Derrick Dang Email & Phone Number

Novato, California, United States

- Process 2 lockboxes daily- General ledger postings in Netsuite.- Bank reconciliations and postings.- Attend accounting team weekly meetings- Filing and other duties and responsibilities, as requested and needed.

Rohnert Park, California, United States

Prepare and submit accurate tax returns for clients, ensuring compliance with all applicable laws.Provide excellent customer service to ensure client satisfaction.Utilize H&R Block software to accurately prepare taxes.Maintain a thorough understanding of the latest changes in federal and state tax regulations.Research complex tax issues as needed.Assist clients with any questions or concerns they may have regarding their taxes.Ensure accuracy of all documents submitted to the IRS.Follow up on any discrepancies between the client’s records and the information provided by the IRS.Prepare financial statements and other reports as requested.Develop relationships with new and existing clients to increase business opportunities.Participate in continuing education courses to stay current on tax law changes.Work collaboratively with other team members to meet deadlines.

San Francisco Bay Area

• Responsible for providing customer service, building relationships with customers, and helping customers with financial and banking needs.• Open new accounts, process deposits, withdrawals, transfers, loan payments, cashier’s checks, and other transactions accurately and efficiently• Identify customer needs and provide information on Bank of America products and services that meet those needs.• Cross-sell bank products and services, including credit cards, investments, mortgages, and insurance.• Assist customers in setting up online banking, mobile banking, and bill pay services.• Respond to customer inquiries and complaints in a timely manner.• Maintain knowledge of current regulations and compliance requirements• Monitor customer account activity for suspicious or fraudulent activity.• Ensure accuracy of all paperwork and documentation related to customer transactions.• Participate in community outreach activities to promote the bank.• Provide support to branch management as needed.• Reconcile daily cash drawer and prepare reports for upper management.

Sonoma County, California, United States

• Manage a team of ten associates.• Support store operations by executing daily workload and processes by adhering to company standards and procedures. Participate in team meetings to learn daily and weekly objectives. Communicate with senior managers to understand daily priorities. Assist senior managers as needed. Serve as manager on duty when senior managers are absent. Demonstrate behaviors that help lead associates through change and provide feedback concerning team associate performance, business area issues or process improvement needs.• Execute daily workload. Provide job training in the work area and sales floor. Teach new technology and tool functionality. Deliver inventory exceptions and correct shelf capacities. Complete and retain required paperwork, logs, and other documentation.• Accounting & Cash Management – Responsible for daily cash reconciliation and report financial transactions according to cash management guidelines and related laws and regulations.

Sonoma County, California, United States

• Responsible for daily cash reporting and reconciliation, research and document anomalies, preparing deposits, and performing audits on register activities. • Assist in daily operations by maintaining courtesy desk area, handling claims, warranty repairs, exchanges, refunds, and returns, and providing customer service to store guests.• Provide financial products and services to customers by completing monetary transactions, maintaining files and documentation, and operating cash register equipment.

Bachelor'S Degree, Accounting

Activities and Societies: Institute of Managerial Accounting (IMA), Information Systems Audits and Control Association (ISACA), Financial.

4.22 Gpa

Activities and Societies: National Honor Society, Math Club, Robotics TeamHigh School