Experience

Health Advocates Network
• United States
• Staffing and Recruiting
• 1 - 100 Employee
• Staff Accountant

  • Oct 2022 - Present


Franklin Accounting & Tax, LLC

• Staff Accountant

  • Oct 2021 - May 2022

  Preparation of monthly, quarterly and annual financial reports Preparation of monthly, quarterly and annual budget execution reports Reconciliation of bank statement Review tax returns prepared by clients and make recommendation regarding accuracy and tax savings opportunities Preparation tax returns for individuals, partnerships and cooperations. Proactively interact with key clients to gather informations, resolve tax- relates problems, and make recommendations for business… Show more Preparation of monthly, quarterly and annual financial reports Preparation of monthly, quarterly and annual budget execution reports Reconciliation of bank statement Review tax returns prepared by clients and make recommendation regarding accuracy and tax savings opportunities Preparation tax returns for individuals, partnerships and cooperations. Proactively interact with key clients to gather informations, resolve tax- relates problems, and make recommendations for business and process improvements. Gain understanding of client operations, processes and business objectives. Assist partners and managers on proposals and business development calls Assist clients on applying Obama care insurance season. Assist clients and small business on unemployment application and federal forgiveness loan. Performs other job- related duties as necessary. Show less Preparation of monthly, quarterly and annual financial reports Preparation of monthly, quarterly and annual budget execution reports Reconciliation of bank statement Review tax returns prepared by clients and make recommendation regarding accuracy and tax savings opportunities Preparation tax returns for individuals, partnerships and cooperations. Proactively interact with key clients to gather informations, resolve tax- relates problems, and make recommendations for business… Show more Preparation of monthly, quarterly and annual financial reports Preparation of monthly, quarterly and annual budget execution reports Reconciliation of bank statement Review tax returns prepared by clients and make recommendation regarding accuracy and tax savings opportunities Preparation tax returns for individuals, partnerships and cooperations. Proactively interact with key clients to gather informations, resolve tax- relates problems, and make recommendations for business and process improvements. Gain understanding of client operations, processes and business objectives. Assist partners and managers on proposals and business development calls Assist clients on applying Obama care insurance season. Assist clients and small business on unemployment application and federal forgiveness loan. Performs other job- related duties as necessary. Show less



Jason Do State Farm

• United States
• Insurance

• Sales Specialist

  • Feb 2021 - Aug 2021

  Provided information on different types of car insurance policy to potential clients . Tailored policies to clients' coverage needs and financial status Performed renewal current policies and assisted with car accident claims. Provided information on different types of car insurance policy to potential clients . Tailored policies to clients' coverage needs and financial status Performed renewal current policies and assisted with car accident claims.



Fashion Garments - Vietnam

• Vietnam
• Apparel & Fashion
• 200 - 300 Employee

• Administrative Officer

  • Mar 2014 - Nov 2015

  As administrative officer at Fashion Garments, I maintained and organized office equipment and processes including IT Troubleshooting, HR administration and facilities maintenance by conducting monthly audits. I also performed budget evaluation for internal departments in collaboration with internal auditors, identifying expenditure discrepancies to implement corrective measures. As administrative officer at Fashion Garments, I maintained and organized office equipment and processes including IT Troubleshooting, HR administration and facilities maintenance by conducting monthly audits. I also performed budget evaluation for internal departments in collaboration with internal auditors, identifying expenditure discrepancies to implement corrective measures.



Indochina Tourist & Trade

• Leisure, Travel & Tourism
• 1 - 100 Employee

• Outbound Sales

  • Jan 2013 - Nov 2013

  While I was working as ABC at Indochina Tourist & Trade, I assisted in conducting customer research for targeting and positioning and developed sales presentations for senior managers. I also implemented direct sales campaigns for garnering additional sales. While I was working as ABC at Indochina Tourist & Trade, I assisted in conducting customer research for targeting and positioning and developed sales presentations for senior managers. I also implemented direct sales campaigns for garnering additional sales.