Derek Duong Email and Phone Number
I have a passion for problem-solving and critical analysis, which led me to pursue a degree in business at California State University Fullerton, with a focus on accounting. Inspired by family and friends in the accounting profession, I'm drawn to the intricate, puzzle-like nature of accounting. Currently, I'm leveraging my skills in communication, compliance, organization, and prioritization in the financial services industry, particularly in banking, and expanding my knowledge in financial modeling. My recent work experience with Ernst and Young as an Auditor has equipped me with valuable interpersonal skills that I apply in my career. I'm excited to continue learning and growing in the dynamic field of finance, and I'm always open to discussing topics of interest, including history.
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Jr. Cession Data AnalystPortfolio Jun 2024 - PresentLake Forest, California, United States1. Financial Reporting & Analysis:Prepared and analyzed quarterly financial reports by reviewing 100+ cessions and reconciling 200+ bank statements, ensuring accuracy and reliable financial data for internal and external stakeholders.2. Process Improvement & Automation: Collaborated with management to identify and implement opportunities for process automation and enhancement, leveraging advanced reporting tools and VBA scripting.3. Project Management & Technical Support:… Show more 1. Financial Reporting & Analysis:Prepared and analyzed quarterly financial reports by reviewing 100+ cessions and reconciling 200+ bank statements, ensuring accuracy and reliable financial data for internal and external stakeholders.2. Process Improvement & Automation: Collaborated with management to identify and implement opportunities for process automation and enhancement, leveraging advanced reporting tools and VBA scripting.3. Project Management & Technical Support: Supported the Sr. Cessions Technology Analyst with various advancement projects, monitored system issues, and maintained reporting templates.4. Data Management & Accuracy: Gathered, audited, and reconciled data from multiple sources, ensuring precise and reliable financial and cession data for internal and external stakeholders.5. Stakeholder Communication & Coordination: Communicated directly with Sales Agents and Managing. Directors, addressing scheduling, reporting inquiries, and miscellaneous requests, while fulfilling information requests for tax estimates and returns. Show less -
Fso: Insurance | Staff AssociateEy Jan 2023 - Feb 2024Los Angeles Metropolitan Area1. Develop an Understanding of the Audit Client's Business:Auditors at EY begin by thoroughly understanding the client's business. This involves studying the client's operations, industry, market trends, and specific risks associated with the business. Developing a deep understanding of the client's business helps auditors identify potential financial risks and tailor their audit approach accordingly.2. Set-Up and Maintain Audit Files:Auditors are responsible for organizing and… Show more 1. Develop an Understanding of the Audit Client's Business:Auditors at EY begin by thoroughly understanding the client's business. This involves studying the client's operations, industry, market trends, and specific risks associated with the business. Developing a deep understanding of the client's business helps auditors identify potential financial risks and tailor their audit approach accordingly.2. Set-Up and Maintain Audit Files:Auditors are responsible for organizing and maintaining audit files. These files contain essential documentation related to the audit, including financial statements, supporting evidence, work papers, and any other relevant materials. Properly maintained audit files are crucial for audit quality and regulatory compliance.3. Support Planning, Execution, and Delivery of Assurance Engagements:Auditors play a pivotal role in every stage of an assurance engagement. They contribute to the planning phase by assisting in risk assessment, setting audit objectives, and developing audit strategies. During execution, auditors perform substantive testing, analytical procedures, and other audit tasks to evaluate the accuracy of financial information. Finally, they play a role in delivering the audit report to the client.4. Documenting Audit Procedures:Accurate documentation is a fundamental aspect of auditing. Auditors are responsible for clearly and accurately documenting the execution of specific audit procedures. This documentation is crucial for transparency and accountability and provides a record of the steps taken to validate financial data. It helps ensure the audit complies with auditing standards and regulations.5. Recognizing Potential Audit Issues:Auditors have a keen eye for identifying potential audit issues or unusual relationships within the financial statements. This involves conducting a basic analysis of the financial data to spot anomalies, discrepancies, or red flags. Show less -
