Do Hai
HCM
Summary
An experienced analyst with 7 years in the consumer finance industry, having been through sales efficiency analysis, product development planning and support, and financial planning/analysis roles in multi-national corporations. I am looking forward to new challenges in the investment world to take full advantage of my actuarial science background and have passed all exams of the CFA Institute.
Overview
8
8
years of professional experience
Work History
Sales Planning and Analysis Supervisor/ Financial Planning Supervisor
Shinhan Finance Vietnam Company
12.2020 - Current
- Sales Planning and Analysis Supervisor: monitor and analyze product performance for interest rate, incentive schemes, and policy recommendations; primary data support, report, analysis, and financial coordinator for the product development department
- Financial Planning Supervisor: help prepare profit and loss statements, reports, and projections; determine financial impacts for the Division Head's decision-making process using financial modelling skills and knowledge from CFA Program; cost of acquisition and expense monitor.
- Main achievements: Assisted in the launch and expansion of new product lineups, with multi-fold growth between 2021 and 2023; provided necessary financial impact analysis for improved profit and loss in 2024
- Major shortfalls: Unsuccessful attempt to set up a new incentive scheme for a new product line; unfinished in-depth profit and loss analysis for the new corporate sales structure
Sales Planning and Marketing Analyst
Diamond Star Financial Services
01.2020 - 10.2020
- Sales performance monitor and analyze telesales agents' performance; apply and test automation rules and programs; Quality monitor and investigate non-compliance issues in the sales process; point-of-contact for eternal contractors
- Main achievements: Application of conversational AI and lead allocation rules to increase lead contact success rate from 50% to 70%
- Major shortfalls: failure to expand experimental automatic lead distribution channel to complement traditional telesales agents
Sales (Efficiency) Analyst
Home Credit VN
10.2016 - 12.2019
- The primary data support and analysis for Northern Vietnam's regional managers concerning resource allocation, performance management and appraisal, motivation campaigns, and company sales strategy; identify, and provide suggestions and change requests to sales and operational processes
- Main achievements: Mid-year Best Employee of 2018; a brand new allocation model for IT resources distribution; helped a Northern Vietnam's region in winning a sales competition for a brand-new product
- Major shortfalls: Failure to expand a new sales-boosting model after modest initial success; unable to provide an alternative to then-existing resource allocation model
Education
Bachelor of Science - Actuarial Science
University of East Anglia
Norwich, United Kingdom09.2016
CFA Program -
CFA Institute
10.2024
Skills
- English
- Financial modelling
- Microsoft Excel
- Teamwork
- Verbal and written communication
- Investment knowledge
- Data analysis and reporting
Hobbies and Interests
- Books
- Tennis
- Boardgames
Timeline
Sales Planning and Analysis Supervisor/ Financial Planning Supervisor
Shinhan Finance Vietnam Company
12.2020 - Current
Sales Planning and Marketing Analyst
Diamond Star Financial Services
01.2020 - 10.2020
Sales (Efficiency) Analyst
Home Credit VN
10.2016 - 12.2019
Bachelor of Science - Actuarial Science
University of East Anglia
CFA Program -
CFA Institute
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