Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Tri (Nicholas) Phan

Orange,CA

Summary

Highly adaptable Senior Associate with 7-year background in the accounting and finance industry. Self-motivated and curious individual with strong desire to succeed and meet goals. Highly organized and detail-oriented with great multitasking and task prioritization skills. Ready apply skills to new role at PropertRate.


Overview

6
6
years of professional experience
1
1
Certification

Work History

Experienced Senior Associate - TAS (SaaS/Software)

BDO USA
05.2022 - Current
  • Lead buy-side and sell-side transaction advisory engagements, providing financial due diligence assistance to middle market companies and private equity investors.
  • Perform complex analyses, including quality of assets and earnings, working capital, potential liabilities and risks, debt and debt-like, annual recurring revenue, gross margin, and the impact of findings on the purchase price of the target organization.
  • Write detailed reports to present diligence findings to clients.
  • Display the ability to manage and prioritize team responsibilities, and proactively consult with Directors and Partners
  • Effectively managed multiple complex projects while maintaining focus on delivering exceptional results for clients and internal management.
  • Contribute to the development of technical abilities and professional training of junior associates.
  • Serve as liaison, facilitating communication between management and associates.

Senior Internal Auditor

Pacific Life
08.2020 - 05.2022
  • Improved internal control processes by conducting thorough operational audits and identifying areas for improvement.
  • Enhanced operational efficiency through the development and implementation of risk-based audit plans.
  • Developed strong working relationships with key stakeholders to facilitate open communication during the audit process.
  • Presented clear, concise audit findings to senior management, offering actionable recommendations for improvements.
  • Assessed potential risks within datasets, recommending appropriate mitigation strategies as needed.
  • Utilized data visualization tools to effectively communicate business insights.

Experienced Senior Associate - Assurance

BDO USA
10.2017 - 08.2020
  • Managed day-to-day operations of various engagements that ranged in size and growth stage, including both public company, private corporations, and not-for-profit organizations
  • Reviewed SEC filings 10-Q/K, disclosures, MD&A, earnings release and tie-out package
  • Reviewed client's complex impairment estimates that require significant management judgment and drafted technical memoranda.
  • Manage financial and compliance audits, and flex to meet various ad-hoc requests (e.g., debt and equity offerings) under critical and pressing deadlines.
  • Provided training and mentorship as the lead senior for a publicly traded client.
  • Evaluated accounts using substantive analytical procedures in various ways in accordance with AU-C Section 520.

Education

Bachelor of Arts - Business Administration, Accounting

California State University - Fullerton
Fullerton, CA
06.2017

Skills

  • Advanced in Microsoft Suite (ie, Excel, PowerPoint, Word)
  • Project Reporting & Technical Writing
  • Data Analytics
  • Team Supervision & Leadership
  • Project Coordination
  • Financial Acumen
  • Client Communication

Certification

California Certified Public Account (CPA)

CPA License Number: 149104 (Active)

Timeline

Experienced Senior Associate - TAS (SaaS/Software)

BDO USA
05.2022 - Current

Senior Internal Auditor

Pacific Life
08.2020 - 05.2022

Experienced Senior Associate - Assurance

BDO USA
10.2017 - 08.2020

Bachelor of Arts - Business Administration, Accounting

California State University - Fullerton

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Tri (Nicholas) Phan