Bai Sun Email & Phone Number

-Attestation Review: Conducted attestation review for NYC Government grants, performing agreed-upon procedures, including detailed substantive testing and attestation reviews. Discovered inconsistencies in trial balances and invoice claims, leading to 2 critical findings for financial corrections.-401(k) Salary Audits: Executed independent substantive tests for 401(K) Salary audits, including testing of participants, loans, investments, contributions, and distributions. Successfully passed all Senior reviews, confirming strict compliance with accounting standards and regulatory guidelines.-NFP Audit: Performed tests of control, cut-off testing, and substantive tests of transactions for various transaction cycles, including purchase and cash disbursement, revenue and accounts receivable, and payroll cycles. -Field Work Plans: Implemented 6 field work programs, executing specific audit and review procedures such as sampling and testing, and preparing comprehensive working papers to document the audit procedures performed.

Urbana, Il

-Tax Preparation and Accuracy Assurance: Assisted in preparing over 30 individual tax returns, including Form 1098-T, Form 1040, Form 1099, etc., for individuals in the Champaign-Urbana community using TaxSlayer software. Ensured accuracy by identifying and correcting calculation inaccuracies during the review process.-Client Interaction and Information Gathering: Conducted weekly Skype calls with taxpayers to gather missing information and address any pending inquiries. Provided detailed explanations of completed tax returns to ensure understanding, which resulted in a 98% client satisfaction rate.-Tax Research and Team Collaboration: Conducted in-depth tax research using CCH IntelliConnect, Bloomberg Tax, and IRS resources to ensure compliance with current tax laws. Worked collaboratively with the team to navigate complex tax issues, verify deductions and credits, and address client-specific concerns, contributing to the successful completion of all assigned tax returns.

Beijing, China

-Substantive Audit Procedures: Conducted thorough sample checks and reviewed over 300 accounting vouchers as part of substantive testing, specifically aimed at ensuring the Occurrence assertion within sales & receipts and expense cycles, affirming transactions' existence.-Field Work: Participated in the physical inspection of fixed assets, inventory, and raw materials totaling over $14 million, verifying Existence and Accuracy assertion in inventory cycle; communicated $6,000 in discrepancies to 10 managers and reported findings.-Working Paper & Report Preparation: Prepared 10 sets of working papers for cash and cash equivalents, PP&E, prepaid expense, revenue, etc., all of which passed senior auditor review without major revisions.

Shenzhen, Guangdong, China

-Identifying High-Potential CompaniesIdentified and cataloged a list of companies specializing in smart manufacturing that recently secured funding and exhibited high IPO potential. This effort led to 3 successful client engagements, contributing significantly to the firm's growth.-Pre-IPO Valuation ResearchConducted research using search engines and financial databases to gather industry-specific data, aiding in the pre-IPO valuation of 5 companies. This research contributed to 4 of those companies successfully going public.-Commercial Due DiligenceCollected and organized project data and materials for due diligence investigations of client companies, focusing on identifying potential legal and regulatory infractions. Successfully mitigated risks for 4 key projects, ensuring compliance and reducing exposure to liabilities.-Managerial and Interview ContributionsUndertook routine managerial responsibilities, including drafting interview agendas and composing over 20 detailed interview summaries, which supported effective decision-making processes during project evaluations.

Master'S Degree, Accounting

Activities and Societies: Take part in VITA (Volunteer Income Tax Assistance) as a preparer with one reviewer.

Bachelor'S Degree, Accounting, 3.91

Earned multiple academic scholarships; outstanding student leader awards.