Vi Phan's Location
Ho Chi Minh City Metropolitan Area, Viet Nam
About Vi Phan
Vi Phan is a Investment Banking Analyst.
Vi Phan's Current Company Details
Investment Banking Analyst
Vi Phan Work Experience Details
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Investment Banking AnalystCdi Global M&A Oct 2022 - Nov 2023Ho Chi Minh City, Vietnam- Conducted valuation models: discounted cashflow, and market approach- Analyzed financial projections, and clarified underlying assumptions - Analyzed and presented financial statements (Balance sheet, Income statement, and Cash flow statement)- Identified and assessed key performance drivers influencing financial outcomes- Conducted interviews with the company’s management team to develop comprehensive understanding about the business relevant in the transaction such as business performance, strategies, risks, opportunities, and key valuation drivers- Prepared financial models- Conducted industry and market research- Prepared investment presentation- Identified and approached potential investors - Took part in keeping investors/clients well-informed by helping to prepare materials for quarterly updates and the meeting minutes -
AccountantPacific Partner Import And Export Company Jul 2022 - Sep 2022Ho Chi Minh City Metropolitan Area- Recorded all accounting activities of the company properly according to the Vietnamese law and to company requirements- Prepared financial statements (Balance sheet, Income statement, and Cash flow statement)- Managed customer accounts (Account receivable, AR) to ensure timely payments and accurate records- Monitored customer accounts for overdue payments and initiate collection efforts- Substantiates financial transactions by auditing documents- Reconciles financial discrepancies by collecting and analyzing account information- Input data into accounting software (MISA accounting software)- Managed bank transactions, and payment transfers- Maintain accurate records of inventory transactions- Perform periodic physical inventories and cycle counts- Audit and adjust inventory figures- Carried out document filling
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Business Analyst InternVietnam Investments Group, Ho Chi Minh City Dec 2019 - Apr 2020Ho Chi Minh City, Vietnam- Prepared financial models- Conducted industry and market research
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Income Tax ConsultantEy Dec 2017 - Oct 2019Ho Chi Minh City, Vietnam- Prepared monthly payroll report and social security report for compulsory filing - Avoided legislative non-compliance and the associated penalties by increasing payroll accuracy - Prepared the dossier to claim social insurance regimes for the employees - Managed and analyzed a major data by using excel/word and outlook - Interpreted the tax issue and mandatory requirement for clients - Reduced tax payable and penalty by preparing correct calculation and complying compulsory filing for tax authority- Liaised with tax authority on behalf of clients- Saved cost for the clients by keeping up with the regulatory changes and applying the correct tax calculation/ method
Vi Phan Education Details
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Finance & Banking
Frequently Asked Questions about Vi Phan
What is Vi Phan's role at the current company?
Vi Phan's current role is Investment Banking Analyst.
What schools did Vi Phan attend?
Vi Phan attended Ton Duc Thang University.
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