Junqi (Jun) Li, Cma, Cia Email & Phone Number

Los Altos, CA

• Assist in the sourcing, prioritizing, executing, and administration of municipal grants for clean economy C-suite executives.
• Develop and manage schedules and trackers to support project execution for 3 companies.
• Train machine learning with the Engineering team, achieving 60%-time savings on municipal grants searches.

Shanghai City, China

• Led comprehensive annual SOX audits for China by ensuring regulatory compliance and effective internal controls in place.
• Conducted audits on 6 entities across Asia by analyzing high-risk areas and benchmarking best practices.
• Coordinated and executed quarterly tasks for 6 entities, such as SOD review, revenue cutoff, etc., achieving a 100% on-time completion rate in tight schedules.
• Executed sales commission for China and Taiwan and supervised Korea and ASEAN, achieving a YTD 2% variance between accrual and actual individually and reporting results in a customized template through Power BI.
• Led an automation project for process improvement with cross-functional teams through Power Automate.

Beaverton, OR

• Supported SOX project by conducting thorough reviews of internal controls and implementing recommendations, leading to a 100% completion rate.
• Ensured compliance with FCPA through annual internal audits, subject to entire entities in the corporation.
• Identified configuration issues on the Oracle R12 upgrade project by running a series of system tests.
• Performed monthly closing duties - revenue reconciliation and GL journal entries, enforcing a 100% on-time rate.

Portland, Oregon Area

• Managed a portfolio of over 80 active accounts by coordinating with cross-functional teams to ensure timely processing of invoices and returns.
• Managed accounts receivable processes, reducing outstanding invoices through diligent follow-up and effective collection strategies.

Portland, Oregon Area

• Prepared and reviewed approx. 10 financial statement workpapers, aligning with accounting standards.
• Planned and executed financial audits, ensuring compliance with regulatory standards.

Portland, Oregon Area

• Cultural Centers included the Multicultural Student Center, La Casa Latina Center, and Native American Student & Community Center.
• Managed accounts payable, including reviewing and paying invoices, processing personal reimbursements, and assisting in monthly closings.
• Performed filing and organized prior and current documents individually.
• Reconciled spending and kept track of the master budget.

Portland, Oregon Area

• Assisted with planning and coordinating program activities, such as field trips and local site visits.
• Led campus tours and downtown tours to groups of students during the program.
• Collaborated with program administrators, staff, teaching faculties, and other assistants.

Master Of Business Administration - Mba

Master'S Degree, Financial Analysis

Bachelor Of Science (Bs), Business Administration: Accounting