PHAT TRANG

**** ********* ***** **., ******* TX, 77095 Phone: 832-***-****

Email: acd064@r.postjobfree.com www.linkedin.com/pub/phat-trang/4a/78a/7ab

EDUCATION

CFA (Chartered Financial Analyst), Level II Candidate, 2014

Bauer College of Business, University of Houston, Dec 2012 Houston, Texas

B.A Finance and Accounting. Special track in Risk Management

Study abroad, International Commerce, 2011 Hong Kong, Singapore, China

HONORS AND AWARDS

Dean’s list 2009 – 2012.

National Finalist, Mathematics contest, 2006, Vietnam

EXPERIENCES

CIGNA INSURANCE (S&P 500 Component), January 2013 to present Houston, Texas

Financial Senior Analyst

Be a key financial reporter for the healthcare finance management team, and in charge of development of reports. Deliver

expert financial management services for 6 major medical institutions including: risk forecasting and cash flow management,

financial planning and reporting, M&A financial reconstructing and responding to audit

• Perform full cycle accounting; prepare financial statements and related schedules for the monthly financial package.

Review monthly and quarterly variance analysis and explain significant variances in financial statement

• Successfully manage financial status and variance; maintain high accuracy level of transactions, bank statements and

balance sheet. Book 50 complex journal entries per month, and rebuild excel business model every quarter

• Report directly to regional VP. Be in charge of monthly financial review and presentation to hospital’s board of

director. Explain trends and recommend actions by analyzing plans and forecast with actual results

• Conduct quarterly training sessions to data analysis and accounting staffs. Effectively manage a team of 3 AP and

AR staffs to ensure accuracy of financial reports and general ledger. Review documentations for audit reports

• Improve the accuracy of budget forecasting by 3% through innovation of new risk factor calculation

• Successfully deliver a financial restructuring for a major M&A, from which four companies merged into one

FIRST INVESTOR CORPORATION, Jan 2011 – Sept 2011 Houston, Texas

Internship - Financial Services Representative

• Initiate new customer account, maintain and provide services to current accounts

• Prepare monthly and bi-weekly presentation for client seminars and financial review meeting

• Be responsible for 100% Chinese clients. Built a network with new 90 clients within eight months

ABBA GENTLE HEALTHCARE, Feb 2009 – Dec 2010 Houston, Texas

Accounting Analyst

• Maintain subsidiary accounts by verifying, allocating, and posting transactions.

• Summarize current financial status by collecting information; prepared balance sheet, profit and loss statement, and

other reports

• Prepare and analyze cost reports, examine and review unusual financial records and ensure financial data is allocated

correctly

• Prepare invoices for clients

• Manage the expense reimbursement process and other general accounting functions

• Participate and contribute to the month-end close

• Prepare monthly and quarterly account reconciliations

ORGANIZATIONAL SKILLS

• Vietnamese – Chinese – English trilingual

• Advance level of: PeopleSoft, Peachtree, SAP, Business Model building, and GasPro Energy trading

• Excellent Excel skills (V-lookup, Pivot table, Macro), proficient in Power Point and Microsoft Offices

• Outstanding analytical skills, interpersonal skills, problem solving, and critical thinking skills

• Proven ability to work in fast paced deadline-oriented environment, with superior analytical skills

Contact this candidate