Audrey Leong Email & Phone Number

• Assist the CFO in the daily banking requirements with accurate and timely processing of ACH and positive pay transactions• Ensure the monthly and quarterly Bank Compliance activities are performed in a timely and accurate manner• Responds to inquiries from the Executive team, CFO, and other finance and firm wide managers regarding financial results and special reporting requests• Ensure the timely reporting of all monthly financial information including GL, AR, Fixed Asset, Insurance, Inventory and Cash Management

Portland, Oregon, United States

• Examining the books, records, and collateral owned by three commercial borrowers within amonth to evaluate their credit-worthiness• Analyzing performance and characteristics of collateral via audit procedures with anunderstanding of credit risk• Utilizing advanced data manipulation in MS Excel, to identify risk-related issues needingescalation to management• Preparing comprehensive and accurate Asset Based Lending (ABL) reports in MS Word• Conducting on-site investigations of internal controls to evaluate their efficiency

Eugene, Oregon Area

• Connecting with clients to collect information through the tax preparation process• Assessing prior tax returns to identity opportunities for tax minimization and deductions• Establishing positive relations amongst clients and coworkers through ongoingcommunication and transparency• Interpreting Governmental Accounting Standards Board (GASB) and the associated generallyaccepted accounting principles (GAAP) used by state and local governments for clients

Portland, Oregon Area

• Cultivated consistent service and satisfaction, gaining loyal, repeat customers• Communicated and connected with clients at demos, favorably increasing customer base• Delivered quality products to achieve word-of-mouth advertisements and referrals

Portland, Oregon Area

Performing internal control analysis of inventory records and ensuring the accuracy of entriesby utilizing corresponding purchase orders, invoices, and other supporting documentation• Preparing accurate invoices and crediting accounts for client sales orders within deadlines• Facilitating incoming requests between clients and various departments to meet companyexpectations• Organizing financial accounts on Excel and QuickBooks to ensure profit goals are being metand to present information to management and third parties as necessary

Portland, Oregon Area

• Designed and implemented a new filing system to further increase speed of customer service• Maintained the front office by routing calls based on hierarchy, reducing wait time• Established coworker positive relationships through openness, honesty, and willingness to communicate