Michael Chen

CFO Team responsibilities:

• Utilize XERO software to manage invoices, accounts receivable and payable, payroll, and other bookkeeping functions
• Generate detailed reports for senior management regarding budget variances or cost overruns
• Manage projects with 20 or more clients such as OPORTO using developing AI software, i.e SYFT, XBERT to bring additional value into the finance function
• Generating surveys and work flow management schedules for 20 or more clients in excel
• Oversaw the preparation of monthly, quarterly and annual financial statements, ensuring accuracy and compliance with GAAP standards
• Enhanced financial reporting accuracy by streamlining data collection and analysis processes.
• Supported CFO in strategic decision-making by providing insightful financial analysis and recommendations.

Time in Tax Team responsibilities:

• Maintained accurate records of fixed assets, including depreciation schedules and asset disposal documentation.
• Collaborated with team members to identify opportunities for improving client services and tax strategies.
• Performed analysis on inventory, accounts receivable and accounts payable balance sheet accounts.
• Supported senior accountants in managing complex tax issues and inquiries.
• Utilized advanced knowledge of accounting software tools to efficiently manage client data and generate reports as needed.
• Prepared individual, partnership, and corporate tax returns within tight deadlines, maintaining attention to detail.
• Stayed current on changes in tax laws through ongoing professional development courses, seminars, and workshops.

• Created a system of internal controls to ensure accuracy and compliance with accounting procedures and regulations
• Prepared monthly, quarterly and annual financial statements in accordance with Generally Accepted Accounting Principles (GAAP)
• Developed and maintained an accurate and up-to-date accounting system that tracked expenses, revenues, and profits
• Reconciled accounts and identified discrepancies, resulting in a reduction in accounting errors
• Developed and maintained accounting policies and procedures that improved the accuracy and efficiency of accounting processes
• Prepared financial statements and reports, providing timely and meaningful analysis of financial data
• Completed monthly and quarterly close processes, including journal entries and balance sheet reconciliations
• Generated weekly, monthly, and annual financial reports for management