Experienced Assistant Director with a strong background in financial management and strategic planning. Proven track record in improving organizational efficiency and leading teams to exceed targets. Skilled in financial reporting, budget management, and problem-solving. Adept at mentoring staff and enhancing business operations through effective leadership and financial oversight.
Overview
22
22
years of professional experience
Work History
Associate Director Planning and Expense Management
SunLife Vietnam Insurance
Ho Chi Minh City, Vietnam
06.2017 - 07.2024
Oversaw day-to-day operations of the organization including personnel management, program development and implementation
Oversaw comprehensive budgeting, forecasting, and financial planning, enhancing organizational effectiveness
Directed cross-departmental collaboration for timely project completion within budget constraints
Mentored staff to maximize performance, fostering a culture of leadership and productivity
Ensured all operations complied with regulatory standards, safeguarding organizational integrity
Led technology integration for financial management, improving efficiency and accuracy
Analyzed data collected from various sources in order to identify trends or areas requiring further investigation or action
Maintained positive relationships with stakeholders by responding promptly to inquiries, requests and complaints
Conducted data analysis using Excel model and other software tools for reporting purposes
Finance Manager
Generali Vietnam Life Insurance
Ho Chi Minh City, Vietnam
01.2012 - 04.2017
Managed and forecasted cash flow to ensure sufficient liquidity for operations and investments
Managed payroll processing activities for multiple entities including tax filings
Managed accounts payable and receivable records ensuring timely payments are made
Calculated and prepared checks for utilities, taxes, and other payments
Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions
Analyzed complex financial data and generated meaningful reports for senior management
Led financial reporting processes, ensuring compliance with accounting standards and regulations
Oversaw budget preparation, ensuring alignment with strategic goals and financial health
Developed financial models to support valuation, planning, and forecasting activities
Reviewed and analyzed budget variances to ensure accuracy of financial information
Identified opportunities for cost savings through process improvements and automation initiatives
Finance Expense Officer
Prudential Vietnam
Ho Chi Minh City, Vietnam
04.2006 - 12.2011
Work with IT team to set up program for compensation system
Maintain contract and compensation of Prudential agents
Restructure sales force (promotion, demotion and termination)
Transfer agents
Calculate and verify commission, bonus for agents
Maintenance accurate records related to personnel files, payroll, inventory, budgeting
Produce and analyze daily, monthly and ad-hoc sales reports
Customer Service Support
Prudential Vietnam
Ho Chi Minh City, Vietnam
08.2002 - 03.2006
Provided customer service support via telephone to internal and external customers
Provided customer service support to guests regarding reservations, inquiries, complaints and issues
Provided customer service support by responding to inquiries regarding energy efficiency services
Provided customer service support for clients before, during, and after installation process
Provided customer service support to clients in a timely and efficient manner
Education
CPA - Accounting and Finance
CPA Australia
06.2023
Bachelor of Science - Accounting
Economics University Ho Chi Minh City
Ho Chi Minh City, Vietnam
08.2002
Skills
Fiscal oversight
Financial Analysis
Strategic Planning
Budgeting expertise
Risk Management
Regulatory Compliance
Team Leadership
Consulting
Individual accountability
Time management
Self-motivated
Proactive
Team player
Microsoft Office
Excel
Pivot table/chart
Power BI
SUN
SAP/ERP
Tableau
Hyperion
Smart View
Workday
Work Planning and Prioritization
Project management
Timeline
Associate Director Planning and Expense Management