Summary
Overview
Work History
Education
Skills
Timeline
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HOA PHAM

San Jose

Summary

Finance leader with extensive experience at Meltwater, specializing in financial analysis and process automation. Developed tailored reporting solutions for Euronext listings and streamlined severance calculations across 120 countries. Expertise in KPI identification and ensuring data integrity, facilitating informed business decisions in dynamic settings.

Overview

26
26
years of professional experience

Work History

Senior Finance Director

Meltwater
Redwood City
11.2018 - Current
  • Company Overview: Online media monitor SaaS provider
  • Developed customized reporting requirements for listing on Euronext growth 12/2020, Oslo Bors Stock Exchange 12/2021, PE take private acquisition 08/2023.
  • Produce FX Constant Currency Income Statement.
  • Created customized Cohort & monthly KPI ARR trends (Gross/Net Retention, Churn).
  • Forecast monthly Revenue based on Revenue Arrangements and extended payment terms.
  • Reconcile ARR to monthly Revenue actuals by Customer.
  • Automated calculating estimated severance charges by employee in 120 countries, by notice period and minimum statutory requirements.
  • Online media monitor SaaS provider

Finance Director

Quanergy Solutions,Inc
Sunnyvale
02.2018 - 11.2018
  • Company Overview: Startup provider of solid state LiDAR sensors and smart sensing solutions
  • Created/automated the creation of US GAAP Financial Statements.
  • Implemented cadence on managing OPEX, educated Business Partners with no experience owning department expenses.
  • Startup provider of solid state LiDAR sensors and smart sensing solutions

Finance Director

Mitel
Sunnyvale
06.2008 - 03.2018
  • Company Overview: Telecommunications manufacturer of Cloud SAAS & Premise-Based VOIP hardware/software solutions.
  • Created Custom SQL Sales Compensation database for quota setting & actual attainment for 300+ payees.
  • Tool provides the luxury of adjusting variables to measure & promote Sales productivity.
  • Improved visibility to daily Billings/Bookings by 700%, daily distribution of custom reports (SQL Server Stored Procedures) with drilldown details.
  • Solely implemented Expense Forecast Tool (Adaptive Insights), from design to production, including all complex Benefits and Tax calculations by location.
  • Telecommunications manufacturer of Cloud SAAS & Premise-Based VOIP hardware/software solutions.

Senior Finance Manager

STMicroelectronics
Santa Clara
07.2004 - 06.2008
  • Company Overview: $10 billion semiconductor manufacturer of products used in Communications, Consumer, Computers, Automotive, and Industrial purposes.
  • Maintained 12 month rolling Book forecast by Part & Customers, updated monthly with Sales/Mkt input.
  • Created Reports to track monthly progress and visibility to ASP erosion & Unit mix changes.
  • Designed SQL Server-based daily billings/booking/backlog reports.
  • $10 billion semiconductor manufacturer of products used in Communications, Consumer, Computers, Automotive, and Industrial purposes.

Senior Financial Analyst

LSI Corporation
Milpitas
01.1999 - 06.2004
  • Company Overview: $2 billion fabless semiconductor manufacturer of storage ASICs.
  • Maintained and created SAP R/3 & SAP BW master data (cost centers, profit centers), report writer sets, variables, structures, row/column models, restricted key figures, and finance workflow table.
  • Solely responsible for creating custom SAP R/3 Report Painter reports.
  • $2 billion fabless semiconductor manufacturer of storage ASICs.

Education

MBA - Computer Information Systems

Golden Gate University
San Francisco, CA

BS - Accounting

Saint Mary’s College of California
Moraga, CA

Skills

  • Financial Analysis
  • Business Modeling
  • Data Mining
  • Reporting
  • SQL Server
  • Annual Budgets
  • Monthly Forecasts
  • Process Automation
  • Process Improvement
  • Managerial Reporting
  • Data Integrity
  • SOX Compliance
  • KPI Identification
  • KPI Measurement
  • Metrics
  • Systems Implementation
  • Data Design
  • Sales Commission Management
  • M&A Data Integration
  • Valuation

Timeline

Senior Finance Director

Meltwater
11.2018 - Current

Finance Director

Quanergy Solutions,Inc
02.2018 - 11.2018

Finance Director

Mitel
06.2008 - 03.2018

Senior Finance Manager

STMicroelectronics
07.2004 - 06.2008

Senior Financial Analyst

LSI Corporation
01.1999 - 06.2004

MBA - Computer Information Systems

Golden Gate University

BS - Accounting

Saint Mary’s College of California

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