Jonathan Lin

Candidate Information

Email: [email protected]

Phone: +1 231 231 3211

Salary Expectation: 62k

Skills: Payroll, Accounting, Billing

Current Location: San Francisco, California

Willing to Relocate?: NA

Relevant Experience: 11 Years

Work Authorization:

Highlights: Financial Analysis II contract at USMS Finance Accounting Admin Dept Jun 2023 - Sep 2024
● Used roster as Domain, User-defined and Referential integrity to disallow the entry of data that
doesn’t apply by fixing file hierarchy and consistent file format for WEX related fleet fuel/gas receipts
● Ensuring continuous updates throughout the budget planning process to facilitate budget execution
and progress reporting lowering transfer errors on a low logical integrity or design oversight system
● Generate monthly and quarterly reports using financial systems: UFMS
● Clearly communicate budget issues and requirements to both internal and external stakeholders.
● Analyze and resolve system-related issues and questions, analyzing system effectiveness, and
provide recommendations for improvements, identify system bugs and report them to be fixed, test
new enhancements and bug fixes, develop/update user procedure guides
● Provided process improvements, IT and software trouble-shooting support closely with several
cross-district teams, including contract operations, Information Technology Division (ITD), Financial
Services Division, operations, judicial security, support and training teams to maximize product
efficacy during testing and streamlining Sharepoint file access issues and insights from employee
interview of financial documents
● Public Trust Clearance for prison ops, housing, 157A, MIC (Itemized Receipt) accrual transactions that
require management approval and require that Headquarters review significant obligations in order
to prevent the District Offices and Program Offices from incorrectly recording the obligation,
expense, and necessary accruals.
● Liasson to prevent constant delays and errors with witnesses from defense and Financial Services
Division (FSD) oversight with witness expenses to prevent waste and fraud in legal and witness
protection program
● Calling and emailing for vendor documents whose bills in the mail didn't show up delaying payments
and expensing in the Vendor Invoice Processing Platform (IPP)
● Updating the medical providers about the inmate's/suspect’s status and ensuring that their medical
history/billing is forwarded to the new facility payer programs with property and money
Significant Accomplishments
Accounting contract at Tong and Fong CPA firm Oct 2022 - Apr 2023
● Prepared the payroll journal entries expenses, monthly accruals and payroll/benefit account
reconciliation for multiple companies and past quarters, expenses, benefits, multi-area tax
breakdowns, officers and bonuses following up with P/L with area-specific banks, trial balance and
classes and bank statement files
● Month end cash, credit, bank and check, investment account and bank registers reconciliation using
Cart of Accounts, G/L and B/S reports
● Calculate cash, fees, unrealized, income and balance from year end report of investing portfolio
performance monthly summary
● Worked with retail, rental, film, pharmacy, optometry, lighting, wedding gowns, imports industries
with sales report/records dividend from credit, cash and other financial services platform section
such as Paypal or Square
● Input payroll for payments for De9/9w and F941, Illinois state taxes and withhold New York State,
New York City, LA and Chicago from Sage BusinessWorks report for payroll and making sure different
local, state disability or UI and federal FUTA and FICA taxes are paid and expensed accordingly
● Printing client copy 1099 NEC and MISC (rental) forms on QB 2022 and DIV, INV on ProFX 2021

Resume: View Resume

Cover Letter: View Cover Letter