Holly Phan Email & Phone Number

As a finance and operations professional with a background in bookkeeping, financial analysis, and project management, I specialize in supporting businesses to achieve operational excellence, maximize profitability, and improve cost efficiency. With a strong foundation in data analysis, finance, and entrepreneurship, I bring a unique, multidisciplinary approach to solving complex business challenges.My career began in operations and project management, where I refined my skills in process optimization and vendor management, notably managing redevelopment projects at TechVestor. I succeeded in driving project timelines down and exceeding revenue expectations, which reinforced my passion for strategic planning and performance improvement. These experiences provided the groundwork for my transition into finance and bookkeeping roles, where I excel in transaction management, reconciliation, and budget forecasting.Currently, I serve as a Bookkeeper for Datavestments Inc., focusing on high-volume short-term rental portfolios, ensuring meticulous record-keeping and category management. My expertise includes managing and categorizing hundreds of transactions across multiple accounts, identifying cost-saving opportunities, and collaborating closely with management on budgeting strategies. Additionally, I’m skilled in leveraging QuickBooks to streamline transaction recording, enhance financial accuracy, and facilitate seamless account reconciliations.I am passionate about roles that allow me to contribute to financial strategy and operational improvement. Whether as a Financial Analyst, Program Analyst, or Accounts Payable Specialist, my goal is to bring value through proactive problem-solving, data-driven insights, and a collaborative approach that aligns financial objectives with business growth.