Tuoc Phan

Tuoc Phan Email and Phone Number

Accountant @ Oshman Family JCC
palo alto, california, united states
Tuoc Phan's Location
Sunnyvale, California, United States, United States
Tuoc Phan's Contact Details
About Tuoc Phan

• 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

Tuoc Phan's Current Company Details
Oshman Family JCC

Oshman Family Jcc

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Accountant
palo alto, california, united states
Website:
paloaltojcc.org
Employees:
143
Tuoc Phan Work Experience Details
  • Oshman Family Jcc
    Accountant
    Oshman Family Jcc May 2017 - Present
    Palo Alto, California, United States
  • Care Australia
    Finance Officer
    Care Australia Mar 2015 - Feb 2016
    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
  • Tailored Accounts
    Part-Time Accountant
    Tailored Accounts Jul 2014 - Mar 2015
    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
  • Accenture Vietnam Co., Ltd
    Management Consultant
    Accenture Vietnam Co., Ltd May 2012 - Jan 2014
    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.
  • Deloitte Vietnam Co., Ltd.
    Senior Consultant
    Deloitte Vietnam Co., Ltd. Jul 2007 - Sep 2010
    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
  • First Insurance Funding Corp.
    Loan Processing Account Executive Intern
    First Insurance Funding Corp. Jan 2007 - May 2007
    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
  • St. Lawrence University
    Alumni Relations Office Student Worker
    St. Lawrence University Sep 2004 - Dec 2006
    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.
  • St. Lawrence University
    Library Assistant
    St. Lawrence University Jan 2004 - Dec 2006
    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.
  • Nomura Trust And Banking Co., Ltd.
    Securities Investment Trust Department Intern
    Nomura Trust And Banking Co., Ltd. May 2006 - Aug 2006
    Tokyo, 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

Mathematics Financial Advisory Consulting Europe Allowances Market Help Desk Support Winter Financial Data Subsidies Credit Cards Payments Insurance Windows Sales Beverage Market Research Northbrook Visions International Relations Finance Modernization Honor Hydraulics Business Administration Minitab Sep Ira Construction Australia Leeds Singapore Legal Scholarships Coverages Japan Wto Travel Management Data Transformation Financial Statements General Ledger Outsourcing Skokie Myob Funding Cycling Reception Crm Rules Ic Auditing Gap Powerpoint Circulation Xero Accounting Payg Human Resources Year End Athletic Footwear Reconcile Guidance Photoshop Drainage Foundation Languages System Crown Business Services Cell English Healthcare Overtime Bilingual Sage Act Asia Reports Fair Oaks Futures Asian Studies Account Reconciliation Balance Sheet Supervision Financial Accounting Visual Basic Microsoft Excel Deloitte Economic Development External Clients Surveying Solution Accessories Conferences Gender Trains And Add Rails American Research Reporting Accounts Payable Capital Microsoft Multinational Tariffs Liaise Loans Payroll Admissions Economics Economy Yahoo International Admissions Journal Entries Applications Month End Asean Royalties Business Analysis Home Vietnam Scientific Sales Management Workshops Values Latex Queries Statistical Packages Donations Apparel Foreign Languages Keystone Sat Sap Xi Project Vietnamese Contractual Agreements Hr Policies Interpreting Income Fathom Responsibility Internal Audit Phoenix Regulations Pro Bono Roadmap Banking Not For Profit International Art Google Groups Internships Bas Administrative Work Portfolio Trust History Teaching Tax Reviews New York Government Investments Integrative South America Compliance Stata Microsoft Word Stocks India Manufacturing Interviews Asset Weaknesses Libraries China Blueprint Invoicing Financial Reporting Due Diligence Tokyo Trading Hong Kong Summit Mergers And Acquisitions South Asia Securities Sponsorship

Tuoc Phan Education Details

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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