Leo Y. Liao
Equipped with practical and theoretical experiences on auditing and client's business.
Familiar with the operation of auditing and financial system such as Oracle, EMS.
Specialized in reviewing and auditing financial reporting plus optimize the process of company's internal control while working in the big 4. Proficient in US GAAP and US tax law, able to analyze business environments and conditions through case study and provide further insight or solution toward different problems.
Multi abroad and domestic audit experiences, have been in touched with the industry such as biotech medical, news and communication, holding company, wireless internet, insurance and investments, etc. Thus having certain extent of comprehension toward these industry's financing and internal control procedure, which enable me to provide solutions as well as suggestions toward every different kinds of problem.
Challenge taker, team player. Good at presentation and communication, genuinely hope i could fully utilize my strength for problem-solving and for creating extra value.
Professional Background
Current status
Employed
Profession
CPA・Corporate Finance・Financial Advisor
Fields
Investment Management
Work experience
2-4 years (2-4 years relevant)
Management
-
Skills
excelwordpowerpointoutlookenglishgoogle driveOracle
Languages
Chinese・Native or Bilingual
English・Professional
Highest level of education
Bachelor
Job search preferences
Desired job type
Full time・Interested in working remotely
Desired positions
Management Consultant
Desired work locations
Taipei, 台灣
Freelance
Non-freelancer
Work Experience
Financial advisor
阿爾發證券投資顧問股份有限公司・Full-Time
February 2022 - Present1 yr1 mo
台灣
• Host and coordinator for product lauch/press conference. • Without any training, I added 12 million to our company's assets under management within the fourth month of starting work. • Complete the very first financial consulting case that adopts a trust structure. • Clients include entrepreneurs, CPAs, attorneys, doctors, students, and many other kinds. • Establish the whole selling system which includes the SOP for client development, financial consulting, and customer services. Successfully Increased monthly revenue in the third quarter by 15% • Responsible for writing monthly investment reports to more than 8,000 investor.
Tax associate
Sagent management・Full-Time
December 2020 - December 20211 yr1 mo
台灣
Primarily responsible for preparing complex individual, partnership, and corporate tax returns. The responsibility mainly includes: • Prepare Federal, state, and local income tax returns. • Prepare quarterly estimated tax and extension payments for corporate and individual clients. • Respond to inquiries from the IRS and other tax authorities. • Conduct tax research and planning.
Local reporting
April 2020 - October 20207 mos
台灣
• Processed and issued monthly payroll for over 50 employees and contractors including wages, salaries, and benefits. • Prepared voucher for the daily investment transactions by matching daily transaction journal of investment with the relevant documentation. • Maintaind and updated the company's booking. • Operation of the Oracle system.
Auditor
September 2019 - February 20206 mos
● Conducted external audits in accordance with IFRSs and other standards accepted in Taiwan. ● Prepare financial statements ● Perform substantiative tests on the financial information provided by the client. ● Conduct variance analysis on interim financial information. ● Provided accounting managers/supervisors with suggestions about accounting, finance, internal control and tax.
Education
Fu Jen Catholic University
Bachelor’s Degree・Accounting
2014 - 2018
Activities and societies
● Won 1st place in the graduating monograph competition. ● Join AEISEC's interaction volunteering job, and was the speaker on the forum. ● Point guard of the department's basketball team. ● Participated in Deloitte's tax law competition and end up winning 1st place in local competitions.
Licenses & Certifications
Financial Markets and Professional Ethics
Securities and Futures Institute
Issued March 2021 · No Expiration Date
Investment trust and consulting law
Securities and Futures Institute
Issued March 2021 · No Expiration Date
Proficiency Test for Trust Operations Personnel
Taiwan Academy of Banking and Finance
Issued February 2021 · No Expiration Date
Certification Test for Financial Derivatives Sales Personnel
Taiwan Academy of Banking and Finance
Issued February 2021 · No Expiration Date
Senior Securities Specialists
Securities and Futures Institute
Issued January 2021 · No Expiration Date
USCPA(BEC)
AICPA
Issued August 2019 · No Expiration Date
USCPA(REG)
AICPA
Issued August 2019 · No Expiration Date
USCPA (FAR)
AICPA
Issued August 2019 · No Expiration Date
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