Kevin Tran

Kevin Tran

Kitchen Key

location of Kevin TranCharlotte, North Carolina, United States

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  • Timeline

  • About me

    Technical Account Manager | Consultant | Life-long Learner

  • Education

    • University of North Carolina at Charlotte

      2011 - 2017
      Bachelor of Science, Business Administration Finance, General 3.45 GPA

      UNCC Graduate with a B.S.B.A. in Finance. I hope to connect with other individuals and expand my network.

  • Experience

    • Mellow Mushroom Pizza Bakers

      Dec 2013 - Jan 2015
      Kitchen Key

      Worked as a pizza maker and key kitchen person. Job description included working with a team of staff to product high quality food to satisfy guest needs. Also used communication skills to contact vendors in ordering supplies and logging information in to management systems.

    • Pho Real Vietnamese Restaurant

      Jan 2015 - Jul 2017
      Server

      Provide excellent service to customers and answered menu questions and made recommendations upon request. Skillfully anticipated and addressed guests' service needs. Also worked as a team to serve at full capacity.

    • London Stock Exchange Group (LSEG)

      Jul 2017 - Dec 2018
      Research Analyst

      • Research, analyze and maintain daily corporate actions that transpire on global stock exchanges. • Compile and analyze source documents including annual reports, quarterly filings; and IPO prospectuses for information related to revenue and shareholders.• Contributed to a project and have become a subject matter expert of New Industry Classification Benchmark. Having collectively assisted classifying over 88,900 companies.

    • Donnelley Financial Solutions (DFIN)

      Dec 2018 - now

      • Serve as SME responsible for solving complex issues within the financial reporting software• Responsible for solving database issues• Provide technical support and troubleshoot day-to-day production related issues• Provide oversight of work conducted by junior level staff and/or review/audit work for accuracy• Work closely with internal groups such as Product Development to ensure the needs of the clients are met through continual system enhancements• Responsible for developing client's business requirements, logics, use cases and scenarios to developers• Use expertise to provide support for financial reporting and financial statements• Account mapping (trail balance, general ledger, journal entries)• Statement building (ensuring proper flow of data from database to automate output-ready statements)• Data mapping and processing (writing business rules as it relates to client data)• Perform system UAT/QA testing (including product upgrades)• Create/implement data points, data suppression logics, conditional values, XML custom tags and output rules to enhance financial report automation for Mutual Funds and Alternative Investments Show less

      • Technical Account Manager

        Mar 2024 - now
      • Production Support Associate

        Dec 2018 - Mar 2024
  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Kevin Tran
      Dean's List University of North Carolina at Charlotte 2016