Curriculum Vitae & Resume

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General Information

Full Name Jim Phan
City Boston, MA (work) / Tampa, FL (school)
Phone Number +1 (857) 506-9266
Alt. Phone Number +1 (656) 204-6978
Email jim.phan@jimphan.com
Alt. Email jimphan.usf@gmail.com
LinkedIn in/jim-phan/

Education

  • Expected May 2027
    Bachelor of Science in Finance & Quantitative Economics - Econometrics
    University of South Florida, Muma College of Business, United States
    • GPA: 4.0/4.0
    • Awards: Green & Gold Scholarship, First-Place in Junior Enterprise KPMG Case Competition: Banking the Unbanked (Pitch Link)

Work Experience

  • Jul 2024 - Present
    Workday System Analyst Intern
    Bain & Company, Boston, MA, United States
    • Processed 300+ Workday helpdesk tickets and feature requests from internal stakeholders by identifying risks and developing solutions to help maintain system stability and improve workflow efficiency.
    • Revamped and improved 250 pages of internal Workday onboarding guidelines to assist new hires with recommendations being rolled out globally using Bain Toolbox, an internal tool developed by Bain to increase efficiency in making PowerPoint decks.
    • Tested and released new Human Capital Management, Report, EIB, and Time & Absence features to enhance systems and processes.
    • Developed a vendor management & optimization platform with 2 Technology interns and an Associate Consultant in Hackathon 2024, a competition for Bain employees worldwide to ideate and pitch B2B solutions leveraging AI and other technologies.
    • Participated in employee training sessions on tools (PowerPoint, Excel, Tableau, Alteryx) and skills (Agile, Answer First, 80/20).
  • Jun 2021 - Apr 2024
    Informatic Technology Specialist, STEM Assistant
    Sao Mai Long Son Kindergarten, Vietnam
    • Configured Google Suite & Microsoft Education system and contributed to engineering an audiobook library with Power Apps.
    • Hosted Office, Canva, and Kahoot training sessions for teachers, following Microsoft Innovative Educator Master Trainer standards.
    • Streamlined STEM events and in-class activities for 25 children during the summers of 2021 and 2022 using the 21CLD framework.
  • Jan 2024 - May 2024
    4v4 Flag Football Official
    University of South Florida
    • Officiated 20 men’s, women’s, and co-ed matches; demonstrated a solid ability to make quick judgments and ensure fair play.
    • Committed 10 hours weekly during the season; received positive feedback from referees and supervisors on my performance.

