Jordan Le Email and Phone Number
As a graduate from Towson University, I pursued a dual major in Business Administration with a concentration in Finance and Accounting in the College of Business and Economics. Whilst gaining exposure to the professional realm of Finance, Audit, and Tax. On campus, I was very involved such as serving as President of the Towson University Investment Group and a member of the CBE Student Leadership Council to help create positive change in my community and promote equitable access to financial literacy for all students. I plan to sit for my CPA!Throughout my career, I have relevant experience being exposed to both Finance and Accounting, I have found that my professional interests are in Audit, Finance, Asset Management, Assurance and M&A Advisory!If you are interested in learning more about me, please do not hesitate to reach out to me. The best way to contact me is through my email: Jordanle697@gmail.com.
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Fso Audit AssociateEy Oct 2024 - PresentMclean, Virginia, United States -
Tax InternBdo Jan 2024 - Apr 2024Baltimore, Maryland, United States- Developed strong analytical and problem-solving skills through the application of tax principles in real-world scenarios- Supported the documentation and filing process for various tax-related documents (1040, 1065, and 1120)- Demonstrated proficiency in utilizing software (GoSystems and Userverse) and tools for efficient data analysis and reporting -
Assurance & Audit InternEy Jun 2023 - Aug 2023Mclean, Virginia, United States- Used Excel such as Xlookup, Nested Functions, and SUMIFs to automate and complete audit test-work and internal control procedures for Fortune 500 companies- Analyzed hundreds of financial reports to determine if internal controls were effective and potential audit risks- Collaborated directly with senior associates, managers, and partners to solve problems discovered during the audit procedures -
PresidentTowson University Investment Group Aug 2021 - Aug 2023Towson, Maryland, United States- Lead presenter of 30+ members educating students about investing, careers, and financial literacy - Facilitate in managing a $300,000 portfolio conducting equity research, technical analysis, and adhering to compliance - Created an Alumni database for members to network and create a recruiting pipeline from employers to club -
Assurance And Advisory InternClearview Group, Llc May 2022 - Aug 2022Owings Mills, Maryland, United States- Demonstrated proficiency in using accounting software (e.g., CCH Engagement, Excel) to manage financial data - Ensured compliance with regulation by accurately documenting financial activities and maintaining organized records.- Contributed to the maintenance of the general ledger, posting journal entries, and assisting in the month-end close process. -
Finance InternshipAmeriprise Financial Services, Llc Jun 2021 - Aug 2021Owings Mills, Maryland, United States- Used high net worth clients documents to created financial plans for their future - Organized clients confidential financial information in order to protect Ameriprise from legal ramifications - Inputted clients 401(K), 403(B), IRA, ROTH IRA, etc. onto Morningstar for senior advisors to analyze
Jordan Le Education Details
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Business Administration And Management, Finance And Accounting -
High School Diploma
Frequently Asked Questions about Jordan Le
What company does Jordan Le work for?
Jordan Le works for Ey
What is Jordan Le's role at the current company?
Jordan Le's current role is CPA Candidate | EY Assurance | Towson University Alum.
What schools did Jordan Le attend?
Jordan Le attended Towson University, Northwest High School.
Who are Jordan Le's colleagues?
Jordan Le's colleagues are Sayyam Shaukat, Aca, Piyush Gereja, Ca Donali Shah, Pritisha Kalita, Vinicius Anholeto, Srivaths Rangarajan, Srikanth Thodupunoori.
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