Chau Vo Email and Phone Number

Perform monthly general ledger reconciliations of over 140+ expense accounts for 30+ Principal Investigators (PIs).Reconcile monthly P-Card statements and assist in reconciling P-Card transactions for all PIs and Lab Managers.Organize and acquire receipts, invoices, and other documents from PIs and cardholders to support GL and P-Card reconciliations.Pull expense reports, travel reports, and post transactions to various accounts using the appropriate chartfield through USF Finance and Accounting Systems.Investigate any inconsistencies or issues, maintain accurate fiscal records and documentation.

Led deal team to perform equity research on 15+ target companies and presented materials to Investment Committee. Performed due diligence and analyzed different business models through 10-Ks, 10-Qs filings, specifically historical financial statements, KPIs, macroeconomic factors, industry trends, customer and supplier base, business risks.Built Excel financial models such as Discount Cash Flow model, Three-statement model, other models to support data visualizations, and created slide decks to present investment opportunity.Utilized extensive research tools such as Bloomberg Terminal, NetAdvantage, IBISWorld, Morningstar, EDGAR to find company guidance, public comparable analysis, other financial metrics to support financial modeling.

Conduct research on target companies and build investment slide decks in adaptive teamwork, support Investment Associate in financial modeling.

Conducted thorough research on 40+ potential site plans such as trade area analysis, competitor analysis, retail map and kept information up to date on all current sites and sites in development. Assisted FP&A Manager in building Financing Decks and Pitch Decks of site plans to initiate development process.Performed industry analysis, build Excel models such as price sensitivity model, Loyalty Discount Model, Membership Growth & Financial Projections Model, and developed detailed Customer Retention Plan.Exported large data from BI tools to perform various business operations analysis such as sales mix and multi-site comparison.Maintained accurate and up-to-date information across BI systems by auditing operational costs, inventory, employee timesheets.

Reached out to 30+ potential local businesses in Tampa Bay and initiated marketing/finance/engineering projects with clients.Attended weekly meetings with client and consulting team to discuss and plan the project.Collaborated with consulting team to design business logo, rebuild the business website, reinvent Instagram visual identity by designing promotional posters, profile pictures, highlights, increased customer interaction and traffic to business profile by 25%.