Leadership & Community Involvement Experience

  • May 2024 - Present
    Consumer Sector Equity Research Associate
    Investment Club at USF
    • Maintained partnerships with 10+ companies in the United States and matched suitable projects with HEXA’s consultant groups.
    • Collaborate with 2 Global Investment Research members to provide equity research reports with a hold period of 12 – 18 months.
    • {"September 2024"=>"Hold recommendation for Lululemon Athletica Inc. (LULU) based on the solid financial position with $1.6 billion in cash and a -14% in inventory, combined with EPS +18% and the firm’s repurchase of $1.2B in stock."}
    • Participated in 150+ hours of intensive training in analyzing financial statements, researching industries, and building 3-statement models while using DCF, multiples, and precedent transactions to evaluate companies.
    • Chosen as 1 of 11 top-performing students to join the highly selective Finance Career Compass program to receive direct mentorship from finance professionals at top firms, including KeyBanc Capital Markets (New York) and Capital Group (Los Angeles).
  • Oct 2023 - Present
    Vice President & Project Manager
    HEXA Consulting Junior Enterprise, University of South Florida
    • Manage a team of 30 USF students, allocating resources to 10+ local clients to consult on business development and operation plans.
    • Forecasted and analyzed funding plan with the Finance Director and President of HEXA to organize 10 events for USF students.
    • Published management consulting guides on crucial interview topics: brain teasers, market scale, and behavioral preparation.
    • Managed 7 consultants to craft financial statement templates, market expansion plans, and branding kits for 2 companies in Tampa.
    • Utilized Excel to create financial statements and develop economic models for profitability analysis and cash flow planning.
    • Developed dynamic dashboards using Tableau and Power BI to visualize financial reports and marketing strategies.
    • Sample Marketing Plan: here.
  • Apr 2024 - Present
    Equity Research Associate
    Jade Bridge Capital
    • Wrote 2 equity research papers recommending buying Penn Entertainment and VFC Corporation using the SOTP valuation method.
    • Proposed a branding kit and created Slide Master templates in PowerPoint for reports and weekly quick recap posts on LinkedIn.
    • Conducted weekly research on global market news; topics included world investing trends, emerging markets, and rising stocks.
  • Jun 2021 - Present
    Founder, Head of Executive Committee & Finance Advisor
    The Gifted Battlefield Organization, Vietnam
    • Advised on financing for 2 workshops. Attracted 354 9th-grade participants, receiving ticket revenue and sponsorship total of $2,000.
    • Spearheaded 400+ high school students to organize online classes & mock test communities for 800+ junior high school students.
    • Optimized Power Automate workflows to reduce resume screening time by 50% (400 profiles processed in 1 instead of 2 weeks).
    • Coordinated extensive training sessions in building automated workflows in Microsoft Education and Google for Education platforms.
  • Jun 2015 - Aug 2023
    Co-Founder, Co-President, Science Instructor
    Little Stars Science Club, Vietnam
    • Organized 100+ for-profit programs to expand experimental STEM education to 2,000+ children from 6 to 15 years old.
    • Distributed $10,000 to conduct non-profit STEM events for children in rural areas and buy study necessities for students.
    • Collaborated with professional psychologists to build specialized non-profit STEM programs for 100 autistic science lovers.
  • 2022
    Co-Author in Business Section
    202X Dictionary, VinUniversity, Vietnam
    • Link: here.
    • Book’s original name: ‘Từ điển 202X’, published by Alpha Books in 2022.
    • The article belongs to the Business section, topic: Social Enterprise, discussing how the social enterprise model can be a pragmatic choice for future business owners.
  • Jun 2016 - Jan 2022
    Project Leader, Raisefunding Manager
    Book & Friend Club, Vietnam
    • Managed a team of 11 students to obtain 2,000+ books for Hon Chuoi Island through a book-raising campaign in 2016.
    • Organized 6 events to connect with cultural organizations in Vietnam from North to South in 2018 (1,000+ participants engaged).
  • 2021 - 2023
    Blogger
    One Mind Per Day, Online
    • Wrote 100 posts on onemindperday.com in different topics relating to social life, education, business, and my sharings in social topics.
    • Link to the blog (written in Vietnamese).
  • Oct 2020 - May 2021
    Founder & Website Developer
    ECO-FARM, Vietnam
    • Developed an online platform that connects & distributes organic groceries in Vietnam to create a sustainable community that uses organic products.
    • Spent 8 hours per week in 6 months to update and ideate to give our future valued customers the most convenient, safe online platform.
    • Result: ECO-FARM achieved top 20 in FUTURE-U Global Social Challenge.
    • Link to site demo on Wix.com.

Honors and Awards

Certifications, Skills, and Interests

Certifications Microsoft Office Specialist Master 2019 (Word Expert, Excel Expert), Microsoft Office Specialist Associate 2019 (Word, Excel, PowerPoint), Accounting Fundamentals, Power BI Fundamentals, Fundamental of Data Analysis in Excel, Power Query Fundamentals, Introduction to Business Valuation (CFI™), Microsoft Certified Educator.
Technical Skills Microsoft Word, Excel, PowerPoint, Power BI, Power Apps, Power Automate, Tableau, Financial Modeling.
Interests Wall Street Journal, Teaching, Trading, Flag Football, Podcasting, Web Design, Running, Poetry, Andrew Carnegie.