Vincent Phan

Corporate Finance Student

May **** Graduate Seeking Financial Planning and Analysis Position adb4ja@r.postjobfree.com

720-***-****

**** ***** ******* ***,

Littleton, CO, United States

linkedin.com/in/Vincent-Phan

TECHNICAL

SKILLS

Excel

VBA

Analytics

Financial Modelling

Word

Powerpoint

OTHER SKILLS

Leadership/Teamwork

Communication

Time Mangement SAP

Salesforce

EDUCATION

08/2016 – 05/2020

B.S. - Business Administration w/ Corporate Finance Colorado State University

Fort Collins, Colorado

Financial Modeling Enterprise Evaluation

Financial Planning Derivatives/Risk Management

Financial Management Computer Information Systems

INTERNSHIPS

05/2019 – Present

Project Management/Contractor

Keller Williams

San Jose, California

Tasked with transitioning the office from traditional formats to complete online access. Helped branch management integrate technology through a new AI-based OS for all agents which captured complex agent/client data. As a result, the organization improved their communication and stopped using paper files, whiteboards, and filing cabinets.

Using Google Drive's online tools, created an easily accessible toolset of necessary documents, current real estate data, and audited the whole office's agent commission contracts for the new CFO's usage. Uniformed the Onboarding process so agents would be sure to meet all California regulations. Created a digital inventory/reordering system in Excel so agents could find tools, and check inventory. Created an Excel template allowing agents to easily transfer existing CRM data to the new AI-based OS. Updated and audited all agent's commission contracts. New branch still uses my tools to this day, saving time thus money. Communication amongst existing employees increases as information silos have been eliminated. 05/2017 – 08/2017

Internal Audit

Advanced Energy

Fort Collins, Colorado

Semiconductor Company

Interned under the accounting team, responsible for auditting periodic access reviews, inventory, terminations, transfers actions forms, and new user access audits in SAP. Tasked with finding discrepancies in data which would be reported to the CFO for the quarterly report. Worked with three departments with teams in Israel, China, and South Korea, to verify reported data documented in SAP. Worked with Excel files exceeding 100,000 entries with precision. Proactively communicated audit findings to stakeholders.

Found multiple audit concerns that were immediately fixed, reported, and added to the final quarterly report. As a result, company met SOX compliance requirements and addressed safety concerns in a timely manner. ORGANIZATIONS

Phi Gamma Delta - Philanthropy Head/Project Manager (01/2018 – 01/2019) Project managed a group of 5 people for the PhiGam Hoop Jam, raising $500 online for USO. Managed a team of 5 members in the PhiGam CarnivalJam, raising $1,700 from on-site sales and $5,300 from online donations for our brother with Brain Cancer with the American Brain Tumor Association. Used Excel to analyze census/survey data to plan success. Increased event turnout by 200 people from the past year. Turned a $1000 budget into a $7000 donation. McBackpack - Volunteer (08/2016 – Present)

30+ hours per year at the First Presbyterian Church preparing meals for school children and underprivileged families. Aided in controlling/distrbuting inventories for project success, indicated in the growth from 50 to 350 meals capable of being distributed per week from 2016 - 2020.

Kiwanis Key Club - Vice President (08/2012 – 05/2016) Key Courses

Achievements/Tasks

Achievements/Tasks

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