Sotheavatey Bong
************@*****.*** Lowell, MA 240-***-****
***.******@*****.*** https://www.linkedin.com/in/sotheavatey-bong
MBA candidate with emphases in Business Analytics and Finance with 3 years of experience working within a team-oriented environment utilizing quantitative and analytical skills to drive the attainment of business goals. Possessed knowledge in business management especially in accounting, marketing and finance and on data analytics domain/technologies such as SQL, Python, Tableau, Power BI. Currently, a CFA level 1 candidate with prior exposure to financial due-diligence, financial analysis and financial reporting. Seek opportunities to work as a business analyst, data analyst, finance analyst or a marketing strategist.
Hands-on experience in a variety of project involving designing strategy, development and implementation and testing the integration of the new business model in day-to-day operations
Gather business requirements and communicate to the stakeholders
Skilled with elicitation techniques like Interviewing, Brainstorming, Group Discussions and Questionnaire and Process Mapping
Strong expertise in developing UML Class diagram, Activity diagram, Entity-relationship diagram, and Business process flow diagrams (BPMN)- diagrams using MS Visio and Lucidchart
Develop SWOT analysis for shareholders to make strategic decisions and PESTEL analysis for assessing business and manage risks
Expert knowledge of SQL and relational database management systems
Perform machine learning, data visualization and data analysis on Python
Strong Microsoft Excel skills in making pivot tables, simulation toolkit, analysis toolpak, working with different function types such as VLOOKUP
Designed and deployed graphic visualizations using Tableau and Power BI
Conduct market research on various industries to generate insights
Perform corresponding tasks include financial due-diligence, management consulting, deals strategy and risk analysis
Knowledge and experience including accounting, finance, economic, international business and marketing and operations
Comprehension of investment tools such as financial reporting and analysis, corporate finance, equity investment, fixed income, derivatives, alternative investments and portfolio management
Collaborated with various cross-functional teams located across various geographical location
Education
CFA Institute Aug 2020 - Aug 2022
CFA Level 1 Candidate, Finance
Boston, MA
The Wharton School, University of Pennsylvania May 2020 - Aug 2020
Executive Education, Business Analytics
Online
University of Massachusetts Lowell Sep 2018 - Dec 2020 MBA (Scholarship awarded), Double Concentrations (Finance, Business Analytics), GPA: 3.93
Lowell, US
Association of Chartered Certified Accountant Jan 2014 - Dec 2017
Certified Accounting Technician
London, United Kingdom
CamEd Business School. Jan 2014 - Dec 2017
Bachelor of Accounting and Finance (Honors), GPA: 3.72
Phnom Penh, Cambodia
Skills & Specialization
Project Methodology
Agile (SCRUM), Waterfall
Design
Squarespace, Wix, Canva
CRM
Salesforce, Hubspot, Mailchimp, Netsuite, Google Analytics
Databases Systems and Management
MS SQL Server, Oracle, Microsoft Access, AWS, SAP
Business Process Modeling
Microsoft Visio, Lucidchart
Web Technologies
Javascript, HTML, CSS
Business Intelligence & Visualization
Python, R, Tableau, SPSS, Power BI, Advanced MS Excel
Finance and Investment
Financial Analysis, Financial Modeling, Financial Planning, financial reporting and analysis, corporate finance, economic, equity investment, fixed income, derivatives, alternative investments and portfolio management
Business
Market Research, Strategic Planning, Requirements gathering, Microsoft Office, Microsoft PowerPoint
Experience
Business Analyst/ Data Analyst Sep 2019 - Present Manning Consulting Group, Lowell, MA
Gather data from different sources and build users survey to gain insights and assess clients’ performance. Support the development on key areas of business including marketing, operations, supply chain and finance.
Responsibilities:
Offer support and direction to clients on executing their business strategies and refining their current ones
Worked collaboratively with clients and team members to design solutions to meet clients’ business requirements.
