Tram Nguyen

Director of Finance at PEER39
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English -
  • Vietnamese -
Skills

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Credentials

  • CPA Candidate (All exams passed)
    -

Experience

  • PEER39
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Director of Finance
      • May 2022 - Present

      Owning FP&A and Finance Analytics. Owning FP&A and Finance Analytics.

  • Institute for Integrative Nutrition
    • United States
    • Wellness and Fitness Services
    • 400 - 500 Employee
    • FP&A Manager
      • Mar 2021 - May 2022

      - Financial Planning: lead annual budget & quarterly forecast - Update the executive team on company performance , develop insightful analyses and dashboards, manage monthly financial package to executives and external stakeholder - Analyze insights into the drivers of unit economics and identify actionable steps to improve - Strategy modeling: scenario model to understand the financial impact, provide analytical frameworks for optimizing decision making and identifying areas for growth and improvement - BI Reporting: financial performance and KPIs: AvB - Churn & Withdrawal Rate - Tuition trending - CAC - Streamline reporting process in several areas, cut down time spending on pulling data and reporting - Systems utilization: PowerBI, Dynamics 365, Defacto Show less

  • Cuebiq
    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Financial Controller
      • Apr 2017 - Jan 2021

      - Lead FP&A team (2 people) and supervise Accounting team (3 people) - Draw up and manage 3-5 year Business Plan and Budget - Create and manage financial packages to share with executives and Board of Director - Fund Raising - Successfully closed Venture Debt of $15MM. - Manage Financial packages, SaaS metrics and KPIs: Churn/Retention/, LTV, NDR/GDR, CAC/LTV, ARPU - Lead financial audit - Direct company financial policies and processes, internal controls, and reporting systems - System Implementations: Netsuite, Adaptive, Expensify Show less

  • ClickDimensions
    • United States
    • Software Development
    • 100 - 200 Employee
    • Senior Accountant
      • Oct 2015 - Feb 2017

      - Integrate the A/R, A/P, billing processes using QuickBooks Enterprise with CRM - Implement NetSuite: migrate data from QuickBooks, set up Revenue Recognition rule - Perform month-end close, prepare subsidiary financials, EBITDA reports - Prepare accounting/ financial analysis, business KPIs reports and others as requested - Oversee, monitor and work to improve accounting procedures, internal controls and database management - Integrate the A/R, A/P, billing processes using QuickBooks Enterprise with CRM - Implement NetSuite: migrate data from QuickBooks, set up Revenue Recognition rule - Perform month-end close, prepare subsidiary financials, EBITDA reports - Prepare accounting/ financial analysis, business KPIs reports and others as requested - Oversee, monitor and work to improve accounting procedures, internal controls and database management

Education

  • Wesleyan College
    Bachelor of Arts - BA, Accounting
    2011 - 2014
  • Ewha Womans University
    Exchange Study
    2013 - 2014

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