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Finance Data Analyst and Automation

Location:
San Jose, CA
Posted:
September 18, 2026

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Resume:

Dennis Nguyen

San Jose, CA (willing to relocate) • **************.*@*****.*** • +1-408-***-**** • https://www.linkedin.com/in/dndennisnguyen/ • http://datascienceportfol.io/dennisnguyen EDUCATION

UNIVERSITY OF CALIFORNIA SAN DIEGO San Diego, CA

Bachelor of Science in Business Economics September 2020 - December 2024

● Relevant Coursework: Customer Analytics, Data Analysis, Business Finance, Applied Market Research, Principles of Accounting, Econometrics, Business & Operations Management TECHNICAL SKILLS

Technical Skills: Excel (XLOOKUP & Pivot Tables), Power BI, SQL (CTE & Aggregate Functions), Python (pandas & NumPy), R

(ggplot2 & tidyverse), Oracle NetSuite (General Ledger, Accounts Payable, Accounts Receivable, Journal Entries) Continuous Learning: Financial Analyst Sim, Analyze Financial Data With Python, Data Visualization with Power BI, SQL for Data Analysis, NetSuite BI and Reporting Associate WORK EXPERIENCE

GOODWILL INDUSTRIES San Jose, CA

Finance & Accounting Assistant (Contract) August 2025 - Present

● Reconciled $95K+ in daily transactions across 18 store locations using Oracle NetSuite & Excel; collaborated with Loss Prevention and Store Managers to investigate discrepancies and drive resolution.

● Designed an Excel reporting tool that auto-flags transaction variances above threshold by store, cutting manual review time and surfacing issues faster across all 18 locations.

● Managed chargeback disputes by obtaining and analyzing supporting documentation, identifying discrepancies, and preparing findings to resolve claims across store locations.

● Managed full-cycle AP/AR in Oracle NetSuite — vendor invoices, customer billing, and daily transactions — ensuring accurate coding and on-time payments across 18 locations.

● Prepared weekly journal entries in NetSuite for payroll, recurring transactions, and department transfers, reconciling each against bank data.

● Supported monthly financial close by tracking and accruing unbilled expenses and receivables for GAAP-compliant reporting.

NIHAOPAY Santa Clara, CA

Business Operations Intern June 2025 - August 2025

● Processed 25+ merchant applications weekly using LexisNexis, reviewing business registrations and ownership structures to determine eligibility and escalate high-risk accounts.

● Audited 150+ merchant compliance records weekly; recommendations led to a revised onboarding checklist that improved resolution rates in two underperforming sectors.

● Built an Excel merchant risk-scoring tool that evaluated each application against criteria such as business sector, bank statements, website, and product legitimacy, which the company adopted to assist in approval decisions.

● Benchmarked 5+ competitor payment platforms to identify service gaps and provide data-driven recommendations for merchant acquisition strategy.

PROJECT EXPERIENCE

EXCEL FINANCIAL STATEMENT ANALYSIS

Home Depot Firm Evaluation

● Calculated 12+ financial ratios (RNOA, ROE, ROA, quick ratio) for Home Depot and Lowe’s to analyze financial health across both companies.

● Forecasted 5 year income statements and balance sheets in Excel, including revenue growth, expenses, debt repayment, and profit projections.

● Built a DCF model projecting Home Depot's equity value at $252/share (8.44% WACC), concluding the stock was undervalued relative to Lowe's.

SAMSUNG GLOBAL SALES DASHBOARD

Samsung Market & Revenue Analysis

● Wrote DAX measures to calculate $22.9M in total revenue, return rates, discount impact, and revenue per unit across product lines, regions, and years

● Built an interactive Power BI dashboard with slicers for year, region, category, and sales channel, enabling dynamic cross-filtering across all visuals simultaneously.

● Identified Smart TV ($5.6M) and Galaxy S ($4.7M) as top revenue categories; found revenue evenly distributed across all 7 sales channels (13-15% each).



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