Jack Peng Email & Phone Number

• Acting as a project manager and service liaison between client, sales and multiple production platforms• Working directly with clients and the internal team to develop an overall plan to coordinate the production of client documents, electronic SEC filings, and print production to achieve the objectives of the service agreement in compliance of customer expectations, company policy, and profit and quality requirements

• Trained clients on ActiveDisclosure software and the tools used to review/approve XBRL to ensure client satisfaction in terms of quality and timing• Supported clients with general software troubleshooting and basic technical software support• Gathered and analyzed client feedback to identify software enhancement features• Served as a subject matter expert to clients regarding the iXBRL reporting process• Consulted clients on the process of creating iXBRL formatted financial statements for their filings• Helped clients understand the impact of new accounting standards and FASB's taxonomy implementation guides on iXBRL tagging• Maintained knowledge of current SEC iXBRL requirements and addressed client inquiries on specific compliance requirements• Managed communications and timelines for assigned clients on multiple, concurrent projects• Trained clients on iXBRL tagging and the tools used to review/approve iXBRL to ensure client satisfaction in terms of quality and timing

Boise, Idaho, United States

• Ensure excellent eXtensible Business Reporting Language (XBRL) and inline eXtensible Business Reporting Language (iXRBL) related tagging services, US-GAAP Taxonomy support, and consultation to clients• Maintain a working knowledge of RDG service offerings, with a focus in XBRL/iXBRL tagging and XBRL/iXBRL Quality Assurance• Create, manage and deliver regular communications to cultivate client loyalty• Educate clients and staff about RDG Filings' products and services• Prepare and file SEC EDGAR reporting documents in HTML, XBRL/iXBRL• Monitor and assist XBRL team members• Recruit and train staff for XBRL department• Work seamlessly with Client Onboarding Team to onboard new clients

Boise, Idaho Area

• Ensure excellent eXtensible Business Reporting Language (XBRL) and inline eXtensible Business Reporting Language (iXRBL) related tagging services, US-GAAP Taxonomy support, and consultation to clients• Maintain a working knowledge of RDG service offerings, with a focus in XBRL/iXBRL tagging and XBRL/iXBRL Quality Assurance• Educate clients and staff about RDG Filings' products and services• Prepare and file SEC EDGAR reporting documents in HTML, XBRL and iXBRL

Boise, Idaho Area

• Create and maintain customized XBRL-formatted documents to meet our corporate clients' SEC filing requirements for 10-Q, 10-K, 8-K, etc.• Managed the creation of and continual development of XBRL templates and updates to both financial statements and notes to financial statements that are required under SEC regulation and any related SEC regulation• Maintained a working knowledge of XBRL regulatory compliance in areas of responsibility• Maintained up-to-date knowledge of the US-GAAP Taxonomy as produced by Financial Accounting Standards Board (FASB) and all annual updates to the taxonomy

Boise, Idaho Area

• Ensured excellent services are provided to all clients • Ensured XBRL rendering is formatted correctly prior to it being sent to the client• Maintained regulatory compliance in areas of responsibility• Developed and maintained a working knowledge of RDG Filings history, philosophy, organization, operational policies, and procedures

Boise, Idaho Area

• Processed vendor invoices and accounts payable• Ran reports from various systems in an accurate and timely manner• Assisted with month end close• Communicated with customers/vendors to resolve any discrepancies• Managed weekly and monthly report for retail store• Generated reports, scanned, file, and obtained approvals• Other administrative duties related to the accounts payable function

Boise, Idaho Area

• Planned, promoted, and executed marketing events on campus• Collaborated with Program Manager and used RepNation.com portal on a regular basis• Shared event information and student-centric Coca-Cola content through student channels• Drove brand love through social media interaction, word of mouth marketing, and distribution of samples

Bachelor Of Business Administration (Bba), Accounting

Activities and Societies: Alpha Kappa Psi, Delta Sigma Phi

Bachelor Of Business Administration (Bba), Finance

Activities and Societies: Alpha Kappa Psi, Delta Sigma Phi