Zackary Tuan La
San Diego,CA
Summary
Experienced professional with a strong background in technology-related roles. Proficient in software development, system administration, and technical support. Skilled in problem-solving and optimizing performance. Capable of managing projects and collaborating effectively with teams. Committed to continuous learning and staying current with industry trends to contribute to organizational success.
Overview
7
7
years of professional experience
Work History
Transaction Coordinator Manager
Global Equity Finance
San Diego, CA
08.2025 - Current
- Coordinated transaction processes by streamlining communication between clients and service providers, enhancing operational efficiency.
- Developed and implemented standardized workflows to manage documentation, ensuring compliance and accuracy throughout transactions.
- Led a team of transaction coordinators, providing mentorship and support to improve performance and service delivery.
- Monitored transaction timelines and milestones, proactively resolving issues to maintain client satisfaction and project integrity.
- Trained new staff on transaction management systems, fostering a knowledgeable team capable of delivering high-quality support.
- Collaborated with cross-functional teams to integrate new tools, optimizing coordination and enhancing overall transaction management.
- Managed vendor relationships to ensure compliance with industry regulations, safeguarding the integrity of transaction processes.
- Provided updates to clients throughout the entire transaction process via email or phone calls.
Tax Specialist
H&R Block
San Diego, CA
12.2022 - 04.2023
- Maintained consistent and updated knowledge of current federal and state regulations.
- Adapted to new technology, conducted virtual tax interviews, and planning sessions with clients.
- Leveraged industry knowledge and performed due diligence to assist clients in max return.
- Utilized company software to record client data and maintain organized files.
- Prepared simple and complex tax filings for individuals and businesses.
IT/Facilities Student Assistant
San Diego State University Global Campus
San Diego, CA
07.2019 - 01.2022
- Created and presented data through spreadsheets with Microsoft Excel to professors.
- Worked with HTML to transfer/create courses on Canvas.
- Assisted professors, staff, and students with technological difficulties via in person and zoom.
- Maintained rooms, transfer and set up computer software to different locations as needed.
- Answered calls and helped with any issues and/or transfer to desired department.
- Trained new employees to the department.
Education
Bachelor of Science - Business Finance
San Diego State University
San Diego, CASkills
- Financial Statements
- Data Analysis
- Business Analysis
- Microsoft Excel
- Conflict Resolution
- Tax Return Preparation
- Cyber Security
- Customer Service
- Loan Processing
- Compliance Documentation
- Software & System Proficiency
- Pipeline Management
- Client communication
- Training and mentorship
- Data entry proficiency
References
Available upon request.
Timeline
Transaction Coordinator Manager
Global Equity Finance
08.2025 - Current
Tax Specialist
H&R Block
12.2022 - 04.2023
IT/Facilities Student Assistant
San Diego State University Global Campus
07.2019 - 01.2022
Bachelor of Science - Business Finance
San Diego State University