Financial Analyst Customer Service

TOM TRAN

CINCINNATI, OH

+1-513-***-**** ****.******@*****.***

PROFESSIONAL SUMMARY

Experienced leader and team player with a track record of expertise in financial analysis, presentation, process streamlining and customer service. Excellent problem-solving skills, confidence with financial and accounting concepts and understanding of financial statements. Ability to comprehend and clearly communicate complex concepts in a fast-paced, dynamic environment. Proven ability to work across numerous lines of businesses, and deal with the demand of senior management. Proactive individual with personal integrity, strong work ethic, pays attention to detail while being able to manage multiple task/projects simultaneously.

SKILLS

Advanced Data & Financial Analysis

Financial Controls and Budgeting

Revenue Recognition and Cashflow Reporting

Continuous Improvement of Processes and Procedures

Financial and Operational Reporting

Cost Management & Profitability Analysis

Adaptability and Positive attitude

Microsoft Office: advanced user

SAP, TM1, NetSuite, Adaptive Insights & ERP Systems

WORK EXPERIENCE

AIA VIETNAM, Ho Chi Minh (Vietnam)

Senior Manager, Finance Business Partner VIETNAM January 2020 - Current

Develop & deliver continuous improvement and transformational activities across many functions resulting in reduced turn-around-time and operational efficiency.

Effectively persuade and influence to drive alignment across functions on internal projects including system enhancements, IT reporting systems, and change management.

Facilitate communications across business functions involving internal senior management & key stakeholders, and between AIA Vietnam and AIA Global Team

Utilized data analysis techniques to develop actionable insights that helped improve operational efficiency and business outcomes showing upward trend of insurance persistency.

Analyzed financial position, investigated and reported budgetary variances and identified adjustments to facilitate month and year-end processes.

Define and monitor financial reporting process to ensure financial data accuracy of Digital Transformation Analytics (TDA) initiative - $82M USD Project over next 5 years

Set up local TDA cost tracking mechanism in accordance to Group Standard and helped improve local accounting process (e.g. Accrual process) resulting in more accurate view of project financials for managing TDA spend

Liaised with budget holders to evaluate financial performance and offer financial management data, analysis and advice.

Spearheaded Cashless Strategy by conducting business analysis to support development and adoption of digital payment solutions - increase of ~15% Straight-through processing (STP)

Proven track record of successful negotiations with new and existing banks & digital partners for impactful, complex deals, including relationship management while leveraging cost efficiency of Premium Collections fees.

RESMED, INC

Lead Senior Financial Analyst San Diego, USA January 2017 - January 2019

Responsible for end to end financial analysis and define analytical framework/modeling (P&L, KPIs, OCOGs, productivity measurement, cost saving initiatives etc.)

Identified sales performance, competitive pricing and variance analysis to drive operational and strategic decisions

Drive monthly risk/opportunity assessment, quarterly business review and presentation to top management in order to make informed decisions based on findings

Lead both yearly budget planning, long term forecast process and alignment/discussion with key stakeholders and cross functional teams identifying labor cost savings of ~22%

Provided financial support for VP of US Operations in Ad-hoc projects in various topics including Customer Services, Warehouse Operations & Distribution Center in order make data driven decisions.

PETCO ANIMAL SUPPLIES, INC

Senior Financial Analyst San Diego, USA January 2016 - January 2017

Sales performance analysis for business from over 1500 stores nationwide

Performed month end / quarter end closing activities

Developed new analytical and dynamic budgeting and forecasting models including revenues, cost, headcount and OPEX planning to improve accuracy

Ad-hoc projects support including new sale compensation structure implementation, training programs roll-out, ROI assessment

GEMOLOGICAL INSTITUTE OF AMERICA

Senior Financial Analyst Carlsbad, USA January 2013 - January 2015

Managed Budget of ten labs locations worldwide including planning, monitoring, and reconciling monthly P&L for each Business Unit

Conducted P&L, Sales, and OPEX analysis to facilitate management decisions

Successfully created and implemented multi-scenario Revenue Model to enable advance analytics, provide well-constructed and accurate Sale Forecast

Generated monthly reports on Revenues, KPIs, and Management Dashboards that identified data trends for strategic planning

Lead junior analysts on operating accounting, financial reporting and basic analytic tasks

MITCHELL INTERNATIONAL INC

Senior Revenue Analyst San Diego, USA January 2008 - January 2013

Received Mitchell MVP & “I Am Valued” Award for Always improving, Personable, Passion and Integrity

Responsible for Adaptive Planning procedures including financial uploads, comparative analysis, customer and product database maintenance

Developed SQL queries in NetSuite system to automate revenue transaction report, and calculate royalty expenses

Represented Finance team for ERP system integration project across all functions, which includes facilitating UAT and change communications.

Facilitated financial and operational audits, working with internal and external managers to communicate recommendations or issues surrounding audits.

Collaborated with other departments to ensure billing accuracy and reduce reconciliation issues

Assisted with customer account reconciliations by analyzing clients' remittance data

Prepared and presented analytical reports including payment/cashflow trend

Facilitated UAT and change communications in Accounting System Integration Project

JP MORGAN CHASE BANK

Assistant Branch Manager Chicago, USA January 2006 - January 2007

Conducted analysis to clients' portfolio and provide advice regarding best bank products or services that suite their needs

Hired, trained, and managed Personal Bankers

Monitored branch financial activities, performing audits, reviewing reports, and managing cash level

EDUCATION

BACHELOR OF BUSINESS ADMINISTRATION Finance, International Business

University of Cincinnati

Cincinnati, OH, June 2005

Received Darwin T Turner Scholar Scholarship

Elected to President for Vietnamese Student Association in 2004

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