Tuoc Phan Email and Phone Number
Tuoc Phan work email
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Tuoc Phan personal email
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• Over 6 years of experience with accounting and management consulting firms to help businesses and governments optimize their performance• XERO Certified Advisor.Functional Expertise• Accounting & Bookkeeping• Due Diligence• Internal Audit• Business Analytics• CRM• HR Compliance
Oshman Family Jcc
View- Website:
- paloaltojcc.org
- Employees:
- 143
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AccountantOshman Family Jcc May 2017 - PresentPalo Alto, California, United States -
Finance OfficerCare Australia Mar 2015 - Feb 2016Canberra, Australia• Process fortnightly and monthly payroll, generate payroll reports and ensure that tax and other obligations are met• Update and maintain data and prepare month-end and year-end processes• Record donations income into the financial accounting system, reconcile with various payment methods and follow up for additional information• Prepare and process journal entries and account reconciliations for payroll, donations and other accounts in the general ledger• Liaise with internal and external clients to ensure that queries and questions are resolved in a timely and effectively manner -
Part-Time AccountantTailored Accounts Jul 2014 - Mar 2015Canberra, Australia• Process invoices, payments and payrolls using MYOB & XERO• Perform reconciliations and reporting• Prepare and reconcile BAS/PAYG reports• Train & supervise junior accountants• Liaise with clients and maintain client relationship• Perform administrative duties requested by the Director -
Management ConsultantAccenture Vietnam Co., Ltd May 2012 - Jan 2014Ho Chi Minh City, VietnamAsean Sales Excellence Initiative (Vietnam) for Microsoft: Microsoft as a global software provider has multiple layers of operational all over the world. To support their sales organization in Vietnam, Tuoc’s specific roles and responsibilities for providing Business Analysis Services shall be to assist Microsoft in the following key areas:• Develop deep insight into business levers by segment and understand how to identify and drive impactful improvements with agility • Understand the importance and connection of core sales motions and supporting the underlying processes towards business results • Support FY2013 programs• Drive execution of process through clear coordination of roles within the segment• Measure and inspect process performance, drive continuous improvement of process capability • Communicate and implement Business Management relevant processes out to sales force.CRM Transformation Blueprint at a Vietnamese Joint Stock Bank The client has received numerous awards for being the best domestic bank in Vietnam and is considered a pioneer in embracing technology to improve operations. The bank sought a roadmap to implement a customer relationship management (CRM) tool to automate sales, service and marketing capabilities. Accenture worked collaboratively with the client to define the bank’s target CRM vision, operating model, and build a transformation roadmap for its implementation. Tuoc’s engaged to:• Validate the bank’s strategic vision for CRM transformation and benchmark the bank’s operating model capabilities against leading banks• Develop a business case to clarify the leading outcomes of CRM transformation, including revenue uplift and operational efficiencies.
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Senior ConsultantDeloitte Vietnam Co., Ltd. Jul 2007 - Sep 2010Ho Chi Minh City, Vietnam• Engaged in a variety of financial due diligence reviews in food and beverage, consuming goods, manufacturing and construction materials industries• Engaged in the validation process of alleged misconduct, internal audit and compliance review in healthcare, manufacturing and financial industries to identify significant control weaknesses and provide recommendations as corrective measures to rectify those weaknesses. Performed follow up audit issues. • Reviewed HR compliance included checking weekly payroll, overtime, leave, allowances, employee personnel files, etc. for various local outsourcing factories of an American multinational corporation engaged in athletic footwear, apparel, equipment and accessories.• Engaged in accounting work including recording of journal entries and preparing monthly/quarterly financial reports for clients in manufacturing and services industries• Engaged in valuation, market research and feasibility studies projects in real estate to assist investment decisions
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Loan Processing Account Executive InternFirst Insurance Funding Corp. Jan 2007 - May 2007Northbrook, Il - Us• Responsible for reviewing and processing loan applications and preparing accepted loan agreements through interpreting financial data for a portfolio of insurance agencies. Verified customer insurance coverage through discussion with insurance company and personnel
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Alumni Relations Office Student WorkerSt. Lawrence University Sep 2004 - Dec 2006Canton, Ny - UsProvided administrative, coordination, database, research and communication support to the school’s Alumni Relations team which includes coordinating alumni meetings and events such as venue liaison, distribution of invitations to alumni, receiving registrations for the events and accommodation arrangements. Researched, maintained and updated the alumni’s database to make sure the information is accurate. Assisted the team with the fundraising activities through different “Giving to St. Lawrence” programs. -
Library AssistantSt. Lawrence University Jan 2004 - Dec 2006Canton, Ny - UsLent and collected books, periodicals, videotapes and other materials at circulation desks. Processed new materials. Sorted books, publication and other items according to established procedure and returned them to shelves, files, or other designed storage areas. Located library materials for patrons, including books, periodicals, tape cassettes and pictures. Instructed patrons on how to use reference sources, card catalogue, and automated information systems. -
Securities Investment Trust Department InternNomura Trust And Banking Co., Ltd. May 2006 - Aug 2006Tokyo, Japan• Gained understanding of day-to-day business activities in maintaining fund beneficiaries’ assets under legal framework surrounding securities investment trust in Japan.
Tuoc Phan Skills
Tuoc Phan Education Details
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Accounting And Finance -
Economics And Math -
Japanese -
Business Administration
Frequently Asked Questions about Tuoc Phan
What company does Tuoc Phan work for?
Tuoc Phan works for Oshman Family Jcc
What is Tuoc Phan's role at the current company?
Tuoc Phan's current role is Accountant.
What is Tuoc Phan's email address?
Tuoc Phan's email address is tu****@****.org.au
What schools did Tuoc Phan attend?
Tuoc Phan attended University Of Leeds, St. Lawrence University, International Christian University, Phoenix College.
What skills is Tuoc Phan known for?
Tuoc Phan has skills like Mathematics, Financial Advisory, Consulting, Europe, Allowances, Market, Help Desk Support, Winter, Financial Data, Subsidies, Credit Cards, Payments.
Who are Tuoc Phan's colleagues?
Tuoc Phan's colleagues are Bonnie Patrick, Eder Vargas, Rosemary Gomez, Nathaniel Bergson-Michelson, Boris Palant, Negev Geri, Seth Leslie.
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