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Phong Truong

@phongtruong

Senior accountant at Sinomax-USA who ran multi-company close, reporting, and SAP Business One conversion testing.

At Sinomax-USA, I ran month-end close and prepared monthly KPI presentations and financial statements. I handled intercompany consolidation and reconciliation, plus fixed-asset and intangible schedules.

I also owned bank and account reconciliations, the rolling cash forecast, and sales and use tax filings. I tested scenarios with the SAP Business One conversion team and streamlined accounting procedures through automation and ad hoc reports.

At Mexcor Inc, I ran the multi-company month-end close with the Controller and kept accounting policy aligned with US GAAP. I also oversaw KPI reporting, budgeting, and forecasting, and supported the external audit.

Since 2021, I’ve managed a branch at NEXA Mortgage (now NEXA Lending, LLC) and funded about 500 home loans through 2025. At Financial Suit, I built automated reports and data clean-up with Python, a Postgres database, and AI tools.

Experience

Work history, roles, and key accomplishments

Current

Branch Manager

Current

NEXA Mortgage

Jan 2021 - Present (5 years 9 months)

Track the branch's production, pipeline and monthly KPIs alongside client work. Funded about 500 home loans from 2021 through 2025 across various loan programs.

Mortgage Lending KPI Tracking Client Services Python PostgreSQL AI Tools

Current

Founder

Current

Financial Suit

Jan 2019 - Present (7 years 9 months)

Founded and ran a mortgage and financial-services firm, handling client work and analysis. Built automated reports and data clean-up with Python, Postgres, and AI tools.

Mortgage Lending Financial Analysis Python PostgreSQL AI Tools Automation

Mortgage Advisor

Loan Factory

Sep 2018 - Dec 2020 (2 years 3 months)

Advised home buyers and homeowners on purchase and refinance loans and matched each to the right program.

Mortgage Lending Loan Programs Client Advisory

Senior Financial Analyst

Sinomax-USA

Mar 2018 - Mar 2019 (1 year)

Ran month-end close and monthly KPI presentations, prepared financial statements, and owned reconciliations, cash forecasts, and tax filings. Trained AP/AR specialists and supported SAP Business One conversion.

Month End Closing Financial Statements Intercompany Consolidation Reconciliations Cash Forecasting Sales And Use Tax SAP Business One Training Automation

Senior Accountant

Mexcor Inc

Aug 2017 - Mar 2018 (7 months)

Ran multi-company month-end close, prepared financial statements under US GAAP, oversaw KPI reporting and budgeting, ran payroll, and supported external audits.

Month End Closing US GAAP Financial Statements KPI Reporting Budgeting Forecasting Variance Analysis Payroll Audit Support

Finance Manager

Steven's Seafood, Inc.

Jan 2013 - Aug 2017 (4 years 7 months)

Promoted twice in eight years, from Junior Accountant to Financial Accountant to Finance Manager. Managed accounting operations and financial reporting.

Financial Management Accounting Financial Reporting