Elly Chang Email and Phone Number

● System admin of ERP Sage Intacct, Corapy (Accrualify), Expensfiy, Vena. Implemented System integration● Oversee daily accounting operations to ensure compliance with policies and procedures.● Oversee cash forecasts reporting cash expenditures and upcoming cash requirements in coordination with CFO and other departments● Ensure accounts payable and lease payments are paid in a timely manner and all reasonable discounts are taken● Review transactions are coded accurately in the general ledger (e.g. by assets, liabilities and expenses)● Review and approve Journal Entries● Review monthly reconciliations of bank accounts and other Balance Sheet accounts● Assist with other month-end and year-end closure procedures.● Assist with creation and implementation of policies and procedures● Plan and implement special projects as needed● Help provide and prepare information for reports in a timely manner● Assist in preparation for the annual audit and tax returns

● Planning, directing and coordinating all accounting operational functions● Monthly, quarterly and annual reconciliations of payroll, 401k, and subsidiary ledgers● Coordinating and directing the preparation of the budget and financial forecasts and report variances● Providing management with information vital to the decision-making process● Assist with preparation of tax return, R&D credits and Overhead Audit● Development and maintenance of Fixed Asset inventory and depreciation schedules● Ensuring compliance with applicable laws and regulations● Preparing and publishing timely monthly financial statements● Processes inter-company transactions including company in Canada

● Collaborated on internal audits and researched root cause of errors, correcting 100% in less than 30 days.● Provided and prepared income tax returns for clients● Understood how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions● Organized, analyzed and presented reports and recommendations to clients● Maintained and updated CRM through SalesForce system● Managed detailed analyses and explanations of all transactions● Handled documentation for external auditors● Offered financial consulting services to clients, including weath management, estate planning, and tax planning

● Worked as Executive assistant to CEO, Mr. Lee● Reviewed and analysized financial reports of potential IPO companies conforming to FASB and SEC guidelines● Deep understanding of business transactions and how they translate through the accounting system and financial statements● Participated in IPO meeting in Taiwan Stock Exchange● Read and understood technical forms and financial reports and financial information of listed companies

●Created/continuously updated previously nonexistent Quality Review Guides for GL team, ensuring 100% compliance, including in three audits/year. ● Worked as external auditors to Securities firms for annual audits● Researched and set up the Risk Management Rating System of Securities Firms in Taiwan● Compiled and analyzed financial reports and other reports● Oversaw all accounting activities to ensure compliance with regulatory and statutory requirement● Consolidated monthly reports, projections, and strategic advice to management● Trained over 300 securities firms’ employees for the preparation and calculation of Capital Adequacy ratio system and Analyzed the adoption of BASEL III of Capital Adequacy of Securities firms● Analyzed the adoption of BASEL III of Capital Adequacy of Securities Firms in Taiwan● Researched and revised the Risk Factors Monitoring System of Securities Firms in Taiwan● Integral to the accounting close process including all reconciliations, journals, and analysis

● Researched and gathered information of financial statements of listed companies● Analyzed statistic data through Stata, SPSS, Excel VBA● Worked as the research assistant of Professor J.D. Hwang.

● Sold Disaster Recovery service to banking customer in GTS(Global Technology Service) department● Provided continuous replication of critical applications, infrastructure, data and systems for rapid recovery after an IT outage● Understood the client's business requirements, technical requirements and/or competitive landscape.● Applied business insights, built and maintained client relationships, incorporate hardware, software and services into client-valued solutions and ensure client readiness for the implementation of technical solutions.

Worked in MDS (Marketing and Distribution Support) department