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.
• 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

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 by.

Education record

Activities and Societies: CFA Level III candidate

Bachelor'S Degree, International Business

Activities and Societies: English Club

Education record