Bruce Huynh Email & Phone Number

San Francisco, California, United States

▪ Model and forecast:o Solar and Home Improvement loan productiono Performance and repurchase risk of sold whole sale loans▪ Utilize Excel, SQL, Power BI, and Power Automate to create, prepare, manage, and optimize recurring and ad hoc reporting for Management, Sales, Disbursements Operations, and Accounting, including:o Weekly and monthly production volume vs forecast reports for Managemento Automated Power BI report and dashboard visualizations for Saleso Automated data exports for Accounting▪ Create and manage underlying Azure tables for various reporting responsibilities▪ Absorb responsibilities of two previous employees with no breakdown in business processes and workflows▪ Manage and optimize disbursement operations team to ensure accurate processing and reporting

San Francisco, California, United States

Manage and optimize daily installer disbursements processing and reporting, forecast and manage cash to ensure undisturbed business operations by moving loans through warehouse facilities, prepare tapes for whole loan sales of Solar and Home Improvement loans to third parties, transition company through acquisition by Fifth Third Bank

San Francisco, California, United States

I was the main preparer of the SEC 10-Q and 10-K filings, maintained Workday general ledger reports and oversaw training and mentoring of new team members

San Francisco Bay Area

I prepared all external financial and regulatory reports, conducted scheduled and ad hoc financial statement analysis, researched accounting issues and prepared SEC 10-Q and 10-K filings

San Francisco Bay Area

I prepared internal financial reports to the Board of Directorss, external regulatory reports to the FHFA, proofread SEC 10-Q and 10-K filings, prepared quarterly cash flow statements, organized deliverables and communicated with business units to meet deadlines

San Francisco Bay Area

My responsibilities included auditing specific sections within financial audits and reviews, and performing agreed upon procedures and guiding and supervising those with less experience and knowledge. I mainly worked with with FS clients and NFPs

Master’S Degree, Accounting

Bachelor Of Arts (Ba), Italian Language And Literature, Cum Laude

Bachelor'S Degree, Italian Language And Literature

Activities and Societies: Acted as both a guide and translator for trips throughout ItalyStudied abroad in Florence, Italy for one.