Kim Tran, CPA

Assistant Controller at DentalXChange

Kim Tran, CPA has over 10 years of experience in accounting and financial services. Kim began their career in 2009 as an Assistant at the Ralph & Goldy Lewis Center for Regional Policy Studies. In 2011, they were an Intern at KPMG LLP, and then a Senior Clerk at UCLA Student Accounts. From 2012 to 2014, they were a Senior Audit Associate at KPMG LLP, and then a Senior Financial Reporting Analyst at Pacific Life from 2014 to 2018. From 2018 to 2019, Kim was a Senior Accountant - Financial Reporting and Technical Accounting at Cetera Financial Group. Kim is currently a Senior Manager of Accounting at Pipe and an Assistant Controller at DentalXChange, both starting in 2022. Kim is experienced in reviewing and cleaning up financial statements, managing external bookkeepers, identifying areas of non-compliance, establishing frameworks for accounting procedures, analyzing and documenting technical topics, project management, and collaborating and supporting FP&A, underwriting, legal, CFO, and capital market functions.

Kim Tran, CPA obtained their Bachelor of Arts in Economics and Accounting from the University of California, Los Angeles in 2012. Kim obtained their Certified Public Accountant certification in December 2014.

Links

Previous companies

FastPay logo
Cetera Financial Group logo
Pacific Life logo

Timeline

  • Assistant Controller

    November, 2022 - present