Tran V. Traska
Lake Forest,CA
Summary
Diligent and driven analyst who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills.
Overview
9
9
years of professional experience
Work History
Tax Auditor
California Tax And Fee Administration
12.2023 - Current
- Successfully executed and closed 25% field audits for the first two months on the job, contributing to enhanced tax compliance and revenue generation for the CDTFA.
- Facilitated effective communication between taxpayers and regulatory authorities, fostering trust and compliance within business community.
- Demonstrated adaptability and autonomy in progressively challenging audit assignments, showcasing resilience and commitment to professional growth.
- Actively participated in continuous learning initiatives, acquiring advanced knowledge and skills in tax law and auditing practices, thereby positioning oneself for career advancement opportunities.
Resource Management Consultant
Robert Half Management Resources
12.2021 - 08.2023
- Client 1:
- Prepared annual audited financial statements and tax schedules.
- Assisted with quarterly unaudited financial statements and investor capital account statements.
- Reviewed investments holdings, fund level expenses, and income.
- Responded to investor inquiries and prepared ad hoc reports and analysis.
- Collaborated with investment team on operational due diligence.
- Client 2:
- Reconciled, verified, and validated entries and postings to balance sheet and income statement accounts.
- Provided accurate and timely financial information to internal departments and external stakeholders.
- Coordinated month-end closing processes to meet aggressive deadlines.
- Identified and implemented process changes to improve reporting efficiency.
- Utilized Yardi accounting software for bookkeeping, invoicing, and bank reconciliations.
- Client 3:
- Coordinated month-end closing processes ahead of aggressive deadlines.
- Maintained robust financial records for regulatory reporting and taxation.
- Communicated with internal and external auditors for audits and compliance reviews.
- Utilized SAGE 300 accounting software for bookkeeping, invoicing, and bank reconciliations.
- Conducted scheduled audits to identify and resolve financial discrepancies.
- Generated financial statements documenting revenue, expenses, and liabilities.
- Modified comprehensive financial reporting package to reflect organizational growth.
- Posted journal and ledger entries, prepared financial statements, and closed books.
Senior Accountant/Manager
Robinson Hill Architecture, Inc.
08.2021 - 12.2021
- Guided Principals with financial decisions and enforced procedures.
- Protected assets by enforcing internal controls and conducting audits.
- Prepared budgets, collected and analyzed financial data.
- Managed office operations, including expenses, invoicing, and accounts.
- Implemented and ensured compliance with financial policies and procedures.
- Prepared supporting information for annual audit.
- Developed and maintained financial accounting systems.
- Managed bookkeeping, cash flow, and payroll functions.
Senior Staff Accountant
Griffin Capital Corporation, LLC
08.2017 - 08.2021
- Analyzed financial information and prepared reports.
- Compiled and maintained detailed records for reporting purposes.
- Prepared journal entries, reconciliations, and sales reports.
- Assisted with monthly closing process and financial information preparation.
- Processed invoices and maintained accounts payable systems.
- Assisted with financial year-end audit
Invoicing Analyst
Resources Global Professionals
09.2014 - 08.2017
- Supported accounting department during monthly and quarterly closing.
- Prepared financial reports and performed variance analysis.
- Executed accounts receivable reporting enhancements and reconciliation procedures.
- Addressed and resolved non-routine variances and operational process inefficiencies.
- Maintained customer relationships and recommended billing improvements.
- Liaised with sales, accounts, and logistics departments for timely invoice delivery.
Education
Ph.D. - Organizational Leadership
The Chicago School
Los Angeles, CA2021
Master - Business Administration International Business
Concordia University
Irvine, CA2014
Bachelor of Science - Business and Economics Finance
California State University
Los Angeles, CA2011
Languages
Vietnamese
Native or Bilingual
Timeline
Tax Auditor
California Tax And Fee Administration
12.2023 - Current
Resource Management Consultant
Robert Half Management Resources
12.2021 - 08.2023
Senior Accountant/Manager
Robinson Hill Architecture, Inc.
08.2021 - 12.2021
Senior Staff Accountant
Griffin Capital Corporation, LLC
08.2017 - 08.2021
Invoicing Analyst
Resources Global Professionals
09.2014 - 08.2017
Ph.D. - Organizational Leadership
The Chicago School
Master - Business Administration International Business
Concordia University
Bachelor of Science - Business and Economics Finance
California State University