Daniel Tu Email & Phone Number

Orange County, California, United States

501(c)3 Non-Profit offering pro-bono management consulting services to organizations driven by environmental sustainability

Fullerton, California, United States

• Mentor 5 mentees by hosting bi-weekly meetings, directing one-on-one advising sessions, and facilitating weekly events
• Administer key relations by supervising weekly well-being to direct weekly achievement of mentee-set goals

Los Angeles Metropolitan Area

• Administered over 15 Excel models to assess risk and compliance and ensure proper issuance of the annual 10k report for a large multinational public company
• Conducted information gathering of financial processes by coordinating with a team of 4 and private company financial officers at each respective company audited to attain support for material differences
• Collaborated with members of GT Japan, GT Pakistan, and the GT INDUS Team to evaluate revenue and debt accounts for control and substantive testing procedures and detect potential misstatements within scope
• Initiated 32 hours of practical certification in financial services audit and PowerBI during unassigned time

Irvine, California, United States

• Recorded accrued earnings from paid forward accounts receivable to generate and forecast company-side profit and loss reports based on historical and current data in Excel
• Expedited Bank-side and Corporate-side accounts receivable reconciliation using robotic process automation and Excel Macros, reducing the process length by 75%
• Spoke with 2-4 clients per day in business-to-business meetings, resolved misconceptions, and exceeded weekly targets of accounts receivable reduction

Anaheim, California, United States

• Supported 2-3 Asian business clients daily with a range of quoted premiums for auto and business coverage, primarily Berkshire Hathaway, Traveler’s, Hartford, & Chubb
• Expedited the quotation process, saving 2-3 hours weekly by forecasting change in premium prices through Excel spreadsheets of monthly increases and decreases across carriers