Stefan Tran

Financial Analyst at Sonrava Health
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Contact Information
us****@****om
(386) 825-5501
Location
Newport Beach, California, United States, US
Languages
  • Mandarin Professional working proficiency
  • Vietnamese Native or bilingual proficiency
  • Spanish Professional working proficiency

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Bio

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5.0

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Diane Bruce

Stefan Tran is not only a highly skilled financial analyst, he is also an amazing educator with a thirst to share his knowledge, and a remarkable team player. It was a sincere pleasure to work with him!

Steven Romeyn

Stefan is a gifted analyst. He has an exceptional ability to use Excel to its fullest capacity, creating models that make processes easier and more efficient. He was only here to fill a temporary position for a few months, but I can certainly recommend him for his work ethic, his data processing skills and his quick learning.

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Experience

  • Sonrava Health
    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Financial Analyst
      • Nov 2021 - Present

      • Built everything from a blank Excel • Automated and streamlined painful manual tasks that cut costs and save money • Cut down reporting time from days to minutes or seconds (call me for demonstration) Software used: Excel, VBA, Power BI, and DanSoft • Built everything from a blank Excel • Automated and streamlined painful manual tasks that cut costs and save money • Cut down reporting time from days to minutes or seconds (call me for demonstration) Software used: Excel, VBA, Power BI, and DanSoft

  • Confie
    • Ecuador
    • Non-profit Organizations
    • 1 - 100 Employee
    • Senior Financial Analyst
      • Sep 2021 - Oct 2021

      Software used: Acumatica, OneStream XF, Velixo, Power BI, Excel, and Macros Software used: Acumatica, OneStream XF, Velixo, Power BI, Excel, and Macros

  • OCEAN DIRECT, LLC
    • United States
    • 1 - 100 Employee
    • Financial Analyst
      • Apr 2021 - Aug 2021

      Software used: Power BI, Excel, and VBA Software used: Power BI, Excel, and VBA

  • Iteris, Inc.
    • United States
    • IT Services and IT Consulting
    • 300 - 400 Employee
    • Microsoft Excel Expert Consultant
      • Mar 2019 - Feb 2021

      Software used: Oracle, Power BI, Excel, and Macros Software used: Oracle, Power BI, Excel, and Macros

  • JustFoodForDogs
    • United States
    • Food Production
    • 100 - 200 Employee
    • Senior Financial Analyst
      • Jan 2020 - Feb 2020
  • King's Seafood Company
    • United States
    • Restaurants
    • 200 - 300 Employee
    • Analyst
      • Aug 2019 - Sep 2019
  • Cox Communications
    • United States
    • Telecommunications
    • 700 & Above Employee
    • Analyst
      • Jun 2018 - Jan 2019
  • Disney Consumer Products and Interactive
    • United States
    • Book and Periodical Publishing
    • 1 - 100 Employee
    • Senior Financial Analyst
      • Aug 2017 - Mar 2018
  • The Chicago School of Professional Psychology
    • United States
    • Higher Education
    • 100 - 200 Employee
    • Senior Financial Analyst
      • May 2017 - Jul 2017
  • Kaiser Permanente
    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Senior Financial Analyst
      • Feb 2017 - Mar 2017
  • Carrington Mortgage Services, Mortgage Lending Division
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Analyst
      • Jun 2014 - Nov 2016
  • Laurus Corporation
    • United States
    • Construction
    • Senior Financial Analyst
      • Apr 2014 - Nov 2014
  • Apex Computer Systems, Inc.
    • United States
    • Information Technology & Services
    • 1 - 100 Employee
    • Sr. Analyst
      • Nov 2013 - Feb 2014
  • Bank of the West
    • Banking
    • 1 - 100 Employee
    • Banker
      • Dec 2012 - Mar 2013
  • Vericimetry Advisors LLC
    • Investment Management
    • 1 - 100 Employee
    • Analyst
      • Aug 2011 - Dec 2012
  • Maxwell Noll Investment Advisors
    • United States
    • Investment Banking
    • Analyst
      • Mar 2011 - Aug 2011

Education

  • Stanford University
    Certification, Advanced Computer Security
    2019 - 2020
  • Indiana University South Bend
    Bachelor of Science - BS, Banking, Corporate, Finance, and Securities
  • Investment Banking Institute Los Angeles
    Investments and Securities
  • Passed CFA Exam Level 1 and 2
  • ISACA
    CISA, Certified Information System Auditor
    2019 - 2020
  • Stanford University
    Advanced Computer Security Certificate, Emerging Threats and Defenses (XACS301)
    2019 - 2020

Community

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