Philip Do Email & Phone Number

• Build collaborative forecast reports on main key performance indicators such as manufacturing base cost, capital expenditure, productivity and analysis of change
• Model forecast figures based off historical data and various operational cases utilizing baselines to better understand financial impacts
• Involved in all aspects of the quarterly forecast including creating variance templates, updating previous month’s actuals from SAP, and submitting final forecast to US VP of Finance
• Manage over $1 million in capital expenditure projects for the entire plant and collaborating with engineering teams to ascertain financial and operation impacts of capex projects including cost of capital, net income.
• Driving an average of 5% increase in efficiency by developing dashboards in Excel built with VBA and automated to pull data from SQL tables into a user-friendly view for the manufacturing team to monitor key.
• Collaborate with all product groups to identify areas for potential productivity improvement based on statistical data collected over time in SQL

Houston, Texas Area

• Help manage over 200 clients with more than $35 million in assets under care
• Conduct equity research on companies to discover undervalued investments with reasonable prospects for long term sustainable growth.
• Coordinated portfolio reviews with clients to regularly evaluate an investment's performance toward achieving documented long-term financial goals.
• Prepared federal tax documents by assembling and analyzing financial information to complete tax returns using ProSeries software for over 50 clients.

Houston, Texas Area

• Positively engage with customers to promote and bring awareness of vendor products to consumers
• Showcase the benefits, value, and usefulness of products to make them desirable to potential customers and increase sales
• Provide friendly, professional product demonstrations and marketing services which lead to 32% increase in sales
• Establish quick rapport with over 100 customers on average while intuitively determining the desires and needs of the average consumer to produce the sale

Houston, Texas Area

• Processed customer transactions with patience, attention to detail, and ability to follow established guidelines
• Engaged customers to learn about their financial needs and introduce new products and services that will support customers in achieving their financial goals
• Consistently exceeded sales goal of 110 solutions consisting of new accounts, credit cards, and financial products, every quarter
• Maintained and balanced a cash drawer of $250,000 on a daily basis without any overages or shortages

Houston, Texas Area

• Developed and implemented comprehensive lesson plans that accommodated specific level learners while offering support to make certain each student was able to grasp materials
• Communicated openly with parents of every student about their daily activities, behaviors, and academic progress
• Worked closely with high school students to increase comprehension and grades resulting in an average of 1.3-point increase in GPA
• Enforce rules for behavior and procedures for maintaining appropriate learning environment among a class of 25 students