Vân Khuất Thảo
@vnkhuttho
I automate financial data workflows and build reliable operational reporting systems.
VietnamWhat I'm looking for
At AP Alpha Investment Management, I turn manual financial-data workflows into standardized, automated reporting systems. I built a Google Apps Script workflow that sends periodic reports to about 60 investors, cutting each reporting cycle from four hours to 30 minutes and adding automated alerts to reduce discrepancies.
I reconcile transaction, cash balance, and asset data across securities firms, custodian banks, and internal records; translate rough business requests into documented SOPs; and build Excel-based daily monitoring systems. With a background in Financial Analysis and Investment and CFA Level II passed, I’m motivated to build Business Intelligence foundations and expand my skills in SQL, Power BI, and Lark Base.
Experience
Work history, roles, and key accomplishments
Business Analyst & Financial Data Analyst
AP Alpha Investment Management
Jan 2025 - Present (1 year 7 months)
Redesigned manual data processes into standardized, automated systems, reducing report generation time by 87% and improving data accuracy. Built automated reporting workflows and monitoring dashboards for daily operations.
Education
Degrees, certifications, and relevant coursework
CFA Program
CFA Level II, Finance
Passed Level II of the CFA Program in August 2025.
Availability
Location
VietnamAuthorized to work in
Job categories
Skills
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