Jie Luo, Cpa Email & Phone Number

New York, Ny, Us

Remote

Orlando, Florida Area

Financial Modeling:- Create and maintain company proprietary pricing strategy model used by Division President and other executives as a key reference to make critical business decisions. - Build a realtor commission model to identify and support any potential cost-saving strategiesReporting & Analysis:- Responsible for financial reporting for 2 offices in the North Florida Division: Orlando and Jacksonville - Update model assumptions on a weekly basis with sales data, house cost, and incentives- Monitor and analyze key performance indicators weekly and monthly and investigate variances over the threshold - Generate weekly starts report to facilitate permit approval and slotting and a punctual start of new home construction- Manage inventory tracker of over 150 homes by coordinating with General Sales Managers to update incentives, commissions, and price discounts, as well as controlling house costs within budgets- Enforce price increases for over 40 communities and implement a new process to increase prices timely and accurately Ad Hoc Projects:- Integrated OLAP into Excel dashboard to quickly identify month-over-month changes - Created a holistic weekly reporting package that analyzed financial and non-financial trends with regard to company key metrics including Gross Margin, Cancellations, Backlog, Sales Needed, Sign-ups, and Production GoalsLand Acquisition:- Visit community sites to perform market research on Pulte Homes vs competitors and provide recommendations- Collaborate with Departments of Land, Market Intelligence and Procurement to conduct feasibility analyses on land purchase- Draft President Overview Report for headquarter Asset Management Committee for approval- Reconcile and close Account Receivable - Insurance with 23 sub-accounts on a monthly basis; Book adjusting journal entries - Partner with Division Closing Manager in forecasting next month closing, and distribute the report to Area Controller

Orlando, Florida Area

- Conducted financial statement audits for a publicly-traded Fortune 300 company in the Aerospace Defense Industry, specializing substantive audit procedures in cash, debt, Earnings Per Share, and PP&E - Tested design and operating effectiveness of controls by completing walk-throughs and test of controls- Created business flowcharts and document controls surrounding each key process- Performed fluctuation analytics, identify variances, obtain support, and clearly document conclusions reached- Completed inventory counts in various industries including retail, specialty retail, and manufacturing- Researched guidance on auditing techniques and topics using EY resources and other applicable accounting literature- Communicated open items/key issues/progress status to client personnel and client management team

Gainesville

- Was promoted from being a TA to being the Head of TA after 2 semesters- Delegated, organized, and managed a team of 17 TAs to ensure effective communications of proper responsibilities- Held office hours and assist students in solving homework problems; compose quiz and exam questions

Gainesville, Florida Area

- Utilized strong oral and written communication skills to defuse and respond to customer concerns- Demonstrated apartments and apply product knowledge to the client’s needs by communicating the features and benefits- Signed aggregate of over 500 leases that generated approximately $5.5M revenue

Orlando, Florida Area

- Accomplished 2 inventory cycle counts and individually completed all work papers related to the counts- Tested controls and documented variances and deficiencies - Compiled 2 years’ worth of quarterly data for an artificial intelligence robot program to process

Jacksonville, Florida Area

- Performed audits for employee benefit plans by testing participation, income allocation, distributions, and contributions- Proactively interacted with key client management to gather information and resolve audit-related problems- Improved accounting software and excel skills which increased efficiency and realization rate from 75% to 88% billable hours

Gainesville, Florida Area

- Demonstrated proficiency in time management skills by performing individual tax returns within budgeted deadline- Assisted experienced staff with creating 1099-Misc forms- Performed data entry in trial balances, fixed asset, and ProSystems Fx software for individual and business tax returns

Gainesville, Florida Area

- Improved data management by organizing alumni transcripts, inputting data, and interpreting records- Collaborated in a year-long project converting over 4,000 paper transcripts into data

Masters Of Accounting, Accounting

Activities and Societies: Beta Alpha Psi

Bachelor’S Degree, Accounting

Activities and Societies: Beta Alpha Psi, Dean's List, Fisher School of Accounting Council (FSOAC)