Accounting @ Cohen Asset Management, Inc. From August 2017 to October 2019 (2 years 3 months) Accounts Manager / Executive Assistant/Independent Contractor @ APS Accounting Solutions • Operate as lead point of contact for key customer accounts.• Responsible for full-cycle AP/AR including processing invoices (300+ per week) and reconciliations (bank and credit)• Processed payroll (multi-state) for over...
Accounting @ Cohen Asset Management, Inc. From August 2017 to October 2019 (2 years 3 months) Accounts Manager / Executive Assistant/Independent Contractor @ APS Accounting Solutions • Operate as lead point of contact for key customer accounts.• Responsible for full-cycle AP/AR including processing invoices (300+ per week) and reconciliations (bank and credit)• Processed payroll (multi-state) for over 300+ employees• Develop and maintain strong, long-lasting customer relationships as a trusted advisor for their financial activities. • Advising customers on new businesses: researching necessities (licenses, insurances, permits, etc.) for specific companies, helping establish initial systems for efficient daily activities (invoicing, filing, data entry, etc.) and supporting in any financial advisement necessary. • Assisted in posting and analyzing monthly closes, including assisting in journal entries, general ledger, and cost allocations of expenses. • Oversee and ensure the timely and successful delivery of accounting solutions to customers, as needed by their objectives.• Identify and grow opportunities to generate new customer accounts.• Supporting the two main executives in scheduling, travel, presentations, special projects and any other pressing items they may need. • Coordinating all details of events- venue, special guests, food, travel arrangements, etc. • Served as first line for recruitment and interview process when hiring for positions. From October 2011 to August 2017 (5 years 11 months) Accounting & Administrative Manager / Instructor @ Whole Body Lifestyle • Participate in decisions as a member of the management team on the company’s financial, budgeting, and administrative processes, always looking to continuously develop and improve systems and programs.• Overseeing and maintaining budget, financial forecasting, cash flow for administration and existing/new programs.• Ensuring that the company complies with all legal and regulatory requirements.• Leading basic implementation of technology for more efficient systems.• Established the basics for social media and website, continuing to oversee and assist in development and implementation. • Develop successful and trusting relationships with program attendees and create and sustain an environment at Whole Body Lifestyle that supports these relationships.• Teach/facilitate classes approximately 6 hours per week, and serve as an advisor for all program attendees. From June 2013 to February 2017 (3 years 9 months) Lawndale, CAAirman First Class @ United States Air Force -Consulted by flight for decisions and questions.-Took on various leadership positions and gained trust and respect of superiors and colleagues.-Prior in Reserves for 4 years. From February 2011 to August 2011 (7 months) San Antonio, Texas AreaAccounts Manager / Executive Assistant @ APS Accounting Solutions -Successful in building, inspiring and managing an effective staff to work at their highest level.-Served as the first line of the hiring process, screening resumes and interviews.-Coordinated the daily agenda and scheduling for the office, including all deadlines to be met, meetings (out of office and in), travel arrangements and all others.-Experienced in all general office duties, i.e. filing, data entry, communication (written and verbal), etc.-Established and implemented more efficient systems for filing, invoices and contacts.-Revamped the company’s image by utilizing allocated resources to redesign the company logo and creation of a website to generate accessibility.-Knowledgeable of running accounting firm operations to include accounts receivables/payables, all areas of payroll (from checks to filing state and federal reports), sales, all reports (such as P/L), and bookkeeping.-Controlled confidential files and reports on a daily basis. From June 2005 to February 2011 (5 years 9 months) Service Representative / Sales Counselor @ 24 Hour Fitness USA Inc • Developed a reputation for providing excellent customer service by: - Being professional and rendering exemplary service. - Always making eye contact with a genuine smile. - Ability to assess both customer and employer needs while surpassing their expectations to ensure repeat business and gain new business with referrals.• Served as a product and service expert, directing and informing customers and clients to services and/or products that best fit their needs as a company or individual. From March 2010 to January 2011 (11 months) Bookkeeper / Office Manager @ Blue Diamond Event Planning - Managed administrative & accounting aspects of company: AP/AR, payroll, taxes, balancing accounts, bookkeeping, sales taxes, etc.- Organized and maintained necessary administrative type work, which included keeping clients’ records up to date, following up with event details, upkeeping all communications between clients and company, and additional other necessary work. From December 2003 to June 2005 (1 year 7 months) Accountant @ Cohen Asset Management, Inc. Accountant @ Swami International From October 2019 to June 2020 (9 months) Accounts Payable Specialist @ Lighthouse Property Management • Responsible for full-cycle AP, processing invoices (350+ per week) for 22 multifamily properties. o Processing and charging utilities to tenants’ ledgers in-house. o Managing accounts for vendors and utilities (set up, credit applications, account maintenance, calls, issues, etc.)• Handling payables training, requests and communications for 5 Regionals and 22+ Property Managers/Asst. Managers.• Reviewing financials for completeness and following up as necessary with respective parties.• Assisting in Bank Reconciliations and other projects as needed.• Managing and training Accounting Assistant and Accounting temps.• Softwares used: Yardi, ADP, QuickBooks, Outlook, Excel. From February 2016 to August 2017 (1 year 7 months) Pacific Palisades, CA
Cohen Asset Management, Inc.
August 2017 to October 2019
APS Accounting Solutions
Accounts Manager / Executive Assistant/Independent Contractor
October 2011 to August 2017
Whole Body Lifestyle
Accounting & Administrative Manager / Instructor
June 2013 to February 2017
United States Air Force
Airman First Class
February 2011 to August 2011
San Antonio, Texas Area
APS Accounting Solutions
Accounts Manager / Executive Assistant
June 2005 to February 2011
24 Hour Fitness USA Inc
Service Representative / Sales Counselor
March 2010 to January 2011
Blue Diamond Event Planning
Bookkeeper / Office Manager
December 2003 to June 2005
Cohen Asset Management, Inc.
October 2019 to June 2020
Lighthouse Property Management
Accounts Payable Specialist
February 2016 to August 2017
Pacific Palisades, CA
What company does Christina Yeung work for?
Christina Yeung works for Cohen Asset Management, Inc.
What is Christina Yeung's role at Cohen Asset Management, Inc.?
Christina Yeung is Accounting
What industry does Christina Yeung work in?
Christina Yeung works in the Real Estate industry.
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