• Liaison between vendors and co-analysts to handle about 4,000 digital and print invoices per month• Managed media payables for more than 40 clients for five agencies: Digitas LBI, Sapient /Razorfish , Rosetta, Publicis Health Media, Heartbeat Ideas• Cooperated with agency media teams and Re:Sources treasury throughout the US to ensure Credit Memos and offsets are applied to avoid duplicate payments• Assisted in supervising offshore team in Costa Rica to confirm correct entry, coding, processing and reconciliation leading to timely payment• Created and analyze various reports; manage client database through Media Ocean - Prisma and Spectra• Facilitated internal system with third party processing team (IPS) in reference to electronic processing of discrepant invoices• Contributed to agency and client audits

• Performed financial calculations such as amounts due, interest charges, balances, discounts, equity, and principal for a multi-million dollar company• Resolved order and inventory problems by investigating historical data; identified alternate means for filling new orders; notified managers and customers of order status changes• Provided product promotion and pricing information to customer inquiries• Maintained customer database by inputting and updating customer profiles using Excel• Supported both Sale and Accounting Department by processing sales data; generated daily and monthly sale reports• Managed and coordinated daily schedules, meetings (internal & external), arranged all phases of travel for sale agents and supervisor

• • Researched tax & financial planning topics such as incorporating business, copyrights, college planning financialaid eligibility, and retirement calculation and planning in order to prepare client’s financial plan• Assisted advisors on how to be more efficient on the company’s client database to enhance the system performance• Managed tax preparation, tax audits and tax-debt settlements to efficiently

• Worked in Money Tree including input client’s personal financial data into financial planning software.• Utilized Morningstar to create portfolios, analysis and research for investment team and portfolio manager usage.• Managed various projects in client records management (Junxure).• Created client files in Tax Tools to include in financial analysis and financial plan preparation. • Enabled to transfer 120 clients’ personal and financial data from CAMS to Orion software before deadline.

• Researching information on Vietnamese companies in variety industries.• Analyzing target companies’ financial statements and activities (in Vietnamese and English).• Interacted with clients in order to update their financial information and goal.

• Participated in groups with diversity ethics and religious background.• Resolved customer issue and complaining by offering reasonable solutions to problems.