Hello,
This is JOEY ZHUO , I'm a Professional Financial Analyst.

Key Responsibilities:

• •Conducted comprehensive data analysis using internal databases, creating visual dashboards with MS Power BI and Excel.
• •Analyzed and interpreted data patterns to provide actionable insights for department leaders and financial analysts, supporting executive decision-making.
• •Managed scanning and archiving of receipts, ensuring accurate recording and updating for audit readiness.
• •Reported expenses and submitted timesheets on behalf of employees and departments, ensuring timely and accurate processing.
• •Oversaw financial activities related to Account Payable, Account Receivable and Supplier Invoices, ensuring organizational transparency and accurate internal information management.

Key Responsibilities:

• •Assess clients' unique tax situations to tailor customized tax return plans that maximize their entitled benefits.
• •Ensure accurate and timely filing of tax returns while offering clear explanations and prompt clarification to clients upon request.
• •Offer synchronized training and ongoing support to new volunteers, empowering them to work independently at the tax office.
• •Collaborate with experienced CPA teams to streamline the tax return process, ensuring both efficiency and accuracy in filing.
• •Safeguard clients' sensitive information and uphold interview session security protocols to maintain confidentiality and trust.