Experinces
七月 2020 - 九月 2020
Commercial Banking Intern KGI BANK
• Assisted managers and associates in preparing financial statements
• Checked cadastral transcripts and joint credit report
• Completed the company's financial forecasts for the next few years
• Identified relevant corporate risk and complete corporate credit reporting
• Daily routine morning meeting
• Completed summer internship project
• Participated in training with management associate
八月 2019 - 八月 2020
Writer Angel.com（月旦會計財稅網）
During the master’s program, I was invited to write related professional articles.
• Assisting certified public accountants and professors to revise and edit articles
• Writing small articles (accounting, tax related)
一月 2020 - 二月 2020
Audit Intern KPMG
• Make letter control form to analyze whether the client’s financial asset‘s balances, transaction amounts are abnormal or not
• Write an accountant's opinion on whether the insurance contract has abnormal conditions in related party transactions and non-related party transactions
• Preparation of relevant analysis work papers for some balance sheets and comprehensive income statements
• Cross-checking of client communication documents with audit working papers
• Send letters to clients for inquiries, and ask customers about related abnormal replies
五月 2017 - 六月 2017
Income Tax Electronic Declaration Intern Tradevan
Participate in the electronic income tax declaration internship during college
• Assist taxpayers to solve program operation problems
• Use tax knowledge to solve tax regulations and practical questions of taxpayers
Educations
2019 - 2021
National Chengchi University
Master of Science - MS, Accounting
2014 - 2018
National Taichung University of Science and Technology
Bachelor of Commerce - BCom, Public Finance and Taxation
Licenses
CFA Level 1 passed
Certified Public Bookkeeper (ROC)
Senior Securities Specialist
Securities Investment Trust and Consulting Professionals
TOEIC 920/990
Competitions, Projects
Deloitte Taiwan Tax Championship
TOP 7 of 21
Summer Internship Project (KGI Bank)
During the KGI Bank internship process, I completed the KGI Bank summer internship project with interns from other departments. The content is based on the perspective of corporate finance combined with business incubation accelerators to help banks transform from traditional banks to composite banks.
Publications
教你讀公報系列－繼續經營 Going concern in Financial Statement Auditing
月旦會計實務研究第29期
Shareholders and potential investors generally believe that the company will continue to operate in the foreseeable future, so the management should prepare financial statements based on the assumption of continued operation and in accordance with the applicable financial reporting structure. In addition to the internal staff who need to continue to evaluate the ability to continue to operate, accountants and auditors must also make final assessments of the results of the management's self-assessment of the ability to continue to operate, before they can confirm whether the basis for preparing financial statements is appropriate. Whether there is significant uncertainty in operating capacity, to prevent stakeholders from making wrong economic decisions based on inappropriate financial statements.
會計師懲戒相關民事賠償及懲戒
月旦會計財稅網
The accountant does not have unlimited compensation, but executes the compensation based on the responsibility (causality) of the interested party caused by the false financial report. This article discusses that accountants need to understand their own responsibility in civil law, accountant law, securities trading law and other relevant laws and regulations when performing audit and issuing audit reports to avoid future liability for compensation.
