Caleb Wong

Financial Analyst at Formstack
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Irvine, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Technology, Information and Internet
    • 100 - 200 Employee
    • Financial Analyst
      • Apr 2023 - Present

      Indianapolis, Indiana, United States

    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Investment Associate
      • May 2022 - Dec 2022

      Irvine, California, United States

    • Investment Analyst
      • Jul 2021 - May 2022

      Irvine, California, United States - Financial analyst for potential investment opportunities ranging from commercial real estate to private companies in the tech and financial services industry. - Working on advising and executing CRE investment opportunities.

    • Undergraduate Research Fellow
      • Sep 2019 - Mar 2021

      Irvine Energy Harvesting Pacemakers - Developing a self-powered pacemaker utilizing the beating motions of the heart to generate electricity to increase lifespan of the pacemaker - Managing finances and accounting for the research team - Created slide decks and performed pitches for investors and competitions - Ordering and processing orders for materials and parts

    • United States
    • Medical Equipment Manufacturing
    • 700 & Above Employee
    • Accounting Intern
      • Jun 2019 - Sep 2019

      Aliso Viejo, California • Updated financial predictions for company subsidiaries and FX movements • Performed internal audits for expense reports • Took physical counts of company fixed assets at HQ and branch locations • Approved and processed company payable invoices

    • United States
    • Software Development
    • 300 - 400 Employee
    • Marketing Intern
      • Jul 2017 - Apr 2018

      • Responsible for creating quizzes and videos for newly published white papers • Cleaned internal and cliental data • Scheduled and monitored company’s social media accounts (Twitter, LinkedIn, Facebook)

    • United States
    • IT Services and IT Consulting
    • 400 - 500 Employee
    • Accounting Assistant
      • Jun 2016 - Aug 2016

      San Francisco Bay Area • Responsible for converting historical data to make the conversion from Quickbooks to Netsuite easy for the company • Customers use Tradeshift products to process their vendor payments, so I was responsible to reconcile payments against reimbursement from the customers. • Review employee reimbursements and ensure proper classification of expense categories before recording in Quickbook.

Education

  • University of California, Irvine - The Paul Merage School of Business
    Bachelor's degree, Business Administration: Finance
    2017 - 2021
  • UC Irvine
    Bachelor's degree, Public Health Policy
    2017 - 2021

Community

You need to have a working account to view this content. Click here to join now