Ouyang (Andy) Lao Email & Phone Number

New York, NY, US

New York, NY, US

New York, NY, US

London, GB

• Managed and acted as an acting senior with coaching a team of 4 junior associates/interns in all aspects of planning, strategy, execution, and conclusion of the audit.
• Coordinated with international team simultaneously as field senior to ensure the financial statements are free from material misstatement and in accordance with U.S. GAAP for U.S. entities and IFRS for foreign entities.
• Performed quarterly review procedures and audited financial statements (e.g. Earnings Release, 10-Q, 10-K) in accordance with the standards of the Public Company Accounting Oversight Board (PCAOB).
• Performed analytical review and substantive testing on advisory revenues, expenses, cash, receivable / payables, fixed assets, equity, and coordinated with valuation specialists to test assumption of goodwill impairment.
• Obtained an understanding of 20+ processes of significant accounts and tested 100+ internal controls.
• Formed a strong understanding of SEC reporting requirements, internal control / entity-level control reporting experience, and other applicable rules and regulations, such as COSO, SOX 404, and FOCUS reports.

Columbus, Indiana, US

• Built a new NPV analysis model in Excel to facilitate the fund approval decision-making process.
• Researched and tested SharePoint functionalities to facilitate migration of departmental public resources from the Cummins Connect web page to a more integrated SharePoint platform.
• Recommended 3 quality enhancement suggestions by analyzing survey results from the Advanced Financial Analysis (AFA) training session led by the Executive Director of Capital Management.
• Improved internal decision-making process and working efficiency by completing 5 ad hoc analyses.

London, GB

• Identified and summarized main differences between the UK IGA and Romania IGA by drafting a comparing Foreign Account Tax Compliance Act (FATCA) questionnaire with 246 items.
• Organized and edited 182 Common Reporting Standard (CRS) items by comparing EU Directive Administrative Cooperation 2014/107/EU (DAC-2 implemented in the Romania Tax Procedure Code) and the OECD-CRS.

Bloomington, Indiana, US

• Taught 35 students to learn and to apply Microsoft Excel skills as a business analysis tool.

Europe, OO

• Facilitated Irish Stock Exchange to set up strategic business relationships with Shanghai Stock Exchange, result in the signing of a Business Memo in November 2014.
• Wrote a 67-pages report relates Shanghai Stock Exchange and Chinese capital markets for department; then organized and gave a presentation to departmental directors and colleagues.
• Organized, categorized and updated the Customer Relationship Management System (ISE-Xetra).

Shanghai City, China, CN

• Audited IPO Instruction for Shanghai Stock Exchange, and contributed to Chinese IPO reformation process, result in the publication of the new IPO Instructions in November 2013 by CSRC.
• Analyzed 3 pre-IPO companies’ prospectus to identify their operational risks and gave suggestions.
• Scheduled and managed 54 interns’ activates (visited 15 companies, took 30 classes and wrote 4 reports) during the internship period, which enhanced my leadership and EI skills.
• Interviewed one president of a pre-IPO company and gave suggestions about how to continue IPO.

London, GB

• Contributed internal decision making process by doing a research of Europe Union Financial Transaction Tax (EU-FTT).
• Improved working efficiency by writing a report of Chinese National Debt and Government Loan and translating several related documents between Chinese and English.

Master Of Business Administration (M.B.A.), Accounting And Finance

Bachelor Of Science (Bs), Accounting And Finance

Summer Oversea Study, International Finance