Sunny Lei Email & Phone Number

Boston, Massachusetts, US

Boston, MA, US

Boston, MA, US

Boston, MA, US

Palo Alto, California, US

- Implement business process improvements for Carbon Black’s Finance departments by optimizing existing procedures and developing new application systems - Execute business requirements into system designs for CallidusCloud Commissions to accommodate Carbon Black’s 26 unique sales compensation plans and 450+ employees- Implement the Fixed Asset Module.

Palo Alto, California, US

- Implemented Concur and Atlas Travel for Carbon Black, including migrating data, customizing systems to meet company policies, and conducting employee training- Developed custom NetSuite quarter-end/financial statements and weekly scheduled reporting to monitor the company’s financials- Performed month-end closing activities including balance sheet.

Cambridge, Massachusetts, US

- Conducted cost accounting month-end closing activity from journal entries and reconciliations related to paper, copyrights, prepaid production costs, WIP inventory, and shipping cost- Performed accounts payable duties such as processing invoices accurately through Oracle and JCM, ensuring accurate disbursements were made to vendors, and reconciling FX.

- Prepared general ledger operations including but not limited to accruals, adjusting entries, and recurring monthly entries using Intacct- Performed monthly closing activities including bank reconciliation, BvA analysis, balance sheet, and reporting- Conducted an internal audit of a M&A - Reconciled a multi-million account daily for sales tax services.

- Worked with CPA on the preparation of personal and small business tax returns- Generated monthly sales tax and payroll tax reports to government agencies for numerous companies- Reconciled bank accounts and maintained general ledger accounts using QuickBooks software

- Brought an international non-profit talent show to Michigan State University to promote empowerment through entertainment for Asian and Pacific Islanders- Created statements to compose a budget of $10,000+ for operation of the show- Handled sponsorship funds and ticket sales of $10,000+ and various other donations to organize the event

Providence, RI, US

- Assisted in producing the financial budgets of the firm for the upcoming year, working closely with the senior accountant- Prepared journal entries using the software Sage MIP to kept entries up to date and organized- Maintained payroll information from ADP by collecting and entering data timely and accurately for over 400+ employees- Updated and.

- Controlled the allocation of $25,000+ for 10 student affiliated organization to mandate the organization spending- Organized and handled funds for some of the largest cultural events on Michigan State’s Campus with over 200 performers and 1,000+ attendees- Drafted budgets and fund raised for over $9,000 for single events to promote Asian culture awareness

- Promoted Chinese culture awareness throughout the campus of Michigan State University with the use of social media and other advertising strategies- Allocated $3,000 for general body meetings and an annual Lunar New Year Banquet