Cyndi Yu

Channel Operations Team Lead for US payments

• Completed integration of two acquired SaaS companies (InkFrog and SpeedETab) and set them up in Oracle • Single-handedly processed accounting for InkFrog and SpeedETab replacing three contractors and saving 300% on accounting labor cost • Improved the month-close reporting process for SpeedETab by saving 200% time on monthly batch upload through Oracle versus booking Stripe Revenue in QuickBooks • Mentored an AP Accountant and supervised one AP Accountant contractor • Worked with JP Morgan and Israel Treasure to set up a remote capture deposit (RDC) during the work from home pandemic period for an easy mobile deposit • Prepared yearly budget for the Finance team and created POs for Finance • Collaborated with the Israel FP&A Team to guide and support on accounting entries per new chart of accounts (COA) and org structure • Filed San Francisco Business Tax and Property Tax Returns • Updated revenue from the related party service transactions with the cost plus method for SF Gross Receipt Tax • Filed 1099 Tax Forms for Wix Inc, Flok, and InkFrog • Filed State Sales Tax for InkFrog and collected the PayPal and Stripe sales by states • Prepared Trial Balance Reports and revenue summary for Israel’s consolidation report • Oversaw Accounts Payable for the West Coast • Managed credit cards, month/quarter close items, Cash Flow Forecast, JEs, and monthly P&L analysis • Trained Finance, Ops, IT, and HR teams on the PO system • Coached teammates on Oracle functions • Promoted from Staff Accountant to Senior Accountant to Accounting Manager while the company grew from 4 locations (San Francisco, New York, Miami, Los Angeles) to 8 locations (San Francisco, New York, Miami, Denver, Cedar Rapids, Austin, Los Angeles, Phoenix) and acquired three new entities in the US

• Networked with global startup founders, China C-Suite executives from corporations, Chinese ventures, local industry carriers, governors, and universities • Facilitated Plug and Play in getting the Incubator Award from the 10th Venture Week For International Elites in Suzhou • Co-hosted the 2018 Xi'an Jiaotong-Liverpool University and Plug and Play AI Innovation Hackathon • Led the cross-border E-conferences to connect the US and EU startups virtually with two Chinese industry carriers and 50+ VC partners • Facilitated deal flow meetings between startups and potential corporate partners • Introduced the startups to ORIZA HOLDINGS and other venture partners for potential match or opportunity to invest • Brought founders of the Bay Area based startup iHEAR Medical and San Diego based start-up Atlazo physically to the Healthcare industry carriers BioBAY, and Medpark in Suzhou Industrial Park • Built the connections between the startups and industry parks for the potential investment and R&D center landing • Assisted the local government to meet a quota to bring 20+ startups from overseas to China for pitching and potential opportunities for startup landing in China • Sourced for startups via networking, attending events, and online searches

• Supported internal agency projects, including conducting of competitive, industry, or client research for presentations, pitches, or industry analysis across Tech, Beauty, Travel, and FMCG industries • Created 100+ articles and content on the Chinese WeChat and Weibo social media platform • Performed the Key Opinion Leaders (KOLs) analysis for Hawaii Airlines • Brainstormed on banner ads and tagline for the clients • Assisted with usability testing of company website • Changed a formula to populate the financial ratios for the comparable companies and the industry

• Spearheaded 60+ project tasks within the three-month busy season period every year • Oversaw transfer pricing documentation (TPD) for multi-national companies across the Technology, Consumer Markets, Chemical and Pharmaceutical, Industrial Markets, and Financial Services • Managed industry analyses, benchmarking analyses (regionally and globally), credit rating analyses, functional and risk analyses, and financial analyses • Reviewed transfer pricing arrangements throughout Japan, India, US, and China within UTStarcom • Supervised tax consultants from A level, three A1 consultants, and two A2 consultants • Ran TP planning, defense, risk assessment, valuations, cost-sharing mechanism, supply-chain restructuring, and implementation • Assisted project managers with cross-function interviews to assess clients' cross-border intercompany transactions • Designed and developed financial models to help clients mitigate risks • Led client communications: proposal preparation, information collection, on-site interview arrangement, and followups • Developed valuation and spreadsheet models for accuracy including the discounted cash flow (DCF)

• Interpreted tax code and regulations updates for Kentucky and New Mexico • Analyzed changes to tax forms for C Corp, S Corp, and General Partnership for the states • Communicated with the state officers • Tested electronic output for accuracy • Worked closely with engineers to support software solutions

• Assisted with TP project by drafting industry analysis, and gathering data for auto and computer industries • Conducted market and client research for companies in the lithium battery and printed circuit board industries • Performed research on tax laws and regulations to improve clients’ efficiency

• Selected as an Internal Control Intern for the Office of the Chief Financial Officer for Overseas Private Investment Corporation (a federal government agency) • Reconciled financial statements in Oracle • Performed testing on internal controls and databases • Researched GAAP, GAGAS, and federal reporting requirements • Prepared reports and presentations for Board Audit Committee • Supported operations of the internal control program and effective reporting to Congress

• Handled annual audits and ran reports • Led physical inventory counts and vouching of records • Prepared and sent bank confirmations

• Completed Corporate Valuation training by Training the Street

• Worked full-time and took a full load of classes in Pepperdine Washington DC Internship Program • Studied abroad in London, England, and Israel

• Participated in 2010 PricewaterhouseCoopers x Tax Competition • Studied abroad in Tokyo, Japan with Global Supply Chain Management Study Abroad Program