Iris Zhou

Accounting Associate at Sagent Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Milpitas, California, United States, US
Languages
  • English Native or bilingual proficiency
  • Cantonese Limited working proficiency
  • Shanghainese Professional working proficiency
  • Mandarin Professional working proficiency
Skills

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

Credentials

  • Introduction to Machine Learning
    Kaggle
    Nov, 2020
    - Oct, 2024
  • MySQL for Data Analytics and Business Intelligence
    Udemy
    Oct, 2020
    - Oct, 2024

Experience

  • Sagent Management
    • United States
    • Accounting
    • 1 - 100 Employee
    • Accounting Associate
      • Jan 2022 - Present

      -AP-AR-Bank, balance sheet, credit card and cash reconciliation-process US and Canadian payroll -create financial statements- improved processing 1099s and 3921 forms by 90% within 3 days -AP-AR-Bank, balance sheet, credit card and cash reconciliation-process US and Canadian payroll -create financial statements- improved processing 1099s and 3921 forms by 90% within 3 days

  • Black Diamond Paver Stones & Landscape, Inc.
    • United States
    • Construction
    • 1 - 100 Employee
    • Accounts Payable Associate
      • Sep 2019 - Dec 2021

      Leadership▪ Actively collaborate with HR, IT, and Operations to decrease themonth end closing time by 50%▪ Train new team members▪ Manage over 20 vendors to ensure payment has been properlyapplied and paidProjects▪ Created an Excel report to show the impact of missing job numberswhich lead to a 30% decrease in missing job numbers▪ Used Excel to leverage over $100,000 in discounts from vendors▪ Used Excel to efficiently pay off bills by 80% Leadership▪ Actively collaborate with HR, IT, and Operations to decrease themonth end closing time by 50%▪ Train new team members▪ Manage over 20 vendors to ensure payment has been properlyapplied and paidProjects▪ Created an Excel report to show the impact of missing job numberswhich lead to a 30% decrease in missing job numbers▪ Used Excel to leverage over $100,000 in discounts from vendors▪ Used Excel to efficiently pay off bills by 80%

  • Insurance by Allied Brokers
    • United States
    • Insurance
    • 1 - 100 Employee
    • Accounting Assistant
      • Jun 2019 - Sep 2019

      ▪ Generated commission reports which created over $10,000 inrevenue▪ Ran the month-end closing reports to ensure financial data isentered timely and accurately▪ Ran payroll for 10 people on a timely basis ▪ Generated commission reports which created over $10,000 inrevenue▪ Ran the month-end closing reports to ensure financial data isentered timely and accurately▪ Ran payroll for 10 people on a timely basis

  • Lumentum
    • United States
    • Telecommunications
    • 700 & Above Employee
    • Global Trade and Compliance Intern
      • Jul 2018 - Aug 2018

      ▪ Audit trade import file to ensure compliance in exports▪ Classified purchase order parts to make sure costs are properlycategorized▪ Compiled invoices into a spreadsheet to account for all the costsinvolved with trade ▪ Audit trade import file to ensure compliance in exports▪ Classified purchase order parts to make sure costs are properlycategorized▪ Compiled invoices into a spreadsheet to account for all the costsinvolved with trade

  • Shannon & Snyder CPAs
    • United States
    • Accounting
    • 1 - 100 Employee
    • Administrative Assistant
      • Feb 2017 - Jul 2017

      ▪ Processed tax returns from 4hrs to 30 mins in one month ▪ Processed tax returns from 4hrs to 30 mins in one month

  • Ohlone College
    • United States
    • Higher Education
    • 400 - 500 Employee
    • Accounting Tutor
      • Jan 2013 - May 2015

      ▪ Communicated accounting topics to students ▪ Communicated accounting topics to students

Education

  • San Jose State University
    Bachelor of Business Administration (BS), Accounting
    2015 - 2019
  • Magnimind Academy
    Mini Machine Learning Bootcamp
    2020 - 2020
  • Ohlone College
    Associate of Arts (AA), Business
    2012 - 2015
  • Milpitas High School
    2008 - 2012
  • Magnimind Academy
    Full Stack Data Science Bootcamp
    2021 - 2021

Community

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