Katherine Tran Email & Phone Number

California, United States

San Jose, California, United States

• Prepared and reviewed financial statements for 6 clients, ensuring compliance with GAAP• Performed data entry and maintained accurate records for accounts exceeding $500,000 using QuickBooks• Conducted reconciliations for bank accounts and financial ledgers, identifying discrepancies worth over $10,000• Communicated with clients to collect necessary financial information, resolving 95% of inquiries within 48 hours• Assisted in onboarding new clients by setting up their financial systems in QuickBooks, improving theiroperational efficiency

San Diego, California, United States

• Spearheaded external branding efforts across Instagram, TikTok, and the fraternity website, resulting in a 86.8% increase in engagement and reaching 47.8k accounts from June to September 2024• Coordinated a professional development conference, to boost members' professional growth and opportunities• Planned a two-day interchapter event accommodating 250 attendees from 9 different chapters across California• Conducted two weekly meetings: one with the executive board and another addressing a 120 chapter members

• Led lectures for over 50 members on stock market fundamentals, financial analysis, niche trading methods, and general market concepts• Organized on-campus tabling and recruitment events, to grow membership by 25%• Collaborated with the VP of Marketing to implement recruitment strategies through online platforms• Advised 50+ members questions related to market trends, strategies, and stock concepts

• Operated POS system, facilitating 150+ transactions a day, ensuring efficient and accurate order processing• Managed monetary transactions averaging $4000 per day, maintaining precise financial records• Communicated with kitchen staff to relay orders and ensure timely delivery, fostering customer satisfaction• Assembled 150+ orders daily adhering to strict quality and hygiene standards• Trained 2 new team members on POS operation, customer service protocols, and hygiene practices

Fremont, California, United States

• Instructed groups of up to 15 children, focused on fundamental techniques and strategies, resulting in improved performance• Extended work hours to provide additional supervision, ensuring all children were picked up safely• Maintained a zero-incident record, guaranteeing the well-being of all children

• Organized community outreach materials for the Recreation and Park District, connecting with over 1,500 people• Led weekly meeting debriefs for a committee of 32 members to plan the 2021 Hayward Youth Conference• Collaborated with the Recreation and Park District and pitched a revised outreach plan that increased camp capacities by 20%

Milpitas, California, United States

• Oversaw the safety of 50+ children daily, ensuring a secure and enjoyable environment for customers• Assisted with checkout procedures, addressing up to 60 inquiries and customer concerns daily• Earned recognition as the Employee of the Month in Jan. 2020 from consistent positive feedback from customers

Education record

Activities and Societies: Alpha Kappa Psi, Aztec Trading and Investing, Women in Business, Vietnamese Student Association Awards: SDSU.

High School Diploma

Activities and Societies: Associated Student Body (Co-Curricular Officer), Vietnamese Student Association (Founder), DECA, Varsity Tennis.