Jaina Chen, Cpa Email & Phone Number

Washington, Dc, Us

Support the budgeting and forecasting process.Develop and update management reports and dashboards.Create financial models to provide recommendations to management for decision making.Prepare Executive Board materials.Maintain administration of financial management systems.Advance organizational objectives.

Prepare financial statements and variance analysis across departments and entities. Create budgets and adjust forecasts per department input, commitment changes, and current trends for U.S. and international entities. Prepare forecasts for capital projects and depreciation. Reconcile transactions and correct data to ensure accurate financial reporting. Prepare cash flow analysis and forecasts for operating cash flow and short-term… Show more Prepare financial statements and variance analysis across departments and entities. Create budgets and adjust forecasts per department input, commitment changes, and current trends for U.S. and international entities. Prepare forecasts for capital projects and depreciation. Reconcile transactions and correct data to ensure accurate financial reporting. Prepare cash flow analysis and forecasts for operating cash flow and short-term investments. Research accounting standard updates. Appropriately apply changes to processes and financial statements and prepare audit documentation to ensure compliance. Analyze financial data and create models for decision support and recommendations. Prepare materials for executive board meetings and audit schedules. Show less

Ensured all batches and journal entries were posted and month-end deadlines were met. Resolved unapplied cash backlogs. Assisted with monthly and yearly accounting close processes and provided audit reporting. Resolved customer, vendor and staff inquiries. Partnered with customer service to maintain purchase orders. Analyzed A/R and deferred revenue accounts. Assisted with reconciling assigned balance sheet accounts. Met regularly with department… Show more Ensured all batches and journal entries were posted and month-end deadlines were met. Resolved unapplied cash backlogs. Assisted with monthly and yearly accounting close processes and provided audit reporting. Resolved customer, vendor and staff inquiries. Partnered with customer service to maintain purchase orders. Analyzed A/R and deferred revenue accounts. Assisted with reconciling assigned balance sheet accounts. Met regularly with department budget managers to review invoice aging and strategize collection efforts. Promptly and accurately performed billing and statement generation processes. Researched and implemented alternative billing and payment solutions as needed. Reconciled credit card transactions. Troubleshooted merchant account and payment gateway issues. Recorded banking and merchant account fees for all business entities. Disputed and recorded chargebacks. Collaborated with third-party vendors to reconcile registration revenue and ensure accurate reporting. Overhauled membership renewal process in 2013; maintained membership renewal invoicing process and adjustments and assisted in actual vs. budget variance analysis for membership dues. Informed and trained staff on A/R policies and procedures. Conducted daily operation of A/R software including product and account setups. Show less

Utilized Sage Timberline to track job efficiency and performance.Completed takeoffs and estimated future costs.Reconciled A/R and A/P to the general ledger and job cost detail ledgers.Created invoices and posted billings.

Greater Pittsburgh Area

Communicated with clients and completed audit field work.Prepared financial statements.

Master'S Degree, Accounting

Bachelor'S Degree, Finance