Nancy Phan Email & Phone Number

Seattle, Washington, United States

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

Seattle, Wa

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

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

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.

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

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