Yao Liu Email & Phone Number

New York, United States

• Prepare over 150 federal and state tax returns for corporations and high-net-worth individualsGenerate tax projections• Manage bookkeeping for 10+ service industry clients using QuickBooks and TD Bank, ensuring accurate tracking of financial transactions• Execute accounts payable functions, including entering vendor invoices and ensuring proper coding and approval, streamlining the payment process• Record and reconcile 200+ general ledger transactions related to cash, cost of goods sold, and sales revenue, enhancing financial statement accuracy• Prepare monthly and quarterly financial statements by consolidating client data and utilizing tools such as Xero, Excel, and Tableau• Analyze financial performance by comparing actual metrics to forecasts and delivering insights to management to support strategic decision-making

Taoyuan City, Taiwan

• Extracted and analyzed 5,000 financial statements and annual data of iShares Russell 1000 companies from Bloomberg and the Wharton Research Database using advanced Excel functions, contributing to market analysis and investment decision-making• Organized and visualized daily transaction data of 8 digital currencies during the COVID-19 period using Excel MS Query and Tableau, providing key insights into market trends and volatility through dynamic dashboards and interactive reports• Collected 250 composition and historical return data of 50 groups of ESG funds in 5 years for employer thesis research

Hangzhou, Zhejiang, China

• Conducted financial statement audits to ensure compliance with accounting standards and regulations by Excel.• Organized and verified the accounts, vouchers, and financial records of nearly a hundred companies to confirm their financial status and performance.• Provided assurance on the accuracy and reliability of financial information to stakeholders, such as investors, creditors, and regulatory authorities, draft advisory services in financial management, including recommendations on internal control enhancements and risk management.

Master Of Science - Ms, Finance, 3.52

Master'S Degree, Finance, 3.84

Bachelor'S Degree, Finance, 3.74