Summary
Overview
Work History
Education
Skills
Projects
Timeline
Generic

Xristian Balagot

San Dimas,CA

Summary

Effective Student committed to learning, developing skills in accounting, analytics, and team contribution. Self-directed and energetic with superior performance in both autonomous or collaborative environments working independently and collaborating with others on group projects.

Overview

Work History

Payment Processor (Temp)

LERETA LLC
1 2020 - 4 2020
  • Performed data entry for a financial services company servicing escrow accounts for property taxes
  • Utilized a range of software including a COBOL-based mainframe system, Microsoft Access relational databases, and Microsoft Excel to efficiently carry out job duties
  • Arranged and processed check payments to taxing agencies across all 50 states in accordance with installment due dates
  • Ensured accurate and timely processing of a high volume of payments on a regular basis.

Volunteer Income Tax Preparer

Mt. SAC VITA Program
02.2020 - 04.2020
  • Volunteered with the IRS-sponsored Volunteer Income Tax Assistance (VITA) program at Mt
  • San Antonio College
  • Prepared simple tax returns, primarily for single taxpayers in lower to lower-middle income brackets
  • Assisted clients in reporting income, claiming deductions and credits, and ensuring compliance with tax laws
  • Honed skills in attention to detail, customer service, and problem-solving while working with diverse clients.

Caregiver

Del Mar Park
10.2020 - 02.2020
  • Assisted residents with activities of daily living including hygiene routines, dressing, and meal times
  • Maintained a clean and safe living environment by regularly cleaning residents' units
  • Ensured residents' well-being by closely monitoring for any changes in condition or potential emergencies
  • Collaborated with healthcare staff to ensure each resident's care plan was followed and their needs were met.

Education

Associate of Science For Transfer - Business Administration

Mt. San Antonio College
Walnut, CA
12.2024

Associate of Science - Accounting

Mt. San Antonio College
Walnut, CA
05.2001 -

Skills

    Microsoft Office

    Microsoft Access

    Accounting Software

    Account Reconciliation

    Tax Experience

    Time Management

    10-Key Typing

    Communication

    QuickBooks Online

Projects

Data Analysis Dashboard, Designed a robust data analysis dashboard utilizing Excel for the final project of an accounting course. Imported and cleaned over 30,000 records spanning 2020-2022 using Excel's Get Data feature and Power Query. Built a comprehensive data model within Excel to enable efficient analysis of financial trends. Developed insightful visualizations, including graphs and charts, from the pivot tables to effectively communicate trends and patterns., https://youtu.be/iu1pVbp_CME

Timeline

Caregiver

Del Mar Park
10.2020 - 02.2020

Volunteer Income Tax Preparer

Mt. SAC VITA Program
02.2020 - 04.2020

Associate of Science - Accounting

Mt. San Antonio College
05.2001 -

Payment Processor (Temp)

LERETA LLC
1 2020 - 4 2020

Associate of Science For Transfer - Business Administration

Mt. San Antonio College

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Xristian Balagot