Aspiring CPA - Data-Driven Accounting Professional

Ethan Phan

Queen Creek, AZ *****■**********@*****.***■319-***-****■linkedin.com/in/ethan-phan-67b355288 PROFESSIONAL SUMMARY

Master's in Accounting & Data Analytics candidate (ASU). Aspiring CPA with hands-on experience in accounting & technical software seeking to help businesses win and drive process efficiencies & accuracy. EDUCATION

Bachelor’s Degree in Accounting (In Progress) W.P Carey School of Business, ASU Expected May 2028

● Focus:CPA Exam Preparation, Advanced Financial Analysis,Auditing, SQL/Data Proficiency. Associate’s Degree in Business Chandler-Gilbert Community College Completed May 2026

● Cumulative GPA:4.0 Awards: President’s Honors Scholarship; Merit-based award renewed each semester.

● Coursework: Intermediate Accounting, Managerial Accounting, GAAP Fundamentals, Economics

● Developed financial statement models (forecasting revenue, COGS, cash flow) in Excel.

● Pitched investment thesis to college board using ratio analysis & financial insights from SEC filings.

● Phi Theta KappaHonor’s Society member.

WORK EXPERIENCE

Accounts Receivable/Payable Specialist Southern Cross Aviation Mesa, AZ Apr 2026—Present

● Process50+vendor invoices with 100% accuracy daily, coding to each appropriate account and center.

● Recover$300Kin aged receivables (2024–2026), improving cash flow and reducing outstanding AR.

● Supportmonth-end close process: accruals, adjusting journal entries, financial reporting.

● Prepare daily reconciliations; reduced reconciliation time by50%through macro development.

● Reduce posting errors by15%by identifying variances using discrepancy systems.

● Collaborate with CFO and cross-functional teams to support audit preparation and internal controls. Guest Advocate Target Queen Creek, AZ August 2025—Apr 2026

● Reconciled$5K+worth of register drawers withzerodiscrepancies on shift close over 6 months.

● Maintained strict confidentiality of financial data and cash handling records. Shift Leader Culver’s Restaurants Queen Creek, AZ Mar 2023—August 2025

● Mentored20+crew members on cash-handling & process adherence, reducing new-hire errors within 30 days.

● Logged accurate daily reports including sales, inventory reconciliation, and P&L statement reviews.

● Demonstrated integrity in high volume for25%productivity increase during peak seasons.

● Exhibited leadership by directing15+employees daily and guiding monthly meeting discussions. OTHER EXPERIENCE & ACTIVITIES

Independent Financial Investment Portfolio Self-Managed September 2024—Present

● Analyze & dissect public SEC Filings (10-Ks, 10-Qs) to evaluate business health & trends. Shelter Volunteer Paz de Cristo Community Center Mesa, AZ August 2024—August 2025

● Collaborated in a process-driven environment on food preparation serving 200+ meals a night. Budget Committee Volunteer Operation Back to School Chandler, AZ June 2024—August 2024

● Presented a $20K+ budget for a non-profit serving 3,000+ community members. SKILLS

Microsoft Office: Advanced Excel (VLOOKUP, PivotTable, Macros, Modeling) PowerPoint Word Dynamics (ERP) Accounting: Quantum Accounting Software QuickBooks Online Data Entry & Reconciliation Variance Analysis Technical: Quantitative Skills Accruals & Adjustments General Ledger Sales Tax Tax Form Preparation CERTIFICATIONS AND LICENSES

Intuit Academy QuickBooks Online Certification(IssuedFebruary 2026) Intuit Academy Tax Preparation Certification(Issued Jan 2026) Coursera Microsoft Excel Professional Certification(Issued April 2025)

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