Weichen Mo Email & Phone Number

New York, New York, United States

Analyze financial records and disclosure statements for desk and field financial, compliance and investigative audits of political campaigns. Overtime will be required to complete work as needed.Perform audits in accordance with Generally Accepted Government Auditing Standards (GAGAS) and following internally developed specialized programs.Manage assigned audit caseload in team structure in adherence with internal and external deadlines, coordinating with other CFB units as necessary.Provide assistance in planning activities of the audit team during the post-election period and coordinating the team’s activities with other CFB units.Prepare written reports and correspondence that are clear, concise, accurate and timely.Communicate with campaigns in a professional manner and assist in providing guidance to campaigns on various audit and compliance issues.Represent the Auditing and Accounting Unit as required on special projects.

New York City Metropolitan Area

•Responsible for clients’ full cycle accounts payable, which include reviewing and posting invoices, 1099 vendor maintenance, processing employees’ reimbursement expense report and processing ACH, Wire Transfer and Check payments.•Collecting and reviewing clients’ daily income reports and posting cash receipts journal entries.•Preparing weekly and monthly bank reconciliation, and ensuring proper, accurate, and timely recording of transactions. •Entering, tracking, and processing all aspects of the biweekly payroll process and maintaining all deductions needed for payroll, preparing clients’ payroll import report, posting payroll and accrued payroll journal entries, and updating employees’ salary allocation worksheet. •Reviewing clients’ credit card purchasing documents, which include employees’ credit card logs and receipts, and processing monthly credit card tracking sheet. •Preparing clients’ weekly report, including estimate outstanding payments statement, weekly deposit and cumulative unrestricted income statements, outstanding checks worksheet, and cash-flow project.•Coordinating and assisting auditor with annual audit project.

•Full cycle accounts payable including vendor payments, fellowships, and expense reimbursements• Ensure proper, accurate, and timely recording of transactions• Set-up 1099 or 1042S tax status for vendors in the accounting software system• Monitor and correct ACH and wire payment issues with the bank• Annual processing of tax forms to domestic and foreign recipients and the IRS• Reconcile and follow up on outstanding staff travel advances• Month and year-end closing process including journal entries• Assist with various audit functions; including the 990 tax return • Ensure proper, accurate, and timely processing of payroll in coordination with payroll service• Enter, track, and process all aspects of the biweekly payroll process and maintain all deductions needed for payroll through Namely

Greater New York City Area

• Process a high volume of invoices and check requisition forms through A/P for ATS or ATS Foundation, which includes ensuring proper coding, approvals, and entering data entry of invoices in Microsoft Dynamics GP.• Review and process ATS employees and ATS memberships reimbursement expense reports and ensuring the expense transactions are in line with corporate policies and procedures.• Generate payments via physical checks, ACH transfer, and wire transfer. • Maintain filing systems for all paid invoices and wires.• Responsible for vendor maintenance, which includes adding or editing of vendor information in the address book in Microsoft Dynamics GP. • Reconciling processed work by verifying entries and comparing system reports to balances.

Greater New York City Area

• Maintained historical financial records by filling physical and electronic documents every day in order to help Bookkeeper, Accountant and the President of Financial & Administration Department to reach them easily• Processed and mailed checks to vendors, received checks from donators, and deposited checks• Reviewed and prepared employee’s expense report• Vendor maintenance including new vendor set-up, completion of vendor credit forms and vendor payment set-up• Communicated with vendors to resolve any inquiries or discrepancy

Greater New York City Area

• Achieved certification by passing the IRS Basic and Advanced Tax Law Exam• Provided both Federal and NYS individual tax return service for 20 low-income individuals and families by using TaxSlayer• Interviewed with 20 clients and reviewed their tax information surveys to identify potential tax credits (Earned Income Credits, Child Tax Credits, or American Opportunity Tax Credits)

M.S. Degree Program In Accounting (Cpa Qualifying), Accounting

Activities and Societies: Accounting Society

Bachelor Of Science - Bs, Public Accounting

Activities and Societies: Accounting Society