Jenna J. CPA

● Complete buyer and seller financial due diligence engagements ● Scrutinize financial records to identify unusual business activities and build normalized EBITDA to be used in the valuation models ● Understand various valuation models used by different clients in the transaction to align due diligence procedures with clients’ needs and provide insightful inputs to address clients’ pressing needs ● Review and analyze net working capital, debt and debt like items, and free cash flow to pinpoint negotiation factors for purchase price and deal structuring ● Analyze financial and operational results of businesses to be acquired or sold through thoroughly reviewing accounting records and conducting interviews with management ● Constantly research industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide knowledge and insight to clients. ● Evaluate the quality of financial information and disclosure ● Efficiently utilize data manipulation and visualization tool to cleanse, transform and analyze data

● Lead all audit engagements I have been on since June 2018 as acting Senior, responsible for coaching team members and delegating audit tasks to the appropriate personnel ● Plan properly for the audit including establishing overall audit strategy and develop audit, develop risk assessment procedures, and substantive procedures to address risks of material misstatement on financial statement ● Conduct walkthrough to inspect and review flow of transactions and financial information for the business process ● Ensure compliance with established client policies and AICPA or PCAOB internal control guidelines by performing walkthrough and internal control testing ● Utilize audit assertions to design and execute substantive procedures ● Perform substantive testing for various financial statement line items, including but not limited to, business combination and opening balance sheet, intangible assets, investment, reserve, revenue, footnote disclosure, etc ● Effectively manage client relationship and communicate with CFO and controller about audit strategy and result ● Oversee associates perform procedures and track status of audit to ensure timely completion of audit with high quality ● Review staff auditor workpaper to ensure procedures performed follow authoritative guidance ● Develop project plan to track progress of audit and propose appropriate budget for the following year ● Review audit procedures and execute efficiency initiatives and improve audit qualities ● Keep up to date with economic issues and changes in accounting principle to educate staff auditors about impacts on audit

Has been on both public and private clients across various industries, including Insurance, Healthcare, and Manufacture. Experienced in testing financial statements in the following areas: insurance premium and claim, healthcare revenue and claim, treasury, investment, reserve, business combination, purchase accounting, journal entry, short term and long term liability, inventory, various expenses, financial tie out, footnote disclosure, inter-company accounts, and other FSLI of financial statements. Performed planning, business walkthrough, and control testing for both public and private audit assignments. Experienced in audit methodology, GAAP, and implementation of GAAP to financial statement.