Chi Lu Email & Phone Number

Seattle, Wa, Us

Direct daily accounting operations and general ledger management for apparel business. Prepare journal entries for accruals, prepayments, and reclassifications. Review financial statements and perform month- and year-end close. Complete bank and credit card account reconciliations and accounts payable and receivable processes. File city, state, and 1099 tax returns. Process payroll and commission payments. Fulfill office management and human resource responsibilities.• Improved accuracy of income statement analysis by implementing change from cash basis to accrual accounting• Reduced taxes and improved tax filing accuracy by classifying sales according to business type and sales location• Decreased owner’s liabilities and risks by ensuring new LLCs are established for ventures unrelated to core business• Enhanced operation scalability for rapid business growth by establishing dedicated logistics and distribution team • Increased cash flow by $650K and eliminated filing errors by developing Harmonized Tariff Schedule (HTS) code library • Reduced logistics costs by $2M by standardizing and improving efficiency of packaging• Improved internal controls and reduced overhead costs by establishing structured purchasing system • Streamlined workflow and improved collaboration by developing central filing system with Dropbox • Promoted HR and payroll transparency by implementing platform Gusto and creating employee handbook

Handle accounting and payroll functions for Scrum training business. Perform day-to-day duties including but not limited to reviewing business records, reconciling monthly books, maintaining accounting files, performing billing and payments, and preparing and organizing various financial statements and tax returns.Achieved profitability by establishing Standard Operating Procedures (SOP) based on Best Practices● Developed streamlined SOP for general accounting and business practices based on experience ● Implemented Dropbox filing system to ensure reports and documentation are accessible and updated

Performed full cycle bookkeeping for 20+ LLCs in property development and management company. Attained audit compliance by cleaning up 3 years of books since first trading year● Collaborated with Certified Public Accountant (CPA) to review incorrect tax returns submitted since 2016 ● Reviewed 3 years’ general ledgers to find errors for amendment and most efficient solution to fix them● Presented and implemented recommendation to redo books between 2016-2018

Seattle, Wa, Us

Oversaw accounting tasks in property management industry. Prepared ACH and cash payments and processed credit card disbursements. Maintained Aging Reports to ensure timely payment collections. Prepared resale certificates for real estate transactions.Streamlined workflow by developing Excel spreadsheet to maintain 400+ condominium units’ accounting activities● Assessed need to create system for accounts payable and receivable activities in property management● Created and linked spreadsheets to track relevant data ● Generated and distributed thorough and accurate financial reports

From product development, production schedule, order management, international logistics to final products delivery for apparel business.Merchandising and Sourcing:• Liaised between vendors and customers throughout product development• Negotiated cost and order minimum with vendors without losing integrity of design• Evaluated each stage of product development, from prototype, fit to production sample• Monitored merchandising calendar to make sure all deadlines were metLogistics and Order Management:• Consolidated orders for international shipping to reduce transportation overheads• Negotiated transportation cost with carriers and freight forwarders• Reviewed shipping document and entry summary for accurate duty classification• Analyzed landed cost to ensure all imported products achieve the financial goals

New York, Us

Performed month- and year-end close as well as special accounting projects for e-commerce business.

Rosedale, Ny, Us

Started as full charge bookkeeper, later promoted to accounting & office manager for international freight forwarding business.