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 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.

• 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

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.

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.