Nathaniel Tran
San Francisco,United States
Overview
2
2
years of professional experience
Work History
Tax & Accounting Intern
kroyCPA
Oakland, California
07.2024 - 11.2024
- Prepared and reviewed individual and small business tax returns in accordance with federal and state tax law.
- Performed bookkeeping and account reconciliation using QuickBooks, ensuring accurate financial records for more than 50 clients.
- Organized financial data, tracked expenses, and assisted with financial statement preparation using Excel.
- Communicated with clients to collect documentation, resolve discrepancies, and maintain up-to-date records.
- Supported office operations including data entry, filing, and document management, improving workflow efficiency.
Lifeguard
Koret Health And Recreation Center
San Francisco, California
07.2022 - 08.2024
- Monitored pool area to ensure safety of all swimmers.
- Responded promptly to incidents, ensuring swift resolution and safety measures.
- Communicated with patrons regarding safety guidelines and protocols.
Education
Bachelor of Science - Accounting
University of San Francisco
San Francisco, CA06-2025
Skills
- QuickBooks and Lacerte proficiency
- Microsoft Excel (pivot tables, formulas, VLOOKUP),
- SQL (basic to intermediate queries for financial data analysis)
- Alteryx
- Bookkeeping experience
- Client communication
- Tax preparation
Accomplishments
Stock Analysis Project (Principles of Finance)
- Conducted a detailed stock valuation of Tesla using Yahoo Finance data.
- Analyzed financial indicators such as P/E ratios, market trends, and earnings reports to assess stock valuation.
- Compiled findings into a comprehensive report with investment recommendations.
Data Preparation & Presentation Project (Alteryx)
- Utilized Alteryx to clean and transform accounting data from a sample company.
- Developed an optimized workflow to streamline financial data presentation and improve reporting accuracy.
Affiliations
- Student Investment Club, University of San Francisco
Participated in stock market simulations and financial discussions, enhancing investment knowledge and analytical skills. - Don’s Esports Club, University of San Francisco
Collaborated with fellow team members in competitive gaming, expressing teamwork, strategic thinking, and communication skills.
Timeline
Tax & Accounting Intern
kroyCPA
07.2024 - 11.2024
Lifeguard
Koret Health And Recreation Center
07.2022 - 08.2024
Bachelor of Science - Accounting
University of San Francisco
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