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• Helped 30+ clients to fill out applications and prepare taxes.
• Took phone calls from clients to answer their questions about tax preparation and set up appointments for them.
• Assisted manager to collate documents and to collect information from clients.

Advanced IRS Tax Preparer

• Participatedincasestudiesonthedeterminationofthecreditlinesof30+targetedfirms.
• Analyzed financial statements to determine 50+ companies’ liquidity, solvency, profitability, and leverage.
• Participated in collection of loan payments.

Business Loan Officer Assistant

• Used Excel to input and examine financial records.
• Used Excel to perform overviews and analysis of the company’s financial operations. 
• Verified the accuracy of the company’s tax payments and account books.


Accountant Assistant

• Introduced and promoted financial products to 250+ potential clients and loyal clients. • Collaborated in collating financial product files.
• Guided 500+ clients to fill out credit cards’ applications and other financial documents. • Made phone calls to potential clients to promote credit cards and financial products.
• Helped on collecting feedbacks from 100+ clients and sending gifts to 50+ loyal clients. • Helped on organizing 2 educational events on financial investment and planning.

Senior Finance Consultant Assistant

Find out detailed information about Jiahao Cai,  in San Diego, CA

Jiahao Cai: in San Diego, CA

Jiahao Cai

University of California- San Diego