-Oversee and manage company accounting operations to ensure accurate and timely financial reporting-Liaison for internal and external CPAs, banking, and insurance.-Strategic planning for growth and risk analysis/management-Oversee budget and financial forecast, provide strategic recommendation. -HR and payroll, partner with CEO to strategize the retention and recruitment of team members

-Oversee the accounting department to ensure accurate and timely financial and regulatory reporting, both internal and external -Lainson with external CPAs, banking, insurance, and non-organizational accounting personnel -Strategic planning, compliance, budget, internal controls, policies and procedures-Provide financial and risk analysis on capital investments, pricing decisions and contract negotiations

-University Enterprises, Inc. (UEI), is the non-profit auxiliary organization for California State University, Sacramento with mission to meet the evolving needs of the campus community by providing programs and services that support and strengthen the Sacramento State experience.-Planned and organized the financial information of UEI and supervised the Business Services Department operation. -Oversaw the development and preparation of quarterly and annual financial statements. -Served as liaison for internal and external audit, budget, prepare tax return and other taxes filings.

-Managed the personnel and the operations of Accounting department to ensure optimum efficiency and service-Conducted performance review, analyzed department workflow, coached staff member and built strong team overall performance-Oversaw the monthly closing process, intercompany elimination and the preparation of the financial statement to ensure the sound record keeping of the Holding Company, the Bank and its subsidiaries-Oversaw the preparation of the budget and the variance analysis-Oversaw the process of the various investment -Assisted Controller & CFO with reporting needs, analyzing and recommending improvements for the Bank-Maintained and updated policies and procedures to ensure control in place for compliance with laws and regulations-Maintained the accounting system, ensuring proper use, updates and system upgrades-Represented bank in the community events and volunteer events-Maintained and managed correspondent banks and relationships-Worked with outside CPAs on tax filings and auditing matters to ensure proper application of accounting and tax rules and regulations. Reviewed tax returns for both the Bank (Form 1120) and the Charitable Foundation (Form 990). -Served as primary contact and liaison with regulators (FDIC, DIF), agencies, auditors, tax advisors, and system vendors

-Prepared tax return for various individual, multistate/multinational corporation, S-corp, and partnerships. -Performed tax regulation research for various multinational, consolidation projects. -Conducted the reconciliation, journal entries, monthly closing, and P&L analysis. -Participated, coordinated and managed various compilation, review, and audit projects. -Prepared the consolidated financial statements, comparative financial statements for multinational and domestic corporations and entities.

-Teaching Assistant in course Intermediate Accounting (Management Accounting). -Teaching Assistant in course Intermediate Economics (Microeconomics Theory). -Teaching Assistant in 2 graduate level Finance courses: Investment, and Fixed Income Securities.-Held weekly discussion session, grading.-Conducted software Bloomberg training, resulted in students outperformed global peer by 60%, especially in corporate valuation section, per Bloomberg Institute independent test.

-Worked on data processing and model analysis with software STATA, research topic on international trade & international tax.

-Established paperless e-files system for graduate students’ records-Maintained database, increased efficiency and completeness of the record keeping and processing.

-Reviewed and examined information and accuracy of loan applications and closing documents-Handled clients communications and promptly resolved clients inquiries & concerns-Effectively communicated findings & corrective actions with management-Assisted in Internal Control Testing

-Participated in IPO filing & financial statement preparation and analysis.-Talked to investors and banks about financial implication such as complex transactions-Identified issues and proposed solutions

-Assisted with various accounting reconciliations, financial and operational reports-Reported directly to vice president and assisted in other tasks related to marketing and operation management.