Weilun Zhen
El Monte
Summary
Detail-oriented and CPA-certified Senior Accountant with over 5 years of experience in financial reporting, auditing, and tax accounting. Proven ability to streamline month-end close, improve cash flow forecasting accuracy, and support strategic decision-making. Looking to leverage analytical and problem-solving skills in a fast-paced corporate finance environment.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Accountant
FMI Aerostructures
10.2023 - Current
- Lead the month-end close process, reconciling 40+ balance sheet accounts with 100% accuracy
- Prepare and record journal entries, identify posting errors, and ensure GAAP-compliant financial reporting
- Perform accounts analysis and variance reviews to identify irregularities and improve reporting accuracy
- Coordinate with external auditors, prepare audit schedules, and streamline audit documentation requests to ensure compliance and reduce turnaround time
- Maintain Construction in Progress (CIP) and maintenance expense schedules, improving the accuracy of capital expenditure tracking.
- Assisted the CFO in updating and refining a rolling 13-week cash flow forecast, contributing to improved accuracy and financial planning efficiency
- Compile and present daily cash position reports to senior management and the Board, providing clear visibility into liquidity and operational cash needs
Senior Accountant
Boroda Holm, APC
09.2019 - 10.2023
- Prepared and analyzed financial statements (P&L, balance sheet, cash flow) for 30+ corporate and individual clients across various industries
- Managed intercompany transactions and reconciliations, ensuring timely and accurate consolidated reporting
- Prepared tax returns for individuals, fiduciaries, partnerships, and corporations; provided tax planning that reduced liabilities by up to 15%
- Prepared tax returns for individuals, fiduciaries, corporations, and partnership
- Conducted annual audits, performed testing and variance analyses, and supported the preparation of audit reports for partner review
- Supported partners on ad hoc projects, financial research, and compliance initiatives
Accounting Intern
Chan & Chen LLP
02.2019 - 04.2019
- Recorded financial transactions and assisted in preparing financial statements
- Entered, maintained, and processed information in the payroll system, including filing quarterly payroll taxes in different states
- Prepared sales tax returns and business license renewal
- Respond to client inquiries, Internal Revenue Service, State, and Local tax notices
Education
Bachelor of Science - Accounting
California State University
Long Beach, CA12-2018
Skills
- Microsoft Excel (PivotTables, VLOOKUP)
- QuickBooks
- ERP System (ECI JobBoss)
- Tax preparation software (Lacerte, UltraTax)
- Power BI
- Engagement CS
- Sage Fixed Assets
- Financial reporting
- General ledger
- Month-end close
- Reconciliation
- Cash flow forecasting
- Audit support
- Tax compliance
- Tax planning
Certification
- Certified Public Accountant (CPA) – Licensed in California
Languages
- English
- Cantonese
- Mandarin
Timeline
Senior Accountant
FMI Aerostructures
10.2023 - Current
Senior Accountant
Boroda Holm, APC
09.2019 - 10.2023
Accounting Intern
Chan & Chen LLP
02.2019 - 04.2019
Bachelor of Science - Accounting
California State University