Helen X.
Senior Staff Accountant
FemaleAccountingLive in United StatesNationality
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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 systemFinancial 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 Diego2012.01-2012.03(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 Medical2005.03-2008.07(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 employeesMarketing 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 proposalsBusiness 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 Management2011.01-2012.01(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
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