Iris Zhong Email & Phone Number

New York, New York, United States

• Lead the direction and strategy of club while maintaining core values and mission of supporting future accountants
• Responsible for tasks of 10 board members and fostering positive relationships and teamwork within the board
• Create agendas and host board meetings weekly to address all actions and to-dos for the club
• Oversee planning and undertaking of all internal and external club events with members and accounting firms
• Communicate with UC Davis on all administrative… Show more
• Communicate with UC Davis on all administrative affairs regarding the regulations and conduct of the club Show less

• Coordinate weekly meetings: create presentation decks, host presentations and workshops, organize meeting schedules and outlines, propose new ideas
• Oversee progress on all projects, ensure that organization activities benefit members, and spearhead major projects undertaken by the organization
• Maintain communication with all departments and provide consulting services for all teams

• Administer the organization’s bank account of $2,500+: crafting payment memos, writing checks for national dues and insurance fees, organizing invoices, and making deposits in a timely manner
• Manage spreadsheet of all account receivables, account payables, and liabilities for the sorority and each member

• Coordinate a 4-week sorority recruitment event expecting 100+ attendees with a $1,000 budget
• Analyze past recruitment histories and statistics towards restructuring the recruitment process to maximize publicity, participation, and sorority chapter reputation on an international basis
• Organize marketing efforts, sponsorships and company relations, recruitment expenses, administrative work, and meeting UC Davis standards

• Oversee organization's bank account and quarterly budget, monitor all Asian sorority and fraternity financials at UC Davis by keeping track of dues, fees, debts, and other liabilities
• Host quarterly fundraisers and socials to promote philanthropy, Asian awareness, and brother/sisterhood

New York, United States

• Collaborate with an engagement team on a 6/30 audit cycle with 11 CIT funds for an asset management client
• Track requested inputs from the client and organize PBC data to create AMIR packages for the GDC
• Create and streamline current year testing workpapers, including conducting capital roll forwards for funds, tying up risk and price reports for risk assessment reconciliations, updating fund trial balance testing, and.
• Create and streamline current year testing workpapers, including conducting capital roll forwards for funds, tying up risk and price reports for risk assessment reconciliations, updating fund trial balance testing, and.
• Compose a research report for proposal support on a potential KPMG client in the insurance sector with detailed inspection into the company’s SEC financials, management profiles, and asset management aspects Show less

• Manage organization email and write weekly emails to 300+ recipients, analyzing performance through click rates, open rates, subscriber engagement ratio, and other data to improve engagement
• Schedule quarterly plan of action, create presentation decks, produce meeting timetables

• Performed loan, rollover, participant, distribution, and investment testing and completed workpapers for 14+ clients on 401(k) employee benefit plans using client-provided data and by accessing third-party.
• Planned out client audit binders on CCH ProSystem fx Engagement and Box through communicating with the client to acquire employee and financial data as well as addressing any concerns or open items
• Drafted 6+ strategy memos, SOC 1 reports, and gap letters… Show more
• Drafted 6+ strategy memos, SOC 1 reports, and gap letters to update changes made in the current year
• Conducted account grouping and recorded adjusting, reclassifying, and eliminating journal entries with trial balance linking, consolidating, and cross-referencing Show less

• Attended 10 weekly workshops of a small class of 6 hosted by the River City Bank executive team about commercial banking with a focus on credit analysis, risk management, and the lending process
• Crafted a credit authorization report to a mock commercial real estate loan request through analyzing the borrower and collateral financial statements, lease agreements, amortizations, and the retail market, presenting.

• Attended workshops as a member in order to develop business professional skills
• Gained networking and public speaking experience meeting with industry professionals

• Trained in guest service fundamentals and experienced supporting a guest-first culture across the store
• Improved order pick-up efficiency by 5% as top 10 fulfillment expert through picking/packing items for guest orders accurately and quickly while meeting service and ship time standards
• Mentored in retail business fundamentals: department sales trends, inventory management, executing towards sales goals

• Hired >50% of the executive team through sourcing 100+ applicants, conducting 70+ nationwide interviews, and periodic auditing and updating the applicant spreadsheet of 500+ individuals’ information
• Acted as the 1st point of contact HR for applying and current members

• Acquired partnerships with 3 Bay Area technology-based public corporations for program collaborations, sponsorships, and donations that helped raise $5,000+ in funding and corporate resources
• Composed 10+ business proposals towards corporate officials and held team phone calls
• Arranged webinars, boot camps, and hackathons by sourcing for industry partners, sponsors, and mentors

• Expanded organization 5x from startup to national nonprofit through executing multiple marketing growth plans
• Published multiple blog posts publicizing achievements and community service that attained record audiences
• Composed email, proposal, presentation, and LinkedIn outreach templates for general use of the organization

Managerial Economics, Economics

Accounting

Accounting