Tran Doan
San Jose,CALIFORNIA
Summary
Experienced Senior Accountant with over 8 years in financial statement preparation and general ledger activity. Excellent analytical and time management skills, strong numeracy skills and keen attention to detail to drive results.
Overview
10
10
years of professional experience
Work History
Senior Tax Accountant
Rosewood Family Advisors
11.2020 - Current
- Performed analysis on inventory, accounts receivable and accounts payable balance sheet accounts in accordance with GAAPs, adapt ASC 740.
- Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions to clients
- Oral and written communication to effectively convey information to staffs, managers and clients to complete projects on time
- Oversee and supervise the work of junior tax team by providing instructions and trainings for high-quality works
- Assist and prepare supporting workpapers for audit process from audit firms
Client Account Specialist
Home Care Assistance
12.2019 - 10.2020
- Coordinated with team members to generate and confirm weekly manual invoices per client specifications
- Efficiently carried out reconciliation and debt collection; analyzed the profit margins on a weekly basis
- Resolved complex billing and payment issues for balanced, accurate accounts in compliance with procedures
- Built a trust-based relationship with clients to ensure smooth operations and customer satisfaction
Accountant and Manager Assistant
Granite & Stone Expo, Inc
08.2017 - 11.2019
- Successfully managed budgets and allocated resources to maximize productivity and profitability
- Created effectively communication with clients (through email or phone) and evaluated their needs to meet performance, quality and service expectations
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Analyzed factors that may affect production time, materials and labors for each projects and address to managers
- Reconciled vendor accounts, and bank accounts on monthly basis to prevent late payment
Regional Account Analyst
City-Link Express
10.2013 - 12.2015
- Analyzed financial data and forecasted account needs based on financial reports from 3 corporate regions (Viet Nam, Hong Kong, Thailand)
- Collaborated with accounting manager in Viet Nam to comply with governing bodies and limit regulatory risks.
- Provided journal entries and performed accounting on accrual basis for 6 branches in Southern Malaysia
- Tracked funds, and reconciled accounts (Accruals, Prepayment, Bank)
Education
MBA - Accounting and Finance
Silicon Valley University
2018
Bachelor of Arts - Finance, Accounting and Management
University of Nottingham
2013
Skills
- Attention to detail for any projects
- Proficient with MS Office, MS Excel, MS Outlook
- AR, AP, GL, Bank reconciliations
- Data analysis, Quickbook Desktop/Online Pro
- Analyzing Financial Statements (BS, IS, CF)
- Strong Research and critical thinking skills
- Flexible team player, strong self-motivating skills
- Friendly and supportive worker
Timeline
Senior Tax Accountant
Rosewood Family Advisors
11.2020 - Current
Client Account Specialist
Home Care Assistance
12.2019 - 10.2020
Accountant and Manager Assistant
Granite & Stone Expo, Inc
08.2017 - 11.2019
Regional Account Analyst
City-Link Express
10.2013 - 12.2015
MBA - Accounting and Finance
Silicon Valley University
Bachelor of Arts - Finance, Accounting and Management
University of Nottingham
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