Student at DePaul University - Charles H. Kellstadt Graduate School of Business
Greater Chicago Area
AARP
Tax preparer
January 2013 to April 2014
Greater Chicago Area
Fifth Third Bank
Mortgage Loan Originator
February 2013 to February 2014
Greater Chicago Area
Shenzhen First Create Investment Co.
Financial Accounting Analyst
2008 to 2011
Shenzhen Development Bank, ltd.
Credit & Financial Analyst
2005 to 2007
DePaul University - Charles H. Kellstadt Graduate School of Business
Master's Degree Accountancy GPA 3.88
2015 to 2016
Zhongnan University of Economics and Law
Master of Business Administration (M.B.A.) Accounting and Finance GPA 3.5
China University of Political Science and Law
Bachelor's degree Law
What company does Julie Yang CPA, CGMA work for?
Julie Yang CPA, CGMA works for AARP
What is Julie Yang CPA, CGMA's role at AARP?
Julie Yang CPA, CGMA is Tax preparer
What industry does Julie Yang CPA, CGMA work in?
Julie Yang CPA, CGMA works in the Financial Services industry.
đź“– Summary
Critical/analytic thinking CPA with the knowledge of understanding various industry businesses and global financial markets. Initiative/proactive, highly organized, and detail oriented with a proven track record of solving complex problems/projects to deliver tangible work. Strong interpersonal skills, bilingual in English and Chinese Mandarin, and the ability to interact with all levels people.Tax preparer @ tax preparer From January 2013 to April 2014 (1 year 4 months) Greater Chicago AreaMortgage Loan Originator @ Conventional Loan ( Purchase, Refinance) FHA Loan Jumbo loan Doctor Loan VA Loan From February 2013 to February 2014 (1 year 1 month) Greater Chicago AreaFinancial Accounting Analyst @ •Established a new line of credit equivalent to multi-million Dollars in USD •Managed accountants report processing and accounts balance accuracy •Prepared prospect financial report and monthly analysis of cost of goods sold and operational expenses •Assisted in trade payment decisions using knowledge of currency exchange risk and trends resulting a considerable interest revenue in 2009 From 2008 to 2011 (3 years) Credit & Financial Analyst @ •Developed new customer relationships •Assisted customers with financial and operational situations •Provided business advice and identified the capital needs of the corporate client •Reviewed and analyzed financial reports and other relevant data, and edited credit reports •Supported risk control and payments for examination From 2005 to 2007 (2 years) Master's Degree, Accountancy, GPA 3.88 @ DePaul University - Charles H. Kellstadt Graduate School of Business From 2015 to 2016 Master of Business Administration (M.B.A.), Accounting and Finance, GPA 3.5 @ Zhongnan University of Economics and LawBachelor's degree, Law @ China University of Political Science and Law Julie Yang CPA, CGMA is skilled in: • Strategic thinker with knowledge of U.S. GAAP, U.S. GAAS, PCAOB and IFRS, • Knowledge of COSO and ERM, • Experience with financial analysis modules & ERP, • Knowledge of taxation forms 1040, 1120, 1056, and each sub-schedule forms, • Experience with Microsoft office suite, • Understanding of global financial markets, • Demonstrated team leadership & client relationship, • Bilingual in both English and Chinese, English, Financial Analysis, Financial Reporting, Microsoft Office, Auditing, Finance, Banking
Introversion (I), Intuition (N), Thinking (T), Judging (J)
1 year(s), 10 month(s)
Unlikely
Likely
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