Minh Phan Email & Phone Number

Sydney, New South Wales, Australia

Sydney

Assist the team to manage, build and shape the Looker Platform

Sydney, New South Wales, Australia

• Perform end-to-end funnel analysis in a hybrid low-and-high-touch SaaS environment across variety of touch points• Acquire accurate and sufficient data from resources, internal and external required to solve the business problem• Identifying areas of opportunities for the Marketing team (Growth Marketing, Product Marketing, Retention, CX etc.)• Data modelling in Looker and dbt for Salesforce, Marketo, Google Analytics, and Bizible data• Developing and maintaining Looker dashboards across wide range of fields to support stakeholders in strategic and BAU decision making

Sydney, New South Wales, Australia

• Reporting to the Research Director, the lead analyst for syndicated research on stockbroking, CFD and FOREX trading in Singapore, Hong Kong, United Kingdom, Germany, and Spain• Supporting Technology Director to transform the business to cloud-based and to deploy Looker in the business, including setting up project spaces, user access, and Looker models• Designing and analysing complex tracking studies as well as various bespoke custom projects using GitLab• Skilled in using data to model the number of retail share investors and traders and providers’ market shares and explain performance variances• Advanced statistical analysis using R to apply machine learning techniques (e.g. clustering) to identify investor types and estimate market shares using expectation maximisation models• Exceptional technology skills - developed new macro and template for analysis using VBA, saving days of effort each quarter• Engaging with senior client stakeholders, gathering business requirements, and translating them into analysis objectives• In charge of the whole customer data analysis process, including data collection, datasets cleaning, data publishing to Snowflake (fully relational cloud-based SQL data warehouses), data extraction using SQL, data analysis, data visualisation and report creation using Looker (a Tableau equivalent software)• Using advanced statistical methods for analytics to develop data-driven insights and stories• Producing over 200 executive briefing documents including insights and business recommendations for senior management at leading financial services organisations and regulators• Ensuring the maintenance of data for future reference• Providing data for the sales team and clients for ad-hoc projects• Exceptional client retention performance; retained 90% of clients from projects led

Ho Chi Minh City, Vietnam

• Managed and improved +10% performance of $1B portfolio by applying various credit risk strategy optimisation to different customer segments and restructuring delinquent accounts• Led credit policy and portfolio management of Credit Cards, Home, Personal and Auto Loans• Analysed credit data, portfolio performance, and operational metrics to review end-to-end lending criteria and process to improve efficiency• Stress tested portfolio performance modelling different lending scenarios• Devised dashboard to implement benchmarking and peer analysis• Achieved the lowest new customers’ bad debt rate in 5 years by leveraging deep-dive analysis to generate insights and improve lending & collection strategies lowering bad debt rate by10%• Best Employee Performance of the quarter nominated to join global training• Reduced average review time for loan approvals by15% by designing automatic retrieval of credit scores from credit bureau and simplifying customers’ requested documents

Ho Chi Minh City, Vietnam

• Managed credit policies & $200M lending portfolio of Home Loans, Credit Cards & Personal Loans• Analysed credit data, portfolio performance, and operational metrics to review end-to-end lending criteria and process to improve efficiency• Experimented portfolio performance by stress testing in different lending scenarios• Led credit risk management reports to executives and regulatory bodies

Ho Chi Minh City, Vietnam

• Promoted twice in two years due to high performance and initiative; co-led retail banking transformation projects with McKinsey consultants• Liaised with the Product team to develop retail credit products and strategies• Analysed performance data, developed models to assist internal stakeholders in tracking credit products' current and projected performance to support decision making• Led six-month transformation project to restructure 1,000+ member national sales team that boosted deposit balance by +30%

Master'S Degree, Business Administration And Management, General, Distinction

Bachelor'S Degree, Electrical And Electronics Engineering, First Class Honour