Luna Xu
Financial Analyst @Serenity Care Health
Signup · Get unlimited contacts
WORK HISTORY
Financial Analyst @Serenity Care Health
Los Angeles, CA, US
Compile the monthly budget to report on the main clinic and its subsidiaries’ performance to the executives for revenue and expenses. Explain the commentary for the material discrepancies identified between actuals and budget in Excel using formulas like XLOOKUP and SUMIFS.• Analyzed revenue streams and expenditures across six adult care service locations and built an automated financial dashboard using VBA to deliver actionable insights that improved healthcare performance and clinic operation efficiency.• Collaborated with external auditors and CPAs to complete annual audits and tax returns; followed up on annual registration to maintain non-profit charity status.• Complete annual USD reporting and FQHC compliance procedures.
ABOUT LUNA XU
I am a Master\'s student at USC Viterbi, studying Analytics, and I have a keen interest in…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.