Minh To Email & Phone Number

Woburn, Massachusetts, United States

Greater Boston

Certified to teach NRA Home Firearm Safety and Basic Pistol for Class A/B and FID Licensing in the State of Massachusetts. Range Safety Officer - Certified Jan 2021

Lynn, Massachusetts, United States

Lead the accounting administration through financial reporting, data-driven analysis, technology and day-to-day operations.In conjunction with the CFO, develop and execute projects to enhance efficient, accurate and sustainable processes, systems and reporting.Identify and assist with implementation of financial and administrative best practices to ensure the integrity, accuracy and usefulness of financial systems and processes.Participate in the development and execution of organization-wide continuous improvement strategies as instructed by the CFO.Oversee technology implementations, migrations, upgrades for accounting and disciplines influencing fiscal activities.

Watertown, Massachusetts, United States

Serve as the key financial business partner to Operations and Enterprise teams to manage their expense budget and drive operational efficiencies through accurate financial reporting. Additional responsibilities include managing the monthly book close process, Enterprise Cost Management Program, Corporate Agenda Financial Assessments and the Own Risk Solvency Assessment process. Enterprise Cost Management (ECM)Manage a continuous program to successfully track and achieve a targeted annual run rate savings• Report progress on a monthly basis to leadership teams• Conduct quarterly ECM Steering Committee meetings to ensure leadership team is appropriately updated• Provide recommendations to leadership in order to identify cost saving opportunities• Benchmark functional areas against internal and external measures 35%Corporate Agenda Project Financial Assessments• Assist in creating a cost benefit assessment methodology to review corporate business case submissions• Execute methodology for initial business case submissions, during the life of a project and when complete• Report results to business cases submitters, Vice Presidents and Project Committee Members• Use results to ensure business cases are accurate and also to drive process changeOwn Risk Solvency Assessment (ORSA)Coordinate with Treasury and Internal Audit to manage the following:• Manage a process that clearly defines and articulates roles, responsibilities in risk-based decision making• Identify risks and prioritize• Establish and manage a risk appetite, tolerances and limits• Create reporting for leadership and the Board• Comply with and file required regulatory reporting documentation

Boston, Massachusetts, United States

Volunteer Income Tax Assistance (VITA) - federal program in which trained community members assist income-qualifying individuals in preparing and filing their income tax returns.Certified in IRS Basic and Advanced Tax preparation

Boston, Ma

As part of the Comptroller Groups Special Projects team, I manage diverse projects that help the Corporate Finance function establish and improve processes and develop superior talent. The team uses its knowledge of accounting and finance principles and management practices such as Value Stream Mapping and Agile Project Management to approach projects creatively. As a senior analyst, I manage projects and workstreams within a larger project, that are non-cyclical and varied, aligning with the project management life cycle (initiating/defining; planning; executing; close-out) and supporting business priorities. Responsibilities:• Leads workstreams within a larger sized project and/or leads smaller sized to moderately complex projects.• Owns or contributes to defining the business case with input from stakeholders. Identifies and gains agreement on project objectives, scope, timing, and resources. • Plans activities/tasks that will deliver the desired results and oversees day-to-day work and monitoring of progress towards goals.• Conducts project meetings and prepares regular reports to communicate the status of projects to stakeholders within and beyond the project team.• Escalates and works to resolve issues that serve as roadblocks and/or place project objectives at risk.• Identifies and provides visibility into trade-offs between options, while identifying recommended approach.• Performs project close-out steps and applies continuous improvement methodologies throughout the project management lifecycle.

Boston, Ma

Finance liaison to Field Legal Offices located throughout the Southern-Midwest region supporting Resident Attorneys to achieve fiscal compliance through reporting on key performance metrics. Develop annual budgets and forecast for Southern Midwest region. Identify and explain variances in planning models and presents final budget proposals to Controller of Corporate Legal Finance. Planning includes in-depth analysis of Headcount and Timekeeping activity for the region in preparation of annual Staff Legal Billing rate making process.Support General Counsels for Home Office Legal SBU groups with monthly expense reporting and expense variance analysis. Develop annual budgets and forecast for Home Office SBU groups and assist senior management to prepare and plan annual budgets/forecast. Identify and explain variances in planning models and presents final budget proposals to Controller of Corporate Legal Finance.Responsible for monthly financial accounting book close process as well as following enterprise risk management and compliance procedures.

Boston, Ma

Prepare increasingly complex financial and/or operational reports/analysis factoring in historical information, current trends, and regulatory environments into analysis as needed. Presents findings/recommendations to Management.Develop annual budgets and forecast for Home Office Legal Departments and assist senior management to prepare and plan annual budgets/forecast. Identify and explain variances in planning models and presents final budget proposals to Controller of Corporate Legal Finance. Responsible for monthly financial accounting book close process, reporting and analyses. Prepare monthly billing allocations for Bottomline billing and work directly with vendor to resolve discrepancies in billing. Complete Staff Legal Interface reconciliation and report non-reconciled items to respective markets. Identify, develop and maintain efficient, cost effective, processes, controls and data management. Proactively work with treasury department and other financial units to eliminate inefficiencies and streamline processes to reduce redundancies and improve workflow.

Boston, Ma

Responsible for H-file payment process and Loss/Expense Reserve reporting. Ensure data is entered into eCasetrack database accurately and timely as well as resolving discrepancies to the Treasury Cash Disbursement System. Review and expedite Loss settlements through the payment approval process to meet strict deadlines. Provided the SBU Finance team with accurate expense and loss reserve data to book reserves to the general ledger. This highly sensitive process required following strict guidelines and procedures. Develop and maintain custom reports for H-file database using Crystal reporting application. Provide Ad-Hoc, monthly, and quarterly reports for analysis of H-file as required by the Corporate Examining Manager.

Master Of Business Administration (M.B.A.), General Management, Marketing, International Business

Activities and Societies: Beta Gamma SigmaCoursework included Corporate Strategy, Financial Reporting and Managerial Decision Making.

Master’S Degree, Finance, General

Activities and Societies: Beta Gamma SigmaFinance coursework focused in Financial Strategy, Investment Analysis, Portfolio Management.

Bachelor’S Degree, Accounting And Finance

Class Of 2016, Fellows, Leadership Development

Completed monthly seminars and workshops highlighting leadership, relationship, and organizational skills through cohort style learning..