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