Duy Long Tran

Investment Analyst at Sovico Group
  • Claim this Profile
Contact Information
Location
Vietnam, VN

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • Investment Management
    • 1 - 100 Employee
    • Investment Analyst
      • Apr 2021 - Present

      - Gather and organize data from the target company and perform various types of analysis- Prepare Financial projection for the target company and evaluate the investment opportunity- Prepare Presentation Slides for Investment Proposal and assist manager in presenting proposal to Investment committee- Connect with the target personnel to ensure the smooth communication between investment team and target team- Help and involve in preparation Sale and Purchase Agreement, negotiation between parties- Help and involve in preparation Closing Financial Statement, negotiation in relation to retention amount payment

    • Vietnam
    • Education Management
    • 700 & Above Employee
    • Financial Analyst
      • Mar 2018 - Apr 2021

      Performed financial forecasting and operational metrics tracking to identify any inefficiencies and recommendations for improvements- Worked closely with different department to prepare the financial budget. Assisted in budget analysis and recalculated budget in case of any inefficiencies- Involved in opening new sites by assisting in building P&L for each campus. Calculated breakeven point, payback period and ROIC- Reported on financial performance on monthly basis for leadership reviews- Worked closely with the accounting team to ensure accurate financial reporting and decision support- Involved in due diligence of the company by assisting in preparing all documents, answering questionnaires, coordinating Accounting team to support data, working directly with due diligence team- Increased productivity by developing automated reporting/forecasting tools and creating of standard and ad-hoc reports, tools and Excel dashboards

    • Tax Associate
      • Sep 2016 - Feb 2018

      • Assisted senior tax consultants in preparing Corporate Income Tax finalization, drafting CIT report and Appendix. • Effectively communicated and followed up with clients related to requested documents and information.• Determined non-deductible expenses for CIT calculation using tax knowledge obtained through self-studying and training.• Assisted in Tax Due Diligence report by checking the client’s policies related to employees and the deductibility of employment costs based on current regulations.• Provided various services to client such as Tax Retainer, Personal Income Tax calculation and Value Added Tax review. • Assisted in Tax Audit Assistance project through preparing required documents and handling them to tax authority.

    • Summer Trainee, Accountant
      • Jun 2014 - Aug 2014

      • Assisted senior accountants in recording and checking daily transactions: • Working in the team of 5 to record all the transactions on daily basis using business process management software (Fast Business ERP).• Matching the journal vouchers against the related documents and ensuring that the amount is correctly recorded. • Assisted senior accountant to produce monthly sales reports that allow the owner to project seasonal inventory needs. • Assisted senior accountants in recording and checking daily transactions: • Working in the team of 5 to record all the transactions on daily basis using business process management software (Fast Business ERP).• Matching the journal vouchers against the related documents and ensuring that the amount is correctly recorded. • Assisted senior accountant to produce monthly sales reports that allow the owner to project seasonal inventory needs.

Education

  • University of Exeter
    Bachelor’s Degree, Accounting and Finance
    2012 - 2015
  • Ukrainian Kharkov Technical High School №173
    Business/Managerial Economics
    2004 - 2011

Community

You need to have a working account to view this content. Click here to join now