Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Giang Pham

Revere,MA

Summary

Results-driven financial analyst with 10+ years of experience leveraging data analytics and financial modeling to drive strategic decision-making and operational efficiency. Proven success in developing and maintaining financial models, streamlining processes, and delivering actionable insights. Demonstrated success in fast-paced environments, managing complex projects, and fostering collaboration.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Senior Financial Analyst

Harvard Medical School
2023.03 - Current
  • Strategic Financial Planning: Developed and presented complex financial strategies, including short-term and long-range plans, to support decision-making for Harvard Medical School and its operating units.
  • Budget Management: Oversaw the annual budgeting process for multiple departments within Harvard Medical School, ensuring alignment with strategic goals and proactively identifying areas for improvement.
  • Financial Planning & Analysis:

Led the development and maintenance of financial models for subscription revenue forecasting and analysis.

Prepared and presented monthly variance analysis reports, providing actionable insights to business development teams and executives.

Assisted in consolidating forecasts and analyses related to content distribution across various networks.

Compiled and analyzed financial data to identify trends, KPIs, and strategies, staying abreast of industry developments.

  • Project Management & Collaboration:

Coordinated cross-functional activities to deliver financial projections, close variance decks, monthly forecast summaries, and annual planning timelines.

Contributed to integration planning, tracking, and business processes for recent mergers or acquisitions (if applicable).

Built strong relationships with business unit leaders and stakeholders, fostering effective communication and collaboration.

  • Cost Analysis & Business Case Development: Conducted detailed cost analyses for various business operations, developed compelling business cases to support strategic initiatives, and presented findings to senior leadership.
  • Training & Policy Guidance: Provided expert guidance on financial policies and procedures, developed and delivered training programs, and served as a resource for staff on financial systems and processes.


Grants and Finance Manager

Harvard Medical School
2021.06 - 2023.03
  • Financial Reporting:

Provided robust financial analysis and insights on variances to various departments, and Leadership teams, driving informed decision-making.

Created and delivered monthly presentations highlighting key financial results and actionable recommendations.

Prepared and booked monthly journal entries, ensuring accurate account reconciliations.

Submitted monthly qualitative and quantitative forecasts to management, contributing to strategic planning.

  • Budget Management & Cost Control:

Managed a $40 million budget across more 100 research projects for COVID-19, identifying opportunities to optimize spending and addressing discrepancies.

Contributed to the development and implementation of a new tracking process, improving efficiency and transparency in payment monitoring.

Financial Operations Analyst

Harvard Graduate School of Education
2018.08 - 2021.06
  • Process Optimization: Streamlined business and budgeting processes, achieving a 50% reduction in budget management time.
  • Training & Communication: Developed and delivered on-the-job training programs. Process Optimization: Streamlined business and budgeting processes, achieving a 50% reduction in budget management time.

Financial Reporting Analyst

Brown Brothers Harriman (BBH)
2017.01 - 2017.04
  • Financial Analysis: Conducted detailed analysis and clearance of position discrepancies and gain/loss variances.
  • Reporting: Issued annual financial statements for mutual funds and hedge funds for PIMCO.

Assistant Controller

The Commonwealth of Massachusetts
2011.01 - 2015.12
  • Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Followed up with delinquent accounts to obtain funds and reduce aging balances.
  • Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.

Assistant Investment Manager

Daiichi Life Insurance
2008.04 - 2010.05
  • Spearheaded investment decisions for the North-South Vietnamese expressway, leading to a $10 million bond acquisition.
  • Produced monthly investment reports offering insights into market performance and future interest rates
  • Collaborated closely with senior investment managers, offering critical input on investment decisions and strategy formation.
  • Maximized returns while minimizing risks, diligently monitoring and analyzing market data.

Education

Bachelor of Science - Applied Accounting

Oxford Brooks University
Oxford, UK

Master of Science - Professional Accountancy

The University of London
London, UK

Harvard Kennedy School
Cambridge, MA

Post-graduate Diploma - Financial Strategy

Said Business School, University of Oxford
Oxford, UK

Skills

  • Computer Skills: SQL, Python, Tableau, Power BI, Advanced Excel/Google Sheets, Oracle (NetSuite)
  • Research and Data Analysis
  • Financial Modeling
  • Budget management
  • General Ledger Journal Entry
  • Cash Flow Management
  • Financial statement analysis
  • KPI Monitoring
  • Cost-benefit analysis

Certification

Chartered Certified Accountant (ACCA, UK), equivalent to U.S. CPA

Google Data Analytics Professional Certificate

Fintech: Foundations & Applications of Financial Technology Specialization

Timeline

Senior Financial Analyst

Harvard Medical School
2023.03 - Current

Grants and Finance Manager

Harvard Medical School
2021.06 - 2023.03

Financial Operations Analyst

Harvard Graduate School of Education
2018.08 - 2021.06

Financial Reporting Analyst

Brown Brothers Harriman (BBH)
2017.01 - 2017.04

Assistant Controller

The Commonwealth of Massachusetts
2011.01 - 2015.12

Assistant Investment Manager

Daiichi Life Insurance
2008.04 - 2010.05

Bachelor of Science - Applied Accounting

Oxford Brooks University

Master of Science - Professional Accountancy

The University of London

Harvard Kennedy School

Post-graduate Diploma - Financial Strategy

Said Business School, University of Oxford

Chartered Certified Accountant (ACCA, UK), equivalent to U.S. CPA

Google Data Analytics Professional Certificate

Fintech: Foundations & Applications of Financial Technology Specialization

Giang Pham