Cong Chen, Cpa Email & Phone Number

Sacramento, Ca, Us

Sacramento, California Area

• Developed and scaled Power BI models, catering to the needs of diverse business units.• Influenced data and platform architecture decisions through in-depth, first-principle questioning.• Collaborated with data analytics staff and audit industry experts to develop tools that directly support end users and provide actionable insights.• Optimized in-depth data models, resulting in an average performance improvement of 30%.• Identified and resolved data quality issues to ensure accurate and reliable reporting.• Devised and implemented data migration and integration strategies.• Facilitated cross-functional collaboration to optimize data-driven decision-making.• Acted as a subject matter expert in data analytics and auditing, providing guidance and expertise to others within the group.• Mentored junior team members, imparting best practices in data analytics and auditing.• Designed and maintained KPI dashboards to track performance and hours for the global delivery group.• Successfully built Proof of Concepts (POCs) by integrating analytics development and auditing expertise.• Developed and delivered CPE-qualified data analytics training programs for various business units.• Created and maintained Excel smart workpaper models to support diverse business functions.• Actively participated in Agile development cycles, promoting continuous improvement.

Sacramento, California Area

• Led end-to-end data analytics projects, from initial client contact to final deployment of data visualizations.• Designed and updated smart audit workpapers, adopted across industry specific audit business units.• Spearheaded initiatives to deploy data visualizations and smart audit workpapers, collaborating with the audit methodology team to ensure proper documentation and functionality.• Managed a team of data analytics staff to deliver data visualization reports utilizing real-world audit client data.• Independently designed and implemented data visualization tools and reports that streamlined internal processes for centralized audit services and engagement teams.• Acted as a subject matter expert in data analytics and auditing, providing guidance and expertise to others in the group.• Developed and delivered CPE-qualified data analytics training programs for the business unit.• Researched, brainstormed, and piloted innovative data analytics ideas with the potential to transform audit procedures within the business unit.• Delivered high-quality audit work as both an Audit Senior in the field and as an expert support resource for field teams using data tools.

Sacramento, California Area

• Delivered high-quality audit work as an Audit Senior, effectively planning and executing audit engagements with the team.• Supervised multiple audit teams, ensuring the timely completion of audit fieldwork.• Conducted in-field training for team members on specific audit procedures, leveraging industry and client knowledge.• Maintained professional communication with audit clients, building strong relationships and ensuring client satisfaction.• Identified areas for improvement in audit processes, resulting in increased efficiency and effectiveness.

Sacramento, California Area

• Designed and implemented new monthly activity calendar excel template that improved personnel cost allocations to all programs.• Provided analysis of multiple federal cooperative agreements to branch chief.• Created process flowcharts for the entire branch's financial documents.• Provided policy recommendations to the branch chief on branch financial issues.• Prepared and updated financial statements presented to all stakeholders.• Improved financial accountability by initiating a new expenditure tracking database with follow up ideas and steps for additional modules.• Reconciled governmental program expenditures by vouching and tracing related documents.• Configured and maintained expense accounts in QuickBooks.• Trained new hires.

Modesto, California Area

• Assisted the store manager with various special projects.• Improved daily petty cash tracking excel sheet by integrating excel functions.• Scheduled and arranged warehouse work orders based on various priorities.• Coordinated with IT to configured and repaired computer network.• Provided product information and design ideas as part of customer service.• Designed kitchen layouts to ensure customers' needs are met.• Processed payments for customers.

Modesto, California Area

• Listened to students' concerns and goals on learning objectives.• Provided lecture style tutoring for a small group of accounting students.• Demonstrated Peachtree and QuickBooks accounting software to students.

Bachelors Of Science In Business Administration, Accounting, Graduated With Honors - Magna Cum Laude

Activities and Societies: Accounting Society, Beta Alpha Psi, Beta Gamma Sigma, Volunteer Income Tax Assistance IRS

Education record