Kipp Planchard Email & Phone Number

Newport Beach, Ca, Us

Newport Beach, California, Us

Worldwide, Oo

Worldwide, Oo

Worldwide, Oo

Orange, Ca, Us

// Graduate level finance tutor

Orange, Ca, Us

// Employed at Chapman University as a research assistant (RA) for undergraduate faculty to analyze Supreme Court of the United States (SCOTUS) case filings// Trained and managed a group of RA's in the data collection process as well as reviewed and reconciled their work with the project leader to create a master data file // Flagged the instances in which accounting was the basis or the topic of the argument. Synthesized antitrust law information into an Excel spread sheet// Developed procedures for data collection during my first year and assisted in the hiring process to on-board a group of 7 new RA's to join our team

Worldwide, Oo

Cerritos, California, Us

// Employed as an intern assisting client success and implementation teams for Software as a Service (SaaS) company// Supported the Client Success and Onboarding Teams with all aspects related to internal controls data analytics as well as implementation of client risk and controls to prepare for testing. // Utilized Excel functions and formulas (vlookups, macros) to map and structure client data for implementation into Soxhub's software.

Irvine, Ca, Us

// Employed as an accounting department assistant with cross functional responsibilities// Accounts payable responsibilities: Managed AP inbox, vendor relations, reconciled statements, and posted bills// Billing responsibilities: Collected customer checks, issued invoices to customers, and drafted internal request for sales invoice// Use of Excel, Quickbooks, and internal accounting software

San Francisco, Ca, Us

// Head of on-campus marketing for a software as a Service SaaS app being developed in the Chapman University incubator. // Managed a $2,000 marketing budget to promote company activities, acquire new employees, as well as market site content. // Planned and executed a schedule coordinating with a small team of executive members to conduct marketing campaigns. // Created Microsoft Excel campaign spreadsheet highlighting various metrics of cost including total cost and cost per user.

Master'S Degree, Accounting

Bachelor’S Degree, Business Administration (Finance Emphasis) And Accounting

Study Abroad, Accounting And Finance

High School, High School Diploma