Conducted comprehensive financial modeling and valuation for potential merger and acquisition targets by DCF model
Generated market research and analysis reports on the real estate industry in the East Coast US
Prepared weekly progress reports and presented to clients, M&A managers

Managed 8 key accounts’ day-to-day tasks, including A/P, A/R. Prepared and posted journal entries, completed monthly,
quarterly, and annual closing processes and bank reconciliations
Adjusted $1.5 million discrepancies in sales revenue and inaccurate tax account entries for FY2021 – FY2023 during Pre-IPO
preparations
Prepared monthly, quarterly and annual financial statements following GAAP principles using QuickBooks
Forecasted next year’s cash flow and budgeted expenses by analyzing and visualizing sales, margin, and expense variances in
Excel
Reviewed and prepared federal and state tax returns, including Form 1120, MA-355, etc.
Prepared annual external audit’s supporting documentations, conducted testing procedures, responded and addressed auditor
inquiries
Led Pre-IPO including identifying discrepancies in revenue recognition and tax records, improving revenue recognition processes,
and drafting memos on revenue recognition accounting policies

Conducted semi-annual audit for AUSTAR Group (global pharmaceutical company) with annual revenue over $200B
Prepared working papers and verified financial data using Excel (Pivot Table, VLOOKUP)
Executed substantive and analytical procedures on 5+ key accounts, including cash, fixed assets, and expenses; obtained direct
audit evidence and verified reasonableness by facilitating walkthroughs with clients
Identified discrepancies in 3 vouchers from 500+ vouchers related to procurement, payments, receivables, and payables by
performing SOX control tests
Conducted 17 subsidiaries' business operations analysis, comparative analysis and review of historical contracts
Prepared final report, weekly progress reports and presented to audit managers