Performed comprehensive substantive testing on journal entries and financial statements (10-K, 10-Q), specializing in areas
including revenue/premiums, expenses/claims, insurance reserves, lease, tax provision, and payroll.
Applied proficiently in audit engagements the relevant regulatory standards such as GAAP, GAAS audit standards, and
FASB accounting guidance.
Managed all aspects of audit engagements, from initiation to conclusion, proactively prioritizing project timelines and
resources to deliver high-quality work.
Led control walkthroughs with client management, identified and documented key controls, and supplied comprehensive
recommendations to remediate control deficiencies.
Utilized Power BI to visualize financial performance data, enabling seniors to assess variances and quickly track key
performance indicators.
Employed advanced analytical techniques, such as cycle-based testing, to perform comprehensive analyses of financial
data, assess financial risks and significant accounts, and develop testing strategies based on the evaluation to enable
informed decision-making and strategic planning.
Evaluated the significant accounts for each client company and determined our materiality level by evaluating the effect of
identified misstatements during the audit.
Understood the entity’s control environment and documented the guided risk assessment, evaluated the risk factors, and
identified the risks and controls related to determine the procedures required to perform.
Reviewed Public Company’s monthly, quarterly, and annual variance analysis to ensure resulting financial statement results
accurately reflect business activity and are in accordance with US GAAP.
Prepared the Statement of Cash Flow, reconciliated the cash balances to our working paper, and recalculated the number to
ensure accuracy and ensure every number matched the balance in the working paper.
Performed ad hoc analyses on financial and non-financial attributes of consolidating entities for reporting purposes.

Tested the effectiveness of internal control for determining the degree of risk inside the company, increasing the reliability
of audit reports.
Obtained and confirmed 110+ accounting documents including bank deposits, bank confirmations, account receivable
confirmations, aging analysis and considerations for provision for bad debts monthly.
Conducted substantive procedures primarily about assets, account receivables, income, and expense accounts, reducing the
risk of misstatement.

Developed monthly plan and recorded key risk points to make a preliminary evaluation of the effectiveness of the client
company’s internal control, finished the assessment and suggestions for improvement, increasing work efficiency by 20%.
Provided consulting service for clients to complete accounting treatment, including the negotiations about terms of complex
transactions.