Summary
Overview
Work History
Education
Skills
Timeline
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David Cha

West Covina,CA

Summary

Dynamic and results-driven professional with a proven track record at American Honda, leveraging advanced Excel skills and technical analysis to optimize operations and enhance decision-making. Excelled in customer service, boosting satisfaction through effective communication and problem-solving. Demonstrated ability to analyze market trends and manage data, significantly contributing to strategic planning and performance improvement.

Overview

5
5
years of professional experience

Work History

Day Trader

Self Employed
West Covina, CA
04.2024 - Current
  • Analyzed financial data and market trends to determine appropriate entry and exit points for trades.
  • Collaborated with other traders in order to make informed decisions about entering or exiting a trade.
  • Maintained records of all transactions made throughout the day.
  • Executed buy and sell orders for securities in order to maximize profits.
  • Stayed up-to-date on marketplace trends and researched items in detail.
  • Kept up-to-date with economic news and events that could affect stock prices.

Staff Accountant

Work Van Equipment
Diamond Bar, CA
12.2022 - 03.2024
  • Managed the creation of purchase orders from processed daily sales.
  • Processed sales and purchase invoices promptly, maintaining high accuracy.
  • Updated company database with information on sales, purchases, and freight for all orders.
  • Performed completion of cash receipts and reconciliations promptly.
  • Generated monthly freight analysis reports to identify areas for performance optimization within the company.

Office Manager's Assistant

Alpha Dental
West Covina , CA
08.2022 - 12.2022
  • Organized folder system and managed file storage.
  • Teamed up with sales departments to create multichannel lead generation approaches.
  • Maintained cleanliness through tasks like dusting furniture, wiping counters and tables, sweeping and vacuuming floors.
  • Boosted customer satisfaction ratings by addressing inquiries promptly.

Sales Associate

Pure Hockey
Anaheim, CA
08.2021 - 04.2022
  • Sold various products by explaining unique features and educating customers on proper application or usage.
  • Organized stockroom shelves according to size, color or style.
  • Used technology resources to assist customers in locating and selecting items.
  • Fostered strong customer rapport by initiating authentic connections.
  • Recommended, selected and located merchandise based on customer desires.
  • Answered incoming telephone calls to provide store, products and services information.
  • Facilitated professional conversations with customers to ascertain their needs.

Case Management

American Honda
Chino, CA
05.2021 - 08.2021
  • Performed case management services including referrals to appropriate community resources..
  • Maintained accurate records of all case management activities.
  • Designed and implemented effective case management strategies for challenging cases.
  • Provided case management services, including monitoring, advocacy, and support.

Office Manager's Assistant

Alpha Dental
West Covina, CA
03.2020 - 09.2020
  • Organized folder system and managed file storage.
  • Teamed up with sales departments to create multichannel lead generation approaches.
  • Maintained cleanliness through tasks like dusting furniture, wiping counters and tables, sweeping and vacuuming floors.
  • Boosted customer satisfaction ratings by addressing inquiries promptly.

Education

Bachelor of Arts - Finance

Seattle University
Seattle, WA
06-2019

Skills

  • Advanced Excel capabilities: Managing workbooks for collaboration, managing and formatting data, and managing advanced charts and tables
  • Proficiency in Excel functions: VLOOKUP, PIVOT TABLES, and SUMIFS
  • Technical analysis
  • Chart reading
  • Exceptional rote memory: able to memorize information, such as the human bones
  • Customer service aptitude

Timeline

Day Trader

Self Employed
04.2024 - Current

Staff Accountant

Work Van Equipment
12.2022 - 03.2024

Office Manager's Assistant

Alpha Dental
08.2022 - 12.2022

Sales Associate

Pure Hockey
08.2021 - 04.2022

Case Management

American Honda
05.2021 - 08.2021

Office Manager's Assistant

Alpha Dental
03.2020 - 09.2020

Bachelor of Arts - Finance

Seattle University
David Cha