Jing Ji Email & Phone Number

Managed a diverse client portfolio, providing customized solutions tailored to individual financial needs, leading to a 40% client retention rateConsistently Updated knowledge of insurance and annuity products and assessed market trends, customer preferences, and potential growth areas to ensure accurate and beneficial recommendations to clients, achieving 90% client satisfactionConducted five detailed consultations each month, offering comprehensive insights into clients’ investment and insurance needsCross-sold and up-sold policies by analyzing existing client data, leading to a 55% increase in revenue

Irvine, California, Us

Produced financial reports tailored to a portfolio of VIP clients, incorporating visual analytics to highlight financial trends and anomaliesProvided training and mentorship to team members in accounting software usage, accounting principles, and advanced accounting techniques, thereby fostering the team’s growth. Collaborated with accounting supervisor to evaluate staff performance and identify opportunities for process improvement

Irvine, California, Us

Booked journal entries and prepared core financial statements for 60+ HOAs monthly. Responsible for the reconciliation of 180+ bank accounts, expense accrual, prepaid, and amortizationPerformed General Ledger fluctuation and variance analysis, and reviewed deviation to ensure actual expenses were captured in the correct period. Reviewed historical transaction details to ensure journal postings were in accordance with corporate accounting policiesAnalyzed account balances and presented monthly reports including AR delinquency, AP accrual, AR prepaid reports, and financial summaries along with 13-month trending charts, helping clients make data-driven decisions

Corona, California, Us

Researched and Resolved invoice discrepancies and issues with internal department and vendorsInteracted professionally with management and other departments for invoice coding, approvals and DisputesReviewed and verified invoices and check requestsHandled the processing, accuracy verification and maintenance of invoices, interfacing extensively with international network of vendors and suppliers

Master Of Science - Ms, Business Analytics

Bachelor Of Business Administration - Bba, Business Administration, Concentration: Accounting

Associate'S Degree, Accounting