To obtain a challenging accounting manager position in a competitive company where the application of my solid professional education and broad experience, computer skills and initiative can contribute to the achievement of the organization’s goals. QUALIFICATIONS SUMMARY
A CPA (currently licensed in California and Michigan) with about fifteen years of both public accounting and corporate accounting experience Knowledgeable in GAAP, GAAS, IRS Codes, SEC regulations, Sarbanes-Oxley Act, & Yellow Book standards Professional hands-on experiences in general accounting, cost accounting, auditing, and tax in public accounting and corporate firms Well organized, logical thinking decision-maker with an analytical, detailed approach to researching and problem solving Fluent in speaking, reading and writing Mandarin
2007 – Present Company Name Controller, CPA Handle all accounting related matters, including, AP, AR, fixed assets, GL, payroll, loan accounting; responsible for cash flow; in charge of financial reports. Participate in financial strategic planning, prepare budget and forecasts, handle owners capital equities accounts, review of budgets vs. actual to ensure accuracy. Develop internal control system, recommend areas for improvement both financial and operational, and establish new accounting policies and procedures. Use the financial know-how to improve profits and operations, reduce costs, and develop strategies for the company, such as: break-even analyses, cost-volume-profit relationships, and standard cost methods.
2006 – 2007 Company Name Fiscal Manager, CPA Manage staff in a broad range of accounting functions; responsible for creating and monitoring all finance initiatives; develop and maintain accounting policies and procedures; prepare financial reports for all units, programs, projects, and funds to funding sources, and regulatory bodies (e.g. IRS, State Franchise Tax Board, the Attorney General’s Office and the Secretary of State). Oversee all organization funds in compliance with all legal and regulatory financial requirements, as well as with all requirements of funding agencies. Participate in organizational planning, develop and maintain budgets of all units, programs, projects and funds; enhance the internal control structure and environment. Coordinate financial audits with various auditors and funding agencies.
2003 – 2006 WJCJ (MICH) Company Name`, City, State Controller / Deputy CFO / Consultant, CPA Oversee all accounting related matters, including chart of accounts, banking, AP, AR, GL, payroll, inventory, loan accounting, interest allocations; in charge month and year end close process; prepare consolidated financial reports; prepare corporate tax returns and tax planning. Participate in strategic planning process, prepare budget and forecasts, handle owners capital equities accounts, review of budgets vs. actual to ensure accuracy. Manage internal control system, internal audit review, recommend areas for improvement both financial and operational, develop and establish new policies and procedures. Support external auditor for three federal grant projects. Supervise and develop a staff of four, establish performance standards and expectations for staff, review work assignments both in-progress and when completed.
2002- 2003 Company Name, City, State Senior Auditor, Senior Staff Accountant, CPA Performed audit, review and compilation services for various clients, such as manufacturing, construction, software service, investment consulting, filming / video production, high-tech / auto design service, retail trade, and professional service companies Provided tax services for various individuals and corporations
Company Name Senior Auditor, Senior Staff Accountant, CPA Performed audits for financial institutions, securities brokerage, non-profit organizations, etc. YONGJIE (JAY) WANG, CPA, Page two PROFESSIONAL EXPERIENCE (Continued)
Performed review and compilation services for various clients, such as construction, retail trade, manufacturers, professional service, educational services, health care, affiliated companies, and non-profit organizations Provided services of tax planning and tax returns for individuals, partnership, C & S corporations, and non-profit organization Produced services of developing, installing, improving, training and maintaining computerized accounting information systems for the clients
1993-1996 Walsh College, City, State Master Graduate Student Involved with a group of financial research project, provided a research report, Financial Research of General Motors Corporation, 1996 Completed an SEC research project, The Sale of Operations, 1996 Completed a FASB research report, Accounting for Operating Leases, 1996 Completed a tax research project, The Interest as a Deduction on Schedule C & a Substantial Understatement Penalty, 1995 Conducted an accounting research by using NAARS, Accounting for Interim Financial Reports, 1995
1986-1992 Zhongshan Electronic Group Corporation, Nanjing, P. R. China Senior Cost Accountant, Financial Analyst & Assistant Controller Maintained the general ledger system Performed cost analysis, budgeted expenditures, forecasted cash flow Prepared financial statements and internal auditing reports Assisted in training junior accountants
1987-1992 Jiangsu Radio & TV University, Nanjing, P. R. China Accounting Instructor (Part-time) Taught Principles of Accounting, Management Accounting, Basic Auditing, Finance, and Tax Published three chapters of three different business college textbooks: “Responsibility Accounting,” Managerial Accounting, 1989 “On World Market and World Market Price,” International Trade, 1991 “On Price Law,” An Introduction to Business Law, 1991
Utilizing and maintaining computerized accounting and tax systems. Experience with: Solomon CCH ProSystem QuickBooks Pro e-Pace Creative Solution Lacerte Intuit ProSeries ATX / MAX Tax Turbo Tax Peachtree Fundware MAS 90 Word Excel Access PowerPoint Internet Lotus 1-2-3 C++ Visual Basic COBOL
Walsh College of Accountancy and Business Administration, City, State Master of Science in Professional Accountancy GPA Major: 3.5
Nanjing University, Nanjing, P. R. China Bachelor of Economics with major Accounting GPA: 3.8
American Institute of Certified Public Accountants California Society of Certified Public Accountants Michigan Association of Certified Public Accountants Walsh College of Accountancy Alumni Association Sino-American Certified Public Accountants Association