Yufan Chen Email & Phone Number

New York, Ny, Us

• Design and implement company’s accounting system using Quickbooks online • Manage all accounting operations including Billing, A/R, A/P, GL and Revenue Recognition• Prepare monthly, quarterly, and yearly financial statements (profit and loss, balance sheet, statement of cash flows and partners’ waterfall).• Coordinate and direct the preparation of the budget and financials forecasts and report variance• Supervise company’s third-party payroll provider regarding payroll payments, tax payments and benefit payments.• Monitor ongoing real estate debt investments, communicating with borrower and senior bank to meet financial and regulation requirements, servicing the ongoing loan regarding funding, interest calculations and loan payoff• Monitor ongoing real estate equity investment, communicate with managing partners regarding sales/leasing activities, budget forecast and financial reports• Work with CPA regarding tax planning and tax return filing for the company and all subsidiaries

New York, New York, Us

-Responsible for the accounting and finance duties for this real estate brokerage, investment, and property management firm. Supervise 1000 + rental and sales transactions per year, maintain minimum 60 properties in Manhattan area, and manage 3 different investment portfolios for corporate owner and partners -Develop, design, and implement the firm’s front end office system, accounting software, reducing 50% of data entry time -Monitored rent collections and expenses for all properties with annual rent rolls, resulting company net income being 35% above projection for 2015.-Negotiate residential lease for more than 50 condos and exclusive sales agreement for different buildings, obtained mortgages for clients and pitch investment for more than 1 million for each condo purchasing.Provide profit and loss per property, cash flow statement and balance sheet to senior executive and output budgeting plan

New York, New York, Us

-Keep track of daily transactions of the business-Report monthly, quarterly and yearly profit and loss for real estate properties APT212 manages.-Analyze margins of cash flow, gross profit, and operating profit and adjust the targets of next quarter's sales and anticipated profit margin ratio-Manage building and apartment sales in Manhattan area, especially targeting international buyers, provide investment plans including detailed calculated yearly estimated expenses, estimated rent return and estimated sales profit-Maintain owners' relationship and partnership for exclusive rental and sales listings

Central, Hong Kong, Hk

• Negotiated with clients regarding their needs of loans, • Checked their background information, financial statements and credit reports• Created suitable plans for medium and small companies depending on their pledge, financial situation and their ability to pay back loan• Promoted seasonal financial products, funds, gold and credit cards to clients

Montreal, Quebec, Ca

• Calculated and reported estimated budget monthly, kept track of expenditure and revenue• Made financial statements and charts of Return of Investment (ROI) to submit them to the Main Committee• Attended regional conferences and had functional workshop regarding the current financial situation• Interacted with companies searching for partnership or sponsorship for our organization’s outgoing or incoming exchange program

Bachelor, Mathematics

Master Of Science (M.S.), Accounting