Sophy Xinyu Chen Email and Phone Number
Sophy Xinyu Chen work email
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Sophy Xinyu Chen personal email
With over four years of experience in finance operations, accounting, and billing, I am a senior project manager at Palomar Specialty Insurance Company, a leading provider of catastrophe insurance. My mission is to help the company achieve its financial goals and optimize its processes and systems.In my current role, I work directly with multiple project managers to monitor and report on the financial progress and variances of each project, ensuring they stay on track and comply with internal and external standards. I also implement and improve accounting department processes and systems, creating comprehensive SOPs, automating workflows, and preparing journal entries and bank reconciliations. Additionally, I review broker commission reports, ensure SOX compliance, and fulfill audit requirements. I am proficient in Microsoft Office, research, and project management, and I have earned multiple certifications in programming, customer analytics, and Google Analytics.
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Finance Operations Project ManagerPalomar Specialty Insurance CompanySan Diego, Ca, Us -
Sr. Finance Operations Project ManagerPalomar Specialty Insurance Company Feb 2023 - PresentLa Jolla, Ca, UsWork directly with multiple Project Managers to help them understand the financial progress (variances) of each project and ensure they stay on track.Implement and enhance accounting department processes and systems.Coordinate training plans and create comprehensive SOPs for the accounting department to ensure each team member is up to date on the latest practices.Work with BAs and Devs to automate processes and improve the accounting systems.Prepare journal entries and bank reconciliations and review general ledger accounts and supportingschedules for month-end close.Review broker commission reports and prepare monthly and quarterly override reports.Ensure internal SOX compliance and fulfill mid-year and year-end external audit requests.
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Finance Operations Project ManagerPalomar Specialty Insurance Company Mar 2022 - Feb 2023La Jolla, Ca, Us
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Lead Staff AccountantPalomar Specialty Insurance Company Oct 2021 - Mar 2022La Jolla, Ca, Us
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Staff AccountantPalomar Specialty Insurance Company Oct 2020 - Oct 2021La Jolla, Ca, Us
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Jr. Staff AccountantPalomar Specialty Insurance Company Dec 2019 - Oct 2020La Jolla, Ca, UsPrepared journal entries and bank reconciliations and reviewed general ledger accounts and supportingschedules for month-end close.Reviewed broker commission reports and prepared monthly and quarterly override reports.Ensured internal SOX compliance and fulfill mid-year and year-end external audit requests.
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Business Development AssociateTaiyuan Jukai Mining Machinery Group Co., Ltd. Jan 2024 - PresentIdentifying and pursuing new business opportunitiesOversees progress of the company’s strategic initiativesBuilds and maintains client databases
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Billing AnalystMccarthy & Holthus Llp Nov 2018 - Mar 2020UsAudited billing materials including client fee contracts, rates, and policies for accuracyCalculated and processed write-offs/adjustments as needed, maintained client billing files, and monitored all unbilled and accounts receivable accountsWorked with attorneys when legal intervention is necessary to obtain payment of billsSubmitted excess fee (OTA) requests to clients/investors -
Personal Loan SpecialistOnemain Nov 2016 - Jun 2018Baltimore , Md, UsConducted credit underwriting and risk analysis for loan applicantsEstablished and built customer relationships through consumer lending and servicing Negotiated payment arrangements and settlement agreements Prepared charge-off documentation to submit loans for charge-off to management Contacted prospective clients to develop and maintain referral sources -
Accounting And Finance AssociateTaiyuan Jukai Mining Machinery Group Co., Ltd. Jun 2015 - Mar 2018Managed weekly register transactionsPrepared, maintained and reconciled the general ledger, balance sheets Analyzed financial information (e.g., financial statements, financial ratios)
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Computer Lab AssistantManagement Technology Center, A.B. Freeman School Of Business May 2016 - Dec 2016New Orleans, UsInstructed students in computer lab technology and software applicationsMaintained computer lab and enhancing equipment and programs(e.g., instructional materials, appropriate software, sets up materials for daily activities) Troubleshooted malfunctions of hardware and software applications -
Marketing And Office InternLime Luxury Housing Sep 2016 - Nov 2016Barksdale Afb, Louisiana, UsPromoted in Marketing Lime Event Sponsorship Provided support to social media efforts to target new audiences Researched and analyzed competitor marketing and sales materialPrepared and conducted research on the 2017 NBA All Star market campaignCreated signage, newsletters, email campaigns, and online promotions -
Accounting And Finance InternHomer A. Plessy Community School Jun 2016 - Aug 2016Assisted administrative team in organizing and filing registration documentsOrganized inventory and prepared teaching supplies Updated Homer Plessy’s websiteCatalogued school library for Pre-K to 5th grade
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Teaching AssistantTaiyuan Lingxian Foreign Language School Jun 2013 - Jul 2013Tutored elementary and middle school students in EnglishTranslated English from a Canadian teacher to students during classPrepared syllabus and materials for teachers
Sophy Xinyu Chen Skills
Sophy Xinyu Chen Education Details
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Tulane University - A.B. Freeman School Of BusinessAccounting And Finance And Marketing -
Santa Barbara City CollegeEconomics
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Taiyuan No. 5 Middle SchoolHigh School
Frequently Asked Questions about Sophy Xinyu Chen
What company does Sophy Xinyu Chen work for?
Sophy Xinyu Chen works for Palomar Specialty Insurance Company
What is Sophy Xinyu Chen's role at the current company?
Sophy Xinyu Chen's current role is Finance Operations Project Manager.
What is Sophy Xinyu Chen's email address?
Sophy Xinyu Chen's email address is sc****@****hus.com
What schools did Sophy Xinyu Chen attend?
Sophy Xinyu Chen attended Tulane University - A.b. Freeman School Of Business, Santa Barbara City College, Taiyuan No. 5 Middle School.
What skills is Sophy Xinyu Chen known for?
Sophy Xinyu Chen has skills like Microsoft Office, Public Speaking, Research, Management, Project Management, Customer Service, Team Building, Social Media, Financial Accounting, Financial Analysis, Leadership, Accounting.
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