Van Truong

Senior Financial Analyst with 5+ years of experience helping leaders cut through the noise and make more informed decisions with data. Comfortable building models, running budgets and forecasts, and digging into the numbers to spot what's driving results.

Experience working with regional and global teams to pull everything together into dashboards and reports that are clear and actionable for execs, board members, and investors. Known for turning complicated data into clear takeaways and practical insights that move the business forward.

Senior Financial Planning Analyst, Corporate Development at Pellera Technologies (2024-01 – Present)

• Build and maintain financial models and KPI dashboards in partnership with senior leadership, while playing a key role in the annual budgeting process
• Collaborate across teams to uncover insights and spot market trends that shape decisions
• Prepare board and executive presentation materials for the CFO, board, and investors to ensure results are clear and on time
• Work closely with regional and international leaders to create dashboards and financial plans that support scalable B2B growth across global markets

Financial Planning Analyst at UNFI (2022-01 – 2024-12)

• Handled weekly, monthly, and quarterly reports for the management team, ensuring KPIs stayed on track and performance was clear across global, regional, and multi-country operations
• Took a deeper look at trends and variances, pulling in data from different teams to get the full picture
• Built automated reporting tools that made financial results easier to visualize and gave leaders the insights they needed to make stronger decisions

Finance Associate, Account Payable at Wealthsimple (2021-01 – 2021-12)

• Managed the full accounts payable cycle, including invoice processing, payment scheduling, and vendor management
• Supported month-end close through accurate reporting and prepared AP reports to track payment trends

Accounting Assistant at St. George's Golf and Country Club (2020-01 – 2020-12)

• Assisted the Accounting team with financial document preparation, reconciliations, and monthly revenue accuracy
• Handled AP/AR, payroll support, data entry, reporting, and billing issue resolution

Bachelor of Commerce (Honors) in Finance – Humber College Institute of Technology (2024)

Bachelor of Arts in English, Business Management – Dalat University (2020)