To provide accounting services in a professional enviorment. Also, to become an asset and key player to the accounting/finance team and to the company.
Queens College, The City University of New York Flushing, NY
Bachelor of Arts in Accounting and Information Systems - December 2018
Cumulative GPA: 3.81/4.0
Alpha Beta Gamma honor
Relevant Work Experience
Epay world LLC in Wall street
Oct 2019 - Dec 2019
Enter merchants’ information into QuickBooks, and create invoices based on order cases.
Enter Bill into QuickBooks and make payments for UPS, google play, ready fresh and T-Mobile etc.
Review and reply tickets to different departments under CRM First Data for SWAP, return terminal; tracking merchant’s transaction monthly to help them pay order terminal papers.
Reply daily Emails and upload merchants’ agreements, void checks, packing slips, statements and legal letters into Smartsheet.
Distinguish commissions, and merchants’ reimbursement in Excel sheet; created the credit memo and issue out refund checks.
Analyze merchant statements to check business batch activity to determine whether to send accounts to collection company.
Ensured accurate and timely processing of accounting data. Performed accounts receivable and accounts payable functions be more specific, balanced cash, and posted sales invoices.
Keen ability to analyze cost control, providing timely and frequent financial information that supports corporate goals and objectives.
The Office of Accounting/Accounts Payable and Revenue
Jun. 2018 – Sep. 2018
Record vendors and client information into the Financial Edge system; create the deposits during cash receipts in FE.
Distinguish between Bursar deposit amounts and commitment amounts in Queens College Bursar report; reconcile deposits with Bursar record of deposit.
Review Queens College Athletics payment request report to ensure appropriate documentation is attached in FE.
Creates and maintains Bank Activities, Deposit Master spreadsheets for financial analysis; upload the complete spreadsheets into FE for supervisor review.
Compile, reconcile and audit information from Merchant-connect post to the general ledger.
Ensure transactions are allocated to correct account codes.
Tony C. Wong, CPA, MBA-Wong & Company in Manhattan
Mar. 2017- Oct. 2017
Prepared Federal and State tax returns for individuals (1040), nonresidents, and corporation’s business tax returns (1120, 1120s, and 1165); calculated companies’ Forms-1099.
Compiled and analyzed financial information to prepare entries in leger accounts.
Entered banking data into QuickBooks; Used QuickBooks and Q Data to get accounting income statements, and measured companies’ Profit or Loss; Used QuickBooks to build employees payroll information.
Prepared monthly sales reports into Excel spread sheets for analysis.
Tracked employers’ quarterly and annual Federal payment projections to ensure up to date payments to IRS.
Queens College - Accounting Department
Research Assistant to Prof. Renee Weiss
May 2017-Jul. 2017
Contributed to the development of a new course curriculum to be implemented in a summer course at the Southwestern University of Economics and Finance; Chengdu.
Prepared teaching materials for this research that focuses on the characteristics associated with relatively higher quality financing reporting, including earnings persistence, smoothness, timeliness, and predictability.
Used consolidated financial statement data to estimate models of earnings characteristics, including matching U.S. firms’ data to China firms’ data.
Provided translation of course materials and technical financial terms as needed to ensure achievement of learning objectives by Chinese college students.
The Department of Math/Computer Science in Queensborough Community College
College Assistant-Mathematics Tutor
Feb. 2015 – Sep.2019
Review students’ homework and provide coaching to improve students’ problem-solving skills.
Help students improve their academic performance in team environment.
Provide student performance metrics to faculty through Starfish program.
Support students in Drill/Exercise/Problem solving session to gain deeper understanding of the material.
Reliable one coverage Inc.
Recorded clients' house property information into the Doris system; detected purpose of house, heating system, loan amount; conducted searched the status of the house, and the surrounding environment.
Prepared the clients' document for broker and get house quote.
Sent out binder & payment receipt to bank; house property insurance effective during the house transferred to client.
Provided insurance consulting to client over the telephone in an effort to help clients completed transfer the house insurance title.
New York City Department of Small Business Services Forum;
Regional Alumni Events
Pros-Series Tax, QuickBooks, Quicken, Payroll System, Proficient in MS Word, Excel (formula “Vlookup”, “concatenate”), and Power-Point; Merchant-connect and Financial Edge; CRM First Data, Smartsheet
Excellent problem-solving, analytic, and mathematics skills