Yongyi (Stephy) Chen, Cpa Email & Phone Number

Culver City, California, United States

-Responsible for reconciling bank statement, preparing journal entries and general ledger for monthly close-Review and approve expense report on basis of rationality and facticity and handle urgent payment requests-Ensure compliance for expense and payment supporting documentation and accurate accounting for reporting-Perform industry research, optimize accounting system design and internal control procedures and update SOP

-Plan and conduct audits to assure financial statements are fairly presented in alignment with GAAP-Identify and assess risks of material misstatement of financial reports, test appropriateness of journal entries, review accounting estimates for bias, and analyze significant unusual transactions-Perform walkthrough to identify management control weakness and provide value added recommendations-Effectively communicate and collaborate with client management, audit teams and various third parties to obtain key information and ensure that engagement proceeds as planned-Document audits by including information about their processes, findings, and recommendations

Irvine, California, United States

-Prepare monthly, quarterly, and year-end closing cycles on a strict timeline for 3 solar energy partnership entities-Ensure accurate completion of monthly financial statements including cash flow, balance sheet and income statement -Verify data of accounting entries by reconciling accounts payable reports and related transactions-Classify business expenses by researching and cross-referencing with section 274 limits and disallowances-Assist tax accountant in researching on the regulations regarding sales tax issues in different states-Monitor collection of AR, issue statement of accounts, and communicate with customers regarding unsettled balances-Work with internal auditors on documentation and testing to complete year-end audit-Monitor cash flows of 10+ bank accounts and perform reconciliations with over 1,500 transactions monthly -Record disbursements, expenses, accounts payable and enter data in accounting financial database-Communicate with vendors to track and resolve invoice and billing errors by verifying payment history-Review and verify accuracy of invoices, Schedule of Value, purchase orders and delivery reports

Master'S Degree, Accounting

Master of Professional Accountancy (MPAc)

Bachelor'S Degree, Accounting