Financial Professional at New York Life Insurance Company (2026-05 – 2026-07)
- Prospected and developed a client pipeline through needs-based financial assessments, identifying life insurance and financial protection solutions aligned with each client's long-term goals.
- Applied risk evaluation and financial planning frameworks to translate complex financial concepts into clear client-facing recommendations, developing foundational skills in financial modeling and forecasting.
Payroll & Compliance Manager at Pacifica Group (2024-01 – 2026-05)
- Managed financial reporting and payroll operations across 3 business entities covering approximately 80 employees, ensuring data accuracy and integrity across all reporting cycles.
- Analyzed and reconciled multi-entity payroll data, identifying discrepancies and implementing process improvements to maintain financial accuracy and strengthen internal controls.
- Led annual Workers' Compensation audits end-to-end — coordinating with external auditors, validating employee classifications, and confirming premium calculations — achieving zero audit findings.
- Produced ad hoc financial reports and compliance documentation used for cross-departmental reporting, legal review, and executive decision-making.
Payroll Specialist at SAM Management (formerly SCM Management) (2017-01 – 2024-05)
- Administered full-cycle payroll processing totaling $250,000+ monthly for nearly 100 employees, demonstrating sustained proficiency in high-volume financial operations over 7 years.
- Maintained a 99%+ accuracy rate across payroll calculations, tax filings, and general ledger reconciliations — a standard consistent with financial analyst-level data precision requirements.
- Supported accounts payable and accounts receivable functions, assisting with vendor invoice processing, payment reconciliation, and tracking outstanding balances to maintain accurate financial records.
- Conducted ongoing variance analysis of payroll accounts and benefits costs, and ensured continuous compliance with federal and state financial reporting requirements including quarterly and annual tax filings.
Youth Leader & Treasurer at Rang Dong — Vietnamese Eucharistic Youth Movement (2018-01 – Present)
- Serve as Treasurer for the chapter, managing dues collection, budgeting, and financial recordkeeping for a youth organization of 50+ members.
- Lead and mentor youth ages 6–12 through structured programs, applying conflict resolution and safety standards in a formal registered leadership capacity.
Active Member — National Collegiate Risk Management & Insurance Fraternity at Gamma Iota Sigma
- Attended professional networking events and industry seminars, building connections with practitioners in risk management, insurance, and financial services.
