Jan Li Email & Phone Number

San Francisco Bay Area

Davis, California

- Performs various clerical functions including filing, scheduling, record keeping, and copying documents- Used financial purchasing and record-keeping programs: Kuali and Prepurchasing - Audit purchases of research materials needed within the department- Processed external invoices (commercial invoices and disbursement vouchers)- Set up and maintained.

Davis, California, United States

Davis, California, United States

- Prepared taxes for low-income families around Sacramento & Davis using GetYourRefund and Tax Slayer - Obtained Basic Certification to become a tax preparer- Answered and understood any tax questions asked by the client

London, England, United Kingdom

- Published a data-driven research analysis on the FinTech companies in Singapore- Tracked tech market and companies to better understand the banking, payment and wealth management sectors- Analyzed FinTech startups, markets, and their competitive dynamic to write daily sector reports

San Francisco Bay Area

- Prepared individual, state, and partnership tax returns- Investigated tax law or other related topics to access clients questions and needs about their returns- Constructed multiple basis calcs for the next year's TR, while implementing SALY- Successfully operated CCH and GoSystem to file individual and state tax returns

Davis, California, United States

- Provide members experiences that are personalized to helps members become comfortable - Recruited 50 new members- Increased our listserv participants by 150%

- Scheduled appointments with businesses that show interest in business broker services - Called 600 businesses in New Orlean and gave short sales pitches of our brokering services - Enhanced skills in Microsoft Office Suite, Google Suite, and MOJOSell software- Trained 10 new interns on leadership roles and collaborative projects within the Sales Team

Sacramento, California Area

- Assist with administrative tasks- Take patients on tours of the Cancer Center- Staff the resource room and help patients research and find appropriate information and materials- Assist staff with helping greet and direct visitors- Assist with running prescriptions/specimens to the lab- Clean and stock exam rooms- Appointment Slip reminders- Staff welcome.

Davis, California

- Learned to file an organization as a nonprofit using 1023 Form- Responsible for Purchase Order Process for all orders of NATCAR Robot Kit that was purchased- In charge of communicating with customers to ensure all their questions and concerns answered- Created and kept track of invoices sent to customers

Bachelors Of Science, Business/Managerial Economics

Technology Management minor

Bachelor Of Arts - Ba, Psychology

High School Diploma

Activities and Societies: - National Honor Society (President) - California Scholarship Federation - Key Club International (Vice.