Vice President Of Strategic OperationsCsuf Beta Alpha Psi May 2022 - Dec 2022Fullerton, California, United States- Planning and Organizing events for our department. Currently in the works for Diversity Panel Event, aiding to build improvements in our organizations, reaching out for panelists for the Diversity Event, and hosting a Consulting workshop for Fall 2022.-Maintaining communications with several Community Service Organizations and push out 2-3 community service events per month. Fostering and developing a community within the Organization.- Establish new links with on-campus… Show more - Planning and Organizing events for our department. Currently in the works for Diversity Panel Event, aiding to build improvements in our organizations, reaching out for panelists for the Diversity Event, and hosting a Consulting workshop for Fall 2022.-Maintaining communications with several Community Service Organizations and push out 2-3 community service events per month. Fostering and developing a community within the Organization.- Establish new links with on-campus organizations and organizations local in Orange County to collaborate. Giving members consistent opportunities to connect with the community, demonstrate compassion, and grow a better sense of demonstrating BAP's fundamental principles of integrity.-Conceptualizes and implements innovative processes, events, and activities for increased operational efficiency-Reviews the Beta Alpha Psi competitions to determine the feasibility of the Chapter’s participation-Devises programs to allow for the Chapter’s participation in Beta Alpha Psi competitions- Host an event and invited multiple Bap Chapters to connect, network, and socialize to rebuild a better Intra-chapter relationship, repolishing new initiatives for BAP to grow in SoCal after COVID.-Oversees certain board positions to ensure that duties and responsibilities are properly executed and upheld. Show less -
Member Active ICsuf Beta Alpha Psi Sep 2021 - Dec 2022Fullerton, California, United States• Had the opportunity to take advantage of "Meet The Firms," where 50 different accounting firms attended this event to network with accounting students from Beta Alpha Psi (BAP) and Accounting Society (AS). The types of firms could range from small firms to the Big Four, public accounting (private sector) to government, and from Audit to Tax. • Was able to be part of an audience when accounting firms (from small firms to Big 4) hosted speaker meetings at CSUF, allowing me to learn… Show more • Had the opportunity to take advantage of "Meet The Firms," where 50 different accounting firms attended this event to network with accounting students from Beta Alpha Psi (BAP) and Accounting Society (AS). The types of firms could range from small firms to the Big Four, public accounting (private sector) to government, and from Audit to Tax. • Was able to be part of an audience when accounting firms (from small firms to Big 4) hosted speaker meetings at CSUF, allowing me to learn more about the firm itself, its corporate culture, and the speaker's unique routine in the professional service. • Gained insight into the accounting industry, specifically the Audit/Assurance and Tax service sector. Developed an appreciation for BAP's culture and its mission statement. Being in BAP, I built a mental career path, which I built over time from having a peer-to-peer discussion within the organization and the workshops being hosted by the board members.•Have 80+ hours of involvement with professional development and community service from Fall 2021-Present, achieved Initaite>Member> Active I status. Show less -
Bicc Relations Chair At Bap And Community Service OfficerCsuf Beta Alpha Psi Dec 2021 - May 2022Fullerton, California, United States• Serve as a liaison between BAP and the Business Inter-Club Council [BICC] (made up of 19 organizations within our Business School). Have meetings on a weekly basis, where we gather information from other clubs about their upcoming events and keep up to date with each other, as well as promoted our events mutually. Review up to 3 proposals a week to decide how to distribute funds amongst the 19 organizations.•Took initiative at the first week of Spring to relay information with the… Show more • Serve as a liaison between BAP and the Business Inter-Club Council [BICC] (made up of 19 organizations within our Business School). Have meetings on a weekly basis, where we gather information from other clubs about their upcoming events and keep up to date with each other, as well as promoted our events mutually. Review up to 3 proposals a week to decide how to distribute funds amongst the 19 organizations.•Took initiative at the first week of Spring to relay information with the Executive Board and make plans with discretion, while short staff and (In and Out of) remote transition.• Connected with other organizations on our campus to build a stronger community and offer our members a more intracollegiate experience by offering them venues to explore opportunities to explore other opportunities, engage with the community, and more.• Presented a slide deck to the BICC to get nominated, and won, the title "Best Community Service" for my organization in Spring 2022. Competing with the other 18 business organizations for BICC's Spring 2022 Awards. Show less -
