Phuong (Phoebe) Vu Email & Phone Number

Calgary, Alberta, Canada

• Process accounts receivable transactions to ensure that accounts are up to date and accurately recorded in accordance with financial policies and procedures.• Post client payments in ERP system and perform internal reconciliation of accounts in Dynamics. Investigate and solve discrepancies; and collaborate internally with other departments to ensure accuracy of payment application.• Organize and file all A/R collections electronic information efficiently.• Participate in various projects.

Hamilton, Ontario, Canada

• Implemented play-based activities through YMCA Playing to Learn curriculum.• Recognized and supported children’s diverse cultural and socio-economic backgrounds.• Reported documentation on the children’s progress.• Adhered to How Does Learning Happens and the ministry’s guidelines when developing program plans.

Burlington, Ontario

• General accounting support including; updating and maintaining accounting journals and other records detailing business transactions, such as receipts and invoices.• Other administrative functions including; organising, managing and filing documents, answering phone calls and providing customer service to clients and supporting staff.• Manage sensitive and highly confidential information

Hamilton, Ontario, Canada

• Welcome customers and maintain an inviting space.• Respond to customer’s phone and face-to-face enquiries, using standard procedures and reporting non-standard activities if required.• Identify customers’ needs and recommend appropriate Tax Professionals to ensure a positive customer experience.• Communicate and advise appropriate tax solutions and process customers’ information confidentially and clearly.• Assist the team by respecting coworkers, staying dedicated, and keeping everyone up-to-date on the status of routine activities.

Hanoi

• Execute the compliance activities in various areas namely stock trading activities, account opening, insider transaction reviews, personal trading review • Report the error trading activities and account and recommend solutions• Monitor the trading activities of stocks to uphold the transparency of the market and prevent the signs of market manipulation, insider trading and other prohibited and abusive market activities• Update the surveillance system and ensure all regulatory filings are completed within required timeframes• Review and update compliance policies and procedures of stock exchanges• Coordinate and monitor training programs for staffs and oversea partners from Laos and Cambodia• Assisting the Director and other Senior Officers with preparing reports, presentations and compliance analyses

Hanoi, Vietnam

• Review and verify variety of reports from Member Securities Firms to collect and analyze numerical data and information • Monitor the compliance with the Hanoi Stock Exchange’s regulations of Securities Member Firms to ensure their smooth operation

Master'S Degree, Finance And Financial Management Services, Second Class Honour, Grade 1

Activities and Societies: - Only Rice is Not Enough charity - Teaching Vietnamese to Vietnamese heritage's little children adopted.

Education record

Activities and Societies: CFA Level III candidate

Bachelor'S Degree, International Business

Activities and Societies: English Club

Education record