Ha Phuong

Clients Service and System Coordinator at Plizz
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Location
Bangkok City, Thailand, TH

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Experience

    • Thailand
    • Accounting
    • 1 - 100 Employee
    • Clients Service and System Coordinator
      • Nov 2017 - Present

      - Communicate with clients to understand their accounting needs; explain product and company value. Collaborate with internal departments to facilitate client need fulfillment. - Maintain updated knowledge of company products and services. Resolve complaints and preventing additional issues by improving processes. - Provide outstanding customer service while supporting team members to fulfill the task with limited resources and within the scope of services, and aligning with the company’s customer service policies. Perform strategic thinking to achieve optimal customer experience and meet customer needs. - Provide front-line support for clients including answering questions through incoming phone calls, and chat, responding to emails (via Zendesk tickets), and proactively communicating to offer quick and accurate assistance to clients. - Review the Customer services quality on regular basis by analyzing the report on number of clients reached, average response time, customer satisfaction rating … to find the solution to improve the customer service quality. - Assist with testing and implementation of accounting systems (Xero) and processes, and other systems as well to improve the efficiency of the workflow. - Perform as Client service to Internal department with assisting them in following the process and system use training. - Perform strategic thinking to improve the operation process and the workflow of the company. Show less

    • Vietnam
    • Insurance
    • 1 - 100 Employee
    • Senior Accountant
      • Sep 2016 - Jun 2017

      - Perform daily reconciliation and cross check process to support Internal Departments to fulfill the clients’ need. - Perform journal entries and supporting worksheets including premium, claim, commission, and reserves account. - Perform monthly closing procedures, reconciliations and analyses for assigned general ledger accounts in accordance with statutory accounting policies. - Assist with the preparation of timely and accurate financial reports and statements, including applicable footnotes and disclosure as required. - Assist in the preparation of Fund Split reports on monthly basis. - Review accounting issues and procedures and make recommendations regarding the implementation of accounting policies. Show less

    • France
    • Insurance
    • 700 & Above Employee
    • Senior Accountant
      • Oct 2014 - Sep 2016

      - Perform monthly closing procedures, reconciliations and analyses for assigned general ledger accounts in accordance with statutory accounting policies. - Assist with the preparation of timely and accurate financial reports and statements, including applicable footnotes and disclosure as required. - Assist in the preparation of Fund Split reports on monthly basis. - Prepare journal entries and supporting worksheets including but not limited to reinsurance transactions, premium, claim, commission transactions via different sales channel; and reserves amount from Actuary department, … - Control the Accounts Receivables and Accounts Payables of agents/partners/brokers including premium, claim, commission, and reinsurance Accounts. - Assist in the preparation of the Internal Reporting Packages that are prepared quarterly. - Assist with Statutory Filings and Annual Audited Report: prepare supporting documents in an accurate and timely manner. - Review accounting issues and procedures and make recommendations regarding the implementation of accounting policies. Show less

    • Holding Companies
    • 1 - 100 Employee
    • General accountant & financial expert
      • Jul 2010 - Sep 2014

      - Prepare and record asset, liability, revenue and expenses entries by compiling and analyzing account information. - Maintain and balance subsidiary account by verifying, allocating, posting, reconciling transactions, resolving discrepancies. - Maintain general ledger by transferring subsidiary accounts, preparing a trial balance, reconciling entries. - Coordinate with Big 4 audit firms to implement the audited separate and consolidated financial statements. - Support in Tax and legal transactions of the Holding company and its subsidiaries to ensure the compliance. - Prepare the business plan with the projection. - Analyze the efficiency of real estate investment, calculate sales and leasing price. Show less

    • Vietnam
    • Financial Services
    • 700 & Above Employee
    • Senior Auditor
      • Aug 2008 - Jun 2010

      - Perform statutory audit for financial statements periodically, including separate and consolidated financial statement for a wide range of clients including enterprises, organizations, and some projects funded NGOs, review internal control system. - Review the internal control system of the clients, conduct risk assessment and identify control method to eliminate the identified risks. - Perform statutory audit for financial statements periodically, including separate and consolidated financial statement for a wide range of clients including enterprises, organizations, and some projects funded NGOs, review internal control system. - Review the internal control system of the clients, conduct risk assessment and identify control method to eliminate the identified risks.

Education

  • ACCA
    12/14 pass, Accounting and Finance
    2009 - 2016
  • Foreign Trade University
    Bachelor's degree, External Economics
    2013 - 2017

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