Jimmy Li Email & Phone Number

Greater New York City Area

• Handles cash application and account payments; credit cards, checks, wires.• Bank Reconciliation; making sure all payments are recorded accurately.• Researched chargebacks and provided sufficient backup to customers for payment.• Compiled aging reports and customer statements on a daily basis.• Handled credit card chargebacks from customers for 34 retail stores.• Investigated missing customer return merchandise authorization.• Assisted with providing supporting documents for 2018 and 2019 audit.

• Collaborated with a team of software developers to develop full stack web applications.• Implemented external web API’s from NASA, Dog.ceo, and cocktaildb into projects• Created online blog app using NodeJs, express, cloudinary, and mongoose.• Built static web pages using HTML, CSS, and JavaScript

Long Island City, Ny

• Processed cash receipts, wire transfers, and bank payments.• Created invoices to be sent out to respective clients.• Used internal software to create AR aging reports.• Reviewed return authorizations and issued credit memos or advances to accounts.• Worked with external auditors to prepare work papers and support files for annual audit.

30 Rockefeller Plaza

• Prepared and reviewed completed tax returns: 1040, 1120, 1065, etc.• Applied the principles, theories, and concepts of tax to routine and basic tax processing assignments• Printed completed returns and reconciliation files from an online repository, such as client specific eRooms• Conducted research on various topics around proper tax schedules to be included, such as federal attachments, to state tax returns.• Established and maintain long-term collaborative relationships with our clients and internal colleagues

Thornwood

• Teamwork: Train newly servers and busboys, provide guidance and advice to fellow colleagues.• Backend: Inventory administration, confirmed quantities of products supplied and demanded.• Problem Solving: Work under pressure to resolve multiple customer demands in addition to any unexpected issues including accidents or insufficient inventory. • Answer phone calls for the scheduling of reservations and delivery/takeout orders.• Record daily revenues and profits of the company.

Metrotech Center

• Microsoft Excel: Used VLOOKUP and Index/Match formulas to extract data from files.• Cross-referenced files to check for possible errors or mistakes.• Worked in a team setting to devise excel formulas for clients to efficiently manage large data

Flushing

• Prepared income taxes via the usage of Ultra Tax CS.• Recorded Client bank statements in Quicken software, calculated relevant expenses/profits for clients via excel.• Scheduled appointments for clients and accountants.• Maintained a neat office environment by mailing, copying and faxing, creating labels, and organizing tangible client info.

Computer Software Engineering

Bachelor’S Degree, Accounting

Computer Engineering

Ongoing, Computer Software Engineering