Summary
Work History
Education
Skills
Accomplishments
Timeline
BusinessAnalyst

PHUONG HO

Analyst
Richardson,TX

Summary

Dependable, analytical, and self-motivated accounting student with 3+ years of professional experience providing financial services in client-focused settings. Looking to utilize my business administration education and knowledge in accounting procedures, internal auditing, data analysis, and relationship building. Results-oriented Analyst skillful in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow, and production by uncovering trends affecting business success.

Work History

ANALYST

US DEPOSITS PRODUCT MANAGEMENT, GOLDMAN SACHS
01.2022 - Current
  • Identified new business requirements through analyzing market data, customer requirements, competitive offerings and overall industry direction.
  • Mentored and guided executive team during business development decision-making to optimize profitability, marketing strategy and communications planning.
  • Developed creative presentations, trend reports, kitted assets, and product data sheets.
  • Collaborated with product managers and engineering team to document, validate and monitor logging and metrics.
  • Implemented procedures to rectify issues in data collection and analysis.
  • Tracked key metrics and developed spreadsheets and data models.

AUDIT INTERN

INTERNAL, STATE FARM
Richardson, TX
05.2021 - 08.2021
  • Used Excel to create and manage budgets, balance sheets and other related financial statements.
  • Identified major risk areas and gaps in internal controls, process notes and risk control matrices to plan and perform audit procedures.
  • Assist in completing an audit for the company Technology Support, focusing on the path management process and testing accurateness of tech patching procedures
  • Partner with key stakeholders to lead two projects obtaining hands-on experience on carrying out the essential stages of the audit process
  • Participate in walkthrough meetings with directors by taking notes and providing insights to help make business decisions creating new audit procedures and templates

ACCOUNTING ASSISTANT

UNIVERSITY OF NORTH TEXAS
11.2020 - 05.2021
  • Prepared and processed on-time budget information and account reconciliation statements for educational and recreational activities of the department
  • Responsible for accurate data entry and thorough organization of financial records utilizing Excel and Pivot Tables to analyze financial data for monthly budget reports
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Used accounting software to prepare weekly and monthly financial reports.
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements and statements.

ASSOCIATE BANKER

CHASE
05.2018 - 04.2020
  • Educated new and existing customers on various financial matters and provided professional recommendations on investment opportunities, banking products, and financial services based on their individual needs
  • Increased retention rate by building trust-based relationships with customers through excellent verbal and written communication
  • Followed security procedures by collaborating with team members to gain internal controls and ensure drawers are balanced at the end of day
  • Built and maintained productive relationships with internal and external C-level executives to facilitate business success.
  • Developed customized solutions of deposit, lending and other products for small business customers.

Education

MASTER - BUSINESS ANALYTICS

The University of Texas At Dallas
Richardson, TX
01.2022 - 12.2023

BACHELOR - Accounting

University of North Texas
Denton, TX
08.2020 - 12.2021

Associate of General Studies - General Studies

Collin College
Plano, TX
08.2019 - 01.2020

Skills

Microsoft Officeundefined

Accomplishments

  • MICROSOFT EXCEL EXPERT: 365
  • APPS AND OFFICE 2019:
  • EXCEL ASSOCIATE
  • MICROSOFT OFFICE
  • Dallas, TX

Timeline

MASTER - BUSINESS ANALYTICS

The University of Texas At Dallas
01.2022 - 12.2023

ANALYST

US DEPOSITS PRODUCT MANAGEMENT, GOLDMAN SACHS
01.2022 - Current

AUDIT INTERN

INTERNAL, STATE FARM
05.2021 - 08.2021

ACCOUNTING ASSISTANT

UNIVERSITY OF NORTH TEXAS
11.2020 - 05.2021

BACHELOR - Accounting

University of North Texas
08.2020 - 12.2021

Associate of General Studies - General Studies

Collin College
08.2019 - 01.2020

ASSOCIATE BANKER

CHASE
05.2018 - 04.2020

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