Vincent Chan Email & Phone Number

Atlanta, Georgia, Us

Norwalk, Connecticut, Us

-Maintain and regularly update an Excel based model commissions shell to calculate commissions for a 400+ person sales team of sales reps, solutions engineers, managers, product specialists, SDRs, etc.-Track attainment of sales teams to analyze their selling performance and also produce payroll analytics reporting to track commissions expenses (customer acquisition costs) for executive review.

Norwalk, Connecticut, Us

-Converted financial bookings and partner subscription data into custom reports to provide key metrics and insight to the executive team on how the business is performing at this SaaS company on a monthly basis. -Completed ad-hoc requests made by business leaders to provide a deeper understanding of business activities, including BCDR SKU NMRR reporting, YoY partner segmentation migration matrix, MSP Tech day registrant usage reporting, etc.-Updated presentation content for Board of Directors meetings on a quarterly basis specifically focusing on sales rep productivity and product cross-sell/penetration over time. -Operated cross-functionally with different product teams to contribute data and analysis on varying projects including loss/churn mitigation, SaaS product pricing, high potential partner identification, new partner cohort tracking, etc.

New York, New York, Us

-Produced financial reporting and compliance guidelines for blockchain and cryptocurrency investment fund, Shuttle Holdings, through subsidiary companies, Shuttle Ventures and Shuttle Fund Advisor.-Reviewed and revised pro-forma financial statements for portfolio companies held by Shuttle Ventures; refined assumptions related to company growth, market size and market share expansion, and also improved financial model structure. -Oversaw NAV reporting for Shuttle Fund Advisor, a cryptocurrency hedge fund, working with our third-party fund administrator and external auditor to ensure the accuracy of financial statements. -Developed and maintained all policies and procedures governing compliance including drafting and implementation of a compliance manual, performance of AML/KYC screening, and addressing requirements and inquiries from the CFTC and SEC.

-Managed operations at nutritional supplements distributor which distributed products made in the USA to the company office in China as well as to other domestic and international retailers under Fa Tat’s own private label.-Worked with the company CFO to create annual budgets and sales and inventory forecasts.-Maintained relationships with suppliers and retailers, ensuring proper order fulfillment and collection of payments.

New York, New York, Us

-Managed a portfolio of distressed loans originated by Citi Commercial Bank (CCB); developed and implemented workout (recovery) strategies such as restructurings, litigation, negotiated settlements, or note sales for the purpose of minimizing risk and maximizing recoveries. -Reviewed financial statements to analyze cash flow and leverage for the purpose of evaluating the borrower’s ability to service debt, covenant compliance, and the potential for turnaround. -Composed reports for presentation to senior management during quarterly credit reviews to provide updates on the strategy, recovery progress, and reserve build or write-off needed for each account.

New York, New York, Us

-Prepared Citi Commercial Bank (CCB) loan reporting and analysis using SQL and Excel to query data and provide visualizations to management to support portfolio strategies and identify emerging risks. -Created a weekly dashboard report that highlighted loan portfolio trends and performance. -Compiled pre-settlement exposure data on the $100+M CCB derivatives portfolio (products cross sold to commercial clients) and prepared a presentation and risk assessment for the Chief Risk Officer of CCB in quarterly reviews.

Montreal, Qc, Ca

-Reviewed new trades to ensure proper system input and performed daily valuation of new OTC European, American, and Asian option trades using Black-Scholes and binomial options pricing models to determine origination P&L.-Provided commentary on P&L attribution for Principal Strategies Group (prop desk) on a daily basis. -Performed month end reconciliation of equity swaps portfolio and verified prices of underlying positions (common stocks, listed options) using Bloomberg API taking heed of corporate actions, illiquid markets, or timing.

Beijing, Cn

-Responsible for trade entries involving fixed income, repo, interest rate derivatives, foreign exchange, and money market deposit and loan (Eurodollar, Fed funds) trades done with institutional clients and for the firm’s proprietary account. -Produced risk reports on the bank’s $2B bond portfolio to senior management on a weekly basis.-Served as an intermediary between the trading desk, risk management, and back office departments.

Master Of Science In Finance, Finance

Bachelor Of Science In Business, Finance, Engineering Studies

Education record