Khoa Do Email & Phone Number

Houston, Tx, Us

San Jose, Ca, Us

Houston, Texas, Us

Renewal Business (4 yrs)Support Sr. Director of Finance and VP of Finance with the renewal business ($1.5B) serving as the business advisor for expense budget, quarterly sales/bookings forecast and setting annual financial plan. Collaborate closely with Sales Operation and Field Managers to identify and analyze critical gaps or sales opportunities that impacts the bookings and revenue target. Prepare materials for Quarter End reporting to support senior management and various key stakeholders. Assist with the development, testing, and implementation of a company wide tool that helps senior management gauge churn and retention within the renewal business. Coach and develop finance team members to drive process and efficiency improvement.Business Unit Support (3yrs)Supported Sr. Director of Finance for Performance & Analytics Business Unit ($250M+) serving as the finance point of contact for the product line. Assist in preparing materials for Quarterly Bookings Review (Reporting) to Stakeholders and Operation Committee presentation to Board of Directors. Prepared and analyzed quarterly actuals to budget/forecast variance reports and research variances to understand business trends. Worked with senior management and key stakeholders with creation of annual expense budget exceeding $45M and guide the business unit on the 3-Year Long Range Plan (LRP) regarding their full P&L. Provided ad hoc financial reports to help internal/external customers and stakeholders.

Dublin, Oh, Us

Responsible for providing financial analysis and reporting to support upper management decision-making. Created forecasting and financial models to drive forecast accuracy and process improvements. Prepared and analyzes monthly actuals to budget/forecast variance reports and research variances to understand business trends. Worked with senior management and key stakeholders with creation of annual budgets exceeding $600M annually and strategic long-range planning. Provided ad hoc financial reports to help internal/external customers and stakeholders.

Katy, Texas, Us

Assisted Director of Risk Management in developing and implementing various programs involving reporting, safety, insurance and claims. Performed data analysis to deepen business understanding and provide root cause analytics. Conducted budget vs. actual variance analysis and analyze trends in operational and safety processes to drive analytical support for claims cost management and cost reduction objectives. Prepared various claims reports for internal and external use in evaluating loss reserves, forecasts, and budget allocations.

New York, Ny, Us

Delivered top-level, customized service and extensive marketing products for top-volume clients in the sales of annuities and advanced financial products. Developed deep client relationships, identifying opportunities for improved efficiencies and operations, reducing turn-around time and boosting client profitability. Generated monthly reports, analyzed trends and conducted strategic business training for agents to reduce errors, increase the time in which they could be paid and improve profit and loss (P&L) management. Ensured accuracy of 1099 tax forms and annuity statements on a monthly basis through detailed review.

Master Of Business Administration - Mba, Finance, General

Bachelor Of Business Administration (B.B.A.), Marketing