Summary

Work experience

• FAAS Manager

  EY

  2023.08-Current

  (2 years)

  3年 1 個月
• Senior - Financial Accounting Advisory Service

  BDO USA, LLP

  2022.02-Current

  (4 years)
• Experience Audit Senior

  C.G. Uhlenberg LLP

  2021.01-2022.01

  (a year)

  3年 6 個月
• Audit Supervisor

  C.G. Uhlenberg LLP

  2019.05-2020.12

  (2 years)
• Staff Accountant

  C.G. Uhlenberg LLP

  2017.07-2019.05

  (2 years)

  • Assist certified public accountants to organize and support multinational corporate clients’ financial affairs, including financial statements audit, interim review of financial statements, internal and external risk measurement and reporting, and cross border tax planning. • Research corporate clients’ operational needs to help them to set up and maintain computerized accounting information system to automate data management and report generation, detect fraud, process payroll, and optimize internal control. • Assist CPA in researching and analyzing multinational tax and accounting issues including International Transfer Pricing and provide consultation to multinational institution and individual clients. • Assist CPA in preparing tax returns of different kinds of clients, including corporation, partnership, non-profit organization, trust, individual, etc.
• Intern

  OCBC Bank

  2016.02-2016.05

  (4 months)

  • Inspected more than 80 CDDs (customer due diligence) of financial institutions researched by Singapore head office, each over 200 pages, to compose one page compliance report per institution needed by annual auditing. • Launched a project based on updated regulation in Taiwan —checking and identifying 80 CDDs from Singapore AML (Anti-Money Laundering) team properly comply with banking law of Taiwan, and then producing summing-up reports. • Wrote customized report for each corporation customer by analyzing its mainly supplier, customers, products, and transactions etc. • Organized annual financial statements of corporation customers in OCBC’s system and calculated amounts of specific accounts in order to generate accounting ratios which relationship managers need to analyze financial conditions in each corporation.
• Audit Intern

  KPMG

  2015.01-2015.02

  (2 months)

  • Worked in the auditing team, responsible for $190 million IPO; Prepared necessary documents examined by Taiwan Stock Exchange and conducted annual audit process completely. • Initiated and wrote about 10 worksheets—cash, inventory, fixed assets, account receivable etc.—by analyzing each material items which over 0.5% of total account value, collecting original certificates and vouchers, and comparing the materials in order to clarify no fraud manipulated. • Edited and sent out more than 30 confirmations to verify actual transactions and cash flow; communicated effectively with clients to gather financial information including balance sheets and statements of cash flow. • Arranged and input financial statements to KPMG’s audit systems to compute adjustment entries. 學歷

Educational experience

• University of Illinois at Urbana-Champaign

  Accounting

  2016.01-2017.01

  (a year)
• National Taiwan University

  Accounting

  2012.01-2016.01

  (4 years)