John Au Email & Phone Number

Irvine, CA, US

Aliso Viejo, CA

- Determine if a process can be improved through operational efficiency analysis of effort (input) vs. value (output)- Utilize conditional logic, calculations, formulas, and formatting through Excel VBA and macros- Process journal entries via PeopleSoft to move funds and charges to the appropriate department based on compensation, reimbursement, and fee.

Aliso Viejo, CA

- Conduct database queries to retrieve specified details needed to complete task at hand- Build reports and/or charts evaluating data to aid upper management in decision making- Locate, extract, filter, and format data through various Microsoft Excel functions such as Vlookup, pivot tables, charting, and conditional statements- Ensure data to be true and.

Aliso Viejo, California

- Reconcile over $28 million in monthly commissions with Corporate Payroll on daily basis.- Perform complex commission audits to reconcile out-of-balance ledgers and research inquiries.- Determine financial impact and legal liability of financial professional and consumer changes- Efficiently create payment accounts and setup direct deposit accounts in.

Irvine, California

- Used Salesforce CRM to log and maintain important information about clients and potential clients- Maintained client relationships by rebalancing their portfolios and holding quarterly reviews. - Utilized financial analysis software to create an overview of clients’ financial condition.- Kept in close contact with prospects by persistently following up.