Financial Analyst, Business Analyst

Phuoc (Phillip) Huu Nguyen

** ********** ***** ********, ** 95035

209-***-**** *********@*****.***

Business Analyst

UCLA economics and accounting graduate with international work experience. Expected to sit for the Certified Public Accountant (CPA) exam in October 2015. Thrives in fast-paced, evolving environments and excels at challenging assignments. A proven and motivated leader with exceptional oral communication and public presentation skills and a high level of professionalism.

Datatrac

Optimal Blue

Excel

Prospective Client Research

Cold-Calling Proficiency

Mortgage Loan Pricing

Loan Negotiation

Fluent English

Native Vietnamese

Professional Experience

OPES ADVISORS, Pleasanton, CA January 2015 – July 2015

Secondary Marketing Analyst

Determine mortgage loan pricing using Datatrac and Optimal Blue.

Adjust and renegotiate loan pricing with mortgage advisors and potential investors.

Prepare hourly volume update reports for hedging purposes using Excel.

Perform daily loan pipeline audits to ensure accurate pricing using Excel.

Answer mortgage advisors’ mortgage loan pricing and compliance questions.

MERRILL LYNCH, San Francisco, CA August 2012 – September 2012

Financial Advisory Intern

Conducted daily research to produce a list of 200 prospective clients.

Prepared extensive financial analysis documents for client meetings.

Assisted in creating and compiling investment strategies for clients.

Notable Accomplishments

Conducted specific daily industrial research to create a list of 4,000 high-asset prospects.

Successfully assisted supervisor in closing two new clients.

BNP PARIBAS, Ho Chi Minh City, Vietnam July 2011 – September 2011

Credit Analyst Intern

Produced a list of prospects based on extensive research of the Vietnamese seafood industry.

Analyzed financial statements and performed financial analyses using Excel.

Attended conference calls with clients to obtain operational information such as competition, sales, and supply in order to perform operational analysis.

SEAREFICO CORP, Ho Chi Minh City, Vietnam August 2010 – September 2010

Contract Analyst Intern

Assisted in implementation and creation of contracts and agreements.

Reviewed contracts to make sure all terms and conditions were consistent with previous negotiations.

Other Experience

DE ANZA COLLEGE INTERNATIONAL VOLUNTEER CLUB, Cupertino, CA March 2010 – January 2011

President

Grew the organization to become the most active and popular club on campus with an average of 80 attendees per general meeting.

Built a diverse international environment where students from different countries shared and learned about one another’s cultures.

Organized weekly volunteer events.

DE ANZA COLLEGE STUDENT BODY ELECTION COALITION, Cupertino, CA March 2010 – June 2010

Coalition Founder & Campaign Consultant

Created coalition and served as consultant for the Student Body Election.

Managed and planned a campaign strategy that included classroom presentations, club presentations, and political debates.

Won ten Senate seats and Chair of Finance position.

Education & Training

University of California Los Angeles, Los Angeles, CA, Bachelor of Arts, Business Economics

(Minor: Accounting), Awarded 2013

Courses: Relevant courses: Real Estate Finance, Financial Investment, Money and Banking, Corporate Finance, Business Law, Corporate Tax, Managerial Accounting, Financial Accounting, M&A Accounting, Real Estate Finance, Audit.

De Anza College, Cupertino, CA, Economics, Attended 2010-2011

Investment Banking Institute, San Francisco, SF, Four-Week Financial Training Course, will complete in August 2015

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