Thy Nguyen
Garden Grove,CA
Summary
Highly motivated and analytical Finance & Economics graduate with an extremely interest in both residential and commercial real estate. Seeking to leverage academic background and passion for the industry in a dynamic role as a bookkeeper for a construction company. Dedicated to ongoing professional development, currently preparing for the Sales License Exam scheduled for August. With 3 years of experience in Sales and Marketing, eager to work full-time and gain valuable insights within the industry.
Overview
5
5
years of professional experience
1
1
Certification
Work History
FINANCIAL ANALYST INTERN
CornerStone CPA & Advisory
2023.10 - 2024.03
- Effectively managed portfolios for 20 diverse companies, meticulously conducting comprehensive analysis of financial reports, including Profit and Loss statements, Balance Sheets, and Income Statements, utilizing the QuickBooks platform to ensure accuracy and efficiency
- Conducted Bank Reconciliation tasks to ensure accurate financial records and transactions
- Identified and mitigated financial risks by implementing effective risk management strategies
- Provided valuable insights to clients to support informed investment decisions based on thorough financial analysis.
TUTOR IN FINANCE
Hawaii Pacific University.
2021.09 - 2023.05
- Mentored students through Market Research and Financial Analysis Projects, fostering critical thinking and research skills
- Taught students financial modeling techniques and principles of the Capital Asset Pricing Model (CAPM), enabling them to apply quantitative techniques to real-world financial scenarios
- Implemented exam preparation strategies, contributing to a 10% improvement in exam scores.
TEAM LEAD MANAGER
Lifeline California
2019.09 - 2020.03
- Led Team Expansion through effective recruitment: Spearheaded team expansion efforts by identifying and recruiting talented individuals aligned with the program's mission, strengthening operational capabilities
- Successfully negotiated and secured agreements with supermarket proprietors to establish prime locations to promote the program.
Education
BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION FINANCE AND ECONOMICS -
Hawaii Pacific University
Honolulu, Hawaii05.2023
Skills
- Financial Modeling and Analysis
- Budgeting and Forecasting
- Portfolio Management
- Corporate Finance
- Bookkeeping/ Data entry
- Proficient in Microsoft Word & Excel
- Bank Reconciliation
- Problem-Solving
Certification
- Master key Financial Analysis Skills - LinkedIn Learning
- Fintech: Foundations & Applications of Financial Technology - LinkedIn Learning
- Forage JPMorgan Chase - Asset Management Virtual Job Simulation
- Foundations of Treasury Management - LinkedIn Learning
- Corporate Finance Foundations - LinkedIn Learning
Languages
Vietnamese
English
Timeline
FINANCIAL ANALYST INTERN
CornerStone CPA & Advisory
2023.10 - 2024.03
TUTOR IN FINANCE
Hawaii Pacific University.
2021.09 - 2023.05
TEAM LEAD MANAGER
Lifeline California
2019.09 - 2020.03
BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION FINANCE AND ECONOMICS -
Hawaii Pacific University
- Master key Financial Analysis Skills - LinkedIn Learning
- Fintech: Foundations & Applications of Financial Technology - LinkedIn Learning
- Forage JPMorgan Chase - Asset Management Virtual Job Simulation
- Foundations of Treasury Management - LinkedIn Learning
- Corporate Finance Foundations - LinkedIn Learning
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