Accounting student at San Diego State UniversityBmacc 4+1 Program
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Financial AnalystPrecision Insight Solutions Mar 2024 - PresentTamuning, Guam• Monitor the financial performance of the assigned project portfolio to discover potential financial risks by using Excel’s Vlookup, Pivot Table, Sum if, etc. • Perform variance analysis of monthly actuals vs latest forecast to generate accurate and timely project forecast and actual reporting.• Prepare margin waterfall analysis for key projects to identify the key points for improving overall profit.• Provide financial advisory services, specializing in financial forecasting… Show more • Monitor the financial performance of the assigned project portfolio to discover potential financial risks by using Excel’s Vlookup, Pivot Table, Sum if, etc. • Perform variance analysis of monthly actuals vs latest forecast to generate accurate and timely project forecast and actual reporting.• Prepare margin waterfall analysis for key projects to identify the key points for improving overall profit.• Provide financial advisory services, specializing in financial forecasting, valuation, and strategic opinions, with a focus on revenue, margin, and expense metrics. Show less -
Financial AnalystElicc Americas Corporation Mar 2021 - Feb 2024Poway, California, United StatesFinancial modeling• Conducted in-depth market research, collected and compared international market data to evaluate market risks and returns, which effectively reduced company costs by 5-20%.• Drafted research report based on findings to debrief the management team on valuation and forward outlook.• Connected the client with the project team to created comprehensive operating model, resulting in project completion on time.Cost/performance Analysis• Monitored and… Show more Financial modeling• Conducted in-depth market research, collected and compared international market data to evaluate market risks and returns, which effectively reduced company costs by 5-20%.• Drafted research report based on findings to debrief the management team on valuation and forward outlook.• Connected the client with the project team to created comprehensive operating model, resulting in project completion on time.Cost/performance Analysis• Monitored and controlled 10+ projects’ financial reports simultaneously to collaborate with their income tax audits and internal controls. • Analyzed inventory and cost with the storage department monthly to ensure compliance with policy procedures and financial systems. • Effectively communicated with Project Managers (PM) and Principals-in-Charge (PIC) regarding contract documents and modifications to optimize the billing possibilities for the billing period. • Interacted with auditors to provide inventory and cost analysis to ensure compliance in accordance with internal control policies, including onsite internal audit at factory in Mexico monthly. • Produced monthly WIP reports and FS (Balance Sheet, Profit & Loss, AP Aging, AR Aging) for external auditors to ensure the smooth operation of the company.Accounting Analysis• Conducted monthly reconciliation within different international ERP systems, booked 30+ adjusted journal entries monthly to ensure accurate balances, especially for intercompany transactions. • Created and updated standard costs for raw materials, semi-finished, finished goods weekly to verify and allocate material and Freight charges to the Simple System.• Assisted senior accountants to reconcile Related parties AP AR balances to void any duplicate or mistake counts amount in GL system.• Coordinated with external suppliers to complete international tax compliance, customs duties, transactional reporting, local, IFRS and US GAAP reporting obligations. Show less -
Tax AssistantJvw Financial Feb 2021 - Mar 2021San Diego, California, United States• Provided personal tax consulting service to 20-50 clients daily by face-to-face meetings, emails, and phone calls. • Interviewed clients and examined outstanding items to obtain accurate and complete tax information for allowable deduction and credits. • Collected customer’s tax related documents to ensure timely responses to IRS correspondence.• Furnished data entry in Drake and QuickBooks system to help client complete tax return filings within three days. -
Instructional Student AssistantFowler College Of Business At San Diego State University Aug 2019 - Dec 2020San Diego, California, United States• Educate over 120 students on class-related questions per semester• Meet with students at lab time per week to instruct students to use relevant software• Critique and supervise students’ homework, projects, quizzes, and exams • Collect data with earning conference calls and firm information environment -
Graduate AssistantFowler College Of Business At San Diego State University Jun 2019 - Aug 2019San Diego, California, United StatesGA for Cost Management class.Created test bank before quizzes and exams.Met with students at lab time per week and supervised them to complete homework and in-class projects.Reviewed the question diffculty and stuents' comfortability before exams. -
Vice President Of Internal AuditSdsu Student Accounting Society Dec 2019 - May 2020San Diego, California, United States• Prepared the weekly meeting minutes and PowerPoint slides to provide a professional communication environment for club members and companies.• Kept track of the cash flow and budget to ensure accuracy of quarterly accounts and adequate funding for all departmental activities.• Leaded the Internal Audit Committee to audit SAS internal procedures, finances and officers to ensure the proper functioning of the Society's affairs and created a final report to aid in the transition between… Show more • Prepared the weekly meeting minutes and PowerPoint slides to provide a professional communication environment for club members and companies.• Kept track of the cash flow and budget to ensure accuracy of quarterly accounts and adequate funding for all departmental activities.• Leaded the Internal Audit Committee to audit SAS internal procedures, finances and officers to ensure the proper functioning of the Society's affairs and created a final report to aid in the transition between administrations. Show less -
Vice President Of ActivitiesSdsu Student Accounting Society May 2019 - Dec 2019San Diego• Organized and implement social, professional, and community service events every week to enhance the professional and teamwork capabilities of club members• Collected feedback from participants and organizers for organizing better activities and recruiting more members -
Summer Intern工商银行 Jul 2016 - Aug 2016Xi'An, Shannxi, China• Guided 100+ customers daily to deal with non-cash business at the lobby• Managed individual money matters and reported customers’ information to Personal Finance Department• Helped international customers to translate and deal with business matters
Yuan Chen Skills
Yuan Chen Education Details
Frequently Asked Questions about Yuan Chen
What company does Yuan Chen work for?
Yuan Chen works for Precision Insight Solutions
What is Yuan Chen's role at the current company?
Yuan Chen's current role is Financial Analyst.
What schools did Yuan Chen attend?
Yuan Chen attended San Diego State University.
What skills is Yuan Chen known for?
Yuan Chen has skills like Chinese, Microsoft Excel, 统计分析系统, Microsoft Access, Tableau 智能软件, 批判性思维, 演讲技能, Sap Gui, Sap Lumira.
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