Juanita Lee
address/phone/email
| Career History | ||
| Extensive, progressive experience in corporate accounting with an expertise in evaluating systems and implementing effective, cost-saving procedures. Progressively responsible experience in accounting analysis. |
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| Professional Experiences | ||
| Senior Accountant/Analyst | Corporate General Ledger Accounting | |
| Prudential Securities Inc., Private Client Group New York, Jul 2000 to present | ||
| Perform financial analyses including Bad Debt Reserve, Sole Recourse Loan Schedule for SEC Regulatory as well as Arrearage Comparative Analysis, Aging Loan Receivables Analysis and ad-hoc projects for senior managers and lawyers Coordinate with other support teams including Administration, Payroll, Legal, Regulatory and Management regarding Promissory Note, Settlement Agreement and Write-off for Indebtedness Prepare daily and month end reconciliation as well as month end closing entries to ensure General Ledger accounts are consistent with a subsidiary accounting system Compile month end consolidation financial statements summarizing account activities and financial position |
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| Accountant/Coordinator | Create automated reports to Not-for-Profit Accounting | |
| Chinese Christian Herald Crusade, 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 Handle project coordination. |
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| Accountant | Overseas Business | |
| Jing Hua Corporation, Taiwan, Jun 1996 to Mar 1997 | ||
| Set-up and manage all accounting functions for a chains of retails cafe, including retails, wholesales, vendors, inventory, payroll, taxation, ..... Analyzed market trends and demonstrate product capabilities, write and present proposals. Maintain an aggressive follow-up, service and retention program. |
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Voluntary (check) |
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| Director and Chief Accountant | Church Name(fill)1999-present | |
| Provide overall guidance and direction of finance and accounting functions for the organization of 500 members. Created all financial documents and established accounting system. Implemented computerized payroll, accounts payable, accounts receivable, and general ledger functions. Developed control program for use in evaluating costs. Designed and installed an intranet system, user interface, system design, programming specifications, task scheduling, program testing, implementing, and documentation.
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| Professional Training | ||
| Master of Science degree | Accounting Information Systems | |
| Pace University (Expecting graduation 2004) | ||
Qualification |
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| CPA | Passed all four parts of CPA examinations in 2002(correct) | |
Education |
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| Bachelor of Science degree | Accounting, Magna Cum Laude Honors | |
| Brooklyn College, City University of New York | ||
| Dean's List | 4 semesters(correct) | |
| New York University | Effective Business Communication Advance Level | |
Corporate Training |
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| Prudential University | Fill if any | |
Affiliations |
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| Member of CPA | American Institute of Certified Public Accountants (Fill Name and details here) | |
| Dean List | Golden Key Honor Society awarded 1992 | |
| Board Member | Church of the United Brethren in NYC 1997-2003 | |
| Chairperson | Chinese Christian Fellowship of Brooklyn College 1994-1995 | |
Computer Skills |
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| Expert Level skills | in Excel, Access, Word, PowerPoint, Lotus Notes, and SQL Database | |
| Accounting systems | including Quicken, Peachtree, TurboTax, UB Treasury Database Systems and Employee Notes Systems | |
| Internet | Intranet, Web Site, Front page, Corel Draw 9.0 | |
Special Skills |
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| Fluent in speaking, writing and typing Chinese | ||
| Illustrative drawing for published articles | ||
Reference upon request |
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