Dan Phan Email & Phone Number

Orlando, Florida, US

Orlando, Florida, US

Orlando, FL, US

Orlando, Florida, US

Orlando, FL, US

Orlando, FL, US

Lead the global technical accounting and financial reporting teams and provide coaching, development and mentoring of team members.Act as a subject matter authority, working with the business and others in the accounting organization to identify, resolve and document complex accounting issues and transactions.Research and understand domestic and.

Irving, Texas, US

• Assists in other departments to increase reporting accuracy, identify process improvement, and create efficiencies. Helps the plant grow and expand by facilitating capital projects
• Responsible for maintaining a strong internal control environment to comply with SOX, ownership of external audit process and monthly close.
• Runs the monthly close and reporting Process including reviews with senior management.
• Proactively reviews division submissions; follow up open issues; visit field locations to understand issues as necessary.
• Signs quarterly certification letters as evidence of reviews. Provide input to new/updated accounting policies before issuance.
• Ensures market compliance with critical accounting policies.

Irving, Texas, US

• Work interactively with senior management and serve as technical expert and business partner on all manners of accounting topics.
• Assist in review of 10K and 10Q.
• Support internal control initiatives and Sarbanes-Oxley requirements as well as external and internal audit activities.
• Support multiple domestic and international business segments and the research needs of technical accounting issues and implementation ensuring compliance with company and GAAP guidelines.
• Obtain, validate and review information provided to external resources to be used in external valuations.
• Ensure all legal entity Controllers are accurately recording information and are updated on any new accounting requirements.

Atlanta, GA, US

• Manage external and internal reporting of consolidated operating results and financial position for executive management.
• Analyze financial results to provide upper management with meaningful insight into company performance.
• Direct a team of consultants and finance personnel in the preparation of SEC Forms (10Q’s, 10K, 8-K, S-4) to remain in compliance with debt covenant agreements.
• Assist in the refinancing and registration of $4 billion of debt.
• Lead a cross functional Disclosure Committee to ensure required SEC disclosures are properly presented
• Draft appropriate disclosures for the application of push-down accounting.

• Coordinated with external consultants and regional finance teams on the planning and execution of global Sarbanes-Oxley compliance projects. Ensured compliance with audit documentation standards. Managed deliverables.
• Drafted filings for SEC Form 10Q’s and 10K including footnote and MD&A preparation.
• Coordinated with external auditors, Ernst & Young LLP, for annual audit, quarterly reviews, and Sarbanes-Oxley testing.
• Performed as additional technical resource on GAAP and other financial reporting matters.
• Assisted with management transition after acquisition by private equity.

New York, NY, US

• Conducted external audit in compliance with United States GAAP for multi-billion dollar clients. Clients serviced include: Bank of America, Wells Fargo, Hewlett-Packard, and World Acceptance Corp.
• Assessed reporting requirements of 10-Q filings, 10-K filings, Underwriter Letters, Press Releases, Quarterly Reviews, Agreed Upon Procedures, and Loan Servicing Letters.
• Reviewed regulatory reporting requirements and trading environment controls for Broker / Dealers entities. Assisted in the evaluation of the validity of fixed income, equity, and credit derivative valuation models and.
• Performed technical accounting research.
• Reviewed general IT (access management; change management; computer operations; program development; and physical security) and SAP application controls. Identified vulnerabilities and remediation needs.
• Assisted clients in becoming Sarbanes-Oxley compliant.

Masters Of Accounting, Accounting

Bsba, Finance