Amy Truong

Performed general ledger maintenance, account reconciliations, and journal entries in Banner Finance, ensuring accuracy and compliance with GAAP. Supported the Financial Reporting team with internal controls, documentation, and reporting using Microsoft Office and OnBase.

Supported daily after-school program operations by coordinating activities, managing student transitions, and maintaining a structured, engaging environment. Assisted with staff onboarding, attendance tracking, and real-time classroom support, stepping into a leadership role to ensure program continuity and student safety when needed.

Prepared tax returns for low-to-moderate income individuals in compliance with IRS regulations, ensuring accurate and timely filing. Maintained confidentiality and security of sensitive financial information, adhering to privacy guidelines and ethical standards.

Provided personalized financial planning and insurance solutions, helping clients achieve financial independence and long-term security. Collaborated with a team of financial professionals to ensure clients receive comprehensive and tailored solutions for their financial needs.

Accurately handled large cash deposits and processed end-of-day reconciliation, ensuring proper balance and compliance with company policies. Supported inventory management tasks, including restocking and organizing merchandise, leading to a 15% reduction in out-of-stock instances.

Grade: 3.5

Activities and societies: Community Involvement Program (CIP) scholarship; Beta Alpha Phi (BAP) honors.

Pursuing a Bachelor of Science in Accounting and Business Analytics with an expected graduation in May 2027.

Earned an Associate in Science for Transfer in Business Administration with a concentration in Accounting in May 2025.