Deep Enrich
Timothy Tran
Accounting/Finance Intern
391 followers
Los Angeles Metropolitan Area
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About me
Financial Analyst at Easterseals Southern California | Investment & Treasury Committee Analyst at CFA Society Orange County
Education
California State Polytechnic University-Pomona
2018 - 2022Bachelor of Business Administration - BBA Banking, Corporate, Finance, and Securities Law 3.46 GPA
Experience
VHA Corp
May 2021 - Jun 2022Accounting/Finance Intern• Utilized NetSuite to conduct daily banking activities and reconciliations to assist with month-end activities• Analyzed and advised company stakeholders on how to diversify/optimize their investment portfolio using a top-down approach and financial metrics• Collaborated with a team of accountants to ensure accuracy in GL impacts through journal entries• Investigated the rise of company service fees from account analysis statements by utilizing pivot tables
Easterseals Southern California
Jun 2022 - nowFinancial Analyst I.webp)
CFA Society Orange County (CFAOC)
Nov 2023 - nowInvestment & Treasury Committee Analyst
Licenses & Certifications
- View certificate
CFA Level I Badge
CFA InstituteApr 2024
- View certificate
Financial Modeling and Forecasting Financial Statements
LinkedInOct 2021
Volunteer Experience
Children’s Ministry Small Group Leader
Issued by Calvary Chapel Chino Hills on Nov 2023
Associated with Timothy TranVolunteer
Issued by CFA Society Orange County (CFAOC) on Jun 2022Associated with Timothy TranVolunteer
Issued by CFA Society Orange County (CFAOC) on May 2023Associated with Timothy TranVolunteer
Issued by Calvary Chapel Chino Hills on Jun 2017Associated with Timothy TranVolunteer
Issued by Calvary Chapel Chino Hills on Jun 2018Associated with Timothy Tran
Languages
- viVietnamese
- enEnglish
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