Tram Phan Email & Phone Number

Philadelphia, 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.

Philadelphia, 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.
• 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.

• 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.
• 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.
• 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

Ho 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

Phialdephia, 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

Bachelor Of Science - Bs, Management Information Systems, General

• Minored in Computer Science • Honors and Awards: A.J. Drexel Scholarship, Drexel Grant, Phi Theta Kappa Scholarship

Associate'S Degree, Business Administration And Management, General, 4.0

• Honors and Awards: Community College of Philadelphia Foundation Scholars Program • Activities: Phi Theta Kappa Honor Society, The.

Dual Enrollment, A

• Relevant Coursework: Macroeconomics • Honors and Awards: The Transformation Scholars Program

High School Diploma, General Studies, 3.8/4.0

• Relevant Coursework: AP English, AP Calculus AB, Honor Algebra II • Activities: National Honor Society, National Art Honor Society.