Juanita C. K. Lee 
190 Forsyth Street Apt 3B New York NY 10002 § (917) 750-6007§ [email protected] 

Objective: Career position in the audit or tax department of a public accounting firm.

Career History

Extensive and progressive experiences in corporate accounting analyses with an expertise in evaluating accounting systems, implementing effective and cost-saving procedures. Capability of multi-tasks and Creative solutions to all levels of accounting issues.

Professional Experiences 
Senior Accountant/Analyst

Corporate General Ledger Accounting
 PrudentialSecuritiesInc., Private Client Group New York,    Jul 2000 to present  (48K + Bonus)
  • Perform financial analyses including Arrearage Comparative Analysis, Aging Loan Receivables Analysis, and Retention Bonus Analysis and ad-hoc projects for senior managers and lawyers as well as Bad Debt Reserve, Sole Recourse Loan Schedule for SEC Regulatory
  • Prepare a Transitional Compensation Pay down project to successfully obtain regulatory approval for $125 million loan by reducing capital charges by $90 million
  • Coordinate with other support teams including Administration, Payroll, Legal, Regulatory and Management regarding Promissory Note, Transitional Compensation, Settlement Agreement and Write-off for Indebtedness
  • Create automated daily and month end reconciliation as well as month end closing entries to ensure General Ledger accounts totaling $420 million are consistent with a complex subsidiary accounting system
  • Compile month end consolidated financial statements summarizing account activities and financial position
  • Manage additional tasks for 4 staff members accurately in timely fashion since corporate downsizing occurred.
 Accountant/Coordinator

Not-for-Profit Accounting

ChineseChristianHeraldCrusade

New York, 

Mar 1997 to Jul 2000 

  • Compiled various month end reports including Financial Statements, Budget Variance Analysis, Bank reconciliation, and Amortization Schedule

  • Established controls for Restricted Funds and Investment Accounts

  • Tracked and analyzed Payroll, Pensions, and Expenditure

  • Coordinated and handled fundraising and promotional projects .
Accountant

Overseas Business
 JingHuaCorporation,

 Taiwan

Jun 1996 to Mar 1997 
  • Set-up and managed all accounting functions for a chain retail cafe, including retails, wholesales, vendors, inventory, payroll and income taxes
  • Analyzed market trends for product capabilities and presented proposals to business owner
  • Maintained an aggressive follow-up program regarding customer service and retention program

 

 Volunteer Service

Director and Chief Accountant

Not-for-Profit Accounting
Church of the UnitedBrethren

New York,

Jan 2002 to present
  • Provide overall guidance, technical development and direction of finance and accounting functions for the organization of 100 members
  • Established and designed an accounting system which implements computerized payroll, accounts payable, accounts receivable, and general ledger functions as well as all financial reports and documents
  • Designed and installed an accounting system, user interface, system design, programming specifications, task scheduling, program testing, implementing, and documentation
  • Provide coaching to staff accountants, monitoring of internal controls, supervising and training junior accountants to ensure integrity of church finance

Qualification
CPA Passed all four parts of CPA examinations in 2001

Education
Master of Science degree Accounting Information Systems
 Pace University (Expecting graduation 2004)
Bachelor of Science degree    Accounting, Magna Cum Laude Honors
Brooklyn College, CUNY 1995
 Dean's List 1992-1993

Corporate Training
New York University

Learning Connection, Prudential Securities Inc.

 Effective Business Communication Advance Level

Excel, Access, Word, PowerPoint, Visual Basic, Lotus Notes, and SQL Server Database

Affiliations
 Member of CPA American Institute of Certified Public Accountants
 Dean List Golden Key Honor Society, awarded 1992-1993
 Board Member Church of the United Brethren in NYC 1997-2003
 Chairperson Chinese Christian Fellowship of Brooklyn College 1994-1995

Computer Skills
  Expert Level skills Excel, Access, Word, PowerPoint, Visual Basic, Lotus Notes, and SQL Server Database
  Accounting Systems Quicken, Peachtree, TurboTax, UB Treasury Database Systems and Employee Notes Systems
  Internet Intranet, Web Site, Front page, Corel Draw 9.0 

Special Skills
 Languages

Freelance

 Fluent in speaking, writing and typing Chinese

Illustrative drawing for published articles 

Reference Upon Request

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