Cincinnati OH, US
Phone: xxx-xxx-xxxx
Email: xxx@xxxx.xxx
Looking For: Accountant, Auditor
Occupation: Business and Finance
Degree: Master's Degree
Career Level: Entry Level
Languages:
Highlights:Team player, individual contributor and fast-learner; dedicated, disciplined and self-motivated; ability to understand complex information and process into an easy-to-understand format; ability to multi-task situations and meet dues and deadlines; dependable understanding of GAAP and GAAS rules, standards and procedures.
Skills:Accounting, Public Accounting, Audit, Tax, CPA, Excel, Microsoft Office, Quickbooks, Word, PowerPoint, Team player, self-motivated, GAAP, GAAS, SOX, detail-oriented
Goal:Seeking for jobs in public accounting area, especially for tax practice.
Certification:CPA Candidate
Assistant Financing Manager 06/14 - 12/14
Agriculture Bank of China, , United States
Industry: Financing/Accounting
Assisted customers managing their asset by making financing plans and monthly reports.
• Participated in a 5-member team; prepared financial plans and analysis for existing customers, including savings accounts, bond investment, fund investment and insurance, managing assets with an average of 20,000,000 CNY (about $3,000,000) for each client.
• Prepared and sent detailed personal financial reports to customers each month, up to 36 major clients.
• Tracked and analyzed daily expenses and revenue by reconciling daily entries in Excel to accounting information system record, reached budgeted profit target up to 120%.
• Maintained continuing relationships with external and internal clients; marketed insurance, credit card and other bank's products by calling potential and existing customers.--
Financial Manager Intern 01/2014 - 06/2014
Agriculture Bank of China, Beijing, Beijing China
Industry: Financing/Accounting
• Assisted financial managers with recording transactions with clients’ information, including calculating return on investment, adjusting differences caused by errors, and updating clients’ contact information.
• Contacted clients by calling and mailing up to 10 people per day to communicate about their preference of investment and satisfaction with our performance.
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University of International Business and Economics 09/2010 - 06/2014
Beijing, Beijing, China
Degree: Bachelor's Degree
Major:International Trade
Minor:Japanese
Bachelor's degree
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