Tuoc Phan Email & Phone Number

Palo Alto, California, United States

Canberra, 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

Canberra, 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

Ho Chi Minh City, Vietnam

Asean 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.

Ho 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

Northbrook, 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

Canton, Ny - Us

Provided 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.

Canton, Ny - Us

Lent 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.

Tokyo, Japan

• Gained understanding of day-to-day business activities in maintaining fund beneficiaries’ assets under legal framework surrounding securities investment trust in Japan.

Master'S Degree, Accounting And Finance

Bachelor'S Degree, Economics And Math

Japanese Language Summer School, Japanese

• Freeman Foundation Award - Completed 6 academics credits in Japanese language

Associate'S Degree, Business Administration