Kevin Thai
Brooklyn
Summary
Developed crucial skills in client-focused environment, excelling in understanding and addressing client needs. Effective in communication and problem-solving, with proven track record of fostering positive client relationships. Seeking to transition into new field, leveraging these transferable skills to contribute to dynamic team.
Overview
2
2
years of professional experience
Work History
Client Consultant
Flagstar Bank
05.2024 - 01.2025
- Developed and implemented financial forecasts and variance analyses to increase budgeting accuracy by 20%
- Streamlined monthly reporting processes, cutting preparation time by 25% while ensuring regulatory compliance
- Conducted spending and cost analysis, resulting in a 15% reduction in administrative expenses
- Analyzed loan and investment portfolio data, improving revenue recognition accuracy and speeding up month-end close
- Supported quarterly closeouts with 100% on-time completion, and performed monthly audits with full compliance to accounting standards
- Leveraged CRM systems to manage financial data and enhance client engagement, increasing retention by 10%
Assistant Manager
Fridge No More
06.2023 - 04.2024
- Led a team of staff, increasing productivity by 20% through task delegation and performance reviews
- Oversaw daily operational workflows with attention to process accuracy and efficiency
- Monitored sales and expenses to inform local-level budget decisions and inventory management
Education
Bachelor of Business Administration - Finance
Baruch College, Zicklin School of Business
01.2024
Skills
- Advanced Excel (Pivot Tables, VLOOKUP, Macros)
- Financial Forecasting & Budgeting
- Financial Reporting & Revenue Recognition
- Variance & Cost Analysis
- Invoice Processing & Payment Tracking
- CRM Systems
- Accrual Accounting
- Data Entry & Audit Compliance
Timeline
Client Consultant
Flagstar Bank
05.2024 - 01.2025
Assistant Manager
Fridge No More
06.2023 - 04.2024
Bachelor of Business Administration - Finance
Baruch College, Zicklin School of Business
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