Gather data from different sources and build users survey to gain insights and assess clients’ performance
Support the development on key areas of business including marketing, operations, supply chain and finance
Using Tableau to develop and maintain analytics reports and dashboards to provide actionable insights that support data-driven decision-making
Using Python for quantitative analysis and data visualization
Perform data analysis and conceptualize the data requirements by implementing various data modeling techniques such as data mapping, data dictionaries, Entity relationship diagrams (ERD) and glossary
Marketing Strategist Intern (Cancelled due to COVID-19) Jun 2019 - Sep 2020
LaunchSource, Boston, MA
Responsibilities:
Produce various content types, including email, social media posts, blogs to drive leads
Actively manage and promote the company's marketing campaign, pitch articles to relevant third-party platforms
Analyze content marketing metrics and makes changes as needed
Associate Team Member Jan 2019 - Jan 2020
Follett Higher Education, Lowell, MA
Responsibilities:
Greeted customers and responded to any store inquiries and rendered other assistance when needed
Operated cash and credit transactions and answered phone calls for retail operations
Assisted in inventory management and making sure items are organized
Trained new members to complete the assigned tasks
Managed sales and purchase orders
Performed other duties in the store including packing, organizing and receiving orders
Advisory/Deals Consultant Dec 2017 - Aug 2018
PwC, Phnom Penh, Cambodia
Handled different industries projects and managed to help analyze clients’ business and develop business plans and strategies to help clients leverage their resources as well as increase their market shares
Responsibilities:
Closed $30M deal for a conglomerate to acquire 55% of corporate shares in a bank by assessing financial and business due diligence, review and evaluate financial information, as well as facilitating in the mergers and acquisitions valuation process
Conducted detailed industry and company research to identify risks and opportunities for a franchise agreement for a $28B U.S International Corporation to enter a new market
Conducting market research and addressing clients’ key concerns
Interacted with business users and executives to identify their needs, gathered requirements and authored Business Requirement Documents (BRD)
Engaged in weekly meetings with business to discuss emerging/ open issues and update product backlog for any changes/ additions in requirements. Prepared minutes of meetings and circulated it to management/stakeholders
Projects
Strategist/Business Analyst May – August 2020
Project: Harvard Business Data Analytics Simulation (Strategic Decision Making), Lowell, MA
Responsibilities:
Analyzed dashboards, metrics, reports on company’s market share, demand, profitability, competitor by geographic region and consumers’ demographic
Devised strategy by forecasting demands of the product and make decisions accordingly (Decisions include production quantities, pricing, positioning, promotional budget and distribution channels)
Achieved $53.3M in profit in the final round, a 41% increase from its initial profit before taking the simulation
Data Analyst January – May 2020
Project: Analysis of Clients’ Credit Cards Default Risks (Data Quality), Lowell MA
Responsibilities:
Performed exploratory research on dataset published by the University of California Irvine
Used python to wrangle, mine, analyze the data and created graphs and charts to determine the correlations between variables
Recommended appropriate strategies on what the bank should do to reduce the number of credit cards defaults
Data Analyst September – December 2019
Project: Develop Database Management System, Lowell MA
Responsibilities:
Conceptualized business data structure through data mapping, data dictionaries and created Entity relationship diagrams (ERD)
Developed UML diagrams, Business Flow Charts diagrams to further document process maps on Microsoft visio and Lucidchart
Aided in the development of database system for the organization using SQL and Microsoft Access
Data Analyst September – December 2019
Project: Prediction on Successful Discharge rates of Substance Abuse and Mental Health Services Administration (SAMHSA) data, Lowell MA
Responsibilities:
Conducted the research on the data obtained from SAMHSA website and proceeded with data cleaning process using R
Created three statistical/analytical models to predict patients who are likely to discharge from the treatment center
Cross-validated different models to determine which of the model predict the outcome with the highest accuracy. The model was able to generate the prediction with 75% accuracy rate
Business Analyst January – May 2019
Project: HBO Now Business Problems and Recommendations, Lowell, MA
Responsibilities:
Defined problems pertaining to current products and technologies
Used SWOT analysis and PESTEL analysis to assess the business environment
Identified possible alternatives and solutions for the organization to improve its offerings and improve the business IT infrastructure
Recommended the management on how to approach consumers using the new strategies
Strategist/Business Analyst January – May 2019
Project: SABRE Business Simulation (Marketing and Strategy Decision Making)
Responsibilities:
• Created products in the marketplace as well as advertise, price, distribute and design those products to best fit varying market segments.
• Handled strategic decisions including product planning, sales force deployment, R&D expenditures and market research purchases.
• Achieved the 1st place with the highest sales revenue in the final round.
Finance Analyst January – June 2017
Project: Financial Analysis of Thai Airways Public Limited Company, Phnom Penh, Cambodia
Responsibilities:
• Analyzed the financial performance of the company over the years from 2010-2015
• Prepared and computed financial ratios between Thai Airways PLC. and its competitors to determine the positioning of the company in the industry
• Evaluated company’s financial environment specifically focused on profitability, shareholders returns, efficiency, liquidity and gearing.
Strategist/Business Analyst September – December 2016
Project: Strategy Analysis of Smart Axiata Group, Phnom Penh, Cambodia
Responsibilities:
Discovered the company’s business model, its strategy choice, execution and its challenges
Constructed PESTEL and Porter’s five forces to assess Smart Axiata Group competitive environment in the telecom industry
Developed questionnaires to survey participants, then created visualizations to highlight the most important features of their service quality
Offered recommendations on how the company should improve their service and its needs to diversify their product lines