• Set up employee benefit such as 401K, group health insurance, group short term and long-term disability insurance.• Assist with controller in payroll; monitor time sheet and paid leaves; manage travel and expense reports for team member.• Trained two administrative assistants and one accounting specialist during company expansion.• Arrange staff conferences to provide management with information and proposals about product offerings and clients' feedback of company services. •… Show more • Set up employee benefit such as 401K, group health insurance, group short term and long-term disability insurance.• Assist with controller in payroll; monitor time sheet and paid leaves; manage travel and expense reports for team member.• Trained two administrative assistants and one accounting specialist during company expansion.• Arrange staff conferences to provide management with information and proposals about product offerings and clients' feedback of company services. • Assist with company’s president and works to evolve overall strategy for the Financial Education Program including competitive analysis, setting benchmarks, scalability, illustrating data and translating complex findings into digital and visual formats. • Work with major team leaders who have hundreds of trainees under them for routine performance report and analysis. Search for and prepare training materials, coordinate with other instructors to plan all training programs weekly, quarterly and annually. • Elicit findings from the history and trends of the U.S. financial services industry. Obtain a deep understanding of financial education, particularly with respect to the latest research, such as tracking and updating data on the U.S. funds and insurance market. Show less

CFAA is an affiliated organization with FTI. • Director the planning and execution of corporate events such as annual convention, reward trips and local trainings. Manage event budget for up to $150000 in event planning and up to $300000 in hotel anticipated revenue. • Negotiate terms and review service agreements with vendor partners. Maintain good relationship with their representatives for possible future cooperation. • Oversee entire event with AV team, Security team… Show more CFAA is an affiliated organization with FTI. • Director the planning and execution of corporate events such as annual convention, reward trips and local trainings. Manage event budget for up to $150000 in event planning and up to $300000 in hotel anticipated revenue. • Negotiate terms and review service agreements with vendor partners. Maintain good relationship with their representatives for possible future cooperation. • Oversee entire event with AV team, Security team, Registration team, Award and Recognition team.• Coordinate fundraising for a partner non-profit organization that dedicated in helping disability orphans. We are now able to raise fund for up to $40000 annually.• Examples of successful past event are as below:o Las Vegas Convention in 2015, 2016 and 2017, 1000+ attendees at Caesars Palace, Flamingo and Tropicana. o New Year Kick Off meeting in 2016 and 2017, 1200+ attendees at Gaylord National Harbor in Maryland.o 2015 December Puerto Rico Retreat, 1000+ attendees at Wyndham Grand Rio Mar Beach Resort.o 2016 December Cancun Retreat, 800+ attendees at Barcelo Maya Beach Resort.o Local license training in 2015 and 2016, 300+ attendeeso Leadership council retreat in 2016 and 2017, 100 attendees at UT and GA Show less

I have been working at JW & Sons Inc., a construction contractor, for more than one year. I have done accounting jobs related to Payroll, Accounts Receivable, and Accounts Payable as my current major duty. • Daily invoices entry, verify prices, diligently resolve price issues, and investigate excess charges; I process more than 800 invoices every month.• Shared the responsibility of coding invoices, obtaining proper authorization and input data.• Weekly time entry for payroll… Show more I have been working at JW & Sons Inc., a construction contractor, for more than one year. I have done accounting jobs related to Payroll, Accounts Receivable, and Accounts Payable as my current major duty. • Daily invoices entry, verify prices, diligently resolve price issues, and investigate excess charges; I process more than 800 invoices every month.• Shared the responsibility of coding invoices, obtaining proper authorization and input data.• Weekly time entry for payroll purpose and fill out certified payroll forms.• Weekly subcontracts work entry and assist in check request of petty cash, garnishments and subcontracts pay.• Monthly reports on account reconciliation of open item and sub ledgers.• Monthly reports on inventory and A/P and assist in making the monthly payments.• Input new vendor and subcontractor information. Take care of employee purchases through payroll deductions. Maintain organized filing system for easy access when needed.• Assist subcontractors with filling out paperwork. Maintain a record of subcontractor insurance certificates along with sending out reminder letters prior to expiration.• Corresponded with vendors when necessary and have created a reputable relationship with their accounts receivable department.• Prepared accurate sales report, conducted research, and performed initial data analysis to gain a good perspective on accounting methodologies.• Assisted with administrative tasks and was given increased responsibilities and recognition for a job well done. Show less

• Worked 20 hours per week while maintaining full time student status.• Provide administrative and special project support for the Assistant Dean for Academic Affairs and Student Services.• Scheduled and adjusted course schedules, assisted with grade replacements, and summarized course evaluation.

• Wrote accreditation reports under the supervision of Director of Risk Management.• Coordinated the data transformation to a new credit rating system.

• Researched the employment outlook of the finance, insurance and real estate industries in Shanghai for senior consultant. • Contacted candidates and make interview appointment.

• Practiced writing actuarial reports.• Learned the process of analyzing data, predicting future values and controlling commissions.• Used MoSes as a tool to model insurance products; Use Excel to calculate reserves, cash flows and profits of insurance products.• Rotated through Asset Evaluation, Reserve Calculation and Data Configuration sections.

• Worked an average of 15 hours per week while maintaining full time student status.• Reviewed student applications; Processed student information and entered it into PeopleSoft.• Interviewed, and advised prospective students regarding the university’s admission policies and academic programs.• Represented as a school official during private visits to high schools in Yiwu, China and universities in Shanghai, China.