Duy Phan Email & Phone Number

Mclean, Virginia, US

Washington, DC, US

• Conduct technical research to verify shares of issuer and broker-dealer accounting support fees (ASFs) and perform final review of 200+ complex share determinations by reviewing SEC filings, FINRA, company financial.
• Collaborate with software developers and cross-functional team of the PCAOB’s IT group to perform user acceptance test to validate data treatment and integrity for ASF calculations, result in a 10% increase of data.
• Lead overall project management, including implementing of a tracker that organize 30 ongoing projects, track roadblocks, and completion status, resulting in 10% increase in efficiency and visibility

Worldwide, OO

• Lead and attend walkthroughs and interviews with key stakeholders from Internal Audit, Finance, Product and Engineering teams from Fortune 500 companies to evaluate operating effectiveness and document testing of.
• Identify and communicate project risks, delays, and deficiencies over GITC controls to senior management and key client contacts to initiate development of mitigation plans
• Spearhead monthly networking events for 20 – 30 professionals in the LGBTQ+ community by organizing happy hour events and event planning as community building and foster inclusion within Deloitte Seattle

Palo Alto, CA, US

• Developed an Excel Pivot tool and visualizations to measure and track Instant Ink program consumer adoption rate from 10 major retail channels by leveraging more than 7 million data points from QlikView
• Collaborated across sales, channel development and product management teams to improve internal data reportingprocesses to enable data-driven insights for the North America Home Print Service
• Assisted the Channel Development team with forecasting Instant Ink units and growth based on historical adoption rates by leveraging Super-Account database and Excel Pivot

Bellevue, WA, US

• Performed reconciliations on sales representative’s paystubs using Excel Pivot Tables, Xactly and Salesforce to examine the accuracy of paystub amount, any discrepancies are investigated and explained to the sales.
• Provided customer service on help desk tickets for sales representatives regarding issues with their commissions using ServiceNow
• Streamlined and updated the training process effectiveness for sales representatives by updating and improving our training documents using PowerPoint

Seattle, Washington, US

• Developed comparative analyses using pivot tables to examine the General Fund revenue sources, measured cost-per-unit on various projects, and examined the performance of agencies
• Conducted detailed research on $1.64 billion revenue and expenditure for the Budget Director to understand the health of the General Fund
• Created a dashboard detailing different areas of improvement in comparison to other counties in Washington State using Power BI

Master Of Science - Ms, Information Management

Bachelor Of Business Administration - Bba, Corporate Finance, Marketing