MICHAEL TRAN

714-***-****

ad08n7@r.postjobfree.com

PROFESSIONAL EXPERIENCE

**** - ******* **** ********’s Hospital Orange, CA

Executive Assistant/ Financial Analyst/Project Manager/Contracts Analyst

Entering and uploading Monthly GL for fixed assets

Managing budgeted CIP projects

Reconcile fixed assets recording

Review and update vendors, construction contracts for renewal or terminate

Review all tasks order submission to insure compliance

Ensuring all CFR from all departments and EMP are in finance and accounting guidelines and compliance

Assist other accountants regarding fixed assets reconciliations

Working with various departments for Capital funding requests

Investigate capital discrepancies

Assist Controller and EMP Director in ERP systems

Create CFRs, and PO, and assist in payments on invoices and pay apps for EMP

Working with Purchasing department for POs and late invoicing for EMP

Assist in developing a CFR tracking system for PO and payments

Investigate and correlate discrepancies in Purchase Orders and invoices

Reconcile purchase orders, and outstanding invoices, and track remaining capital on various projects via LAWSON

Complete the Construction Project Activation Form for review and executive signatures

Assist in reviewing Budget Estimate forms to their completion for CIP

Amending POs and task orders for appropriate capital allocations

Review the capital budget workbook for invoice and payment accuracy

Bi-weekly meetings with Executive Director, Finance Manager, and Accounting Manager via capital constraints regarding Purchase Orders and budgets

Perform Ad HOC Financial tasks for Executive Director and Controller

Calendar management for CFO

Administrative task for CFO and President

2018 – 2022 Stage 1 Financial Anaheim, CA

Financial Manager & Executive Administrator

Positions held: Project Manager, Executive Assistant, Business Development Manager, & Client Account Management. Financial Analyst, Working with C-Level Executives, and clients.

Trained staff on internal & external customer service policies and procedures

Spearhead ERP system for financial reporting and audit

Project management for internal and external clients to meet new SaaS deliverables

Created & revised contracts for client proposals, engagements, onboarding & off-boarding

Maintain SKU/PO capital tracking lists

Tracking financial monthly, and annual budgets, cost reports for financial projections

Perform analytic reviews of financial documents

Support in the development and execution of financial planning models

Support strategic planning, and other ad-hoc planning and analyzed analysis

Heavy calendar scheduling, travel booking, and expense management for CEO, CFO, Directors, & Partners, and personnel

Compile, analyze, and consolidate operations results

Perform monthly and annual financial cost reporting

Reconcile and consolidate financial cost reporting for department and clients assigned

Lead human resources functions on employee and administrative sides, including client billing, employee training, and conflict resolutions

Participate in the preparation of the annual department, and client budgets

Developed operational execution plans surrounding new business opportunities

Designed and maintained planning materials to support data cycles, and track strategic growth initiatives with multiple departments

Created Ad HOC Financial reports for partners & investors

Analyzed project budgets in conjunction with the sales team

Performed day-to-day account management & relations with current and past clients

Oversee client and employee’s On/Offboarding process

Implemented new and current client sales pipeline reporting via Dynamics CRM & Salesforce

2005 - 2017 Deloitte & Touche LLP Los Angeles, CA

Positions held: Project Manager, Executive Assistant, Business Development Manager, & Client Account Management working primarily with Partners, Principle, Sr. Managers, Marketing Manager, and Proposal Managers.

Project Manager for all service lines of FAS (Financial Advisory Services) including but not limited to AML, VAL, Corporate Finance, BIS, Copy Right, and IP.

Assisted with business development activities including proposal development and RFP responses

Promote and create lifecycles for projects and sales current + pipeline

Create, process, and finalize invoices via Deloitte Professional Services systems

Close & reinstate projects

Execute ERP Deloittenet.com

Marketing and networking for events, handling all matters regarding public affairs

Create and maintain heavy calendaring for Partners, Senior Managers, and Managers

Coordinated media arrangements for public relations efforts

Maintained billing arrangements and schedules

Processed and finalized time & expenses for partners and staff

Coordinate complex & heavy travel arrangements and events planning nationwide and international

Created and finalized engagement letters

Leveraged Google Analytics, SEO, and B2B platforms to drive traffic and marketing

Prepared presentations and backup reporting & documentation for meetings and speeches

Created & honed marketing plans for the CEO and Vice President

Processed expense reports for sales representatives

Company representative for most overseas clients

Investigated and resolved client complaints and facilitated solutions

Scheduled all executive and department calls & meetings

Assured efficiency running the front office

Performed sourcing and merchandising within Asia markets

EDUCATION

1997- 2005 UCLA Los Angeles, CA

MBA, Business Communication Management

COMPETENCIES

Microsoft Office Suite (Excel, Word, PowerPoint Outlook, OneNote, Teams, Dynamics, SharePoint)

Google Suite

Blackboard Lab

Quickbooks

Salesforce

Google Analytics

My Workday

Lawson

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