Karyee Chan, Cpa Email & Phone Number

New York, United States

Chicago, Illinois, Us

Princeton, Nj, Us

- Coordinated and executed all aspects of the LIHTC audits from planning, fieldwork to financial reporting- Managed open items list and client calls to ensure efficient information flow and swift support delivery- Conducted research to problem-solve and build client recommendations or conclusions with manager- Answered staff questions, reviewed staff work, addressed audit progress and challenges with manager- Performed preliminary and final analytics to identify risky areas by locating the large balance changes- Dedicated most time to LIHTC, also worked on real estate, NFP, technology and life science audit clients

New York, Ny, Us

- Assisted special event planning including the 50th Anniversary of the Baruch College Fund - Managed Raiser’s Edge database management, including data entry and updating donor records- Organized and sent out publications, mid-year and annual reports to facilitate marketing and communication efforts

-Ran payroll reports and processed payroll, which included form 941 and NYS-1-Performed bookkeeping functions in QuickBooks (ex. reconciliations)-Managed the email inbox, phone calls and provided direct correspondence with client companies

New York, Ny, Us

-Examined bank, and financial, statements before alerting managers to errors-Worked to increase ease of access to financial document file room -Trained newest employees on where to file financial documents and how to utilize office systems

-Managed the aggregation of personal data for hundreds of constituents-Created a system for office supplies that improved ease of access-Analyzed constituent letters to improve office efficiency by focusing team on high priority needs

Master Of Science - Ms, Accounting

Bachelor Of Science - Bs, Accounting