Ning Yu: Accountant in Arcadia, CA

? Prepare financial statements and monthly closes regarding commissions for 1000+ contracted professional agents supported by 40+ financial institutions such as AIG, Allianz, Columbus, John Hancock, Lincoln Financial Group, Prudential, Pacific Life, Transamerica and Wells Fargo Bank, Cathay Bank, etc. ? Analyze and review all the receivables based on our earned compensation statements from 30+ life insurance companies by weekly. Process and calculate the payables according to agents’ various hierarchy contract levels, referrals and report directly to CEO by monthly. ? Maintain balance sheets and reconcile all the transactions and resolve accounting discrepancies and irregularities to ensure accounting and closings are in good order. ? Create, maintain, and communicate written policies and procedures. ? Analyze budget data of our own compensation rates on different products from all of the life insurance carries in order to determine and manage all the compensation schedules for each contract levels’ agents. ? Monitoring, participating in and enhancing the process of the commission program system and the company’s monthly report, earnings releases, quarterly report and annual report. Make sure that all receivables, receipts, and payable items are processed and recorded accurately and timely. ? Supervise 4 staff in Taiwan and 3 staff in U.S. Assist with the preparation of issue annual IRS form 1099s and business license renewals, file sales and property tax returns. ? Support, process and execute various requests for all the contracted agents’ commission payables and payout level’s issues and support team members in completing additional tasks. ? Maintain effective working relationships internally and externally with agents and life insurance companies, business partners and banks. Protect organization’s value by keeping information confidential.

• Process accounts payable/receivable transactions and payments. Record a wide variety of journal entries. • Prepare monthly financial statements and reconcile bank statements. • Assist generated comprehensive financial reports and income statement.