Pham Linh Dan Ho (Dan Ho)
Montreal,QC
Summary
Analytical and detail-oriented financial analyst with hands-on experience in business analysis and FP&A. Proactive team player with excellent interpersonal and communication abilities, good problem solving skills, strict attention to detail, as well as passionate about finance and business management. Quick learner and entrepreneurial individual who is highly intuitive and strong with pattern and trend recognition, has solid project management competency, discretion working with confidential information and integrity. Advanced knowledge of Excel, PowerPoint, and PowerBI, along with intermediate proficiency in SQL, Python and R.
Overview
3
3
years of professional experience
Work History
Financial Analyst
9219-1568 Quebec Inc. (Enterprise MindGeek Canada)
Montreal, Quebec
02.2023 - Current
- Budget and forecasting: (1) Prepare and analyze budgets, forecasts, and results on a monthly, quarterly, and annual basis. (2) Participate in establishing budgeting and forecasting processes and procedures that ensure proper data collection, analysis, and forecasting.
- Performance management: (1) Monitor the performance against the budget, and conduct variance analyses. (2) Analyze the financial performance of various business units, summarize, and present findings in various visual formats, and presentations.
- Accounting support: (1) Reconcile financial data and do revenue allocation on a monthly basis. (2) Prepare and maintain reports required by the Accounting Team for financial close.
- Business partnering: Regularly engage with counterparts and stakeholders to be updated on business activities and initiatives.
- Process improvement: (1) Set up macros/formulas and design Excel file structures to automate monthly tasks (creation of allocation entries and invoicing, etc.). (2) Suggest and support process improvement initiatives, ensuring that process changes are appropriately implemented and documented.
Business Analyst
Homebase (YC W'21)
Ho Chi Minh, Vietnam (Remote)
11.2021 - 10.2022
- Performance analysis: Tracked and analyzed key metrics and KPIs. Held monthly company-wide metrics review sessions to identify operational inefficiencies and provide actionable insights.
- Financial modelling: Leveraged Excel (VLOOKUP, macros, SUMIFS, pivot tables, etc.) to build financial models which estimated unit economics of each product. Generated ad-hoc analyses such as customer segmentation, product pricing analysis, and portfolio analysis.
- Data analytics and reporting: Collaborated with Engineering team to automate data extraction from third-party platforms through API's. Then, applied analytical techniques to generate statistics for website and set up daily real-time dashboards to monitor Marketing, Sales, and Operations performances.
- Developing productivity-enhancing tools: Designed Slack workflow to automatically capture information in a thread (1) and set up system to record sales calls on HubSpot for internal audit purposes (2). Then, educated the team.
- Finance & Accounting support: (1) Liaised with Collections team to track client payments, transactions & accounts receivables, monitor delinquency and default risks, (2) Updated monthly financial statement (specifically, staff cost and commission), (3) Analyzed transaction data and prepared entries/reports.
Education
Bachelor of Arts And Science - Economics And Mathematics
McGill University
Montreal, QC05.2022
Skills
- Microsoft Excel, Word, and PowerPoint
- Technical languages/tools: Python, SQL, R, STATA
- BI tools: Google Analytics, PowerBI
- Project management tools: Confluence, JIRA
- Financial analysis and modelling
- Data analysis and visualizations
- Analytical and problem solving skills
- Presentation and communication skills
- Teamwork and collaboration skills
- Project management and leadership skills
Timeline
Financial Analyst
9219-1568 Quebec Inc. (Enterprise MindGeek Canada)
02.2023 - Current
Business Analyst
Homebase (YC W'21)
11.2021 - 10.2022
Bachelor of Arts And Science - Economics And Mathematics
McGill University
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