Tech

Playing with my dogs

Cooking meals with my husband

Reading various novels

Anything that has to do with the beach

Financial Analyst

With strong accounting background to transition into financial planning and analysis, I am passionate about telling the story of a company in numbers and finding ways to make a company more efficient in performance and process.

•	Month end reconciliation and P&Ls to analyze prior strategies, improve, and forecast Operations performance
•	Created company expense policy to tighten corporate card use and expense report submissions, holding managers to a higher standard of protecting company financial health
•	Payroll processing and analysis, sending semi-monthly team composition and headcount projection model updates to CEO 
•	Monthly sales and use tax analysis and filing for multiple states, providing data to Fin. Ops manager for weekly reports to lenders
•	Developed Accounts Payable process from scratch, trained employees of guidelines and standards for vendor set-up and payment processing expectations

•	Led a team of 4 to resolve daily customer billing issues and outstanding corporate account balances, process credit card and check payments, prepare bank deposits and end-of-month reconciliation reports  
•	Collected $10K from 1-year past due account through customized payment plan and weekly communication
•	Lowered frequency of past due accounts by 50% and minimized bankruptcy claims through establishment of a credit limit system
•	Analyzed legitimacy of 500+ credit card disputes weekly and pursued reversals up to $15K of classified postings
•	Maintained ad posting compliance and $6K quarterly collections from 200+ automatic bulk feed accounts by implementing weekly monitoring guidelines and call schedules 
•	Presented proposals to CFO to improve efficiency and accuracy in A/R responsibilities, resulting in redrafting of department manuals and procedures

Accounts Receivable Coordinator

•	Audited 120+ therapists’ monthly hours, submitted claims across 10 insurance companies, billed and collected client co-pays
•	Worked closely with external accountant to pay invoices timely and prepare contractor monthly payroll
•	Designed claims submissions and tracking system, improving payment collections to 2 weeks and 95% of allowable earnings
•	Created monthly aging and receivables reports for CEO for forecasting, budgeting, and reallocation purposes
•	Responsible as the sole Accounts Payable/Receivable for CEO’s 3 companies while overseeing the claims department

Director of Claims

•	Performed weekly payroll, month-end reconciliation, annual tax requirements, and direct support to CFO
•	Reconciled scrap metal inventory annually, managed vendor credit applications, executed schedule of wire transfers
•	Initiated lunch break punch system, solving company problem of 100+ laborers abusing paid meal breaks
•	Composed monthly recap format that was adopted into other areas of the company to present uniform summaries of department expenditures and budgeting forecasts to the CFO and CEO   
•	Acted as Human Resources, Accounts Payable, Accounts Receivable, and Office Manager when needed

Accounting Assistant

Find out detailed information about Vivian Chiu, Financial Analyst in Oakland, CA

Vivian Chiu: Financial Analyst in Oakland, CA

Vivian Chiu

Breeze Labs, Inc.

Craigslist, Inc.

Understanding Behavior, Inc.

CASS, Inc.

Haas School of Business, University of Berkeley