Yun Tzu Yang
East Palo Alto,CA
Summary
I aim to leverage my financial acumen and analytical expertise as a Financial Analyst, providing actionable insights to drive strategic decision-making and organizational success. Highly skilled in both accounting and auditing, with broad experience managing financial records, conducting audits, and ensuring compliance with financial regulations. Strong analytical skills to evaluate data accuracy and integrity, coupled with proficiency in various accounting software. Successfully improved financial reporting processes in previous roles, leading to enhanced efficiency and reliability of financial information.
Overview
5
5
years of professional experience
Work History
Assurance Associate
PricewaterhouseCoopers
San Jose, CA
09.2022 - 05.2024
- Conducted detailed audits and financial analyses, ensuring compliance with GAAP and internal controls
- Analyzed financial statements to identify trends, risks, and opportunities for improvement
- Reviewed financial statements and other documents for accuracy and completeness.
- Identified potential risks and areas of non-compliance with applicable laws, regulations, and accounting standards.
Associate Banker
Chase JP Morgan
Los Gatos, CA
09.2021 - 06.2022
- Delivered tailored financial solutions to meet customer needs, enhancing satisfaction by 20%
- Analyzed customer portfolios to identify growth opportunities and mitigate risks
- Ensured compliance with all regulatory requirements during the process of account opening and management.
- Met with new clients and completed pre-qualification procedures.
- Trained new employees on banking products, services, and compliance standards, fostering a knowledgeable workforce.
Administrative Assistant
Resure Technology Company
Santa Clara, CA
10.2019 - 02.2020
- Prepared detailed financial and logistical reports, optimizing operational workflows
- Developed administrative systems that improved financial tracking accuracy by 15%
- Developed and maintained filing systems for confidential documents and records.
- Provided product shipment logistical support and quality control by coordinating with vendors, resulting in increased revenue.
- Managed daily office operations and maintained office supplies inventory, ensuring efficient workplace functionality.
- Scheduled appointments between clients and customers and internal staff members.
Education
Bachelor of Science - Accounting Corporate and Finance
San Jose State University
San JoseAssociate of Science - Business Administration
De Anza College
CupertinoSkills
- Financial modeling
- Budgeting
- Forecasting
- Excel
- Pivot tables
- Complex formulas
- Data visualization
- Financial controls
- Variance analysis
- Cost optimization
- Accounting
- ERP software
- QuickBooks
- NetSuite
- SAP
- Problem-solving
- Data interpretation
- Communication abilities
Phone
cell, 6505188696
Languages
English
Professional
Chinese (Mandarin)
Professional
Timeline
Assurance Associate
PricewaterhouseCoopers
09.2022 - 05.2024
Associate Banker
Chase JP Morgan
09.2021 - 06.2022
Administrative Assistant
Resure Technology Company
10.2019 - 02.2020
Bachelor of Science - Accounting Corporate and Finance
San Jose State University
Associate of Science - Business Administration
De Anza College
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