Valerie Phan

Valerie Phan Email and Phone Number

Internal Audit and Financial Advisory Consultant @ Protiviti
Sugar Land, TX, US
Valerie Phan's Location
Sugar Land, Texas, United States, United States
Valerie Phan's Contact Details

Valerie Phan work email

Valerie Phan personal email

n/a
About Valerie Phan

As a professional in the field of internal audit and financial advisory, I am currently serving as a Senior Consultant at Protiviti in Houston, Texas.My journey in the audit field began at Weaver, where I analyzed over 10 companies within diverse industries such as oil and gas, healthcare, government, real estate, and professional services. I honed my skills in auditing sections like cash, expenses, accounts payable and receivable, and revenue, ensuring financial transactions matched provided documents and year-end amounts.Building on this foundation, I transitioned to internal audit at Protiviti, where I bring over two years of experience. I have successfully verified the design and operation of SOX controls, created detailed process maps, and engaged with clients to gather essential documentation for compliance and audit purposes.I look forward to leveraging my expertise to add value to my team and contribute to our collective success.

Valerie Phan's Current Company Details
Protiviti

Protiviti

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Internal Audit and Financial Advisory Consultant
Sugar Land, TX, US
Website:
protiviti.com
Employees:
13239
Valerie Phan Work Experience Details
  • Protiviti
    Internal Audit And Financial Advisory Consultant
    Protiviti
    Sugar Land, Tx, Us
  • Protiviti
    Internal Audit And Financial Advisory Senior Consultant
    Protiviti Jul 2024 - Present
    Menlo Park, California, Us
  • Protiviti
    Internal Audit And Financial Advisory Consultant
    Protiviti Sep 2022 - Jul 2024
    Menlo Park, California, Us
    • Verified that SOX controls were designed and operated effectively to mitigate financial reporting risks.• Created detailed process maps to visually represent SOX business processes, ensuring all key controls were identified and documented.• Contacted clients to request and gather supporting documentation necessary for compliance and audit purposes.
  • Protiviti
    Audit Intern
    Protiviti Jun 2022 - Aug 2022
    Menlo Park, California, Us
    • Tested 15+ SOX controls for an oil and gas company, ensuring business operations adhered to regulatory compliance.• Participated in client meetings to discuss existing processes, and subsequently updated process maps using Visio.• Performed thorough quality assurance reviews on three distinct audits within facilities management, airport operations, and ESG compliance.
  • Weaver
    Audit Intern
    Weaver Jan 2022 - Apr 2022
    Houston, Tx, Us
    • Analyzed over 10+ companies within the oil and gas, healthcare, government, real estate, and professional services industry • Audited numerous sections such as cash, expenses, accounts payable, accounts receivables, revenue, deferred revenue, etc. • Conducted different audit procedures to ensure financial transactions matched provided documents and year end amounts
  • La Fitness
    Front Desk Receptionist
    La Fitness May 2017 - Dec 2021
    Irvine, California, Us
    • Served as the main liaison between guests and staff to ensure smooth services to 50+ customers bi-weekly • Reviewed 15+ customers information daily to ensure the database is accurate and up to date • Renewed memberships and resolve EFT issues through transparent communication to accumulate 5% of monthly revenues
  • Uh Asian Business Student Association
    External Fundraising Director
    Uh Asian Business Student Association Dec 2020 - May 2021
    Houston, Texas, Us
    • Generated $10,000 in revenue from membership fees and 2 fundraising events• Collaborated with 24 officers to implement 2+ new fundraising events generating a positive net profit• Communicated effectively with 3 department team members to ensure tasks are delivered smoothly in a timely manner

Valerie Phan Skills

Teamwork Bilingual Communications Microsoft Excel Communication Customer Service

Valerie Phan Education Details

  • University Of Houston, C.T. Bauer College Of Business
    University Of Houston, C.T. Bauer College Of Business
    Accounting
  • University Of Houston-Downtown
    University Of Houston-Downtown
    Pre-Business

Frequently Asked Questions about Valerie Phan

What company does Valerie Phan work for?

Valerie Phan works for Protiviti

What is Valerie Phan's role at the current company?

Valerie Phan's current role is Internal Audit and Financial Advisory Consultant.

What is Valerie Phan's email address?

Valerie Phan's email address is va****@****iti.com

What schools did Valerie Phan attend?

Valerie Phan attended University Of Houston, C.t. Bauer College Of Business, University Of Houston-Downtown.

What skills is Valerie Phan known for?

Valerie Phan has skills like Teamwork, Bilingual Communications, Microsoft Excel, Communication, Customer Service.

Who are Valerie Phan's colleagues?

Valerie Phan's colleagues are Ankit T., Jacob Morgan, Vikram Udayan, Justin Beard, Tina Jin, Rui Long, Amilcar Gonzalez.

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