David Phan Email & Phone Number

Irvine, CA, US

Transcatheter Aortic Valve Replacement (TAVR) Finance

Irvine, CA, US

• Surgical Structural Heart (SURG) Finance
• Elevate business partnership with Clinical & Medical Affairs, Global Marketing, and Strategy Business Development functions by reporting accurate OPEX monthly financials with meaningful variance analysis to optimize.
• Develop a clinical payment tracking model to enhance clinical study accrual accuracy, forecast life of trial expenses, and improve process documentation.
• Lead monthly forecasting, Strat Plan, and AOP with excellence by identifying and prioritizing risks and opportunities through scenario planning while collaborating with business partners.

Los Angeles, CA, US

• Automate and streamline processes to increase efficiency by creating financial reporting dashboards using SaaS solutions with internal benchmarking indicators to send to all levels of cost center management.
• Create profitability model for medically invasive procedures to measure critical metrics (i.e., revenue cycle, variable cost, contribution margin, and profit margin) for long-range planning.
• Execute annual operating and capital budget process, management reporting (variance analysis), cost accounting, and decision support for over 30 departments at Keck Medical Center.

Portland, Oregon, US

• Drive cost optimization by building long-term P&L forecasting of key metrics that focus on significant improvements in cost structure for the departments of OB/GYN and Center For Women’s Health.
• Proactively meet with department chairs and key stakeholders on a monthly basis to present P&L variance analysis by providing full transparency on cost and net margin profiles and increasing efficiency of overhead.
• Execute time-sensitive ad-hoc projects that require cross functional collaboration for compensation structure analysis, implementation of physician scheduling software, and reconciliation of journal entries for.

• Executed asset allocation and rebalancing of $1M virtual equity portfolio with market situation analysis, which resulted in 10% unrealized returns in 4 months.
• Coordinated team project with fellow interns to pitch stock recommendations to investment committee.
• Established personal investment policy guidelines for portfolio construction to effectively monitor risk, which limited downside exposure to 3%.

San Diego, CA, US

• Managed the business operations of a 250,000 sq ft portfolio of residential assets through long-range strategic planning, analyzing financial statements, and optimizing NOI to present to executive board.
• Project Controller for renovation projects to turnaround distressed assets by collaborating with cross functional teams to further capture market value by 25%.
• Supported the financial planning and analysis of distressed assets by developing pro-forma forecasts and reforecasting annual budgets to evaluate operational, financial, and strategic priorities.

San Diego, CA, US

• Spearheaded marketing campaign to lease-up first ever 100% solar-powered luxury community during construction phase, which boosted NOI by 25%.
• Collaborated cross functionally with team of leasing consultants, resident manager, and community director to market, lease, and retain customers at luxury multi-family properties.
• Delivered more than $3.5 million in annual leasing revenue.

Master Of Business Administration (M.B.A.), Finance

Master Of Business Administration - Mba

Bachelor'S Degree, Psychology