Tram Phan Email and Phone Number
I am currently studying Management Information Systems and Business Analytics, with Data Sciene as a minor. I completed my first co-op with Springboard Collaborative in a User Success Coordinator position. I have completed six-month training and practing as a Salesforce Administrator. I supported my team in monitoring data reports daily to eliminate duplicate data records and created variables for testing changes in Salesforce Sandbox environment. I am the kind of person who loves evaluating things and finding out how things work. I was fascinated by the process of investigating the dataset to know the patterns and trends and applying to solve the business problems. I am searching for co-op opportunities and I am open to all positions related to the deep analysis of data to optimize statistical efficiecny, clean data, build data models and maintain database using statistical techniques.
Pcs Retirement
View- Website:
- pcsretirement.com
- Employees:
- 177
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Billing Analyst IPcs Retirement Nov 2024 - PresentPhiladelphia, Pennsylvania, United States• Analyze complex data and financial records to ensure billing accuracy and data integrity across systems.• Prepare detailed invoices, credit memos, and corrective adjustments to ensure accurate and timely client billing.• Validate and reconcile billing system data, identifying discrepancies and resolving them promptly.• Automate billing production files to streamline processes and improve efficiency.• Collaborate with internal teams, external customers, and third-party partners to address billing inquiries and support audits. -
Operations AnalystMr Spa Sep 2023 - Mar 2024Philadelphia, Pennsylvania, United States• Spearheaded the design and implementation of a customer search database and invoice management system in Access, improving data accuracy by 95% and streamlining operational workflows.• Leveraged Excel and Google Sheets to optimize processes, utilizing VLOOKUP, data validation, VBA automation, and creating custom templates for marketing plans, task management, and employee payroll, enhancing team efficiency and collaboration.• Authored and produced 30+ training documents and videos on Google Workspace and Notion, streamlining onboarding and boosting team productivity.• Managed warehouse systems for 500+ products using Notion, ensuring precise inventory tracking and seamless operations.• Proactively identified opportunities to improve operational processes, delivering strategic solutions that enhanced system usability, data management, and team collaboration. -
User Success CoordinatorSpringboard Collaborative Sep 2022 - Mar 2023• Monitored six duplicate data reports on Salesforce daily to remove and merge redundant records and notify the team about unusual duplicated rules to maintain good data hygiene •Reviewed 20-25 documentation and training materials on Google Docs monthly to identify potential issues, update irrelevant content, discuss major edits with the team on Asana to receive feedback, and ensure conformity and accuracy of the files•Constructed configurations, workflow rules, validation rules, custom objects, custom reports, and lightning pages in the Salesforce Sandbox environment, created variables for testing changes, and migrated new components to the Salesforce Production using the deployment tool Copado to improve internal systems and processes•Conducted 2-3 student enrollment imports monthly from Excel sheets into Accounts, Contacts, and Student Enrollments using Data Loader and Data Import Wizard for reporting purposes and managing students’ records• Set up 30-40 new users daily on Raz-Plus and resolved 5-10 errors on Form Assembly -
Retail AssistantCheers Convenience Store Nov 2020 - Jan 2021Ho Chi Minh City, Vietnam• Oversaw data entry, tracking, and order placements of over 100 items weekly• Collaborated with 10+ other sales associates to boost sales goals, conversion, and units per transaction through constant communication• Recorded and regularly updated a catalog knowledge of over 500 products• Adapted to a fast-paced environment by supporting various customers per shift in a short amount of time -
TutorCommunity College Of Philadelphia Feb 2019 - Apr 2020Phialdephia, Pennsylvania•Operated 45-minute one-on-one tutoring sessions four times a week to 10+ students between the ages of 20 to 50 years to provide in-depth reviews and thoughtful explanations to strengthen subject comprehension•Instructed students on the fundamentals of different Microsoft Office programs such as Word, Excel, Access, and PowerPoint and the basic concepts of mathematics including Algebra, Precalculus, and Calculus•Maximized students’ understanding of the course materials through different teaching strategies of the Socratic method, summarization, self-explanation, and distributed practices to promote independent learning •Cultivated an open environment that encouraged student’s questions, concerns, and feedback to diagnose student’s knowledge of the material and increase their critical thinking skills
Tram Phan Education Details
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Management Information Systems, General -
Ss. Neumann Goretti High School3.8/4.0
Frequently Asked Questions about Tram Phan
What company does Tram Phan work for?
Tram Phan works for Pcs Retirement
What is Tram Phan's role at the current company?
Tram Phan's current role is Entry-Level Data Analyst Enthusiast | Aspiring Salesforce Administrator | Skilled in Excel, VBA, SQL, Python, R, and Operational Process Optimization.
What schools did Tram Phan attend?
Tram Phan attended Drexel University's Lebow College Of Business, Community College Of Philadelphia, La Salle University, Ss. Neumann Goretti High School.
Who are Tram Phan's colleagues?
Tram Phan's colleagues are สันติ ผักกูฏ, Matt Fernandez, Sandeepa Jaladi, Tee Harris, Greg Shine, Renee Slawson, Michelle Yepsen.
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