Summary
Overview
Work History
Education
Skills
Certification
Languages
Adjunct Faculty at College of San Mateo
Timeline
Generic

Amy Tang

Burlingame

Summary

Results-driven financial professional with extensive experience in managing financial services and leading teams towards achieving organizational goals. Proven ability to implement strategic plans and enhance operational efficiency. Known for strong collaborative skills and adaptability in dynamic environments, ensuring reliable and results-oriented performance.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Financial Services Manager I

County of San Mateo - Aging and Adult Services
03.2019 - Current
  • Oversaw federal and state claiming processes to maximize revenue.
  • Led accounting staff to prepare and update budget projection for year-end fund balance calculation.
  • Presented financial reports and interpreted financial information to AAS director for strategic planning.
  • Collaborated with Health Services Manager to deliver multifaceted services through managing 23+ contracted community based organizations.
  • Evaluated RFP for contractor selection
  • Provided expert guidance on countywide Expense Report, Authorization to Host, and Accounts Payable Invoice Automation system.
  • Participated in main table negotiation for SEIU.
  • Developed/updated cross-functional policies and procedures
  • Managed and mentored a team of 13 professional staff.
  • Contributed to advancing Racial and Social Equity plan.


Between July 2023 and February 2024, I accepted a 7-month work-out-of class position at County Attorney's Office while their Administrative Services Manager was on maternity leave. Besides the year-end financial closing and the new fiscal year budget preparation, I also learned how to compile Cost Allocation Plan and had an opportunity to improve my project management skills for the COB 3 move.

Senior Accountant

County of San Mateo - Aging and Adult Services
07.2016 - 02.2019
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Led year-end closing processes with controllers and external auditors.
  • Managed County Expense Claim for IHSS, Public Authority/Nonprofit Consortium Claim, and County MediCal Administration Claim
  • Developed workflow to ensure contract compliance
  • Trained new employees on accounting principles and procedures.

Senior Accountant

Kranz & Associates, LLP
05.2014 - 06.2016
  • Prepared monthly journal entries and reconciliations.
  • Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
  • Managed quarterly and annual tax filings for the company, ensuring timely submissions and compliance with regulations.
  • Successfully managed multiple high-stakes projects concurrently, consistently meeting deadlines while maintaining exceptional attention to detail and quality control.
  • Led successful migration of financial records to new accounting platform, ensuring seamless transition.
  • Maintained integrity of general ledger and chart of accounts.


I left the county for this consulting job because it provided the flexibility I needed for pursuing my legal education.

Accountant II

San Mateo County - Aging and Adult Services
03.2012 - 04.2014
  • Prepared Older Americans' Act grant Budget.
  • Processed Older Americans' Act grant monthly claims.
  • Managed Older Americans' Act grant closeout
  • Compile Single Audit worksheet.
  • Handled internal and external audit.
  • Monitor 23+ community-based sub-recipient budget, invoice, and financial closeout.
  • Conducted sub-recipient mid-year fiscal monitoring and post audit review.
  • Led annual training for the sub-recipient.

Fiscal Office Specialist

San Mateo County Sheriff's Office
11.2010 - 02.2012
  • Collected commissary receipts from Maguire Jail.
  • Prepared Cash Receipts.
  • Managed the office petty cash account and audit.
  • Kept commissary inventory account and pricing up to date.
  • Processed the billing for crime lab.
  • Assisted Senior Accountant and Financial Services Manager on account reconciliation and financial reporting.
  • Maintain archived accounting records and coordinated with Corodata for delivery and pickup.


I started with Sheriff's Office as a Fiscal Office Assistant and was promoted to Fiscal Office Specialist within 4 months.

Benefits Analyst

San Mateo County - Human Resources Department
03.2010 - 10.2010
  • Collaborated with HR team to design and administer annual benefits open enrollment events, leading to a smooth process for all employees.
  • Updated individual records to keep payroll and personnel information accurate and detailed.
  • Answered employee benefits hotline and redirected the calls if necessary.



This is a temporary position to provide the coverage for the incumbent's medical leave.

Staff Accountant

Fong, Ko & Associates, LLP
07.2007 - 06.2008
  • Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
  • Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
  • Enhanced accuracy in tax filings, meticulously reviewing tax returns and supporting documentation.

Education

J.D. - Legal Studies

Golden Gate University
San Francisco, CA
12-2017

Master of Science - Taxation

Golden Gate University
San Francisco, CA
12-2011

Bachelor of Arts - Economics

University of California, San Diego
La Jolla, CA
12-2006

Skills

  • Teamwork and collaboration
  • Problem-solving
  • Reliability
  • Critical thinking
  • Organizational skills
  • Proactive and focused
  • Analytical thinking
  • Conflict resolution
  • Financial analysis and reporting

Certification

  • Certified Public Accountant (Inactive) California Board of Accountancy, 2012

Languages

Chinese (Mandarin)
Native or Bilingual

Adjunct Faculty at College of San Mateo

  • Taught two semesters of Volunteer Income Tax Assistance (VITA) class.
  • Served as a VITA site coordinator to ensure high quality service.
  • Promoted culturally sensitive and linguistically diverse tax services to the under-privileged community.

Timeline

Financial Services Manager I

County of San Mateo - Aging and Adult Services
03.2019 - Current

Senior Accountant

County of San Mateo - Aging and Adult Services
07.2016 - 02.2019

Senior Accountant

Kranz & Associates, LLP
05.2014 - 06.2016

Accountant II

San Mateo County - Aging and Adult Services
03.2012 - 04.2014

Fiscal Office Specialist

San Mateo County Sheriff's Office
11.2010 - 02.2012

Benefits Analyst

San Mateo County - Human Resources Department
03.2010 - 10.2010

Staff Accountant

Fong, Ko & Associates, LLP
07.2007 - 06.2008

J.D. - Legal Studies

Golden Gate University

Master of Science - Taxation

Golden Gate University

Bachelor of Arts - Economics

University of California, San Diego
Amy Tang