Caleb Wong
Financial Analyst at Formstack- Claim this Profile
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Bio
Experience
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Formstack
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United States
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Technology, Information and Internet
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100 - 200 Employee
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Financial Analyst
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Apr 2023 - Present
Indianapolis, Indiana, United States
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Titan Golden Capital
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United States
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Investment Associate
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May 2022 - Dec 2022
Irvine, California, United States
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Investment Analyst
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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.
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Undergraduate Research Fellow
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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
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MicroVention-Terumo
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United States
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Medical Equipment Manufacturing
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700 & Above Employee
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Accounting Intern
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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
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Reltio
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United States
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Software Development
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300 - 400 Employee
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Marketing Intern
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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)
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Tradeshift
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United States
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IT Services and IT Consulting
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400 - 500 Employee
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Accounting Assistant
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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.
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Education
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University of California, Irvine - The Paul Merage School of Business
Bachelor's degree, Business Administration: Finance -
UC Irvine
Bachelor's degree, Public Health Policy