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Edward Lee3420 Manitou Ave. Apt 207 (323) 388 - 9596Los Angeles, CA 90031 [email protected]
Education California State University, Northridge September 2010 – May 2016
B.A. Business Economics Ending Cumulative GPA: 3.20
Professional ExperienceKPMG, LLP – Los Angeles, CA June 2016 - Present
Engagement Management Coordinator (Intern)
Assisting the engagement teams to analyze data such as coding, invoicing, time and expense items, and other items related to the specific project
Providing client engagement setups and support to assigned engagement partners and managers including accurate projections and maintenance of the engagement’s revenue realization
Serving as a subject matter resource in firm related accounting and risk management systems to provide accurate recording of firm revenue and expenses
Larry Weiss, CPA – Calabasas, CA August 2015 – May 2016
Junior Accountant
Analyzed and prepared general ledger for client accounts while performing other duties such as reconciliations, sales tax, and asset/liability estimation
Complied with accounting controls by following policies and procedures; complying with federal, state, and local financial legal requirements
Maintained financial records for client businesses by producing financial statements, balancing and gathering general accounting and banking information
Wells Fargo Bank - Los Angeles CA July 2012 - August 2015
Personal Banker
Achieved quarterly banker sales quotas including, but not limited to, $32,000 in loan volume and 600 per-unit product goals Assisted commercial and consumer clients, allocating resources and expenses towards needs, generating efficiency by
providing account analyses, budget formatting and future needs assessments Developed business strategy and offered consulting services for businesses surrounding the Downtown & Chinatown area
with the Wells Fargo Business Development Team and Wells Fargo At Work benefits program
Leadership ExperienceDelta Sigma Pi – Iota Upsilon Chapter, Co-Ed Professional Business Fraternity
President June 2015 – June 2016
Acted as chief executive officer of the chapter–calling on meetings with accordance to chapter policies and procedures Oversaw chapter officers’ facilitation of chapter operations of professional development, alumni outreach, networking,
career building and community support Ensured that the chapter’s Executive Committee developed and maintained a strategic plan for the following academic year
promoting professionalism and community outreach
Vice-President of Finance November 2014 – June 2015
Established preparatory means of an annual chapter budget; monitoring revenue and expenses in relation to the budget; and promptly reporting any variances to the chapter
Monitored an accurate account of the receipts and expenditures of the chapter in a standardized accounting-system, which was open at all reasonable times for inspection and examination
Skills Fluent Cantonese speaker with proficiency in reading and writing Proficient Quickbooks and Microsoft Office operational skills with regards to: Word, Excel, Power Point, Outlook
