Helen X.

Senior Staff Accountant
FemaleAccountingLive in United StatesNationality
Share

Work experience

  • Senior Staff Accountant

    DIH Technologies Co.
    2013.01-Current(13 years)
    (12 years 2 months) • Post general ledgers in QuickBooks Pro • Process A/P payments • Perform bank statement reconciliation • Review and approve expense reports • Prepare monthly and yearly financial statements using QuickBooks Pro • Manage company bank accounts and credit cards • File annual corporate income tax return using Turbo Tax • Perform monthly cash forecast using Excel • Manage headcount and payroll using Intuit Online Payroll System • Integrate financial data from QuickBooks Pro into Oracle system
  • Financial Analyst (Contractor)

    Business Valuations, Ltd., Allison Appraisals & Assessments, Inc.
    2013.01-2013.03(3 months)
    Completed four business valuation reports, including financial statement analysis, cash flow forecast, competitor/market analysis, using asset approach, market approach and income approach to determine the fair market value of the clients' business.
  • Market Research Associate Intern

    World Trade Center San Diego
    2012.01-2012.03(3 months)
    • Conducted market research and created a 18 page report in PowerPoint on China related trade policy and procedures about produce exports • Created a 30 page research report on luxury hotel, golf course, retail and yacht marina management companies in US for a Chinease city government to identify potential business partners • Createda7page research report on Napa Valley winery investment opportunities • Facilitated communications between delegates from China and Sean, President of San Diego Regional Economic Development Corporation • Proofread translation of blogs, bios, slides and etc.
  • Finance Administrator

    Sunrise Medical
    2005.03-2008.07(3 years)
    (3 years 5 months) • Participated in budget planning, performed variance analysis against an annual operating budget of $1,500,000 • Represented the company at external annual audits • Posted general ledgers • Prepared monthly financial report • Performed bank statement reconciliation • Processed A/P payments • Managed third party service vendors • Assisted the Chief Officer to develop the sourcing team from zero to 10 employees
  • Marketing Executive

    Shanghai Centre (Real Estate Managment Company)
    2000.08-2003.03(3 years)
    (2 years 8 months) • Assisted Marketing Director with revenue forecast and budget • Edited and enhanced annual marketing plan for board meetings using Word and PowerPoint • Closed commercial leasing deals amounting to $300,000USD • Drafted weekly market updates • Maintained lease database and drafted renewal proposals
  • Business Assistant (Marketing)

    Avanti Microelectronic Corp. Ltd. (Software Development)
    1999.07-2000.08(a year)
    (1 year 2 months) • Led the localization and development of marketing materials, including brochures, catalogs, and news letters • Planned and organized company opening ceremony in China, technical seminars and Asia sales meetings • Maintained client database

Educational experience

  • UCSD Extension

    Business Management
    2011.01-2012.01(a year)
  • University of California, San Diego-School of Global Policy &

    International Affairs (Politics,Economics &Management)
    2008.01-2010.01(2 years)
  • Coursera.org

  • Shanghai Jiao Tong University

    International Finance
Resume Search
Nationality
Job category
City or country
Jobs
Candidates
Blog
Me