Fso Assurance/AuditEy May 2022 - Aug 2022Los Angeles Metropolitan Area• Identifying potential audit issues or unusual relationships in financial statements with detailed analytical trend analysis. • Demonstrating professionalism while working in clients’ environments and providing exceptional service. • Operating effectively in a regulated environment, with a focus on protecting the capital markets and the investing public. • Developing and maintaining relationships with our clients to provide definitive auditing services that the capital… Show more • Identifying potential audit issues or unusual relationships in financial statements with detailed analytical trend analysis. • Demonstrating professionalism while working in clients’ environments and providing exceptional service. • Operating effectively in a regulated environment, with a focus on protecting the capital markets and the investing public. • Developing and maintaining relationships with our clients to provide definitive auditing services that the capital markets and the client can rely upon. • Sharing the story of value-added insights discovered through data analysis with our clients.● Identifying unusual relationships in financial statements with detailed analytical trend analysis, using 15+ different accounts within those financial statements to help my analytical conclusion. ● Sharing the story of value-added insights discovered through data analysis with our clients. ● Research 100+ data samples of IPOS from 2021 with a team of interns; then gave a presentation on it with a team of interns to update about the current IPO market and possible opportunities for the company to a Partner and Senior Manager. Demonstrating professionalism while working in clients’ environments and providing exceptional service. Show less -
Accounts Payable InternLiberty Woods International, Inc. Jul 2021 - Oct 2021Carlsbad, California, United States• Made sure of Vessels and Purchases went through the U.S. Customs and in its 7501 forms in the Purchase Dept. Update our Purchase Order for our vessels weekly and update the shipping container’s arrival time.• Keeping our Accounts Payable up to date on QuickBooks, made sure checks were paid on our Account, and made physical copies of the documentation for the accounting dept. Input data of vessels and transactions for Freights
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Server CinepolisCinépolis Cinemas Usa Jan 2020 - Aug 2021San Diego County, California, United States• Cared for our guests with any of their orders and those who needed accommodations; while providing hospitality, timely service, and clear communication.• Memorized 100+ drinks and dishes, their ingredients, and our daily item promotions.• Delivered Excellent guest experience to thousands of moviegoers through professional service skills. -
Accounting Society Member/MenteeCsusm Accounting Society Aug 2019 - Jun 2020San Marcos, California, United StatesIn the fall semester of 2019, I had the opportunity to be in the Mentee program, which I learned from my senior mentor and gained insight into the accounting industry and time management. -
Love Boat Sushi Busser/CashierLove Boat Sushi Jun 2019 - Jan 2020San Diego County, California, United States• Assisted servers and cashiers to seat tables, as well as taking requests and orders from customers.• Prepared inventory at the ready, stocked up beverages in the back kitchen, clean and prepared tables for the next party of people.• Analyze the PO orders to adjust inventory and check balances. -
Wbt Student CallerWilson-Bennett Technology, Inc. Apr 2019 - May 2019California, United States• Reached out to CSUSM’s alumni about the CSUSM’s alumni association. Increasing CSUSM’s seasonal scholarship and campus beautification with these donations; and network with the alumni.• Raised a $1000 donation from a single caller in one day. Raised around $5000 in a week out of 35 daily phone calls.
Derek Duong Education Details
Frequently Asked Questions about Derek Duong
What company does Derek Duong work for?
Derek Duong works for Portfolio
What is Derek Duong's role at the current company?
Derek Duong's current role is Problem-Solving | Strategic Analysis | Financial Strategy.
What schools did Derek Duong attend?
Derek Duong attended California State University, Fullerton, Cal State Fullerton, College Of Business And Economics, California State University San Marcos, San Marcos High School.
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Derek Duong
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