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I am a seasoned financial professional with over 10 years of expertise in Finance, including a strong focus on Financial Planning and Analysis (FP&A). My background encompasses a wide range of financial roles, from Business as Usual (BAU) to project management. With a deep understanding of FP&A principles, I have successfully managed financial project portfolios, excelled in corporate finance, and held leadership positions in credit underwriting. My specialization lies in FP&A, where I liaise with stakeholders, oversee project budgets, generate comprehensive reports, and conduct in-depth financial analyses to support strategic investment decisions. In addition to my financial competencies, I am known for my proactive ambition and self-motivation in the professional realm. I am highly skilled in financial modeling, reporting, and conducting feasibility studies, leveraging these abilities to provide valuable insights for financial planning and decision-making. My journey includes the following key positions: • Financial Project Manager - RMIT University Vietnam • Corporate Finance Manager - ShireOak International (Renewable Energy Field) • Business Analysis Manager - ILA Vietnam (Education Field) • Finance Manager - Tam Hop Investment (F&B Field) • Finance Manager - I Can Read System (Education Field) • Credit Underwriter Leader - HD SAISON Finance (Banking) I eagerly anticipate contributing my extensive expertise and experience to a dynamic finance team, where I can help achieve financial goals and objectives through strategic FP&A practices.
I eagerly anticipate contributing my extensive expertise and experience to a dynamic finance team, where I can help achieve financial goals and objectives through strategic FP&A practices.
AUT Scholarship
I oversaw credit assessments, improved underwriting policies, conducted team training, monitored portfolio quality, and managed third-party relationships. My work involved financial and market analyses to inform decision-making. • Collaborative Credit Assessment: Worked closely with sales teams to meticulously scrutinize loan applications, providing expert guidance on credit and risk assessments in compliance with stringent regulatory standards, ensuring the organization's risk exposure remained within acceptable limits. • Continuous Improvement: Actively enhanced underwriting policies and procedures by monitoring evolving industry trends and best practices. This commitment to improvement ensured that the organization's underwriting processes remained efficient and aligned with the market. • Team Development: Conducted insightful training sessions for the underwriting team to enhance their knowledge and proficiency, resulting in increased efficiency and precision in loan processing. This knowledge transfer also contributed to maintaining high-quality underwriting practices. • Portfolio Quality: Rigorously monitored the quality of the loan portfolio, proactively recognizing potential risks and proposing valuable solutions to senior management for sustained improvement. This played a critical role in maintaining the health of the lending portfolio. • Data-Driven Decision-Making: Performed exhaustive analyses of financial data and market trends, enabling informed decision-making concerning loan risk assessment and profitability. These insights were instrumental in safeguarding the organization's financial stability and portfolio health.
I played a crucial role in driving the financial and operational excellence of the organization. My responsibilities spanned from conducting comprehensive feasibility studies and expansion planning to overseeing various Business As Usual (BAU) activities. I successfully executed these tasks, collaborating with stakeholders, ensuring financial viability, and fostering informed decision-making. Additionally, I worked closely with cross-functional teams to ensure the seamless construction and launch of centers while maintaining strict budgetary control and operational alignment. Feasibility Study and Expansion Plan Development: • Comprehensive Feasibility Studies: Executed comprehensive feasibility studies for potential new centers, considering market conditions, demand, competition, and financial forecasts. These studies were critical in determining the viability of expansion efforts. • Effective Collaboration: Collaborated effectively with stakeholders to gather vital data and insights for the feasibility study, leading to a holistic analysis of all relevant factors, enabling well-informed expansion decisions. • Financial Modeling: Created in-depth financial models and projections to assess the financial feasibility of proposed centers, providing a solid foundation for sound decision-making and resource allocation. • Market Research: Conducted detailed market research to identify optimal locations for new centers, considering target demographics, the competitive landscape, and accessibility, enhancing the organization's strategic positioning. • Reporting and Presentation: Prepared and presented detailed reports and presentations summarizing the feasibility study findings and proposed expansion plans to senior management. This facilitated informed decision-making and garnered support for expansion projects. Business As Usual (BAU) Activities: • Strategic Planning: Collaborated with cross-functional teams to formulate a strategic plan for constructing and launching both new and existing centers, ensuring alignment with organizational goals and seamless execution. • Budget Control: Maintained control over budgeting and financial planning for construction projects, ensuring cost control and budget adherence for new and existing centers. • Project Progress Tracking: Vigilantly tracked construction project progress, proactively addressing issues or delays to ensure the timely completion of new and existing centers, promoting operational efficiency. • Cross-Departmental Collaboration: Liaised with various internal departments to ensure cohesive integration and support for new and existing centers, including staffing, marketing, and operations, ensuring a unified and efficient approach. • Performance Assessment: Conducted periodic performance assessments of new and existing centers, implementing necessary adjustments to optimize operations and financial outcomes, contributing to overall operational excellence.
