3515 Portsmouth Way, Rowland Heights, CA 91748; (530) 400-4036; thea91da@westpos
t.net PROFESSIONAL EXPERIENCES Tax Accountant/Auditor, Harry C. Lin CPA A Professional Firm 07/200 8 ? 04/2010 City of Industry, California ? Facilitated business correspondences with Internal Revenue Service (IRS) and F ranchise Tax Board ? Compiled and prepared monthly, quarterly, and yearly financial reports, tax re turns, and sales tax returns for manufacturing companies, import and export comp anies, and security trading companies ? Developed an effective audit work-paper system/ template for the office to use that increased workflow efficiency by 30% ? Retained successfully existing key clients through maintaining solid relations hips and provided professional client service Auditor (Level II/I), Deloitte and Touche CPA Firm 10/2005 ? 06/2006 , 11/2002 ? 12/2003 Taipei, Taiwan Internal Controls ? Assisted organize and establish efficient and effective systematic methodology for analyzing business processes, procedures and activities ? Investigated and documented internal controls for the following cycles: sales and purchase, procurement to pay, and order to cash. ? Ensured and contributed to the firm?s compliance with Sarbanes-Oxley laws Financial Audit ? Analyzed and evaluated financial structures and budgets for new public compani es ? Computerized clients? data collection processes which expedited data access an d information sharing ? Worked with diverse clientele like insurance, information technology (IT), aut omobile, investment, and electronic companies ? Managed and trained associates on auditing financial statements, which include cash cycles, other assets, other liabilities, and other income and expenses ? Performed audits for cash, accounts receivable, fixed assets, accounts payable , investments, long-term liabilities, shareholders? equity, revenues, cost of go ods sold, and expense accounts ? Prepared income and sales tax returns for public trading companies ? Enhanced and strengthened customer relationships through conflict resolutions and provided excellent customer service Investment Officer, California Public Employees? Retirement System 08/2010 ? 11/2010 Sacramento, California ? Assisted traders in reviewing and preparing spreadsheets for Commercial Paper trading. Duties include looking at the cash forecast, reviewing current holdings and determining issuer concentration limits ? Learned different asset-backed securities structures specifically credit cards , auto retail and student loans Student Intern, California Public Employees? Retirement System 06/2007 ? 09/2007 Sacramento, California ? Worked with Quantitative Research Team in the creation, refinement, and implem entation of active investment strategies using a variety of quantitative models and computer tools ? Recommended proactively factors to be integrated into the domestic portfolio m odel each month ? Assessed performance for over 300 factors and chose the best factors based on the data collected from autocorrelation, investment coefficients, and covariance Executive Assistant, Spring Steel Ltd. 01/2004 ? 09/2005 Taipei, Taiwan ? Reduced company costs and cycle time by modernizing the company?s traditional book keeping system to a more efficient, computerized accounting system ? Co-facilitated the establishment and development of internal controls for the company ? Performed quantitative analysis that enhanced management?s abilities to advanc e company?s financial goals EDUCATION AND CREDENTIALS ? MBA (emphases in Accounting and Finance), University of California, Davis, 200 8 ? Bachelor of Business Administration (major: Finance), National Taiwan Universi ty (NTU), 2002 ? CPA Candidate: Passed all four sections of the uniform Examination ? Passed CFA (Charted Financial Analyst) Level 1 test, 2010 OTHER SKILLS ? Lacerte Professional Tax 2008 & 2009, Deloitte & Touche AS2 System, Bloomburg, BlackRock Solutions, TradeWeb and Microsoft Office