TRUC “SAM” LUONG
Online Banking Systems Financial Reporting Cash Management Analysis
Orange County, CA
Finance & cash management analysis professional with 6+ years of experience consistently achieving results. Reviews, analyzes, and evaluates data to effectively reconcile accounts, solve problems, and deliver outstanding customer service. Implements system improvements to save and generate money. Highly skilled at process improvement, time management, cash management, online banking systems, and fiscal operations.
AREAS OF EXPERTISE
Cash Management Financial Management Online Banking Systems Data Analysis Accounting Audits
End-to-End Bank Account Infrastructure Financial Reporting Compliance Policy & Procedures
Bank Services Set Up Fiscal Operations Budgeting Process Improvement Complex Problem Solving
Systems Evaluation Effective Communication Data-Driven Decision Making Project Management
Cash Management Analyst August 2017 – October 2019 GARDAWORLD CASH SECURITIES SERVICES. Los Angeles, CA
GardaWorld is the world’s largest privately-owned security services company and works with several of the biggest US marketplaces. Offers highly focused business solutions, including leading-edge cash solutions.
Supervises a $50-100M daily cash flow, researches discrepancies and supports adjustments to quickly fulfill customer requests in the proper format. Collaborates cross-departmentally and develops strong working
relationships to solve issues with speed and efficiency. Prepares and analyzes detailed productivity and
financial reports regarding the 2B+ cash stockpile. Interprets and applies relevant policies, rules, and regulations. Manages multiple tasks under tight deadlines. Completes all cash management set-up documentation for new and existing department processes.
Consistently ensures all accounts and a $2B+ cash stockpile balance correctly across 20+ branches.
Established a record for 90+ days being in-balance.
Analyzed cash flow pipeline & streamlined system errors to reduce average daily errors from 20 to 12.
Improved the Master report spreadsheet to reduce average ending variance by 20%.
Utilizes financial data and cross-departmental input to collaboratively improve cash flow and region-wide teller productivity.
Ensures company consistently passes the twice annual Federal audit with a grade of “Excellence” and positive feedback from auditors.
Financial Aid Analyst/Officer June 2015 – August 2017
ADVANCE BEAUTY COLLEGE. Garden Grove, CA
Advance Beauty College is a successful and award-winning institution that has been honored for their leadership, innovation, and community commitment. A pioneer in the industry, their rise to success has been featured on Fox News, CNN, BBC America and countless local and international publications.
Calculated and advised students/customers in the process of determining the appropriate amount of financial aid they had access to and needed. Supported customers through a detailed application process to (continued)
ensure paperwork was filed correctly, increasing the likelihood of receiving the needed amount of government funding. Assisted customers in navigating and translating potentially confusing information. Resolved complicated loan access issues for applicants. Learned how to effectively handle special cases and ensure that they met the correct specifications. Worked closely with both customers and government contacts to
ensure a positive, ethical outcome for all parties.
Key Achievements and Special Projects:
Developed and implemented policies/procedures that improved departmental efficiency and accuracy.
Established a firm understanding of government financial aid regulations, keeping up to date on changes to ensure successful results for customers.
Increased customer access to scholarship and loan funding through a deeper assessment of eligibility criteria and coaching them how to make appropriate application adjustments.
Conducted seminars and orientations for customers applying for the financial aid process.
Spearheaded a special project to effectively and thoroughly review family situations and find any additional eligibility to help customer receive more aid.
Legal Secretary June 2013 – March 2014
(CKR Law acquired Ross Meador Attorney Office) CKR is a global firm of experienced lawyers with diverse international practices, focusing on helping their Fortune 500 companies and government clients succeed.
Managed and maintained official client files in alignment with law firm standards.
Conducted research and prepared information for review by paralegals and lawyers.
Prepared correspondence and legal documents using Microsoft Word/Excel and proprietary software.
Conducted electronic filings with government courts.
Multi-tasked in a fast-paced environment while anticipating future deadlines and needs.
Embraced and maintained the highest standards of personal conduct and professional ethics.
Assisted attorneys with organizing their caseloads and meetings.
EDUCATION & CERTIFICATIONS
Master of Arts- Finance. Bellevue University (Expected 2021) Sept 2019 - Present
Bachelor of Arts- Finance. California State University. Fullerton, CA Sept 2013 – Jun 2016
Associate of Arts- Accounting. Orange Coast College. Costa Mesa, CA Sept 2010 – June 2013
Accounting Certification. Orange Coast College. Cost Mesa, CA Sept 2012 – June 2013
Advanced Excel (Pivot Table, VLookup and Index…)
Banking Platforms (CashPro, CashTrak, Smarterm)
Microsoft Office and Outlook
714-***-**** www.linkedin.com/in/sam-luong firstname.lastname@example.org