Summary
Overview
Work History
Education
Professional Skills & Certifications
Timeline
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Thai-Vinh Huynh

San Jose,CA

Summary

Highly driven and results-focused Sales and Finance Manager with extensive experience in the small business and startup sectors, looking to further develop sales and finance experience in a corporate setting. Experienced in sales strategy, financial analysis, reporting and external partnership development.

  • Co-founder of Squid Industries (2016), a manufacturing company with an online retail platform. Played a key role in developing the business from 3 employees to a multi-million-dollar enterprise, managing a workforce 50 employees at its peak.
  • Skilled in both B2C and B2B sales with a strong foundation in strategic planning, data analysis, forecasting, account management, cross-functional collaboration, negotiation, and building long-lasting client relationships.

Overview

9
9
years of professional experience

Work History

Tax Preparation Specialist

Mai Huong Financial Services
San Jose, CA
02.2025 - Current
  • Prepare and file 10+ per day federal Form 1040 and state tax return documents (W-2 forms, 1099, 1098, and 1095) for individuals and small businesses (e.g., Schedule C), ensuring accuracy and compliance.
  • Review financial records, such as income statements and balance sheets, of 30+ small businesses of varying sizes and scopes to calculate and forecast quarterly and annual tax liabilities.
  • Maintain and develop 50+ positive client relationships by providing clear and timely communication, as well as answering questions related to tax planning services.

Sales & Finance Manager

Squid Industries
San Jose, CA
07.2022 - 01.2025
  • Collaborated cross-functionally with 3+ management teams to define and implement quarterly and yearly objectives (KPIs), driving consistent 100% annual growth since the company’s founding in 2016.
  • Managed all company financial reporting by analyzing data from various sales platforms (e.g. Shopify & Amazon business) to produce key reports (P&L), quarterly sales, revenue analysis and presented actionable insights to the management team.
  • Forecasted quarterly and yearly revenue by analyzing over 1,000 rows of current and historic sales data to present visuals to Company CEO in order to drive business decisions.
  • Maintained relationships with over 10 vendors by securing contracts, negotiating terms, and ensuring timely payments of all outstanding invoices.

Event Coordinator & Assembly Technician

Squid Industries
San Jose, CA
06.2016 - 07.2022
  • Assembled and fine-tuned over 100 products weekly, ensuring compliance with company quality standards, and managing the order process from creation to fulfillment.
  • Managed logistics for over 30 industry trade shows, achieving $35,000 to $150,000 in sales per event.
  • Marketed products by creating visually engaging booth layouts, and advertised products to various customers and vendors to maximize sales.

Education

Masters of Business Administration (MBA) - Management

Santa Clara University

Bachelor of Science (BS) - Finance

San Jose State University

Professional Skills & Certifications

  • Google Data Analytics Professional Certificate – SQL, BigQuery, Tableau,
  • Microsoft Office Suite (Word, Excel, Powerpoint), Google Suite (Drive, Docs, Sheets, Slides), Drake Tax Preparation, Adobe Acrobat
  • Problem solving, adaptability, team collaboration, analytical thinking, client relationship management, customer service, independent

Timeline

Tax Preparation Specialist

Mai Huong Financial Services
02.2025 - Current

Sales & Finance Manager

Squid Industries
07.2022 - 01.2025

Event Coordinator & Assembly Technician

Squid Industries
06.2016 - 07.2022

Masters of Business Administration (MBA) - Management

Santa Clara University

Bachelor of Science (BS) - Finance

San Jose State University

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Thai-Vinh Huynh