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Jackie Li Email & Phone Number

Senior Accountant at Human Interest at Human Interest
Location: San Francisco Bay Area, United States, United States 7 work roles 1 school
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Current company
Role
Senior Accountant at Human Interest
Location
San Francisco Bay Area, United States, United States

Who is Jackie Li? Overview

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Quick answer

Jackie Li is listed as Senior Accountant at Human Interest at Human Interest, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Jackie Li.

Jackie Li previously worked as Senior Accountant at Human Interest and Assistant Accounting Manager at Sentieo. Jackie Li holds Bachelor Of Science (B.S.), Accounting from San José State University.

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Email format at Human Interest

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Human Interest

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Profile bio

About Jackie Li

Detail-oriented accountant with experience in public accounting and venture-backed start-ups. Proficient in GAAP, financial accounting, assessment of control effectiveness, working in fast-paced environments and validating and evaluating financial information.

Listed skills include Microsoft Excel, Microsoft Word, Leadership, Teamwork, and 23 others.

Current workplace

Jackie Li's current company

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Human Interest
Human Interest
Senior Accountant at Human Interest
AeroLeads page
7 roles

Jackie Li work experience

A career timeline built from the work history available for this profile.

Senior Accountant

Current

San Francisco, California, US

Jun 2023 - Present

Assistant Accounting Manager

San Francisco, California, US

Jan 2022 - Mar 2023

Senior Accountant

San Francisco, California, US

  • Prepared reconciliations and provided supporting documentation for external and internal audits
  • Prepared journal entries, accruals, and supporting reconciliation schedules
  • Prepared, maintained and filed annual 1099s for contractors and vendors
  • Assisted with monthly and quarterly sales tax filings
  • Assisted with implementation of SaaS software to streamline business operations
  • Analyzed monthly balance sheet and income statement fluctuations
Jul 2019 - Jan 2022

Staff Accountant

San Francisco, CA, US

  • Managed month end close and drove the process from seven to five business days
  • Owned and managed accounts payable and accounts receivable processes
  • Managed and implemented accounts payable controls to help reduce company spend
  • Provided support in the completion of the monthly financial statements
  • Owned and managed employee expense reports in accordance with company policies
  • Owned and performed payroll for a growing team of 300+ employees
Apr 2018 - Jul 2019

Staff Auditor

San Francisco, CA, US

  • Performed detailed financial, 401(k) and single audit procedures for commercial clients, non-profit organizations, foundations and universities
  • Performed budget-to-actual analyses
  • Reviewed grants/contracts to ensure proper revenue recognition
  • Analyzed profit and loss statements to ensure functional expense allocations are in accordance to company policies and financial regulations
  • Identified potential risks and improved protection by recommending management letter comments to mitigate such risks
  • Assessed compliance with financial regulations and controls by executing audit program steps, tests of controls over internal controls, reviewing and testing general ledger detail and account balances
Jan 2017 - Apr 2018

Member Service Representative

San Jose, California, US

  • Process member transactions which include receiving and disbursing funds; posting deposits; cashing negotiable items; loan payments; account withdrawals
  • Respond/resolve requests and questions. This includes listening to members, collecting data, securing answers and reporting results to the inquiring party
  • Present and explain services and products
Aug 2015 - Jul 2016
Team & coworkers

Colleagues at Human Interest

Other employees you can reach at humaninterest.com. View company contacts →

1 education record

Jackie Li education

  • San José State University
    San José State University
    Accounting
FAQ

Frequently asked questions about Jackie Li

Quick answers generated from the profile data available on this page.

What company does Jackie Li work for?

Jackie Li works for Human Interest.

What is Jackie Li's role at Human Interest?

Jackie Li is listed as Senior Accountant at Human Interest at Human Interest.

Where is Jackie Li based?

Jackie Li is based in San Francisco Bay Area, United States, United States while working with Human Interest.

What companies has Jackie Li worked for?

Jackie Li has worked for Human Interest, Sentieo, Chewse, Hood & Strong, Llp, and Santa Clara County Federal Credit Union.

Who are Jackie Li's colleagues at Human Interest?

Jackie Li's colleagues at Human Interest include Makayla Smith-Staver, Josie England, Lisa Hurley, Michelle Miller, Mba, and Fernando Iniguez.

How can I contact Jackie Li?

You can use AeroLeads to view verified contact signals for Jackie Li at Human Interest, including work email, phone, and LinkedIn data when available.

What schools did Jackie Li attend?

Jackie Li holds Bachelor Of Science (B.S.), Accounting from San José State University.

What skills is Jackie Li known for?

Jackie Li is listed with skills including Microsoft Excel, Microsoft Word, Leadership, Teamwork, Customer Service, Public Speaking, Event Planning, and Research.

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