QuickBooks Online
Vanessa Zhang
Realtor
Ontario,CA
Summary
Versatile, tech savvy and results-oriented Real Estate professional with experience in sales and closing. Demonstrated history of customer service excellence, business acumen and strategic planning ability. Applies collaborative approach to leadership, fostering team-oriented environment.
Overview
1
1
Language
3
3
Certifications
11
11
years of post-secondary education
6
6
years of professional experience
Work History
Executive Administrator
Vitesse Recruiting & Staffing, Inc
03.2020 - Current
- Managed Time Tracking of 150+ workers in 30+ locations.
- Controlled Company Central Database (Time Entry, Billing, Markup, Reporting).
- Prepared Invoices, oversee account receivable.
- Responsible for sales support and business development.
- Responsible for email marketing, branding, social media marketing and website SEO.
- Provided essential technical support.
- Created Standard of Procedure for daily office and recruiting functions.
- Managed CEO’s investment portfolio.
- Handled front office administrative responsibilities.
Real Estate Agent, Contractor
03.2020 - Current
- Prepared documents and contracts.
- Act as the intermediary between the buyer and the seller to ensure a successful closing.
Administrative Analyst, Relationship Manager, Staff Accountant
Blue Pacific Solutions Group, New Paradigm Financial, Inc, Tycon Properties, Inc; C&C Wealth Strategies, Inc
08.2018 - 03.2020
- Analyzed and helped prepare client tax filing process and tax strategies.
- Assisted lead strategists in client wealth management to optimize client investment portfolio.
- Facilitated bookkeeping, cost segregation, and other services’ client onboarding process.
- Managed client service accounts (tax filing, bookkeeping, tax planning).
- Assisted in building SOP sales process using Salesforce.
- Conducted office administrative tasks.
- Drafted engagement letter and tracked correspondences.
- Managed client servicing and client success process.
- Managed account receivable.
- Hosted in-person & virtual events for prospect clients.
Staff Accountant
Chen & Fan Accountancy Corporation
09.2016 - 07.2018
- Conducted financial research and provided management with financial information.
- Maintaining financial reports, records, and general ledger accounts.
- Responding to information requests, reviewing financial statements, and assisting with audits.
- Assisting the accounting manager as needed.
Financial Analyst
Bank of China, Nan Chang Branch
11.2014 - 12.2015
- Facilitated the loan management, investment management programs of the bank.
- Provided financial and analytical support for the Director of Portfolio & Funding.
- Assisted with the finance and business managers in banking business process, including finding new clients, trade entry and allocation, and resolution of settlement and accounting issues.
- Was responsible for cash reconciliations, payment date accounting, monthly reporting and report production.
- Performed monthly balance sheet, income statement analysis for the bank’s Small Business Lending department.
- Creates ad hoc reports in support of heightened regulatory requirements and oversight.
Education
MBA - undefined
Westcliff University
09.2017 - 12.2019
Master of Arts - Economics
Boston University
09.2012 - 09.2013
Bachelor’s - international economics & Trade
Tianjin University
09.2008 - 06.2012
Bachelor’s - management
Keuka College
09.2008 - 06.2012
Skills
Marketing
undefinedAdditional Information
- LEADERSHIP ACTIVITIES: , Boston University Urban Business Accelerator 03-09/2013
Software
Microsoft Office
Adobe Photoshop
WordPress
Salesforce
Certification
Real Estate Licence
Timeline
Executive Administrator
Vitesse Recruiting & Staffing, Inc
03.2020 - Current
Real Estate Agent, Contractor
03.2020 - Current
Administrative Analyst, Relationship Manager, Staff Accountant
Blue Pacific Solutions Group, New Paradigm Financial, Inc, Tycon Properties, Inc; C&C Wealth Strategies, Inc
08.2018 - 03.2020
MBA - undefined
Westcliff University
09.2017 - 12.2019
Staff Accountant
Chen & Fan Accountancy Corporation
09.2016 - 07.2018
Financial Analyst
Bank of China, Nan Chang Branch
11.2014 - 12.2015
Master of Arts - Economics
Boston University
09.2012 - 09.2013
Bachelor’s - international economics & Trade
Tianjin University
09.2008 - 06.2012
Bachelor’s - management
Keuka College
09.2008 - 06.2012
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