ALEX CHAN
Orlando,FL
Summary
Quality-driven undergrad business student at the University of Central Florida with over 6 years of experience working in Banking, Real Estate, Business Advisory and Technology and Service firms at large and fast-paced corporations.
Skilled in working under pressure, and adapting to new situations and challenges to best enhance the corporate brand with solid communication and interpersonal skills.
Overview
5
5
years of professional experience
Work History
Payroll Administrator
Jardon & Howard Technologies
Orlando, FL
05.2023 - Current
- Administered processing of all wages for 150-200 employees using Deltek/ Costpoint.
- File and pay monthly, quarterly, and annually Withholding, Unemployment insurance (SUTA), State Employment Disability, Employee Training, Child Care Contributions, Local and Sales and Use Taxes for 35 States.
- Managed Leave Accruals for 150-200 employees.
- Filed biweekly, and quarterly 401K Deferrals, Roth and Loans through VOYA.
- Filed quarterly and annually Federal Unemployment Tax (FUTA-940) through IRS Electronic Federal Tax system.
- Filed biweekly, and quarterly Federal Employment Tax (941) through IRS Electronic Federal Tax system.
- Investigate and resolve any payroll discrepancies.
- Follow FLSA and State regulations and compliance.
Accounts Payable Specialist
Intram Investments
Orlando, FL
05.2021 - 12.2021
- Full Cycle Accounts Payable (vendor invoice- entry- coding and payment posting).
- Completed an average of 300 invoices per week.
- Reported financial data monthly and updated financial records in ledgers and journals.
- Reviewed account documentation for over 200 accounts, rectified issues and contacted vendors about account changes monthly.
- Produced month-end closing reports and provided suggestions on remittance for quick resolution.
- Input financial data and produced reports using Sage 300.
Funding Analyst Intern
Horne LLP
Orlando, FL
08.2020 - 04.2021
- Monitored compliance and filing 20 requirements weekly in conjunction with staff and management.
- Performed 75 weekly timely testing procedures on documentation of expenses over 3 million dollars to ensure the highest integrity serving as the steward of CARES funding for the state of Florida and its local government programs.
- Effectively manage over 200 testing pipeline and offer solutions to accelerate testing and review processes
- Conducted due diligence reviews of potential investments in order to evaluate their suitability.
Accounting Specialist Intern
USF Federal Credit Union
Orlando, FL
06.2020 - 09.2020
- Processed and balanced daily recap for all Branches including cash over 17 million dollar, and 100 checks received and disbursed daily.
- Reconciled 75 weekly account information and reported figures in general ledger by comparing to bank account statement each month.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Post over 250 journal entries (ACH, share drafts, return items).
- Post and prepare an average of 150 daily indirect lending dealer reserves, and money order remittance.
Service Banker
Bank of the West, BNP Paribas
Antioch, CA
02.2019 - 04.2020
- Identified sales and cross-selling opportunities.
- Conducted 500- 1,200 customer filings, arranged customer files, and kept track of incoming files.
- Maintained current knowledge and consistent compliance with bank policies and procedures.
- Opened 200-250 new membership accounts, and credit card applications quarterly.
- Analyzed customer financial needs to recommend appropriate banking solutions.
- Balanced ATM machines on a daily basis ensuring accuracy of funds available for withdrawal.
Education
Bachelor of Science - Business Administration and Management
University of Central Florida
Orlando, FL04-2023
Associate of Science - Accounting and Finance
Los Medanos College
Pittsburg, CA12-2019
Skills
- Multi-state Payroll Processing
- ADP & Deltek
- Project Management
- HR Support
- Data Analysis
- Market research, forecasting, and analysis
Timeline
Payroll Administrator
Jardon & Howard Technologies
05.2023 - Current
Accounts Payable Specialist
Intram Investments
05.2021 - 12.2021
Funding Analyst Intern
Horne LLP
08.2020 - 04.2021
Accounting Specialist Intern
USF Federal Credit Union
06.2020 - 09.2020
Service Banker
Bank of the West, BNP Paribas
02.2019 - 04.2020
Bachelor of Science - Business Administration and Management
University of Central Florida
Associate of Science - Accounting and Finance
Los Medanos College
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