Play significant role in overseeing and guiding all accounting, finance, and general administrative tasks, including HR, 401k, personnel, office, business, and insurance matters. Lead month-end closing process such as managing AP, AR, Payroll, GL, FS, budgeting, and forecasting. Produce monthly financial reports and conduct analysis for management and Board of Directors. Supervise Purchasing and Material Planning departments while liaising with ADP for payroll and benefits administration. Administer equity and stock options, maintain business systems, and oversee fixed assets.• Streamlined financial operations by executing monthly reconciliations, monitoring daily cash flow, and creating cash budgets.• Ensured accurate records while supervising inventory, including physical counts, reconciliations, and adjustments.• Successfully implemented cost accounting methods and confirmed proper revenue recognition.• Promoted long-term growth, cost-effectiveness, and compliance by developing and evaluating policies and procedures aligned with BPTI's financial goals.• Supported tax accountants in preparation of corporate tax returns while collaborating with external CPA firms for audits.

DentaQuest LLC (DQ), Dental Insurance industrySenior Accountant - Accounting Department 2016 – 2022Oversaw day-to-day operations of accounting department, including financial reporting, budgeting, and general ledger activities.• Prepared quarterly and annual Combined Financial Statements for bank and delivered financial analysis and recommendationsFully in charge Group & Individuals plans and MA State & Health plans 2017 – 2022 Directed monthly general ledger close process for three entities within MA region: Dental Service of Massachusetts (DSM), DSM Insurance Services, Inc (DSMIS), and DSM Massachusetts Insurance Company, Inc (DSM Mass). Prepared journal entries for monthly activities, covering revenue, claims, accruals, and various reserves. Conducted detailed analysis of revenue, membership, and reserves for Health Insurance Exchange (HIX), making necessary adjusting JE. Organized revenue trend analysis, gross margin analysis, and analysis of revenue collections and claims. Managed Group Deposit (GD) account, overseeing over 300 ASO group deposits and coordinating with Sales, UW, AR, and AP teams.• Recorded membership data • Built partnerships with UW team to ensure accurate recording of (IBNR) reserves and group experience refunds.• Maintained reconciliations and schedules for all BS accounts, including complex cash accounts.• Intercompany reconciliations and wire transfers.• Enhanced accounting procedures and internal controls.• Support external auditors and internal auditors.SG&A for State & Health Plans (S&HP) 2016 – 2017Managed general ledger and oversaw monthly close process for SG&A for S&HP in DQ, while preparing monthly journal entries. Implemented enhancements to accounting procedures and internal controls focused on rent expense, deferred rent, legal expenses and accrual, postage expense, bank and intercompany debt with related interest expense, intangible assets, employee medical, payroll and payroll taxes, and income taxes.

This is a Medical Equipment CompanyMaintained and prepared monthly schedules and balance sheet reconciliations for various accounts such as cash, fixed assets, prepaid expenses, inventory, work-in-progress, standard cost, accrued expenses, capital lease, accounts receivable allowance, deferred rent, revenue, payroll, AMEX credit card, and intercompany reconciliation.• Calculated commissions for sales representatives and direct sales representatives.• Supervised both AP & AR functions, serving as backup for processing check-runs, cutting checks, billing, and collections.• Headed company's annual audit process and provided support to auditors from Department of Revenue, consultants, and other audit personnel.

This is a long-term care company, a publicly Traded CompanyExecuted critical financial tasks, including expense accruals, amortization of Prepaid items, and journal entry management within PeopleSoft, maintaining records in alignment with GAAP and company policies. Managed year-end, quarterly, and monthly financial close processes within Corporate GL department. Conducted comprehensive analysis of monthly Balance Sheets and Income Statements for communities, identifying significant variances and providing insights through historical data comparisons. Offered comprehensive support to regional executives, administrators, business office managers, and accounting managers, swiftly addressing and resolving pertinent issues.• Provided oversight of capital expenses, repair and maintenance, and other expenditures while ensuring compliance with GAAP, rectifying errors and implementing corrective actions as necessary.• Oversaw company fixed assets reporting for accuracy and compliance by liaising cross-functionally with 16 entities, FP&A, and Business Operation Departments.• Facilitated seamless operations by engaging with AP, AR, Payroll, and HR departments, confirming timely preparation and reconciliation of PTO, AP, and bonus accruals.• Organized GAAP general ledger and financial work papers, managing average of 300 work papers per month.• Played vital role in annual Sarbanes-Oxley 404 process narrative maintenance, walkthroughs, testing, and preparation of audit packages for various audits, including those by Ernst & Young and state authorities.

I have worked for three CPA firms, with a total of 7 years in public accounting. One of the three firms is O'Brien, Riley & Ryan, I worked for over 5 years and obtained my CPA license during my time there.o Audited, reviewed and compiled financial statements for various clients in different industries, such as manufacturing, health care, consulting, construction, high-tech, etc.o Played a key auditor of a few of big auditing projects, prepared engagement letter, planed field work, developed audit strategy and audit plan, risk assessment, get audit evidence and documentations, prepared audit report. o Exposured to financial accounting and reporting of a wide spectrum of industries such as manufacturing, construction, retail, real estate and local government, etc.o Reviewed and compiled financial statements of corporation, partnership.o Performed variety of the complicated tasks and analysis as clients required, such as consolidated financial statement, multi-currency consolidation, multi-states tax returns. o Played a leader auditor for employee benefit auditing plans, 401K auditing, supervised and trained new staff. o Prepared tax returns for corporation, partnership, fiduciary & individual every tax season