Edward Phan Email & Phone Number

Houston, Texas, United States

• Performed IT audit, including planning, execution, and completion on multiple SOC 1 & SOX audit engagements for clients across different industries
• Evaluated the design and operating effectiveness of IT controls
• Developed and recommended corrective action plans to address IT control deficiencies
• Performed IT risk assessments, identifying and documenting potential risks and recommending mitigation strategies to reduce the overall risk exposure

Houston, Texas Area

• Audited financial statements for more than 100 homeowners associations per year
• Performed audit procedures on balance sheet accounts (cash, A/R, A/P, owners’ equity) and on income and expense accounts, completed workpapers for each audited account, and drafted audit reports
• Performed risk assessments on the client’s internal control systems
• Communicated audit findings and addressed concerns with the board of directors
• Assisted with preparation of tax returns for homeowners associations

Houston, Texas Area

• Assisted loan officer with coordinating and reviewing loan information
• Assured clear and effective communication with clients
• Performed market research and bank officers’ performance analyses
• Assisted with other special projects and administrative tasks as requested

Houston, Texas Area

• Performed daily administrative functions to assist the registered representative
• Established and maintained the client files to meet regulatory requirements
• Addressed clients’ questions and concerns by telephone or email
• Assisted with market analyses and special marketing projects

Houston, Texas Area

-Managed up to $1000 daily monetary transactions-Assured customers' high satisfaction by using effective customer service skills-Collaborated with team members to resolve daily store issues

Houston, Texas Area

-Received up to 200 incoming computer units daily-Updated computer units' important information into system databases-Edited units' information if any mistake was discovered-Collaborated with team members in time of heavy workload

Houston, Texas Area

-Repaired up to 15 computer units daily by replacing defective parts with working components from the warehouse-Conducted functional tests to ensure computer units' proper working conditions-Collaborated with repair technician to solve units' unfamiliar issues

Master'S Of Science, Accounting

Bachelor Of Business Administration (Bba), Accounting

Associate Of Science, General Studies