Pleasant Hill Program Coordinator

Kyle Lee

925-***-**** ************@*****.*** https://www.linkedin.com/in/kyleglee

Education

California State University, Fullerton Graduation: May 2018 B.A., Accounting

Association of Chinese Students, Fullerton CA

President & External Vice President 2014 – 2017

- Managed a team of 12 with a club member size of 30-40 active attendees Experience

Smartlink Group, Pleasant Hill, CA March 2020 - Current Program Coordinator

● Optimized administrative support to clients daily, such as providing financial reports, answering inquiries, and collaborated with different teams to ensure the best solutions

● Adapted to different team members such as coordinators and managers to cater client updates, milestone progressions, and financial project reports nationwide

● Created Excel spreadsheet tracker and MACROs for Bay Area client project using X-lookups, Index/Matching, Conditional formatting, and Macros; tracks 200+ projects at a time, cutting down existing processes to a third of its previous time requirement and existing internal database update procedures from 5 hours to 1.5 hours

● Utilized select SQL queries to automate manual inputting of data in updating financial databases used by upper-management to forecast the project outlook

● Conducted data validations on the financial books to provide accurate snapshots of finances for upper management to make business decisions such as providing reports on specific sub-vendors, key pay points, and project milestones across the market

● Trained team members to use the internal company and client tools to conduct record-keeping and track over 200+ project’s progress, providing knowledge of SAP and SmartTracks INSTACART, San Francisco, CA August 2019 – April 2020 Data Entry Specialist, Contract

● Improved processes by 15% to 20%, by developing and implementing a new system of inputting receipts

● Auditing receipts to ensure proper documentation and verifying correct weights and measures

● Conducted weight and measures quality audit of 220+ receipts per hour YMCA of San Francisco, San Francisco, CA October 2018 – April 2019 Staff Accountant, Contract

● Assisted different YMCA branches in educating them how to use the internal tools and the proper procedures required by federal law as a non-profit organization

● Logged invoices, processed payments for the 13 branches under our purview, and pulled invoices from the QuickBooks company database of about 150 to 200 daily

● Processed paperwork into digital files, primarily utilizing Excel to consolidate business data including prepaid expenses, leasing contracts, and forecasting future expenses

● Organized data on Excel using formulas and functions to improve visualization of data and improve efficiency by 25% which includes improving business processes

● Conducted record-keeping on Excel using: v-lookups, filtering, sorting, and conditional formatting Independent Education

Udemy: Completed Courses: “AWS Concepts”, Tableau 2020 A-Z, and “The Complete SQL Boot Camp 2020: Go Zero to Hero”

SQLZOO: Completed SQL Course

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