Siu Lung Wu, Ea, Afsp, Cetf®,Nssa®, Ctrs Email and Phone Number
As a DePaul University alumnus with a Bachelor's in Accountancy and Management, my role at Primera Accounting Services is to ensure precise financial documentation and proactive tax planning. I am dedicated to maintaining the highest standards of compliance and accuracy, reflecting my personal commitment to excellence in accounting.With proficiency in GAAP and a history of achieving distinction in bookkeeping certifications, my expertise lies in crafting detailed financial records and navigating complex tax scenarios. At Primera, we have successfully streamlined processes, resulting in enhanced efficiency and client satisfaction.
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AccountantPrimera Accounting Services Jan 2023 - Present -
AccountantTan & Associates, Inc. Jan 2022 - Oct 2022Baltimore, 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● Followed up clients’ tax or payroll-related letters and queries from the IRS, State Tax Departments, Department of Labor, workers’ compensation insurance agent, and bank loan officer -
Junior Loan OfficerInternational Bank Of Chicago Aug 2021 - Dec 2021•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.
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Enrolled AgentFirst Quality Financial Group Jan 2020 - Jul 2021
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Staff AccountantFirst Quality Financial Group Jun 2019 - Jun 2021• 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.
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Student Employee Of Moraine Valley Testing ServicesMoraine Valley Community College Aug 2017 - Dec 2017Palos Hills, Il, UsMy 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• Communicated with students, testing candidates• Controlled and monitored the test center to avoid cheating• Delivered mail to the correct campus destination • Distributed the results of Accuplacer test and CLEP test • Ensured all supplies that are needed for testing are in their correct location.• Ensured proctor stations are stocked with enough informational filters• Gave out general information regarding the testing hours, Accuplacer lab hours etc. -
International Student AmbassadorMoraine Valley Community College Jan 2015 - Dec 2017Palos Hills, Il, UsCultural exchanged with American students -
Student AideMoraine Valley Community College Oct 2015 - Jul 2016Palos Hills, Il, UsMy 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 students, testing candidates• Controlled and monitored the test center to avoid cheating• Delivered mail to the correct campus destination • Distributed the results of Compass test and CLEP test • Ensured all supplies that are needed for testing are in their correct location.• Ensured proctor stations are stocked with enough informational filters• Gave out general information regarding the testing hours, COMPASS lab hours etc. -
SecretaryMoraine Valley Community College Business Finance And Entrepreneur Club Aug 2017 - Dec 2017• 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.
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PresidentMoraine Valley Community College Asian Diversity Club Aug 2017 - Dec 2017• 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 • Promoted the club to the public.• Recruited new club members.
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PresidentMoraine Valley Community College Business Finance And Entrepreneur Club Aug 2015 - Apr 2016• 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.• Organized bi-weekly meetings with club officers.• Promoted the club to the public.• Recruited new club members.
Siu Lung Wu, Ea, Afsp, Cetf®,Nssa®, Ctrs Education Details
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Depaul UniversityManagement -
Moraine Valley Community CollegeGeneral -
Moraine Valley Community CollegeGeneral -
Lakeview High SchoolGeneral Studies -
Dinghai No.1 Middle SchoolGeneral Studies
Frequently Asked Questions about Siu Lung Wu, Ea, Afsp, Cetf®,Nssa®, Ctrs
What company does Siu Lung Wu, Ea, Afsp, Cetf®,Nssa®, Ctrs work for?
Siu Lung Wu, Ea, Afsp, Cetf®,Nssa®, Ctrs works for Primera Accounting Services
What is Siu Lung Wu, Ea, Afsp, Cetf®,Nssa®, Ctrs's role at the current company?
Siu Lung Wu, Ea, Afsp, Cetf®,Nssa®, Ctrs's current role is Expert in Accounting, Taxation & Social Security Planning.
What schools did Siu Lung Wu, Ea, Afsp, Cetf®,Nssa®, Ctrs attend?
Siu Lung Wu, Ea, Afsp, Cetf®,Nssa®, Ctrs attended Depaul University, Moraine Valley Community College, Moraine Valley Community College, Lakeview High School, Dinghai No.1 Middle School.
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