Junyu Li Email & Phone Number

Shanghai, China

中国 上海

New York, New York

Use GOSYSTEM software to prepare tax returns for individuals, partnerships and corporations and conduct the quarterly estimates for taxpayers. Use MARCUM self-developed software to prepare tax work papers for Hedge Funds and Management Companies including Balance Sheet, Journal Entries, Trial Balance Reconciliation, Schedule K, 100+ Partners’ Capital Accounts and Special Allocations for the top real estate client.Collaborate with the Tax Partner and Managers on engagements involving complex tax and use Checkpoint and other tools to conduct tax research on various federal, state, and international tax issues

New York, New York

New York, New York

Arrange panel discussions and corporate visits, raising funds and building a team of fiveWork with other clubs to co-host events teamwork in a collaborative manner Build and lead a high-performing team with five people

New York

Assited controller in monthly close, reviewed cash reconciliations and tied to the general ledger and bank statementImproved the efficiency of data process including payrolls, accounts payable, accounts receivable, unearned revenue, prepayments, and fixed assetsAssisted financial department manager to establish and refine internal control procedures regarding payroll, reimbursement process and revenue recognition

New York, New York

Reconcile company account payable data with 15 acitive vendors data and file paid invoices into accounting systemWork closely with a team of three to prepare and pay invoices for multiple domestic and international vendors on regular basisAssist in preparing monthly budget tracking spending on vendors

New York

Met directly with 5-7 clients per day and collected information for tax returnWorked with a team of 7 to ensure accuracy and completeness of tax returns

Jinan China

Created company and raised startup fund $8000 by making presentations to 45 angel investors from Beijing, Shanghai and NanjingDeveloped and supervised implement of overall business strategies and goalsPlaned, organized and controlled company’s resources (finance & human) to increase revenues by 65% in the first year and largely expand market shareRe-designed 7 travel routes that attracted more than 2000 tourists in a fiscal year and cooperated with 25 universities’ student union for sponsorship

Jinan China

Assisted financial manager in reviewing and maintaining annual financial reports, general ledgerWorked with a team of interns to formulate model for cost allocation, check payroll, reconcile financial records and prepare quarter financial statementsAssisted manager in evaluating internal control procedures Researched on power industry and performed financial statement analysis for reducing costs

Jinan China

Assisted audit manager in audit work plans and prepared risk assessmentsWorked with other team members to check clients’ accounting transactions, balance sheets, tax reports and other relating accounting records and data Inspected tangible assets and sent confirmations to verify existencePrepared and reviewed auditing working paper

Master’S Degree, Accounting, 4.0

Activities and Societies: Vice President of Fordham Chinese Business Club Vice President of Fordham Accounting and Tax SocietyVice.

Bachelor’S Degree, Accounting And Finance, 3.9

Activities and Societies: President, Student Union of School of Business Founder, Gezhi Study Association First Prize in Speech.