Thanh T.

Thanh T.

Tax Consultant

Followers of Thanh T.298 followers
location of Thanh T.San Diego, California, United States

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  • Timeline

  • About me

    Skilled in financial modeling, budgeting, cost optimisation, CRM, market analysis and project/investment analysis, management and evaluation

  • Education

    • Warminster School

      2007 - 2009
      Advanced Levels Chemistry, Math, Business Studies A, A, B
    • University of Southampton

      2009 - 2012
      Bachelor of Social Science (BSc) Economics and Finance

      Activities and Societies: University of Southampton's Investment and Finance Society (IFS), Vietnamese Society

    • University of Southampton

      2012 - 2013
      Master of Social Science (MSc) International Banking and Financial Studies

      Activities and Societies: University of Southampton's Investment and Finance Society (IFS), Vietnamese Society

  • Experience

    • Deloitte

      Jul 2014 - Aug 2014
      Tax Consultant

      - Provided a full-range of tax services to clients, including combine tax data, processes, technology, and people in new ways to uncover valuable business insights and arrive at smarter solutions to business challenges.- Collaborated, supported high-performance teams daily as well as led various tax projects analysis includes: researching tax regulations, understanding the applicable tax implications for specific clients; developed solutions to complex tax issues through research, used of cutting edge technology, and consultation with other team members; offered deep insights into clients' business practices and procedures, and helped them make more informed decisions to enhance their business’ efficiencies.- Experienced working with multiple clients at the same time, both organizations and personal clients.- Helped clients navigate past complex tax and financial reporting issues. Built relationship with clients, became trusted tax specialist and advisor — the “go-to” tax professional for clients. Show less

    • Vietcombank

      Sept 2014 - Nov 2015

      - Conducted extensive financial analysis including review of company’s financial statements (P&L, balance sheet, cash flow statement), income tax returns, AR, AP reports, business plans, owner's personal tax returns; Analyzed companies’ financial situation and business plans; Evaluated companies' profitability, efficiency and leverage of projects and/or companies. Conducted financial forecast for companies and projects based on historical information. Performed related industry and economics analysis. Reviewed credit reports for companies and owners. - Performed company visit and properties appraisal according to bank’s standard practices and collaborated with external appraisal companies for Asset appraisal evaluation.- Communicated complex financial concepts to senior leaders, utilized financial analysis to provide insights and strategic recommendations, for developing tailored lending solutions, specializing in asset-backed lending structures and documentation.- Identified and promoted comprehensive and customized business banking solutions tailoring to the financial needs and circumstances of client’s businesses, in line with credit and risk management protocols, government requirements. - Monitored and researched market/industry trends and business outcomes to anticipate client needs; presented proactive solutions and innovative alternatives.- Complied with the bank and government’s risk management principles to resolve client issues and implemented solutions end-to-end by making decisions on behalf of the client e.g., authorized wire release on behalf of client, served as their proxy in fraud situations, obtained additional information as needed. Show less

      • Corporate Banking Department - Global Transaction Services

        Jun 2015 - Nov 2015
      • Business Banker

        Sept 2014 - May 2015
    • Pacific Forest - Comercializadora Forestal

      Nov 2015 - Mar 2020
      Regional Manager

      - Conducted comprehensive market research, analysis and forecasting, leveraged written and spoken communication to effectively convey market insights, pricing strategies, and quality guidelines to clients in multiple languages, ensured seamless understanding, enabled informed budget allocation, cost optimization, maximize profit, and drove mutual business growth. Directed report to CEO and worked closely with various cross-functional teams.- Fostered strategic partnerships with local Chamber of Commerce (ProChile), facilitated end-to-end lumber trade between Chile/Venezuela and Vietnam, built strong partnerships through collaboration with 7 well established timber exporters from Chile, Venezuela and 8 biggest Vietnamese timber importers.- Provided transparent and detailed contracts while prioritize integrity and courtesy services to all customers. Preferred Chile procurement supplier for major lumber importers in Vietnam.- Utilized detail-oriented approach to negotiate, manage and execute over 100 Proforma Invoices, including contract drafting, review of Proforma Invoices, Sales contracts, Import/Export document sets, ensuring accuracy and compliance with regulations. - Expertly navigated ambiguity and dynamic markets, leveraged exceptional problem-solving skills and collaborative approach to resolve delivery and quality issues. Fostered strong partnerships with clients’ cross-functional teams, customs, banks, and logistics partners to deliver timely solutions and ensured mutual satisfaction through effective teamwork and communication.- Led end-to-end import/export process to South of Vietnam. Successfully increased volume of lumber trade under management 3500% in 3.5 years, added 30 additional products to the import/export portfolio, reached peaks of over 70 containers/month. Show less

    • Bank of America

      Feb 2023 - Feb 2024
      Relationship Banker

      • Served as strategic partner to senior leaders and business partners, drove collaboration, improved customer relationships, and enhanced operational efficiencies through process improvements and technology expertise (8 bank systems/tools within 2 months, including SAP).• Adaptable and operated in highly matrixed organization with dynamic fast-paced environment, managed multiple complex workstreams, prioritized tasks and ensured accurate and timely completion.• Built and maintained strong relationships with over 120 clients and stakeholders across 7 onsite locations.• Leveraged interpersonal and analytical skills to deliver expert advice and guidance through clear communication of financial concepts, comprehensive analysis, and proactive problem-solving, enabled informed budgeting and planning decisions for clients.• 2 times nominated as branch IDP champions for 2 branches in 2 consecutive years. Actively organized, issued communications, and provided training and support to colleagues to support colleagues for their career development via active usage of Personal Development Plans on company’s system. • Proficient in using Workday, Concur, knowledge of SAP.• Supervisor-in-training to support branch manager overlooking branch daily operation. Led team in delivering accurate and efficient results, ensuring operational excellence, risk management and customer satisfaction. Show less

    • Pacific Forest - Comercializadora Forestal

      May 2024 - now
      Sourcing Manager

      - Extensive research on US products, finding reliable producers, supporting import/export from the US

  • Licenses & Certifications

  • Volunteer Experience

    • Event coordinator for 2nd European Conference on Banking and the Economy (ECOBATE 2013)

      Issued by University of Southampton Business School on Mar 2013
      University of Southampton Business SchoolAssociated with Thanh T.
    • Course Representative

      Issued by University of Southampton Students'​ Union on Sept 2010
      University of Southampton Students'​ UnionAssociated with Thanh T.
    • Member of San Diego H.O.L.A Chapter

      Issued by Bank of America on Feb 2023
      Bank of AmericaAssociated with Thanh T.
    • Member of Asian Leadership Network (ALN)

      Issued by Bank of America on Feb 2023
      Bank of AmericaAssociated with Thanh T.
    • Member of Military Support & Assistance Group (MSAG)

      Issued by Bank of America on Feb 2023
      Bank of AmericaAssociated with Thanh T.