Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Jennifer Cheung

Morgan Hil

Summary

Detail-oriented Senior Corporate Accountant with over 15 years of extensive experience, adept in financial reporting and analysis. Proven track record in managing high-volume reconciliations, leading audits and streamlining accounting process. A self-starter with exceptional time-management skills, I thrive in collaborative environments, driving process improvements and ensuring GAAP compliance to enhance financial performance. I am a dedicated team player with strong communication and organizational skills and look forward to contribute my service to a great team and organization.

Overview

22
22
years of professional experience

Work History

Senior Corporate Accountant

Excite Credit Union
08.2008 - Current
  • Balance assets over half of a billion dollars.
  • Review general ledger entries and multi-branches transactions.
  • Reconcile balance sheet accounts and income statement accounts.
  • Prepare multiple, high-volume bank reconciliations, prepaid expenses and accrual accounts.
  • Execute month end duties, compile general ledgers entries on short schedule with accuracy and perform accounting on accrual basis.
  • Prepare monthly and quarterly financial reports to Senior Management and Board of Directors.
  • Communicate and prepare working papers, reports and supporting documentation for internal, external and government audit engagements.
  • Maintain integrity of general ledger, chart of accounts and Accounts Payable vendors for setup and update in accounting system.
  • Develop models to assess and analyze financial performance and improvement on workflow process.
  • Attend new projects meeting and collaborate with other team leaders and team members on new projects implementation and set up new GLs in the Core system.
  • Train new employees on accounts payable, general ledgers reconciliations, accounting principles and company procedures.
  • Assist with day-to-day operations, working efficiently and productively with management, team members, other departments and branches.


IRS Revenue Agent, SBSE

Internal Revenue Service, IRS
06.2007 - 08.2008


  • Reviewed taxpayer tax returns and financial records.
  • Planned and scheduled audits independently and managed tax audit cases inventory.
  • Conducted tax examination to ensure compliance with Federal tax laws
  • Interviewed with taxpayers or tax representative in office or business location for audit process and examined books and records.
  • Gathered and communicated fact-findings to ascertain correct tax liability and offered tax installments.
  • Prepared work papers, referenced IRC codes, researched tax laws and court cases to conclude examination for personal, business and corporate tax returns tax adjustments.
  • Recommended financial solutions in relation to tax implications and service on various financial problems to assist taxpayers' in resolving tax issues.
  • Collected delinquent federal taxes and secured delinquent returns.
  • Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
  • Applied effective time management techniques to meet tight deadlines.
  • Gained extensive knowledge in data entry, analysis and reporting.
  • Professionally responded to taxpayer questions, negotiated and dealt with taxpayers in confrontational situations.
  • Kept case data and contact information in secure recordkeeping.


Accountant II

Alliance Credit Union
03.2005 - 05.2007
  • Balanced assets over a quarter of a billion dollars.
  • Reviewed general ledger entries and multi-branches transactions.
  • Reconciled balance sheet accounts and income statement accounts.
  • Prepared multiple, high-volume bank reconciliations, prepaid expenses and accrual accounts.
  • Analyzed loans performance and generated loss provision calculation.
  • Preformed month end duties, accrue revenue and expenses, and prepared adjusting journal entries.
  • Prepared monthly and quarterly financial reports to Senior Management and Board of Directors.
  • Assisted with annual and external audits.


Auditor Associate Ll

Archibald M. Sam & Company, CPAs
11.2003 - 03.2005
  • In charged and conducted audits, review and compilation engagements for various business industries.
  • Generated financial data and ratio analysis, reviewed financial statements, general ledgers and prepared adjusting journal entries.
  • Prepared businesses and individuals Federal and State income tax returns.
  • Conducted tax researches and GAAP compliance for financial reporting.
  • Preformed bookkeeping and filing Form 571-L property tax, sales taxes and payroll taxes
  • Identified and communicated financial risks and internal control risks to clients

Education

Bachelor of Science - Accounting

San Francisco State University
San Francisco, CA
08-2023

Skills

  • Computer savvy
  • Microsoft Team, Advanced in Excel, VLOOKUP, Pivot Table
  • Fiserv Core DNA and Epicor accounting system
  • Financial Reporting and Analysis
  • GAAP compliance
  • General ledgers maintenance
  • AP and AR management
  • Month-end and Year-end close
  • Audits coordination
  • Team Leadership and Development
  • Process Improvement
  • Self-starter, self-motivator and problem solver
  • Great time-management and ability to take ownership on projects
  • Enjoy working with people and passionate of learning new things

Languages

English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual

Timeline

Senior Corporate Accountant

Excite Credit Union
08.2008 - Current

IRS Revenue Agent, SBSE

Internal Revenue Service, IRS
06.2007 - 08.2008

Accountant II

Alliance Credit Union
03.2005 - 05.2007

Auditor Associate Ll

Archibald M. Sam & Company, CPAs
11.2003 - 03.2005

Bachelor of Science - Accounting

San Francisco State University

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