I assumed a pivotal role in enhancing the financial landscape of the organization. My proactive approach to financial control, operational collaboration, and strategic oversight played a significant role in safeguarding the company's assets and driving sustainable growth. Throughout my tenure, I successfully led a team of accounting professionals, identified opportunities for financial improvement, and implemented robust reporting systems to facilitate well-informed decision-making at all organizational levels. • Proactive Financial Control: Performed various financial activities to enhance overall financial controls, ensuring transparency and efficiency in financial operations. • Operational Collaboration: Collaborated closely with the operations team to improve operational processes and strengthen controls, focusing on asset protection and safeguarding the company's interests. • Strategic Oversight: Overseeing various finance processes, system implementations, budgeting, and business partnering efforts to drive financial excellence. • Team Leadership: Led a team of accounting professionals, ensuring internal control compliance and actively assisting in process writing to streamline financial operations. • Risk and Opportunity Identification: Identified risks and opportunities in financial plans and forecasts, providing cohesive commentary on variance drivers between actual results and forecasts, aiding the organization's financial planning and decision-making. • Financial Reporting Excellence: Implemented and managed robust financial reporting systems to provide timely, accurate financial data. This facilitated well-informed decision-making at all levels of the organization, contributing to overall operational efficiency.
I was pivotal in driving organizational transformation and efficiency. Reporting directly to the Finance Director and MIS Director, I was actively engaged in the Digital Transformation team, working to optimize business processes and achieve strategic and operational objectives. My multifaceted role involved project management, process enhancement, and collaboration with cross-functional teams to ensure ILA Vietnam's operations aligned with industry best practices. • Project Management Expertise: Efficiently managed multiple projects, ensuring their on-time delivery while supporting colleagues throughout their progression. • Process Enhancement: Continuously identified, assessed, and implemented process enhancements to boost business performance, efficacy, and efficiency, catalyzing positive organizational outcomes. • Support for Power BI Team: Provided indispensable aid to the Power BI team by managing enhancement requests and overseeing the design, development, and upkeep of metrics, reports, analyses, and dashboards critical for business decision-making. • Digital Transformation Contribution: Played a significant role in the Digital Transformation - ERP team by scrutinizing existing business processes and liaising between the finance department and MIS. This support aided in developing innovative techniques, systems, and solutions. • ERP Lifecycle Involvement: Participated significantly in the entire life cycle of the ERP project, spanning vendor/product selection, analysis, design, deployment, and go-live. Ensured seamless integration and successful implementation. • ERP System Transformation: Currently spearheading the transformation of the ERP system from Dynamic AX2012 to Odoo, facilitating the adoption of the new platform and harnessing its capabilities to improve operational efficiency and productivity. • Support for ILO Academy Team: Offered comprehensive support to the ILO Academy team, establishing operational and financial frameworks and deploying school management systems, financial platforms, and financial planning and budgeting processes to ensure smooth operations and effective resource management.
My role was pivotal in facilitating informed investment decisions and driving financial growth. Key accomplishments and responsibilities include: • Informed Investment Decisions: Delivered comprehensive financial analyses and insightful data to the Corporate Finance team and Board of Directors, aiding well-informed investment decisions. • Fundraising Expertise: Directed and supervised all fundraising initiatives, from investor engagement to financial closure, while offering invaluable support for refinancing efforts, ensuring the organization's financial needs were met. • Project Refinancing Expertise: managed project refinancing initiatives, ensuring optimal financial terms and cost-efficiency in alignment with evolving market conditions and organizational objectives. This involved negotiating new financial arrangements and optimizing existing debt structures to secure more favorable terms and lower interest rates, ultimately enhancing the organization's financial health. • Advanced Financial Modeling: Employed VBA financial models to generate precise and intricate financial forecasts for diverse markets across Cambodia, Thailand, Lao, Malaysia, Myanmar, Ecuador, and Mexico. These forecasts spanned multiple renewable energy sources, including biomass, wind, and battery energy storage systems, supporting the organization's commitment to sustainable practices. • Partnership Development: Forged close partnerships with VNCredit to develop a robust, standardized internal credit rating methodology, ensuring comprehensive credit assessments bolstering the organization's financial integrity. • Business Opportunity Assessment: Identified and assessed new business opportunities, conducting detailed pre-feasibility and feasibility studies to gauge their viability and potential profitability, supporting the organization's growth initiatives. • Board Membership: Acted as a valued member of the board of management for PebSolar, a subsidiary of ShireOak International, playing an integral role in strategic decision-making and organizational governance, contributing to overall corporate governance and success.
As the Finance Manager of the project, I oversaw the financial and commercial aspects of Project TRE, which had received $250 million in approved funding for infrastructural and ITS enhancement. I ensured: • Stakeholder Engagement: Promptly engaged with stakeholders to guarantee on-time and high-quality completion of diverse workstreams, fostering collaborative relationships for project success. • Robust Stakeholder Relationships: Forged robust relationships with stakeholders, facilitating seamless project delivery, ensuring alignment with project objectives, and promoting a culture of cooperation. • Budget Management: Established, scrutinized, and regulated project budgets and costs to ensure financial efficiency, closely monitoring expenses to optimize resource allocation. • Strategic Reporting: Conducted comprehensive monthly reports to strategically navigate the project, offering valuable insights for decision-making and ensuring alignment with project goals. • Project Progress Tracking: Tracked project progress, recommending and implementing appropriate corrective actions to keep the project on track and in alignment with objectives. • Compliance and Accounting: Safeguarded project accounting procedures to maintain alignment with compliance standards, ensuring financial integrity and regulatory compliance.
tu.phan@sois.asia - 0938481395