Financial Analyst


31 Toulon Avenue, Foothill Ranch, California 92610 (949) 307-6828




PROFILE: Broad experience in internal procedure audit, cost and profit analysis, business analyst and variance analysis. Highly experienced and accomplished professional with extensive, richly diverse experience in customer service, operations and company’s business development, and implementation in both medium and large organizations.   A proven ability to initiate and accomplish tasks independently and consistently continue 110%. Solid skills in multitasking and time management. Work well with management staff and personnel at all levels. Equally comfortable with patience dealing with customers, vendors and general public.



  • Excellent analytical and time management skills

  • Business process analysis and improvement

  • Exceptional organizational and problem solving skills

  • Excellent customer service background including experience in sales and training

  • Ability to remain poised when handling difficult customer situation

  • Effective team player and able to work independently with little or no supervision

  • Increased customer retention by providing excellent customer service

  • Speak and write fluently English, French and Vietnamese.





B.A. International Business - Minor in Finance

San Francisco State University, San Francisco, CA


FiiStars, Irvine, CA

  May 2015 – Current

A social media and web development company specialized in nail salons nationwide.

Customer Service Specialist – English & Vietnamese speaking


  • Assist customers with inquiries and resolved potential customer service issues.

  • Perform calculation of credit adjustments accordingly.

  •   Track and monitor data, prepare daily and weekly reports of call activities to  


  • Investigated issues and queries, serving as a final point of escalation.

MixTiVi, Irvine, CA

  2013 – May, 2015

MixTiVi is the premier digital out-of-home network for Nail Salons. MixTiVi combines state-of-the-art digital technology and the Internet to distribute timely news, beauty tips, fashion shows and general interest that are timely and relevant to large LED screens when the highly-valued customers are most engaged and receptive.

Through a nationwide network of upscale Nail Salons, MixTiVi offers both digital and experiential touch points for advertisers to integrate into a female-centric environment which is frequently often and by women whom are in errand mode and receptive to messaging. MixTiVi recognizes and caters to the always growing importance of the female shopper, mother, career woman, trendsetter and recommender.

Project Manager


  • Assess and develop the current operational/engineering capabilities and competences.

  • Drive best practices in operations, account management and product development.

  • Prioritize current and planned R&D projects for commercial viability.

    • Coordinate new product/service roll outs with company procurement and manufacturing.

    • Develop a plan for the establishment of an on-going service capability to provide a recurring revenue stream from the installed system base.

Aliusoft, Irvine, CA

  2011 – March, 2013

Aliusoft offers a complete software suite designed specifically for managing electronic signage networks. Aliusoft is designed to meet the demands of the digital signage market that are invaluable to retailers, advertisers and agencies that place promotional media worldwide. 

Manager of Operations

  • Manage all aspects of a 75+ person high technology production and customer service team

  • Manage, monitor and constantly improve the quality and efficiency of production and customer service processes

  • Define and implement best practices

  • Facilitate coordination and communication between the operations group and other departments

  • Assist in the development and implementation of strategic plans for operational activity

  • Establish organizational structures and delegate tasks and accountabilities

  • Prepare and control operational budgets and plan effective strategies to minimize costs

AdtekMedia Inc., Irvine, CA

DBA PumpTop TV

2005 – May, 2011

A custom design hardware and software Company, in the business of providing and maintaining digital narrowcast networks, AdtekMedia has developed an end-to-end, digital narrowcast network solution for fuel retailers.


Business Analyst


  • Strategized and laid out plans to enhance productivity and reduce overhead costs.

  • Delivered highest customer service satisfaction in the fiscal year.

  • Drive best practices in operations, account management and product development.

  • Prioritize current and planned R&D projects for commercial viability.

    •   Coordinate new product/service roll outs with company procurement and   


  • Develop a plan for the establishment of an on-going service capability to provide a recurring revenue stream from the installed system base.

  • Convert  business  ideas  and  concepts  into  viable  products  and  services  and operationally prepare them for the market.

  • Seek strategic alliances with key trade partners and establish affiliate/partnership programs as well as maintain strong business partner relationships with pump manufacturers, oil companies, media companies and content providers.


Advanced Security Link, Costa Mesa, CA

2003 – 2005

A leading Security Industry Technology Solutions Provider, we design and manufacture a technologically advanced video surveillance system with digital recording and multiple software applications.


Production Control Manager


  • Analyzes customer orders and sales forecasts to prepare plant production and inventory plans.
    Reviews actual plant performance against sales and production plans.

