Diana Tan Email & Phone Number

Santa Clara, California, United States

*Led expense allocation, and completion of monthly financial reports and analyses in preparation for annual stateand federal tax documents, including 1099s and W-2s, collaborating closely with CPA.● Managed account payments, meticulously reviewing employee expense receipts, and creating paymentschedules.● Provided valuable assistance to the general manager in budget estimation and monitoring of monthly expenses,ensuring alignment with headquarters' budget allocations.●… Show more *Led expense allocation, and completion of monthly financial reports and analyses in preparation for annual stateand federal tax documents, including 1099s and W-2s, collaborating closely with CPA.● Managed account payments, meticulously reviewing employee expense receipts, and creating paymentschedules.● Provided valuable assistance to the general manager in budget estimation and monitoring of monthly expenses,ensuring alignment with headquarters' budget allocations.● Designed, streamlined, and led initiatives to optimize processes and efficiencies in accounting and reporting.● Performed Ad-hoc accounting and financial duties as assigned, demonstrating adaptability and willingness tocontribute to various aspects of financial management. Show less

San Jose, California, United States

-Support tax planning, consultations, and resolve clients’ questions in a high-volume, fast-paced environment.-Create and manage processes to examine, organize, and validate clients’ documents in a timely manner.-Provide technical support, identify, and solve clients’ needs, research tax issues, and escalate as needed.

Fremont, California, United States

-Developed, implemented, and created a system, policies, and processes to manage financial administration on behalf of the leadership team including accounts payable invoices and receipts.-Coordinated and facilitated communication, verbal and written, across cross-functional teams and stakeholders.-Supported accounting functions including accounts receivable, accounts payable, the close and reporting process, reconciliation of expenses, procurement processing.

Santa Clara County, California, United States

-Led balance sheet reconciliation, expense allocation, and completed monthly reports and analyses in preparation for annual state and federal tax documents including 1099s and W-2.-Designed, streamlined, and led initiatives that optimized processes and efficiencies in accounting and reporting. -Owned accounting processes including the documentation of purchases and disposals, maintaining depreciation and amortization schedules, and managed worksheets to document and support financial… Show more -Led balance sheet reconciliation, expense allocation, and completed monthly reports and analyses in preparation for annual state and federal tax documents including 1099s and W-2.-Designed, streamlined, and led initiatives that optimized processes and efficiencies in accounting and reporting. -Owned accounting processes including the documentation of purchases and disposals, maintaining depreciation and amortization schedules, and managed worksheets to document and support financial transactions.-Created processes, roadmaps, and optimized efficiencies in ADP payroll and personnel screening. Show less

Santa Clara County, California, United States

-Managed commercial sales and lease transactions in a high-volume environment with shared goals.-Created systems and processes to safeguard client confidentiality and organizational assets.

Santa Clara County, California, United States

-Proactively acted as a gatekeeper and facilitated communication between administrative staff and attorneys.-Developed a client intake system, managed calendars, resolved scheduling conflicts, addressed competing priorities and requests, and identified opportunities to optimize efficiencies and balance for attorneys.-Tracked action items, owned meeting administration, managed without authority, and compiled resources.

Bachelor Of Arts - Ba, Accounting

Master Of Business Administration - Mba, Business Administration With Honors