Summary
Overview
Work History
Education
Skills
Websites
Certification
Phone
Continuing Education
Applications
Timeline
Generic

DUYEN NGUYEN

U.S.A.

Summary

Senior financial analyst with expertise in analyzing and interpreting financial data to forecast trends and inform strategic decisions. Proven ability to deliver actionable insights that drive business performance. Committed to leveraging strong analytical skills and work ethic to contribute effectively to team objectives.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Controller QES, North America

Teledyne Defense Electronics
03.2025 - Current
  • Company Overview: An acquisition of Excelitas Technologies carve-out
  • Teledyne acquired Excelitas Technologies A&D segment. I’m responsible for standing up Accounting, AR, AP, Treasury, and Unanet travel expenses functions post-acquisition.
  • Oversee month-end GL close.
  • Cash forecast
  • An acquisition of Excelitas Technologies carve-out

Finance Manager – D&A

Excelitas Technologies
07.2024 - 02.2025
  • Company Overview: Aerospace and Defense manufacturer – Ohio, U.S.A.
  • Focus on special projects: Quality of Earnings resulted in $710M acquisition by Teledyne; return on investment analysis on new products; ASC606 conversion.
  • Report consolidated D&A monthly result of multiple entities and countries.
  • Aerospace and Defense manufacturer – Ohio, U.S.A.

Senior Financial Analyst

Excelitas Technologies
04.2023 - 06.2024
  • Company Overview: Aerospace and Defense manufacturer – Ohio, U.S.A.
  • Forecast gross margin, overhead rates and applied labor in Annual Operating Plan.
  • Present E&O quarterly to management.
  • Prepare Incurred Cost Submission in pursuant to FAR/CAS requirements.
  • Experience in product costing, overhead rate setting.
  • Record/report monthly ASC606 Non-recurring engineering revenue recognition.
  • Aerospace and Defense manufacturer – Ohio, U.S.A.

Associate Director - Accounting

CareSource
09.2022 - 03.2023
  • Company Overview: Health Insurance company – Ohio, U.S.A.
  • Oversee four different entities and 3 areas of expertise (investments, claims, rebates).
  • Health Insurance company – Ohio, U.S.A.

Accounting Manager

CareSource
09.2020 - 09.2022
  • Company Overview: Health Insurance company – Ohio, U.S.A.
  • Present financial results monthly to senior executive from multiple departments.
  • Oversee regulatory filings: quarterly and annual NAIC filings, quarterly Medicaid Cost reports for 4 states.
  • Audit coordination: plan and prepare annual audited statements.
  • Resource to three accountants.
  • Health Insurance company – Ohio, U.S.A.

Senior Accountant

CareSource
03.2019 - 08.2020
  • Company Overview: Health Insurance company – Ohio, U.S.A.
  • Responsible for financial accuracy of Ohio Medicaid and MyCare cost reports.
  • Experience in several Medical Loss Ratio filings for Ohio market with a variety line of businesses (Medicaid, Medicare Advantage, MyCare and Exchange).
  • Prepare annual statutory audited statements.
  • Health Insurance company – Ohio, U.S.A.

Senior Accountant – Financial Reporting

Premier Health
09.2011 - 02.2019
  • Company Overview: Healthcare provider – Ohio, U.S.A.
  • Interim accounting manager of two Premier Health insurance plans (Medicare Advantage and Exchange products).
  • Statutory Accounting: responsible for all accounting aspects of Premier Health insurance plans.
  • Compliance reporting: quarterly and annually statutory filings of two health plans, and two annual audited statutory financial statements.
  • Debt compliance reporting for all hospitals in Premier Health group.
  • Goodwill impairment testing.
  • Lead Employee benefit plan audit for all retirement plans from planning to presenting final audit reports to VP of Finance.
  • Research and write up a memo on FASB updates issued by Financial Accounting Standards Board.
  • Healthcare provider – Ohio, U.S.A.

Investment Associate

Horizon Capital Group Vietnam
11.2006 - 05.2008
  • Promoted after one year starting as an Investment Analyst.
  • Due diligence and financial modeling to evaluate potential investments.

Audit Associate

KPMG Vietnam
08.2003 - 11.2006
  • Financial statements audits.
  • Client base: foreign (U.S. and European) companies operating in Vietnam in manufacturing, advertising, hotel, hospital, and information technology.
  • Average size of audits in terms of revenue: $20 to $40 million.

Education

Bachelor of Science - Accounting and Auditing

University of Economics Ho Chi Minh City (UEH)
Ho Chi Minh City, Vietnam
01.2003

Skills

  • GAAP and statutory reporting
  • Cost analysis and reporting
  • Financial modeling and forecasting
  • Audit coordination and compliance
  • Employee benefit auditing
  • ASC 606 implementation
  • Financial due diligence
  • Regulatory compliance
  • Risk management strategies
  • Data interpretation skills
  • Leadership and team management
  • Cash flow forecasting
  • Month-end close processes
  • Financial reporting and analysis
  • Auditing processes

Websites

Certification

  • Certified Public Accountant (CPA), 2011, Ohio, U.S.A.
  • Fellow, Academy for Healthcare Management (FAHM), 2020, Nationwide, U.S.A.
  • SAP Controlling Analyst, 2023

Phone

cell, (937) 789-5877

Continuing Education

05/01/08, 05/31/11

Applications

  • SAP (CO/FI modules)
  • SAP Analysis for Office
  • Infor10 (lawson)
  • Statement-Pro
  • FloQast
  • Black line
  • QuickBooks
  • Clearwater Analytics
  • SQL Server management studio

Timeline

Controller QES, North America

Teledyne Defense Electronics
03.2025 - Current

Finance Manager – D&A

Excelitas Technologies
07.2024 - 02.2025

Senior Financial Analyst

Excelitas Technologies
04.2023 - 06.2024

Associate Director - Accounting

CareSource
09.2022 - 03.2023

Accounting Manager

CareSource
09.2020 - 09.2022

Senior Accountant

CareSource
03.2019 - 08.2020

Senior Accountant – Financial Reporting

Premier Health
09.2011 - 02.2019

Investment Associate

Horizon Capital Group Vietnam
11.2006 - 05.2008

Audit Associate

KPMG Vietnam
08.2003 - 11.2006

Bachelor of Science - Accounting and Auditing

University of Economics Ho Chi Minh City (UEH)

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