Nancy Phan work email
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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.
Water Resources Economics
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Principal ConsultantWater Resources Economics Oct 2023 - PresentSeattle, Washington, United States
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ManagerRaftelis Jan 2022 - May 2023Seattle, 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 -
Senior ConsultantRaftelis Jan 2020 - Dec 2021 -
ConsultantRaftelis Jan 2018 - Dec 2019 -
Associate ConsultantRaftelis Mar 2016 - Dec 2017Seattle, Wa -
Partner Account SpecialistMicrosoft Aug 2015 - Feb 2016Seattle, 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 -
Ad Operations And Yield CoordinatorLifescript Mar 2015 - Jun 2015Newport 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
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Account Manager/Business Analyst InternAdaptive Medias, Inc Sep 2014 - Feb 2015Irvine, 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. -
Writing Peer TutorUc Irvine Sep 2013 - Sep 2014Irvine, 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 -
Marketing And Corporate Access InternRoth Capital Partners Aug 2013 - Jan 2014Newport 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
Nancy Phan Education Details
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Business Economics
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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Nancy Phan
San Francisco Bay Area3gmail.com, evernote.com, alum.mit.edu -
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