Kai

Accounting Finance Banking
40 years oldAccountant/Finance ProfessionalCome from United States Living in Shanghai
Language: English
Mandarin: fluent communication

Controller / Accounting firm partner

Partner
ZF Consulting Group
Dec 2015 - Now(8 years)

• Provide customized consultation service to small and mid-size clients to design and build cloud-based accounting system • Integrate appropriate apps with clients’ SaaS accounting software to improve accounting accuracy and efficiency • Conduct research and test on over 100 financial apps and software; provide software training to clients’ accounting team • Provide monthly accounting outsource service to 25 clients in ecommerce, software development, education, real estate, etc. • Manage and train 5 contractors to ensure works are properly allocated and completed in a timely and accurate manner • Advise clients on financial management, internal control, external financing, merge and acquisition, tax planning • Collaborate with two partners to set company goals, analyze revenue and expenses, and design practices and procedures

Controller
Allied Esports International Inc
Dec 2017 - Apr 2020(2 years)

• Prepare financial reports for IPO audits, attend audit meeting, provide supporting documents, workpapers, and explanations • Oversee account receivable, account payable, payroll, prepaids, accrued expenses, reimbursement, and bank reconciliation • Design practices and procedures for all esports arenas to mitigate risk and ensures internal control are in compliance with SOX • Work closely with department heads to create budget and forecast, track costs, and interpret financial data for esports events • Assist CFO to design various reports: P&L analysis, cash flow projection, arena acquisition analysis, new software research • Communicate effectively with customers and vendors to streamline cash flow and develop positive working relationships

Loan Officer / Credit Analyst
Cathay Bank
Sep 2011 - Feb 2016(4 years)

• Managed a $200MM commercial real estate and construction loan portfolio primarily in California, Texas, and Nevada • Performed credit analysis on various types of properties, including apartment, warehouse, shopping center, office building • Interviewed loan applicants, performed site visit, and negotiated terms, conditions, and pricing with customers • Negotiated with developers on construction loan feasibility; reviewed construction budget and project documents • Coordinated loan process from loan initiation, credit analysis, loan documentation, to final loan closing

Management Trainee
Cathay Bank
Sep 2011 - Nov 2012(a year)

• Rotations in commercial lending related departments: (Commercial & industrial, commercial real estate, credit administration, syndication, special asset, loan documentation, collateral control, cash management, branch administration) • Work closely with department managers to enhance knowledge and develop professional skills • Attend various training workshops: commercial lending, credit analysis, leadership, public speaking, and business etiquette • Completed and presented group projects: new branch opening feasibility report, customer service, leadership training camp

University of California Los Angeles
, Economics/Accounting
Sep 2007 - Jun 2011(4 years)

GPA 3.6 VP of Toastmaster Public Speaking Association VP of Chinese Student Association

US GAAPMS OfficeAccounting softwareHTMLJapaneseBudgetingPublic speaking