Nancy Phan

Nancy Phan Email and Phone Number

Principal Consultant @ WRE | Financial Planning & Analysis @
Nancy Phan's Location
Seattle, Washington, United States, United States
Nancy Phan's Contact Details

Nancy Phan work email

Nancy Phan personal email

About Nancy Phan

Nancy Phan is a Principal Consultant @ WRE | Financial Planning & Analysis at Water Resources Economics. She possess expertise in microsoft office, microsoft excel, management, salesforce.com, customer relations and 8 more skills. She is proficient in Vietnamese.

Nancy Phan's Current Company Details
Water Resources Economics

Water Resources Economics

Principal Consultant @ WRE | Financial Planning & Analysis
Nancy Phan Work Experience Details
  • Water Resources Economics
    Principal Consultant
    Water Resources Economics Oct 2023 - Present
    Seattle, Washington, United States
  • Raftelis
    Manager
    Raftelis Jan 2022 - May 2023
    Seattle, Washington, United States
    • Leads team in developing financial models and dashboards that help clients forecast revenue and demand, identify cost-savings, prioritize key projects, determine financing capacity and funding sources, and adjust pricing • Develops financial reports to monitor KPIs, perform sensitivity and variance analyses, and highlight issues and risks for public sector clients• Prepares and presents financial insights to key stakeholders, including executive leadership, cross-functional client teams, and elected officials in rigorous public process• Educates stakeholders based on industry benchmarks and regulatory requirements, and trains clients and new hires on financial modeling processes
  • Raftelis
    Senior Consultant
    Raftelis Jan 2020 - Dec 2021
  • Raftelis
    Consultant
    Raftelis Jan 2018 - Dec 2019
  • Raftelis
    Associate Consultant
    Raftelis Mar 2016 - Dec 2017
    Seattle, Wa
  • Microsoft
    Partner Account Specialist
    Microsoft Aug 2015 - Feb 2016
    Seattle, Wa
    • Created new performance report in Excel/Power BI integrated with API data, provided sales team with standardized monthly reporting for largest clients• Produced performance optimizations, ad hoc data analysis, and financial reporting for book of business generating over $190M in annual revenue• Analyzed revenue and performance reporting to provide customized optimization recommendations and forecasting to managed clients• Lead and planned a training for channel partner sales team (sales manager and account managers) on a data process that provides a scalable reporting solution• Trained new hire remotely on channel partner-specific processes and served as point of contact for questions/troubleshooting during month-long training period
  • Lifescript
    Ad Operations And Yield Coordinator
    Lifescript Mar 2015 - Jun 2015
    Newport Beach, Ca
    • Traffics and targets direct response advertising campaigns to boost visibility and maintain volume and fill rates according to client request• Implements a multitude of media campaigns on both mobile and desktop including out-of-page interstitials, email newsletters, rich media ads, etc. • Manages daily reporting for revenue analysis and contacts client-side account managers to evaluate discrepancy
  • Adaptive Medias, Inc
    Account Manager/Business Analyst Intern
    Adaptive Medias, Inc Sep 2014 - Feb 2015
    Irvine, Ca
    • Analyzed business statistics to assist in preparing monthly reports and presentations for continuous improvement and growth• Developed detailed reports on market research in order to analyze trends and competition to grow and improve the business• Researched and interpreted data for mobile and video campaigns for to optimize yield and assists in issue resolution• Provisioned demand for advertisers based on analysis of reports which increases daily revenue by up to 100%• Oversaw all managed direct campaigns to ensure yield is optimized and goals are consistently reached• Created and analyzed revenue reports in order to determine action items to maintain CPM, margins, fill rates, etc.
  • Uc Irvine
    Writing Peer Tutor
    Uc Irvine Sep 2013 - Sep 2014
    Irvine, Ca
    • Assisted and collaborated with students of varying academic levels to achieve improved writing and communication skills• Planned and executed writing workshops and presentations for undergraduate writing classes of up to 50 students• Clarified close reading and writing strategies to a wide range of students to boost comprehension of writing assignments
  • Roth Capital Partners
    Marketing And Corporate Access Intern
    Roth Capital Partners Aug 2013 - Jan 2014
    Newport Beach, Ca
    • Managed and researched multiple investor and company accounts for upcoming roadshows and conferences• Improved and standardized method of planning and recording information for roadshows that increased efficiency• Planned and developed schedules and programs for company management teams during roadshows and conferences

Nancy Phan Skills

Microsoft Office Microsoft Excel Management Salesforce.com Customer Relations Resource Development Sales Online Advertising Teamwork Ppc Digital Marketing Sem Display Advertising

Nancy Phan Education Details

Frequently Asked Questions about Nancy Phan

What company does Nancy Phan work for?

Nancy Phan works for Water Resources Economics

What is Nancy Phan's role at the current company?

Nancy Phan's current role is Principal Consultant @ WRE | Financial Planning & Analysis.

What is Nancy Phan's email address?

Nancy Phan's email address is na****@****ail.com

What schools did Nancy Phan attend?

Nancy Phan attended University Of California, Irvine.

What are some of Nancy Phan's interests?

Nancy Phan has interest in Ad Operations, Economic Empowerment, Client Services, Meditation And Yoga, Education, Exploring Local Music Scenes, Competitive Swimming, Poverty Alleviation, Online Marketing, Campaign Optimization.

What skills is Nancy Phan known for?

Nancy Phan has skills like Microsoft Office, Microsoft Excel, Management, Salesforce.com, Customer Relations, Resource Development, Sales, Online Advertising, Teamwork, Ppc, Digital Marketing, Sem.

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