Daniel Xing Email & Phone Number

Los Angeles, California, United States

• Utilized Excel, CCH Engagement to analyze/prepare reports (Board Minutes, Assets/Accounts Payable Leads) and assess materiality for client documentation, 20+ hours weekly
• Modeled extensive comprehension of different tax forms (K-1, 1040, 1099) for SMLLCs, Trusts, S/C Corps, nonprofits
• Explored and applied knowledge to present 40 minute firmwide presentation about impact of AI on accounting industry, provided recommendations and possible solutions to firm
• Observed and enhanced knowledge of business processes through face-to-face client meetings, firmwide gatherings (townhall, core pod meetings)

• Volunteered as a mentor to incoming freshmen by building relationships through answering questions, advising students and guiding them through their first year
• Cooperated with 2 mentees to discuss on ways to solve their solutions, learned about their personal goals and consulted on how they could achieve their goals

Bloomington, Indiana, United States

• Selected as a peer tutor through high academic performance (>A) in a rigorous course, working with 3 other tutors to support professor, teaching assistant, and 40 students during class
• Guided and ensured that students understood Microsoft Access/Excel functions and concepts, providing assistance when needed to allow students to reach their full learning potential, 3-4 hours weekly
• Strengthened communication and problem solving skills through tutoring, as well as personal knowledge of Access/Excel by reviewing concepts in order to guide students to learn material

Brea, California, United States

• Attended advisor meetings and webinars surrounding topics such as investment strategies (asset allocation, buy-and-hold, risk tolerance) and retirement solutions (pension plans, asset protection)
• Planned and hosted 30-40 minute seminar about tax diversification for retirement planning, developed comprehensive understanding of different asset accounts (401k, IRAs, 529 plan) affecting retirement
• Researched and prepared faux prospecting/business plan, utilizing methods such as SWOT analysis, identifying target market and ideal clients, etc.

Pomona, California, United States

• Managed ~40,000 square feet store, ensuring proper arrangement of merchandise to maximize customer efficiency
• Assisted 20-30 customers daily, actively engaged in fulfilling their shopping requests through product knowledge and understanding of store structure, resulting in increase of customer engagement and satisfaction
• Organized and sorted 1,000-3,000 cases of truck inventory in 1-3 hours, providing ease of distribution for store products, leading to stimulation of store productivity

Los Angeles Metropolitan Area

• Managed 3-4 shipment labels and tracking numbers a week with FedEx/UPS deliveries and pick-ups
• Prepared relevant documents through Excel for customers and shipments (invoices, receipts, Bill of Lading)
• Interacted with and organized customers’ orders and requests through warehouse products for their satisfaction around 3 times a week

Bachelor Of Science - Bs, Finance And Accounting, 3.52/4.0

Education record