Summary
Overview
Work History
Education
Skills
Certification
Languages
Interests
Timeline
Generic

PHUONG TRAN

Summary

Finance and data-analysis professional with experience in financial-data processing, reconciliation, variance analysis, and compliance-driven reporting. Combines a Master's in Banking and Finance, and post-baccalaureate accounting coursework (straight-A performance at UC Berkeley Extension) with hands-on expertise in transaction auditing, budget oversight, and policy interpretation. Proficient in Microsoft Excel (advanced), Power BI, SAP S/4HANA, SPSS, Stata, and R. Skilled at translating complex policies into clear, teachable procedures and delivering high-quality guidance to diverse stakeholders. Committed to accuracy, confidentiality, continuous improvement, and exceptional customer service.

Overview

20
20
years of professional experience
1
1
Certification
1
1
Language

Work History

Team Leader, Healthcare Management Department

Faculty of Management, University of Economics
Ho Chi Minh City
01.2019 - 07.2026
  • Conducted research and financial data analysis to inform strategic planning and decision-making.
  • Proposed and implemented solutions that enhanced team collaboration and improved project outcomes.
  • Collaborated with diverse teams to address issues and meet organizational goals.
  • Ensured compliance with institutional policies and maintained confidentiality of sensitive information.

Lecturer

Faculty of Management, University of Economics
Ho Chi Minh City
01.2018 - 07.2026
  • Delivered lectures on economic, finance, and management principles, enhancing students' compliance and analytical skills.
  • Developed course materials and assessments, promoting critical thinking and understanding of financial regulations.
  • Provided guidance and support to students and colleagues, promoting collaboration and engagement in the learning process.

Lecturer

Faculty of Banking, University of Economics
Ho Chi Minh City
01.2008 - 01.2018
  • Designed curriculum and improved program outcomes in finance and accounting subjects.
  • Organized workshops to enhance practical skills, including financial data analysis and reporting.
  • Conducted research on management trends and compliance to inform teaching and program development.

PhD Researcher

Oxford University Clinical Research Unit
Ho Chi Minh City
01.2011 - 01.2017
  • Conducted literature reviews and analyzed financial data for clinical research projects.
  • Developed financial models and plans to optimize resource allocation and reduce costs.
  • Prepared reports on industry trends, supporting managerial decisions and compliance with regulations.

Data Analyst Intern

Ho Chi Minh Stock Exchange
Ho Chi Minh City
06.2006 - 09.2006
  • Utilized Excel to manage and analyze large financial datasets, ensuring data accuracy and integrity.
  • Identified actionable trends and patterns in stock market data.
  • Collaborated with team members to create impactful data visualizations and reports.

Education

Post-Baccalaureate Certificate Program in Accounting -

University California Berkeley Extension
12-2025

Ph.D. - Clinical Medicine

University of Oxford, Centre for Tropical Medicine
United Kingdom
01-2017

M.Sc. - Banking and Finance

Newcastle University
United Kingdom
01-2008

B.A. (Hons) - Finance and Investment Management

Northumbria University
United Kingdom
01-2007

Skills

  • Financial & Payroll Data Processing: Comprehensive accounting knowledge (Financial, Managerial, Advanced Accounting, Auditing, Corporate Taxation — all A grades) from an accredited certificate program Proven ability to process, audit, calculate wages, deductions, and adjustments; experienced in building financial models for resource-allocation and cost-efficiency analyses
  • Data Analysis & Reporting: Advanced Excel and SAP S/4HANA certified through two hands-on programs: (1) Application of SAP S/4HANA in Teaching the ERP Simulation Course, NGIG Institute (2025); (2) Train-the-Trainer: Teaching Integrated Business Processes with ERP System via SAP S/4HANA & ERPsim (2024) Proficient in Power BI for dashboards and data visualization; experienced with SPSS, Stata, and R for statistical analysis and trend identification
  • Policy Interpretation, Compliance & Confidentiality: Experience interpreting and applying complex protocols, ethics requirements, and governance frameworks in environments where data sensitivity and regulatory compliance were needed Maintained strict confidentiality over protected information and sensitive data Meticulous documentation discipline: audit trails, version control, and organized electronic records
  • Training, Guidance & Stakeholder Communication: Over ten years of university-level teaching, delivering complex content to diverse groups and providing one-on-one troubleshooting support Collaborative communication style honed across multidisciplinary teams in academic and clinical settings Bilingual English and Vietnamese

Certification

  • Post-baccalaureate Certificate Program in Accounting, University of California Berkeley Extension, Dec 2025
  • Certificate of Achievement, Application of SAP S/4HANA in Teaching the ERP Simulation Course, NGIG Institute, Dec 2025
  • Certificate of Participation, Train-the-Trainer Workshop on Teaching Integrated Business Processes with ERP system via SAP S/4HANA & ERPsim, Nov 2024
  • Certificate of Completion, Design Thinking for Educators, UEH Institute of Innovation, Nov 2020
  • Certificate of Completion, Capacity Building in Programmatic Quality Assurance, Vietnam National University, May 2020
  • Certificate of Attendance, Mathematical and Economic Modelling of Infectious Diseases, Mahidol University, May 2016
  • Certification of Completion, Econometrics, University of Economics Ho Chi Minh City, Feb 2013 & Jan 2014
  • Certificate of Completion, Workshop: Measuring Efficiency in Public Sector Organizations, University of York, Oct 2012
  • Certificate of Attendance, Applied Methods of Cost-Effectiveness Analysis, University of Oxford, July 2012
  • Certificate of Participation, Introduction to Epidemiology, Ministry of Health Pasteur Institute, Apr 2012
  • Certificate of Participation, Introduction to Biostatistics, Wellcome Trust, University of Oxford, Mar 2012
  • Certificate of Attendance, Good Clinical Practices Training, Ministry of Health, Vietnam, Feb 2012
  • Certificate of Attendance, Research Ethics & Governance Workshop, Oxford University Clinical Research Unit, Feb 2012
  • Certificate of Teaching by Case Study, Center for Excellence in Management Development, Mar 2009

Languages

Bilingual English and Vietnamese.

Interests

  • Offering time and support to shelters for the homeless, women, and animals Volunteer work to help the orphans, elders and women
  • Volunteering at community kitchens and food-related charities

Timeline

Team Leader, Healthcare Management Department

Faculty of Management, University of Economics
01.2019 - 07.2026

Lecturer

Faculty of Management, University of Economics
01.2018 - 07.2026

PhD Researcher

Oxford University Clinical Research Unit
01.2011 - 01.2017

Lecturer

Faculty of Banking, University of Economics
01.2008 - 01.2018

Data Analyst Intern

Ho Chi Minh Stock Exchange
06.2006 - 09.2006

Ph.D. - Clinical Medicine

University of Oxford, Centre for Tropical Medicine

M.Sc. - Banking and Finance

Newcastle University

B.A. (Hons) - Finance and Investment Management

Northumbria University

Post-Baccalaureate Certificate Program in Accounting -

University California Berkeley Extension