Alice Phan
@alicephan
Finance professional skilled in financial analysis, accounting, and data-driven marketing insights.
What I'm looking for
I am a finance professional with a Bachelor in Banking and Finance and current Master of Finance studies at the University of California, Riverside. I combine accounting experience with analytical marketing and financial roles to drive measurable results.
As an Accountant at Irvine Bookkeeping I maintained detailed financial records using QuickBooks and applied advanced accounting principles to improve reporting and indicator calculation. My roles in financial analysis and internships equipped me to prepare financial statements, audits, budgets, and forecasts that supported strategic decisions.
In marketing roles I used SPSS, Google Forms, and Google Data Studio to analyze market and campaign performance, implementing solutions that boosted revenue by 60.18% over three months and produced a 40% ROI for a campaign. I also led teams in event logistics and marketing, overseeing content, schedules, and cross-functional collaboration.
I value clear communication, teamwork, and measurable impact; I mentor and teach practical computing skills, guide teams through competitions and events, and continually seek opportunities to apply financial analysis and data-driven marketing to business challenges.
Experience
Work history, roles, and key accomplishments
Accountant
Irvine Bookkeeping
Apr 2024 - Aug 2025 (1 year 4 months)
Maintained detailed financial records and prepared specialized financial reports using QuickBooks, enhancing accuracy and analytical insight across accounting processes.
Marketing Analyst
Binh Phu Pharma
Dec 2022 - Dec 2023 (1 year)
Analyzed market, customer, and competitor data to inform promotions and campaign evaluation, driving a 60.18% revenue increase over three months and achieving 40% ROI for a product campaign.
Financial Analyst Intern
VITACO
Apr 2022 - Oct 2022 (6 months)
Prepared financial statements, audits, budgets, and forecasts while leading inventory management and risk assessment improvements to reduce discrepancies and support planning.
Sales Intern
Bank for Investment and Development of Vietnam - MetLife
Apr 2021 - Nov 2021 (7 months)
Developed product introduction scripts and supported scheduling of client consultations to streamline sales processes and improve client engagement.
Education
Degrees, certifications, and relevant coursework
University of California, Riverside
Master of Finance, Finance
2025 -
Activities and societies: Teaching Assistant, mentorship and extracurricular leadership roles (prior to enrollment).
Enrolled in a Master of Finance program with a focus on Finance, starting September 2025 and currently in progress.
International University - Vietnam National University Ho Chi Minh City
Bachelor of Banking and Finance, Banking and Finance
2019 - 2023
Activities and societies: IU Ambassador (Head of Marketing), COSMO Art Exhibition (Head of Logistics), various internships and leadership roles.
Completed a Bachelor in Banking and Finance with a major in Corporate Finance from September 2019 to December 2023.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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