CPA Licensed • Functioned as an engagement in-charge on SEC filing engagements that required SOX compliance and PCAOB documentation, while leading a team of 20+ members across multiple office locations • Implemented accounting policies for clients, such as ACS 842 Lease Accounting and ASC 606 Revenue Recognition • Mentored and taught junior staff on risk assessment and audit procedures for clients from different industries • Organize staffing, manage budgets, and lead client interactions for 10+ clients with revenues up to $400 million • Collaborate with partners and managers to assess risks for each engagement and develop audit strategies • Maintain proactive communication with clients by seeking timely feedback to enhance overall client satisfaction

• Oversaw daily revenue transactions exceeding $10,000, and utilized Excel pivot tables to observe any trends • Compiled periodic financial statements, journal entries, audit schedules, and various reports for internal reviews • Administered reimbursement processes for faculty, student organizations, and sports teams • Facilitated year-end close of 10+ accounts associated with 50+ campus shops with various funding sources

• Conducted comprehensive research on the Company and the healthcare industry to forecast the future potential and growth of the Company’s proprietary mobile application • Collaborated with the management team to conduct preliminary analyses of the Company’s business operating expenses, revenue, and financial aspects as an integral part of internal due diligence on a monthly basis • Prepared financial reports, including the Balance Sheets, Income Statements, and the Statement of Cash Flows • Performed monthly bank reconciliation, streamlined bookkeeping, and facilitating tax filing using QuickBooks

• Gathered current data from financial markets and delivered comprehensive analyses on a daily basis • Evaluated financial and strategic data related to the Banks’s portfolio funds, incorporating asset allocation, risk and return rates, risk tolerance, financial objectives, and liquidity levels • Produced weekly PPT reports highlighting macroeconomic trends, and presented to managers and supervisors

UCSD Rady School Fellowship IMA Scholarship

Minor in Accounting