Ashley Phan
Summary
Master’s graduate with experience managing projects, organizing tasks, and collaborating effectively in team-based environments. Skilled in data analysis, reporting, and process optimization, with proficiency in Excel, database management, and workflow improvement. Equipped to contribute to Kaiser Permanente’s Population Care Management initiatives by supporting project coordination, data-driven decision-making, and proactive, person-centered care. Committed to applying analytical and organizational skills to enhance operational efficiency and support team goals.
Overview
7
7
years of professional experience
Work History
Business Development Manager
Mercedes-Benz
01.2022 - 01.2024
- Led the coordination of multiple projects by organizing tasks, setting timelines, and ensuring that all project goals were met on schedule.
- Utilized Excel to track project expenditures, identify discrepancies, and generate reports comparing budget to actual costs.
- Created and formatted detailed spreadsheets to analyze production statistics, service utilization, and performance data.
- Produced monthly reports and presentations for senior management, summarizing project outcomes and providing recommendations for future improvements.
- Developed tools and processes to streamline workflows and enhance communication between internal teams (sales, marketing, finance) and external partners.
- These tools helped reduce project completion times by 15% and improved task accountability.
- Regularly communicated with internal stakeholders and vendors to ensure project success.
- Participated in meetings to discuss project updates, identify challenges, and adjust strategies to meet deadlines.
Lead Service Coordinator
Mercedes-Benz Stadium
01.2020 - 01.2021
- Coordinated daily service operations by organizing tasks, maintaining schedules, and supporting multiple ongoing projects.
- Collected and analyzed service data (call volume, appointments, technician output) and prepared Excel reports to track performance and identify trends.
- Created and maintained spreadsheets, dashboards, and service tracking tools to support reporting and workflow visibility.
- Prepared formatted reports, graphs, and presentations using Excel and PowerPoint for management review.
- Pulled data from CRM and service systems to compile accurate daily/weekly reports and support ad hoc data requests.
- Scheduled meetings, coordinated communication between departments, and supported cross-functional collaboration.
- Assisted with process improvements by identifying operational gaps and helping implement new procedures.
- Provided administrative support including data entry, file management, and maintaining accurate service records.
Customer Relations Service Manager
Niello Audi
01.2019 - 01.2020
- Collected customer feedback data and service utilization statistics, analyzing trends to identify areas for process improvement.
- Used Excel to track customer satisfaction metrics and generate reports for management review.
- Compiled and formatted detailed reports on customer retention, service satisfaction, and product performance.
- Developed PowerPoint presentations for management to showcase key findings and suggest data-driven improvements.
- Assisted in the creation of training materials for staff, ensuring alignment with best practices for customer engagement and service delivery.
- Worked closely with cross-functional teams (sales, service, marketing) to improve customer retention strategies.
- Supported team initiatives by organizing meetings, collecting and organizing data, and reporting on progress.
Financial Advisor
Arkshire Financial
01.2018 - 01.2019
- Analyzed financial data, performance trends, and risk profiles to prepare detailed reports and documentation for clients.
- Built and maintained Excel spreadsheets to track financial performance, client portfolios, and budget projections.
- Collected, organized, and validated data from multiple sources to support client planning and reporting.
- Prepared presentations and reports summarizing key insights, similar to KP’s data and reporting requirements.
- Managed scheduling, documentation, and administrative tasks to support client meetings and operational workflows.
- Communicated complex information clearly, ensuring clients understood data-driven recommendations.
Product Specialist
Folsom Lake Toyota
01.2017 - 01.2019
- Assisted in the execution of promotional campaigns, helping to track and analyze customer interactions and sales data.
- Prepared detailed reports on customer feedback and product performance, contributing to the identification of product improvement opportunities.
- Maintained spreadsheets and databases to track key performance indicators (KPIs) such as product sales, customer satisfaction, and service utilization.
- Assisted in streamlining product introduction processes by identifying key data points, establishing collection methodologies, and providing data-driven recommendations for enhancing product offerings.
- Worked closely with the sales and marketing teams to support product promotions and customer events.
- Provided feedback and data to assist in decision making and strategy adjustments.
Education
Masters - Project Management
Colorado State University Global
03-2025
Bachelor of Science - Business Management
Colorado State University Global
08-2023
Skills
- Project coordination & task management
- Data collection, analysis, and reporting
- Microsoft Excel, Word, PowerPoint, Access
- Workflow/process improvement
- Team collaboration & communication
Languages
Vietnamese
Native/ Bilingual
Timeline
Business Development Manager
Mercedes-Benz
01.2022 - 01.2024
Lead Service Coordinator
Mercedes-Benz Stadium
01.2020 - 01.2021
Customer Relations Service Manager
Niello Audi
01.2019 - 01.2020
Financial Advisor
Arkshire Financial
01.2018 - 01.2019
Product Specialist
Folsom Lake Toyota
01.2017 - 01.2019
Masters - Project Management
Colorado State University Global
Bachelor of Science - Business Management
Colorado State University Global