Diana Tan Email and Phone Number
I have demonstrated experience developing, coordinating, and managing policies, procedures, and projects across cross-functional teams, levels, and industries with exceptional accuracy, organization, strong communication and time management skills, and a willingness to lead amongst peers in an agile, fast paced environment. A team player!In my free time, I love traveling, hiking, and volunteering.
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Trusted AdvisorLinkconn Jan 2023 - PresentSanta 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 -
AccountantKent Whitney Cpa Apr 2020 - PresentSan 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.
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Senior AccountantContent Management Corporation Sep 2019 - Mar 2020Fremont, 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. -
Senior AccountantNeuroprex Inc Jul 2018 - Aug 2019Santa 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 -
Associate BrokerAlliance Bay Realty Aug 2012 - Jun 2018Santa 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. -
Executive AssistantLaw Office Of Charlene Cheng Mar 2011 - Jul 2012Santa 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.
Diana Tan Education Details
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Accounting -
Armstrong UniversityBusiness Administration With Honors
Frequently Asked Questions about Diana Tan
What company does Diana Tan work for?
Diana Tan works for Linkconn
What is Diana Tan's role at the current company?
Diana Tan's current role is Senior Accountant | Finance | Project Management | Operations.
What schools did Diana Tan attend?
Diana Tan attended Feng Chia University, Armstrong University.
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