Allison Chu Email & Phone Number

Palo Alto, CA, US

Palo Alto, CA, US

Palo Alto, CA, US

Light Street Capital Management, LLC is an investment management firm located in Palo Alto, California. The firm invests globally in public equity markets with a focus on the technology and media sectors.

GB

• Spearhead multiple teams of 3 to 15 members and facilitate cross functional teams’ collaborations to attain the deliverable goals with demanding deadlines
• Build and maintain good rapport with clients by providing insights and solutions and communicating progress status
• Delegate tasks to associates while providing ample amount of guidance to support their development through real-time feedback and timely recognition
• Plan, budget, and forecast billing and hours to optimize allocation of resources
• Perform thorough reviews on income tax returns and complex Excel worksheets containing large confidential data to ensure quality and accuracy

GB

• Specialize in Asset Wealth Management including Private Equity & Venture Capital
• Exercise Federal, Residency State, and International Tax Partnership Compliance
• Pioneer and implement automation tools to streamline technical efficiency and minimize errors, reducing 200 hours of work and increasing 7% profit margin
• Analyze financial statements & transactions and exercise tax allocations that align with business economics and comply with the government regulations and firm policies
• Actively participate in various PwC recruiting events to network with college students who are interested in applying for a position

Davis, California, US

• Provided in-depth tax knowledge to board members
• Drew from past experiences to help improve Students in VITA
• Organized social events among board members and incoming interns
• Offered support and guidance to board members

Davis, California, US

• Assisted low-income individuals to prepare income tax returns using intake forms and computer software including all tax topics in the Basic and Intermediate courses and pension topics like stock and sale of home issues
• Aided clients in understanding their tax return and financial literacy topics
• Ensured clients receive the maximum tax credits and deductions they are entitled to

Davis, California, US

• Carefully reviewed tax returns prepared by interns to ensure accuracy and client's questions and concerns have been resolved
• Transformed the mentorship program for board members and mentees to establish a profound network, enhance professional leadership and interpersonal skills, and access to direct resources for academic, career, and.
• Redesigned and facilitated workshops with other board members to upskill 40+ interns on the importance of income tax laws and client communications for the IRS certification test and tax sites
• Educated the community on financial literacy topics through presentations and outreach
• Attended weekly meetings to discuss improvement on our multiple weekly tax sites and resolve any complications throughout the program
• Recruited new interns by assisting in tabling at campus networking fairs and presenting in classrooms

Davis, California, US

• Acquired 501©(3) nonprofit status to generate a larger budget from sponsors
• Supervised a budget of approximately $1,500
• Managed all monetary transactions constantly including reimbursements, purchases, and sponsorship money
• Sought for and arranged sponsorship and fundraisers opportunities from business firms and local restaurants

• Dressed models into their designated clothes and accessories in accordance with the instructed outlooks in a calm, fast-paced and timely manner
• Pressed, steamed and hemmed final garments to retain constructions and fits

GB

• Participated in both client and team meetings in planning and understanding the client's business
• Shadowed seniors and managers to gain a deeper understanding within the tax line of service
• Researched and presented findings for internal client meeting on tax laws, investment activities and trends for the private equity industry
• Reconciled prior year estimated and actual income and prepared true-up workpapers to ensure the correct adjustment made on client's return

• Administered a budget of approximately $100
• Handled all monetary transactions constantly including reimbursements, purchases, and fundraising money
• Sought and planned fundraising opportunities at least twice per quarter

• Created content for bi-weekly newsletters and designed flyers and social media banners to promote the organization and its events
• Responded emails regarding to all involvement of the organization in professional and in timely manner
• Recorded details of the executive meetings for future reference

US

• Greeted and engaged with customers in providing quality beverages they ordered
• Processed cashier transactions quickly and accurately
• Prepared beverages with standard or customized recipes for customers
• Operated store policies and standards
• Maintained a clean and safe work environment

Bachelor’S Degree, Managerial Economics, Emphasis In Business Economics, Minor In Textiles And Clothing

Fashion Buying & Merchandising