Exact Tax Inc.

Account Director

Caltech

- Develop a strategic plan for the launch of the first employee resource group on campus 
- Formulate growth strategy, develop marketing materials and present at events, which lead to 600% membership increase
- Cultivate relationships with Pasadena City College and Jet Propulsion Laboratory to foster community collaboration

Chair of Asian Pacific Americans at Caltech (APACT)

- Lead in drafting and executing gift agreements over $100,000 in partnership with legal counsel and Provost
- Partner with development officers on negotiation strategies, closing a total of over $250M in charitable gifts
- Project manage, build, and implement automated workflows on Microsoft SharePoint, Power Automate, and Adobe Sign
- Build and maintain the department's website on Wagtail to serve its' internal audience
- Lead and prepare presentations as subject matter expert on gift agreements and donor challenge matches

Assistant Director of Advancement Information Systems

- Managed and developed a road-map for the parents and young alumni program, engaging over 20,000 constituents
- Cross-collaborated with campus partners and senior leaders to execute giving campaigns on $500 budget
- Tracked and managed team budget; reduced spending by 6% through vendor negotiations and contract reviews
- Developed and administered metrics and ad-hoc Excel reports to measure campaign performance, drive segmentation, and leverage for Giving Day, Calendar-Year-End, and Fiscal-Year-End solicitation strategies
- Liaised with the Advancement Services team to develop and improve Advance and Tableau reports (i.e. Participation Dashboard Reports, ROI, Reunion Giving)

Assistant Director, Recent Alumni and Parents Annual Giving

- Cultivated donor relationships and designed stewardship experiences with planned events; managed event logistics, prepared briefings for event programming, and coordinated with third-party vendors for event execution
- Launched Friends of Caltech Campaign in FY18; strategized on continual annual solicitation to Friends
- Developed and executed a stewardship program for annual Fund donors, which includes designing resources and materials, managing a stewardship matrix, and distributing and tracking gift acknowledgment letters
- Monthly reconciliation of the Caltech Fund expenses; reviewed and forecasted budget quarterly and made recommendations to maximize spending efficiency and strategize on budgetary priorities
- Supervised the administrative work of student workers to execute fundraising and stewardship goals

Program Assistant - Caltech Fund and Parents Program

UC Irvine

- Prepared materials for and attend quarterly UCI Foundation Board of Trustees meetings and annual retreats
- Developed a framework of priorities and processes to support the Vice Chancellor and senior leadership
- Requested and compiled monthly reports monitoring advancement fundraising activity on Excel
- Created a wide range of materials including, correspondence, memoranda, e-mail and meeting agendas; Reviewed materials to ensure correct spelling and accurate grammar
- Processed PALCard and Kuali payments for a variety of office purchases and expenditures
- Managed processing of expense reimbursements and payment of invoices on Kuali Financial Systems.  Coordinated with university advancement’s finance office to ensure all financial transactions are documented appropriately and completed in a timely manner
- Developed communications and presentation materials for special projects and presentations for meetings and conferences
- Managed tracking of contact reports and proposal records into donor database.  Coordinated all biographical updates with the Advancement Operations team, as needed

Office Administrator - Office of Vice Chancellor, University Advancement

Kinaga Law Firm

- Managed monthly billing and interfaced with clients for billing and collections
- Mentored and trained summer interns and full-time legal assistants on legal research and court filings
- Prepared and analyzed wage-hour data used client strategy meetings, DLSE settlement conferences, mediation, and trials
- Design marketing brochure to summarize firm experience and achievements for client meetings
- Prepared and processed invoices for clients using billing software, Sage Timeslips
- Organized financial documents to submit to company's CPA
- Reviewed and selected potential candidates during hiring process, and conduct interviews
- Trained support staff in the use of all office systems, including filing protocols, docket procedures, legal deadlines and calendaring, client intakes, and other office procedures

Office Administrator

- Facilitated with clerical work such as: faxing, filing, copying, bank deposits, and correspondence.
- Communicated with clients, IRS, Secretary of State, and Franchise Tax Board regarding tax related documentation, information, and inquiries.
- Utilized government websites such as www.irs.gov, www.edd.ca.gov, and www.sos.ca.gov to assist and update office tax preparers.
- Established new document database and recording procedure.
- Designed and created marketing materials such as company newsletters and brochures.

Executive Assistant

- Assisted daily patrons with parking ticketing and general university related inquiries
- Conducted parking lot utilization studies by recording field data
- Managed parking kiosk upkeep

Parking Attendant

Delta Sigma Pi

- Served as a liaison between school chapter and provincial chapters
- Increased participation by 50% by strategic marketing and maintaining consistent communication
- Planned and organized inter-chapter social events with over 80 members in attendance

Director of Inter-Chapter Relations

- Assisted in developing the pledge education program and leadership activities
- Directed pledge meetings during the Vice President of Pledge Education’s absences

Assistant to Pledge Educator

Passionate about making an impact through joy and positivity, and a strong advocate for mental health awareness. I love the sense of community, especially through the act of sharing food and food stories. I have a genuine curiosity for people, so I'd love to connect and get to know you! Let's chat and have a coffee (or wine) hour. 

Top 5 Gallup CliftonStrengths:
• Individualization - intrigued by uniqueness of others
• Empathy - perspective taking
• Achiever - hard work and stamina (also wanting the best of the best)
• Harmony - seeking common ground
• Context - understanding the present by researching the past

Major Achievements:
➤ Completing grad school while working full time
➤ Personally raise $35,000 in corporate sponsorships and GIKs for APIDC
➤ Launch Caltech's inaugural Giving Day on a $500 budget
➤ Establish the first ERG at Caltech: Asian Pacific Americans at Caltech (APACT)

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