Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
5
5
years of professional experience
Work History
Audit Associate
PricewaterhouseCoopers
01.2023 - 11.2023
Accurately completed over 50+ detailed audit reports which provided internal control testing procedures and documentation via walkthrough using relevant samples to reach conclusions gathered from each issue identified during testing.
Evaluated the reasonableness of management's fair value calculations for acquired M&A projects for clients in technology sector to contribute to accurate financial reporting.
Collaborated with senior management to address inquiries and concerns related to the inventory approach.
Performed analytical procedures on significant accounts which comprises: setting expectations, determining variance thresholds, and investigating all differences beyond expectation.
Prepared and provided valuable testing approaches for significant audit areas including AR, AP, Revenue, Inventory, PP&E.
Effectively communicated with client management and audit team to obtain key information for engagement’s audit procedures.
Financial Operation Assistant
National Board of Medical Examiners
04.2022 - 09.2022
Arranged developmental cost reports of $50M for 20 large strategic initiatives to help 10 project owners evaluate their projects.
Formulated month-end reporting and reconciliation, include details in Oracle to Adaptive Insights.
Expedited FP&A team with budget planning for future projects by organizing project labor allocation templates for 140 project codes.
Generated data from Qlik and Microstrategy to establish projections of exams registration volume and scores report trend.
Responsible for the company’s account receivables’ maintenance and recording of transactions of $100k to $800K.
Implemented due diligence and risk management processes to protect against fraud and resolve disputes, resulting in a significant reduction of 30% in fraud incidents and a prompt resolution of 95% of dispute cases.
Business Development Assistant
BrightonInvestment
03.2021 - 08.2021
Accommodated the CEO with the expansion of 3 retail stores and initiate organization sustainably from $40K annual loss to $60K annual profit.
Constructed an index of 30+ Salesforce reports and dashboards to recognize and rehabilitate over 5,000 data errors.
Increased customer satisfaction by 30% and employees’ productivity by 20% by conducting 20 research reports on retail market.
Finance Assistant
HVIET Harvard Summer Program
03.2019 - 06.2019
Constituted with students to coordinate summer activities.
Collaborated with other departments to supply provision, accommodation, and transportation for over 180 students.
Managed sponsors and students’ tuition fees to estimate the budget for program timetable.
Education
B.S - Business Administration, Major in Finance & Business Analytics
Drexel University
12.2022
Skills
Bloomberg
Factset
BamSEC
Excel
Qlik
Microstrategy
R Studio
Salesforce
Oracle
Workday Adaptive
Awards
J Drexel Scholarship, 2018-2022
Drexel’s Dean list, 2019, 2020, 2021
Drexel Intramural Indoor Soccer League champion, 2018
Drexel Intramural Outdoor Soccer League runner-up, 2022