Tiffany L. Email and Phone Number

• Prepared and presented QofE traffic light report assessing management adjustments to EBITDA for buy-side transaction case• Conducted trend analysis on financial statements to identify and clarify significant trend deviations with mock management• Condensed management reported monthly sales and expense data with Power Query and Pivot Tables to support deal team• Attended status meetings to record and compile notes with colleagues to identify open items for management to address

• Learning to use Tableau, Python, and SQL through six weeks of intensive curriculum in preparation for future data projects• Visualizing relationship between global poverty and life expectancy via Python and Seaborn via scatterplots and bar charts • Analyzing large AirBnB listings data with Excel pivot table and Index/Match and pivot tables to complete app assessment

Member since Fall 2020• Coordinated and presented fundraiser and budget proposals at weekly trainings with other interns for executive board• Collaborated with 4 team members to create virtual fundraiser and raised $125+ for Beta Alpha Psi’s professional activities• Prepared and submitted funding requests to earn $900+ from UCLA Student Council to host Paint and Puzzle Nights

Teaching Assistant for MGMT120B (Intermediate Accounting) at UCLA

• Coded 4 nested functions for EXCEL template streamlining Return on Investment calculations to forecast future game profits• Produced 50+ page record of standard operating procedures for routine financial operations by shadowing CPAs and FP&As• Collaborated with 12 interns and 2 PMs in simulated project meeting to develop concept and budget for a hypothetical DLC• Scheduled and attended weekly Zoom meetings with finance team and CFO to discuss feedback on projects' progress

• Leveraged Power Query and Xlookup to automate extraction and categorization of 108 pages financial data for tax purposes• Prepared monthly reconciliation for 45 individual entities by operating on multiple bookkeeping and tax softwares like M3 • Drafted email reminders to be automatically sent to clients and staff to gather necessary materials for bank reconciliations• Invited to client meetings to discuss and resolve clients’ issues with the IRS/FTB while shadowing enrolled agents and CPA

• Reconciled $20,000+ of monthly financial activities for seven clients through using Quickbooks Desktop and Online• Allocated PPP loan disbursements and ERC credit based on clients’ payroll with Excel under guidance of Enrolled Agent• Consulted FTB personnel on a weekly basis through daily outbound phone calls to address clients’ penalties and payments • Maintained strong relations with upper management and clients via routine email and calls to acquire tax documents

• Evaluated variances between budgeted and actual balance sheets on Excel to revise $1 million yearly budget • Transposed data regarding current loans to a loan analytic template to compare with previous quarter’s loan details• Revised Excel formulas calculating loan allowances of over $100,000 on an economic forecasting tool • Reviewed 10K Publications while shadowing the AVP of Financial Reporting and Analytics in business meeting with CFO