Allison Phan Email & Phone Number

• Perform audit procedures relating to audit planning, such as building audit workpapers from financial documents, identifying transactions greater than tolerable misstatement, and determining sample size for testing.
• Summarize financial documents using pivot tables, formulas, and filters in Excel and obtain counts and total amounts of distributions, contributions, loans, and expenses for 401(k) plans and other employee benefits.
• Tie line items on the income statement and balance sheet to supporting documents and reclass financial statement items as appropriate and in accordance with GAAP requirements.
• Perform carryforward testing on participant loans, including agreeing opening balance to prior year ending balance, checking original loan amount, and confirming that payments are being made on loans.
• Assist with proofing audit reports and financial statements to ensure accuracy and consistency across reporting.

Los Angeles County, California, United States

• Maintained accurate records of client data by regularly checking for errors (ex. data entry errors, transposition errors) and making necessary corrections, resulting in 97% accuracy upon initial submission of client.
• Prevented errors on client progress and evaluation reports through close attention to detail when reviewing and checking own work and work of supervisees.
• Wrote, compiled, and edited client reports with high level of efficiency ensuring strict compliance with reporting deadlines for 100% of assigned progress and evaluation reports.
• Communicated effectively with clients and their families, other therapists, and supervisees by providing timely feedback on client goals and benchmarks and actively listening to client concerns and resolving conflicts.

Orange County, California, United States

• Analyzed and presented client data (ex. percentage of accuracy on goals) by creating graphs and pivot tables in Excel to share client progress with caregivers, resulting in improved stakeholder buy-in and engagement.
• Preserved and regularly updated client files through daily organization of client forms, billing submissions, and treatment notes, ensuring secured and up-to-date client records as well as client confidentiality.
• Prepared accurate and comprehensive client reports containing quantitative and qualitative data, submitting reports with all required elements and without errors in 98% of initial report submissions to review team.
• Managed a variety of tasks (ex. direct client care, review of client records, writing evaluation reports, scheduling) by carefully tracking due dates and providing timely responses to clients and team members.

Los Angeles County, California, United States

• Wrote and submitted electronic client notes daily, including quantitative data (ex. client’s percentage of accuracy on goals, temperature, time spent completing tasks), qualitative data, and client recommendations.
• Troubleshooted and solved technological issues for clients and wrote step-by-step instructions for using online virtual therapy programs, with consistent, weekly client attendance for 80% of clients during the pandemic.
• Upheld client confidentiality through strict adherence to government regulations regarding protected health information when handling client documents and communicating with clients.

Orange County, California, United States

• Took initiative to review 100+ documents of client records and reports to consolidate key information into an Excel spreadsheet, resulting in reduced time spent assigning and scheduling clients to therapists by 50%.
• Organized and updated client records and files for 70+ clients, as well as materials and office supplies for our department, which enhanced team members’ efficiency and ease of locating required forms and documents.
• Collaborated with colleagues to create cohesive client treatment plans and solve problems, which heightened client progress.

Irvine, California, United States

Bachelor Of Science - Bs, Accounting, 4.0/4.0

Master'S Degree, Speech-Language Pathology/Pathologist

Bachelor Of Arts - Ba, Speech-Language Pathology/Pathologist

Google Data Analytics Certificate, Data Analysis