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Career History: Resume


Dedicated & Experienced

I’m a highly organized and detail-oriented Accounting Consultant with a knack for strategy and the ability to problem solve effectively. I take pride in my academic and professional achievements — take a look at my CV below (Most recent positions).

A presentation at the office


  • In applying my expertise and strategies I was able to improve cash flow of a mid size business from a borrowing stand point to over $5 million within 1 year. I have increased it to be at the highest around $6-$7 million after 2 years of cash flow control and monitoring.

  • I implemented a simplified form of preparing 30-40 closing entries performed monthly which resulted in a reduction of repetitive work and a reduction of time involved for the completion of the task.

  • Was able to reduce costs in company budget by 25% by carefully reviewing items that fluctuated significantly and identifying costs that were reduced with supplier negotiations, applying discounts, etc.



  • Perform all AP, AR & GL accounting responsibilities and all related journal entries including payroll & tax entries, prepaid accounts, and depreciation entries for a multinational trading company that provides marketing, sales and service to a range of industrial sectors. 

  • Weekly check run with verification of information for accuracy and proper mailing. Average 50 checks a week.

  • Improved accounting procedures to simplify the processes while increasing internal controls. Continuous improvement where needed and implement/update accounting manual accordingly. 

  • Continuous cash flow control and monitoring. Improved cash flow from 1 million to above 7 million.

  • Reduced AR outstanding items to 30 days with consistent follow up and monitoring.

  • Recording of daily banking activity as in ACH, wires, internal and external transfers while maintaining 4 checking accounts daily. 

  • Month end, quarter and annual close and plan accordingly to be proactive and reduce delays to meet and exceed deadlines.

  • Monitoring of prepaid payments and prepaid receipts in general ledger and monthly adjustments as projects close out. 

  • Sales tax monitoring and collection of tax-exempt forms from customers. Updating of multiple excel forms and reports to have accurate and complete details of sales taxes on a monthly and annual basis.

  • Continuous monitoring of tax compliance for sales tax laws based on each state’s thresholds and laws. Frequent collaboration and tax filing with our outside CPA consultant and General Manager.

  • Review and process T&E reports on a weekly basis using Nexonia web interface.

  • Consistent collaboration and brainstorming between different departments and divisions.

  • Professional and open communication between operations departments and upper management.

  • Assist with year end audit, annual close and preparation of financials forwarded to Headquarters in Japan.


Financial District


  • Responsible for an accounting team of 3 full time employees while provide guidance and coaching for a multinational enterprise engaged in waterborne commerce and is a leading distributor of various commodities throughout the world.

  • Update accounting procedures and processes on a quarterly basis. Implement any new changes or new procedures. Cross training implemented when needed and training of new employees.

  • Daily processing of wire payments and incoming wires. Verification of bank details while following bank regulations and company procedures. 

  • Daily cash flow update. Review 20 checking account balances and fluctuations. Manage Petty cash drawer.

  • Oversee the daily data entry of AP, AR, GL entries and adjusting entries into Sage accounting software. 

  • AR and AP aging analysis and perform collections beyond 30 days.

  • Generated budgets on a quarterly basis and presented to management. Analysis of any significant expense variances.

  • Monthly closing of projects completed and partially completed, using the percentage of completion method. Prepare closing entries and record accordingly in Dataloy software

  • Monthly analysis of closed project's accruals and adjusting journal entries.

  • Monthly bank reconciliations of 15 bank accounts.

  • Monthly intercompany consolidation.

  • Analysis of borrowing requirements when needed.

  • Monthly and yearly financial reporting and analysis. Present financial reports to management meeting deadlines promptly.

  • Coordinate year-end financial audit and assist in the audit process.


A business meeting


  • Performed all accounting duties and financial reporting for a freight shipping and trucking company running freight hauling business.

  • Month end, quarter & year end close using Microsoft Dynamics GP.

  • Build relationships with suppliers, contract renewals, updating documents and files accordingly.

  • Assist with ERP implementation from operations software to Microsoft Dynamics GP accounting software. Audit data is processed correctly and accurately.

  • Train, guide, coach and oversee new employee for AP/AR position. 

Image by Susan Yin


  • Bachelor’s Degree in Accounting  - Capella University 

  • Associates Degree in Accounting - Rasmussen College 

  • Personal and business development for continuous learning and education at CPA

Industrial Design Car Sketch 2


  • Strong Software and Computer Abilities and quick learner in any program.

  • Accounting Software Experience in Quickbooks, Xero, Microsoft Dynamics Great Plains, Crystal Reports, and Accpac (Sage), Glovia.rad Client.

  • Proficient with Word, Outlook, Excel and Power Point skills.

  • 20 years of ERP Programs i.e. Sage & Microsoft Dynamics.

Want to gain more information about my extensive experience? Call me today.

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