Name variants:
Shiwei Chen
Last updated Jun 18, 2024
Contact Information
Workplace

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Work History
Experienced Auditor
9801 Westheimer Rd SUITE 1100, Houston, TX 77042
Provided quality audits in US IPO programs
Provided year-end audit services to clients based on US GAAP
Provided review services to clients based on US GAAP
Provided strategy consultancy...
from Oct 2017
Accounting Manager
2200 Luna Rd, Carrollton, TX 75006
Developed budgets, and prepared periodic reports that compare budgeted costs to actual costs
Prepared balance sheets, profit and loss statement, and all kinds of other financial reports
A...
Jan 2015 — Sep 2017
Chief Financial Officer
Budgeted programs and events
Prepared financial statements
Verified bank reconsiliation statements
Provided solid financial information to the university
May 2015 — Dec 2015
Volunteer Tax Preparer
Research tax law and provided counsel services to clients
Prepared tax returns for 100+ clients
Reviewed and corrected errors on clients’ individual income tax form (Form 1040)
Jan 2015 — Apr 2015
Team Lead
Managed workflows and delegated tasks to team members
Conducted macro industry research and the SWOT analysis
Identified 3 feasible strategic alternatives for the target firm
Aug 2013 — Dec 2013
Staff Accountant
Communicated with clients for necessary information
Prepared tax return forms for over 100 clients
Processed clients’ tax form to IRS
Jul 2012 — Aug 2012
Bank Taller Intern
Created 30
new accounts for corporations
Verified 20
bank reconciliation statements daily
Processed deposits and withdraws for individuals
May 2012 — Jul 2012
Chief Finance Officer
Initialed relationships with local businesses and consulate in Houston, and raised $3000
donations
Persuaded the university's funding department to provide $1000
for Chinese Culture Proj...
Jan 2010 — Dec 2011
Education
2014 — 2016
upto
2010 — 2013
Occupations
Accountant
Auditor
Executive
Manager
Health Specialist
Supervisors
Operations Manager
Skills
Microsoft Office
Microsoft Excel
Microsoft Word
Accounting
Powerpoint
Leadership
Strategic Planning
Quickbooks
Access
Outlook
Budgets
Financial Statements
Tax
Finance
Team Leadership
Account Reconciliation
Public Speaking
Visio
Sap Erp
Microsoft Powerpoint
Proseries
Microsoft Sql Server
Erwin