Eric Phan
San Jose
Summary
Dynamic accounting professional with a proven track record of streamlining operations and enhancing financial processes. Demonstrated success in fostering relationships and driving efficiency improvements, and a commitment to excellence and growth in the financial sector.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Staff Accountant
Optoma Technology
03.2023 - Current
- Track, model, account, and forecast rebate/customer incentive programs, including accruals and claim settlements
- Process high volume of invoices and debit memos
- Create vendor records and maintain W-9 information
- Assist with 1099 preparation
- Assist with maintaining records of fixed assets
- Respond to vendor inquiries
- Perform month-end close activities, including journal entries, accruals, and reconciliations
- Support accounting IT projects for NetSuite, implementation, testing, enhancements, and maintenance
- Support ad hoc projects in the accounting team.
Operations Specialist
Centrillion Biosciences
07.2022 - 03.2023
- Responsible for all purchasing, receiving, and shipping
- Update accounts receivable & issued invoices
- Update accounts payable & performed reconciliations
- Processed employee reimbursements
- Assisted with other operational/accounting projects.
Relationship Banker
Chase Bank
06.2021 - 06.2022
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Adapted products and services to suit customers' changing financial circumstances.
- Analyzed customers' financial information to deliver personalized account guidance.
Education
Bachelor of Science (B.S.) in Business Administration - Finance -
San Jose State University
05.2021
Skills
- NetSuite
- Oracle
- Quickbooks
- Microsoft 365
- Revenue Recognition
- Expense Tracking
- Accounts Payable
- Fixed Asset Management
- Journal Entry Preparation
Certification
- SIE
- Series 6
- Series 63
- Life Insurance
Timeline
Staff Accountant
Optoma Technology
03.2023 - Current
Operations Specialist
Centrillion Biosciences
07.2022 - 03.2023
Relationship Banker
Chase Bank
06.2021 - 06.2022
Bachelor of Science (B.S.) in Business Administration - Finance -
San Jose State University
Similar Profiles
Garima PrasharGarima Prashar
Office Coordinator at Optoma TechnologiesOffice Coordinator at Optoma Technologies
Garima PrasharGarima Prashar
Office Coordinator at Optoma Technologies ( Laid Off)Office Coordinator at Optoma Technologies ( Laid Off)
MURUGAN MUTHALIARMURUGAN MUTHALIAR
Sr.Sales Manager at Optoma CoporationSr.Sales Manager at Optoma Coporation