Phong Lu Email & Phone Number

San Leandro, Ca, Us

Walnut Creek, Ca, Us

As an Entry-Level Business & Financial Analyst, I am focused on supporting our Smart Home Security division. Some of the duties that I have include providing ad-hoc support for business cases to ensure timely delivery of projects, validating financials on a weekly and monthly basis that is thus sent out to our VPs and business partners, and creating weekly/monthly reports on metrics such as headcount and Split P&Ls.

San Jose, Ca, Us

My duties as a student assistant revolved around providing general administrative support to the Dean's office. Some specific duties include answering questions from prospective students and nonstudents about the college of education, sorting internal college mail, and assisting with scholarships.

Walnut Creek, Ca, Us

As a summer intern for AAA NCNU, I worked on analyzing the AAA Smart Home Security Commercial division to provide a recommendation on how AAA NCNU can take this division forward. I did so by creating a dynamic financial model that analyzed 5 key financial profitability ratios and then formulating both a quantitative and qualitative justification for my recommendation. I also worked with my cohort of interns on coming up with a new innovative product for AAA NCNU.

San Jose, Ca, Us

I was responsible for maintaining the safety and well-being of residents in three residence halls through routine rounds, promptly addressing safety concerns, and ensuring a secure living environment. Additionally, I conducted personalized 1-on-1 meetings with residents to assess their satisfaction levels, proactively responding to concerns and questions to enhance their overall experience. To cultivate a strong sense of community and belonging, I organized and led a variety of community events, fostering robust relationships with over 100 residents.

San Mateo, California, Us

As a finance intern for FIT3D, I built a comprehensive annual recurring revenue model that allowed for precise forecasting of revenue growth on both a per unit and per customer basis for FIT3D and WAIR. Additionally, I generated detailed reports on the cost of goods sold, contributing crucial insights to analyze and optimize gross profit margins for both products. Beyond data analysis, I proposed recommendations based on my analysis to enhance revenue generation for FIT3D and cost reduction strategies for WAIR, demonstrating my ability to drive actionable insights and contribute to the company's financial success.

San Jose, California, Us

As Vice President of Financial Development for my fraternity, I took a proactive approach to financial management, creating a customized spreadsheet tool to effectively oversee and manage pledge class finances. This tool helped identify budget line items at risk of breaching thresholds promptly, ensuring fiscal responsibility. Additionally, I successfully led fundraising efforts, generating over $1,000 in revenue through meticulous planning, strategic marketing, and successful execution of fundraisers. Recognizing the need to diversify our revenue streams, I spearheaded the revitalization of a sponsorship program, drawing in new sponsors to support our chapter and contribute to its sustainability and growth.

San Francisco, Ca, Us

- Streamlined investor relations deck creation by creating a request-for-information form accessible by treasury professionals- Delivered presentation on actionable data collected, highlighting opportunities for employees to increase volunteering activities

Oakland, California, Us

- Analyzed executive spending to ensure optimal utilization of company resources within prescribed budgetary limits- Coordinated bi-weekly meetings with executives through optimizing scheduling logistics and maintaining meeting notes