Andy Phan Email & Phone Number

Houston, TX, US

Houston, Texas, United States

• Conduct monthly, quarterly, and annual analysis of IT processes and procedures that align with the North American Electric Reliability Corporation Critical Infrastructure Protection (NERC CIP) standards
• Produce and maintain comprehensive compliance-related documentation, including Cyber Asset inventory, technical recovery plans, and user access authentication
• Perform audit evidence gathering for the Energy Management System (EMS) team, utilizing tools such as vulnerability scans and system logs to enhance security, efficiency, and compliance
• Assess recovery plans, including ongoing testing and maintenance, to ensure effectiveness in critical situations, mitigating potential business disruptions and minimizing downtime risks

San Antonio, Texas, United States

• Extracted large financial data sets from 5+ key corporate accounts using Document Intelligence tool to create files consistent with regard to the tax compliance process
• Delivered high quality reviews of Schedule K-1’s using VLOOKUP tables and advanced formulas on the Excel K-1 workpaper to ensure accuracy of tax information
• Collaborated with client facing teams by providing guidance through documentation to avoid mishaps in K-1 preparation tasks and presented improvement solutions in the weekly huddle meetings which reduced common.
• Resolved IRS and audit issues on behalf of clients by communicating with various authorities and state representatives regarding their tax notices

Houston, Texas, United States

• Analyzed email campaigns via Constant Contact to measure keyword effectiveness, producing a 10% increase in monthly click-through rate
• Updated 25+ client company profiles weekly into NetSuite CRM to maintain customer relations and provide latest news on Cypress products and services
• Expanded customer prospect list by researching and connecting to utility companies in the Greater Houston area