Jiahui (Helen) Lu 230 Harriette Ave, Syracuse, NY 13210 | jlu1017helen@gmail.com | (315)278-3261| www.linkedin.com/in/helenjiahui

EDUCATION Syracuse University Syracuse, NY

Bachelor of Arts, Economics, Maxwell School of Citizenship and Public Affairs Dec. 2016

Minor, Accounting, Martin J. Whitman School of Management

Cumulative GPA: 3.923/4.00, Major GPA: 4.00/4.00

Relevant coursework: Intermediate Financial Accounting, Essentials of Finance, Principles of Taxation

EXPERIENCE Finance Intern Jul. 2016 to Present

Rescue Mission Alliance of Syracuse Syracuse, NY

Create journal entries of store sales, development funds, and fixed asset depreciations via the nonprofit accounting software

Serenic V7

Sort cash deposit tickets and credit card slips received from 16 stores by store number and transaction date in support of audit

Clear checks in system by assuring check numbers and amounts posted in bank statements are consistent with what has been

recorded in system

Systematize sales reports into excel sheets, and generate pivot tables of monthly sales in support of further financial analysis

Prepare 50 checks to be sent to vendors by placing checks into envelopes, and backup checks by stapling each check with its

original invoice

Volunteer Income Tax Assistance (VITA) Tax Preparer Jan. 2016 to Apr. 2016 & Jan. 2017 to Present

Internal Revenue Service (IRS) Syracuse, NY

Certified by IRS as an advanced level tax preparer, helping 9-10 clients in low taxable income on a weekly basis to

electronically file their income tax returns via the e-filing software TaxWise

Prepare forms 1040 and IT-201 through TaxWise by collecting paperwork including W2 forms and 1099-R forms, and

determining clients' earned income credits

Provide outstanding customer service with patience and effective help

Finance Intern Jul. 2015 to Aug. 2015

Translatio (Shanghai) Trade Co., Ltd Shanghai, China

Completed at least 15 credit vouchers and performed credit voucher processing with banks on behalf of the company

Evaluated and systematized $145,000 sales invoices generated by a branch company

Economics and Accounting Tutor Jan. 2015 to Apr. 2015

Syracuse University Syracuse, NY

Tutored monthly at least 10 students to solve assignment problems and help them to solidify comprehension of materials and

test-taking strategies

EXTRACURRICULAR ACTIVITIES Deloitte 2016 FanTAXtic Regional Competition, Participant Oct. 2016 to Nov. 2016

Syracuse University & Deloitte U.S. Boston Office Syracuse, NY & Boston, MA

Worked intensively with two sophomores, one junior, and one graduate student in a team for three weeks on a comprehensive

case created by Deloitte by researching primary sources of tax codes and applying financial accounting knowledge

Presented tax-focused evaluation and recommendations based on the assigned case to key partners at the Deloitte Boston office

Received the Regional Honorable Mention Award (second place) out of 7 teams

National Association of Black Accountants (NABA), Member Sep. 2015 to Present

Syracuse University Syracuse, NY

Attended weekly meetings, presentations, and networking events to build strong networks with accounting firm representatives

and gain greater understanding of the industry

Peer Assistant Jun. 2016 to Jul. 2016 & Jan. 2017

Lillian and Emanuel Sluzker Center of International Services of Syracuse University Syracuse, NY

Guided new international graduate students of Syracuse University to complete check-in registration and orientations

HONORS AND AWARDS Omicron Delta Epsilon (International Honor Society in Economics), Member

Phi Beta Kappa Society (the Oldest Honor Society for the Liberal Arts and Sciences in the U.S.), Member

Phi Beta Delta (Honor Society for International Scholars), Member

Dean’s List recipient (Fall 2014 to Spring 2016)

National Society of Collegiate Scholars (NSCS), Member

SKILLS Certified Microsoft Excel Specialist; Microsoft Word and PowerPoint

2015 and 2016 Advanced VITA/TCE Certificate issued by the Internal Revenue Service

Proficiency in Mandarin