor Relations
  • Account management
  • Excellent written and verbal communicator
  • Special events planning
  • Accounting and finance background
  • Training and development
  • Organizational design
Experience
Chief Accountant
Mansfield, TX
City of Mansfield/ Oct 2013 to Current
  • Oversee accounting department, with a staff of 2
  • Ensure all accounting related projects, programs, tasks and assignments are completed in a timely fashion
  • Provide monthly written reports to the mayor and city council, during meetings of the city council
Accounting Technician
Airdrie, Alberta
MNP LLP Public Accounting Firm/ Feb 2012 to May 2013
  • Compile financial reports for private corporations, including general ledger operations, analyzing financial information, bank statement reconciliation, and tax returns
  • Analyze client data, meet with clients to discuss financial matters including company growth, and tax planning
  • Work closely with Senior Manager and Firm Partner
Junior Accountant
Calgary, Alberta
Beyond Compliance Inc/ Mar 2011 to Feb 2012
  • Administer accounts payable and accounts receivable, bank reconciliations, general ledger operations, assist in the preparation of financial statements, assist in preparing budget and forecasts, assist with preparation and coordination of the audit process, assist with implementing and maintaining internal financial controls and procedures, and administrative functions as required
  • Report directly to the controller
Office Manager/Tax Professional
Airdrie, Alberta
H&R Block/ Feb 2010 to Mar 2011
  • Manage a staff of eighteen employees
  • Managed payroll, bookkeeping, interviewing potential employees, training of employees, employee productivity, scheduling, management of labor, ensured adherence of employees to company policy, and handled employee issues
  • Communicated with district manager productivity results, company policies, and employee issues
Supervisor
Morris, Illinois
Costco Wholesale/ Sep 1998 to Aug 2008
  • Supervised a staff of over twenty-five employees
  • Held supervisor position in receiving, meat department, shipping, and human resource administration
  • Conducted employee performance evaluations, conducted safety training, responsible for maintaining employee schedules, and counseled employees
  • Communicated with buyers, vendors, management, and co-workers in a professional manner
  • Streamlined, tracked, assisted in writing the budget, and analyzed the ongoing budgets
  • Coordinated and supervised inventory process bi-annually 
Volunteer Work
Mission Delivery Coordinator
Airdrie, AB
Canadian Cancer Society / Feb 2009 to May 2010
  • Ensure the mission of the event was accomplished in all areas of the event
  • Event planner and coordinator, managed a staff of 6
  • 1st Annual Event in Airdrie for 2009, met goal of raising over $70,000
  • Establish relationship with vendors for sponsorship opportunities
  • Coordinate with subcommittee members and representatives of the Canadian Cancer Society
 
President
 
Morris, IL
Costco Employee Club / Aug 2001 to December 2007
 
  • Preside over meetings and events, managed a staff of 4
  • Establish relationship with vendors for sponsorship opportunities
  • Created budget and managed club finances
  • Increased member participation from 50% to 90% in first year​​


Education
Master of Science: Accountancy University of Phoenix Phoenix, Arizona 3.85 GPA
Bachelor of Science: Business Management University of Phoenix Phoenix, Arizona 3.82 GPA
Professional Affiliations
Government Finance Officers Association (GFOA)
Government Finance Officers Association of Texas (GFOAT)
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Professional Summary
Accomplished and multi-faceted management professional with 20+ years of experience in the construction and manufacturing industry. Performs effectively both as an autonomous, self-motivated individual and as an active member of a decision-making team with excellent organizational and communication skills.
Skills
  • Budgeting and finance
  • Team liaison
  • Self-motivated
  • Powerful negotiator
  • Data management
  • Client assessment and analysis
  • Process implementation
  • Risk management processes and analysis
  • Project management
  • Strong verbal communication
  • Conflict resolution
  • Extremely organized
  • Team leadership
Work History
Credit Analyst/ Junior Accountant 09/2014 to 11/2017
SOR, INC Lenexa, KS
  • Manufacturer and Distributor of a wide variety of mechanical and electronic devices to measure and control pressure, level, temperature and flow.
  • Managed all aspects of new account setups for customers  while working directly with Regional Sales Managers both domestically and internationally .
  • Responsible for assessing the credit worthiness of new customer applications and continued evaluation of current customers.
  • Responsible for credit and collections on over 28,000 customers and reporting directly to CFO.
  • Maintained balancing of bank accounts monthly.
  • Worked closely with Bank on all Letters of Credit issued for international customers and maintaining paperwork.
  • Worked directly with customers to establish tax status and maintain current certificates.
Invoicing Specialist / Department Manager 09/2013 to 09/2014
MIQ LOGISTICS Overland Park, KS
  • Responsible for the daily invoicing of large 3PL clients.
  • Handled large volume clients up to 10,000 invoices weekly.
  • Brought in to replace current Invoicing Manager as she transitioned to new position.
Controller /Office Manager 11/2009 to 08/2013
MULTIPRENS USA, INC Kansas City, KS
  • Manufacturer and Distributor of Cargo Control Products Used in the Trucking Industry- World Headquarters Managed all aspects of office operations with a staff of nine, with responsibility over purchasing of inventory, tracking incoming product, invoicing, collections, payroll, and accounts payable, as well as overall office efficiency.
  • Created Inventory Reports to track inventory daily to ensure ordering of product in a timely fashion.
  • Recommended and evaluated all purchases of capital equipment.
  • Maintained daily communications with overseas factories to ensure movement of product ordered within contract obligations.
  • Worked directly with domestic vendors on purchases of both inventory and office supplies.
  • Designed overseas tracking system for incoming containers of product and worked closely with freight forwarders on receiving.
  • Analyzed yearly printing needs and purchased equipment to reduce outsourcing printing costs by 45%.
  • Performed all accounting functions for month end including all journal entries and General Ledger Reconciliation.
  • Finalized Balance Sheet and Income Statement Reports monthly.
  • Accurately managed processing and payroll distribution for up to 35 employees on a bi-monthly basis, and monthly commission based payments to 15 rep groups for 45 sales reps.
  • Managed all Human Resource issues including employee hiring and maintained all benefits packages for all employees.
Education
Bachelor of Science: Management 1991 KANSAS STATE UNIVERSITY - Manhattan Management
Bachelor of Science: General Business with a focus on Accounting 1991 Kansas State University - Manhattan, KS General Business Accounting