Siu Lung Wu, Ea, Afsp, Cetf®,Nssa®, Ctrs Email & Phone Number

Baltimore, MD, US

• Prepared month-end & year-end closing for corporations including bank reconciliations, journal entry preparation, tax return worksheet analysis, etc.
• Performed the issuance of 1099/1096/W-2 forms at the year-end
• Prepared and reviewed monthly sales tax worksheets, and file sales tax returns to the states
• Provided assistance to Manager in the preparation of 1040,1065, 1120s, 1120 and 1041 Tax Return
• Reviewed and verified vendor invoices for clients, process payments, and ensure that account transactions are recorded and maintained in Excel and Accounting CS
• Developed payroll excel worksheets for large clients in the hospitality industry to process payrolls

• Review commercial loan applications and conduct in-depth analysis of applicant’s financial statements, tax returns, credit reports, leases/rent rolls, budgets, projections, bank statements and other necessary documents.
• Identify risks related to customer’s operation, collateral, market, etc., recommend appropriate credit risk grades and mitigations to the risks and weakness.
• Underwrite commercial deals including but not limited to retail buildings, construction/renovation, gas station, hotels, multi-family, prepared written credit request presentations for approval.
• Prepare renewals, modifications, and annual reviews to existing commercial loan relationships, assist Loan Officers and Chief Credit Officer in monitoring ongoing financial covenant and credit risks.

• Prepare bank reconciliation monthly for all accounts. This includes follow up on reconciling items as needed to ensure reconciliations are clean.
• Prepare and enter journal entries monthly to facilitate financial statement generation.
• Prepare and analysis of the monthly financial statement package and other monthly reports generated from the finance team for distribution to the intended recipients.

Palos Hills, IL, US

• My duties included some clerical work and proctoring the Accuplacer exam and also advising students the examination time.
• Answered questions that test candidates may have
• Assisted students with Testing Center check-in process
• Assisted with making copies, shredding documents, making scratch paper
• Collaborated with a team of 3-5 proctors at work
• Collected exam papers to ensure the exam papers can deliver to the instructor safely

Palos Hills, IL, US

Cultural exchanged with American students

Palos Hills, IL, US

• My duties included some clerical work and proctoring the Compass exam and also advising students the examination time.
• Answered questions that test candidates may have
• Assisted students with Testing Center check-in process
• Assisted with making copies, shredding documents, making scratch paper
• Collaborated with a team of 3-5 proctors at work
• Collected exam papers to ensure the exam papers can deliver to the instructor safely

• Communicated with club advisors and club members.
• Created activities for club members to join and participate.
• Encouraged club members to participate in the club events.
• Organized bi-weekly club meetings with 20 club members.
• Organized bi-weekly meetings with club officers.
• Promoted the club to the public.

• Coordinated with other clubs to organize inter-club activities.
• Communicated with club advisors and club members.
• Created activities for club members to join and participate.
• Encouraged club members to participate in the club events.
• Facilitated the club meetings.
• Organized weekly club meetings

• Coordinated with other clubs to organize inter-club activities.
• Communicated with club advisors and club members.
• Created activities for club members to join and participate.
• Encouraged club members to participate in the club events.
• Facilitated the club meetings.
• Organized bi-weekly club meetings with 20 club members.

Bachelor'S Degree, Accountancy, Management

Business Skills Certificate, Business/Commerce, General

Associate’S Degree, Graduated With Cum Laude, Honor Program Participant, Business Administration And Management, General

General Studies

High School, General Studies