  • Recommends corrective action(s) to bring results in line with plans or recommends change in production and inventory plans to recognize differences between actual and forecasts.
    Directs and monitors production control activities to assure that balanced inventories are maintained and that production and purchase releases are scheduled to meet production and inventory investment objectives.

  • May be responsible for directing purchasing activity for expense items. Maintains contact with all vendors of material and components to insure uninterrupted supply.

  • Resolves discrepancies concerning items that fail to meet in-coming quality standards.
    Prepares capacity planning analyses. Recommends purchase of additional capacity where necessary.

  • Assists in the development and maintaining the integrity of computerized production/inventory control systems production/inventory control systems.

  • Supervises the operation of such systems. Insures data integrity by developing systematic cycle counting to maintain accuracy.

  • Directs warehousing activities and insures adherence to governmental safety and health regulations and personnel policies, procedures and collective bargaining agreements.

  • Performs special assignments and analyses as directed by Plant Manager or Division Manager, Production Control.


Broadcom, Irvine, CA

2000 – 2003

Broadcom Corporation is a global leader in semiconductors for wired and wireless communications.


Contractor - Analyst


  • Facilitated business planning process as well as established and maintained line of business financial models and goals.

  • Led monthly financial outlook and reporting process.

  • Facilitated monthly demand/supply assessment.

  • Established and maintained product cost goals and objectives.

    • Established and administered business controls as well as provided financial analysis for special projects and supported company-wide financial processes and systems contract review and analysis.

    • Established and maintained key operational metrics and reporting.



Activepipeline Inc., Bellevue, WA

1998 - 2000

A software company specializing in designing programs for pump’s manufacturers and

oil companies worldwide.



Business Devlopement/Consultant


  • Involved with the funding process and recruitment of top executives.

  • Co-wrote business plan including financial for five-years.

    • Developed strategic and technical partnership with MSNBC, Infospace, and the three largest pump manufacturers in the world, as well as major oil companies.

    • Maintained good relationship with major and national accounts.

      • Responsibled for directing business and established strategic objectives of the Company, while executing sales responsibilities and managing a network of distributors.

      • Built and developed customer profiles for specific account strategies and prepared annual sales forecasts.

      • Conducted sales meetings, conferences and trade shows for each account.

        • Company was acquired by competitor/Alki Networks and later sold to Gilbarco, world largest pump manufacturer.


F.A.J. Trading Company LLC, Seattle, WA

1994 - 1998

Importer of high-end European clothing and accessories for men and women.



Manager of Retail Operations


  • Managed the in-house retail operations functions and staff including supply chain, allocation, inventory and control, HR, IT and other functions as appropriate.

  • Developed an overall operational strategy to maximize productivity, profitability, efficiency, and customer satisfaction.

  • Planned and directed all aspects the merchandise planning, allocation policies, objectives, and initiatives.

  • Managed problem identification and resolution to ensure product is available to satisfy orders in a timely manner.

  • Worked with in-house operations / IT teams to create synergy and facilitate retail operations / supply chain efficiency.

       ·     Directly supervised employees in the retail department; including interview,        hiring, and training employees; planning, assigning, and directing work;            appraising performance; rewarding and disciplining employees; addressing    complaints and resolving problems. 

Bazini Import Inc., Monterey Park, CA

1987 - 1994

Chain of retail stores selling high-end European clothing and accessories for men and women.


District Manager


  • Responsibled for planning, management and operation of territory consisting of four retail locations and a wholesale operation.  It included the operations and growth targets for all locations in multiple performance areas including sales volume and margins.   Territory wide responsibility for P&L, inventory / supply chain, merchandising and personnel issues.

  • Built revenue and controlled expenses.

    • Coached  and  trained  managers  on  selling  techniques,  managing  sales  staff, customer service, hiring, developing, and evaluating associates.

    • Executed operational objectives related to brand identity as well as involved with the buying trends.



Valumex Inc., Costa Mesa, CA

1986 - 1987

Manufacturer of computerized mixer for cocktail drinks



Business & Customer Procurement


  • Act as single point contact for all problems in the field environment, aggressively pursue root cause of service failures, communicate regularly with major accounts and engineers.

  • Drive a positive work environment that challenges employees and promotes professional growth and development.

  • Implement protocols that increases performance, reduces operating cost, and increases revenue while working closely with sales and operations managers.


  • ID#: 112857
  • Location: Irvine, CA , 92612

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