Spencer Li Email & Phone Number

New York, New York, United States

New York, New York

• Presented financial trends and monthly revenue analysis to senior directors for seven practices.• Led revenue and clinical productivity budgets and forecasts for hospital practices.• Reconciled monthly payroll invoice against the general ledger and communicated variances to managers.• Reviewed and approved monthly journal entries and reconciliations from analysts relating to month-end close.

Cambridge, Massachusetts

• Completed monthly bank reconciliations and reviewed general ledgers for over 40 franchisees• Created and provided financial statement compilations, trend reports, and profit and lossstatements for all clients on a monthly basis• Prepared adjusting journal entries and maintained work papers for all general ledger accountsrelating to the client, including payables, receivables, and affiliate accounts• Evaluated personal and corporate tax returns for compliance and processing

Auburndale, Massachusetts

• Performed regular internal audits to ensure data integrity and create documentation of all plan processes and procedures• Validated enrollment against employee payroll withholdings of deductions, and accruals of company paid benefits for more than 3,000 employees• Managed the intake, reconciliation, and payment of monthly benefit vendor invoices

Hingham, Ma

• Compiled purchase orders, invoices, and shipping reports to audit past payments• Investigated reports to identify and restore any discrepancies regarding imports and compliance• Expedited the traditional process of data organization by more than 100% through the use of excel and SQL

Orange County, California Area

• Evaluated and analyzed year tax return cases for compliance and processing• Organized and maintained client tax information and paperwork

Woburn, Ma

• Reviewed and processed all incoming returns and outgoing shipments• Data entry and analysis of customer invoices and history• Reorganized warehouse inventory and managed placement of retail goods

Boston, Ma

• Worked with other executive board members to plan and lead practices• Organized a showcase event to raise funds for Sanfilippo Syndrome, attracting more than 200 audience members and 150 performers• Worked with sponsors such as Microsoft and Karmaloop for promotion and fundraising• Organized and taught classes to 50+ students

• Instructed students from the ages of 6- 16 Tae Kwon Do in classes up to twenty students.• Coached youth to become more physically fit and encouraged them to become more respectful and well-mannered.• Communicated with parents daily after each class; taught 3-4 classes each day and consulted with parents on their child's performance.

Belmont, Ma

• Supported class instruction and supervised behavior to a class of 20 students• Organized paperwork and assisted in student assessment

Reading, Massachusetts

• Worked with students in math and reading and graded practice drills and homework. • Greeted parents and children at the front desk.