Rosie (Ruoxi) Xu, Cpa Email & Phone Number

California, United States

Foster City, California, US

Foster City, California, US

Foster City, California, US

San Carlos, California, US

• Lead annual audit preparation and collaborate with external auditors to ensure successful audit results
• Manage the monthly financial close process, including ensuring all costs incurred are properly recorded, reviewing journal entries, account balance reconciliations and report preparation
• Oversee all day-to-day accounting functions, including A/P, A/R, G/L reconciliations and fixed assets
• Review revenue transactions and related contracts to ensure that transactions are appropriately accounted for under ASC 606. Review contract clauses against the accounting guidance to determine the deliverable within.
• Manage all aspects of fixed asset accounting including additions, disposals/ retirements, capital leases, construction in progress and capitalized software
• Consolidate US and Canada financial statements

San Carlos, California, US

• Responsible for month-end procedures, including preparing journal entries, balance sheet reconciliations
• Review and analyze contracts and document significant accounting conclusions to ensure that revenue is recognized in compliance with Company’s revenue recognition policy
• Manage and oversee all accounts payable activities, including Purchase Order Processing
• Manage 45 lease schedules, process monthly lease payments and billing for all properties that are either leased directly to the company or subleased to franchisees or other organizations
• Understand lease accounting under current GAAP with an ability to learn the new ASC 842 standard
• Responsible for recording the cost of newly-acquired fixed assets, tracking existing fixed assets, recording depreciation, and accounting for the disposition of fixed assets

East Brunswick, New Jersey, US

• Lead person for audit resolutions across five states totaling in excess of $1 billion in funding
• Single Point of Contact for all audit related issues across states
• Created solutions to resolve audit findings
• Established and implemented internal financial policies and procedures
• Reviewed financial documents such as invoices, general ledger and payroll
• Maintained and updated established systems and matrix

• Achieves accounting operational objectives by contributing accounting information and recommendations to strategic plans and reviews; preparing and completing action plans; resolving problems; completing audits.
• Establish effective financial planning and measurement techniques and oversee the development and maintenance of budgets to ensure the attainment of financial goals
• Continually evaluate the Company’s capital structure and serve as the primary liaison with banks, other lenders, and any potential investors
• Meets accounting financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions
• Analysis of monthly general ledger account activity, journal entries, accruals, variances to forecast, and reconciliation of various accounts, fixed asset administration

Pittsburgh, PA, US

• Prepared tax returns and ensured full tax refund for low-to-moderate income families,resulting in increases of income and improvements of financial stabilities
• Interviewed clients about their financial situation and wants, explained tax preparationprocess and provided valuable advices to help clients fulfill needs
• Mastered TaxWise software in preparing and managing tax returns

Eugene, OR, US

• Analyzed financial reports from Oregon University Banner Financial System in order to ensure all expenditures were reasonable
• Built a database of contacts within Oregon IT companies in order to solicit support for development of language education programs in Oregon public schools
• Predicted payroll and budget justification by discussing and coming to an agreement with teammates, resulting in maximizing the usage of limited funds
• Evaluated progress in the project by monitoring fund expenditures and advised project manager for improvement options
• Arranged for travel to conferences in Washington State for second language learners, made budgets and contributed to the online registration system
• Researched and shared daily articles about language learning with other language institutes through Tweet deck, which contributed to global language development studies

GB

• Evaluated the authenticity of contracts between clients and other organizations by matching contract value with amounts recorded on the balance sheet
• Solved intricate business problems by collaborating with other team members
• Gained insight into client services by working directly with PwC partners and staff members on challenging and relevant projects

Master Of Science (Ms), Accounting

Master Of Business Administration - Mba, Mba

Bachelor Of Arts, Accounting Major, Japanese Minor