SEC Reporting Manager @ (June 2022 - October 2025)
VP- SEC Reporting Manager @ (October 2015 - November 2021)
Financial Reporting Manager @ (October 2014 - October 2015)
Fund Accountant @ (October 2011 - September 2014)
Investment Professional @ (December 2006 - October 2011)
Calvin Phan Education
UMN Carlson School of Management
Bachelor of Science - BS (Accounting and Finance)
2002-2006
Calvin Phan Skills
10K
10Q
Accounting
Accounting Standards
Analytical Skills
Auditing
Banking
Collaborative Problem Solving
Communication
Creative Problem Solving
Cross-functional Team Leadership
Customer Relationship Management (CRM)
DRM
Data Collection
Essbase
Finance
Financial Accounting
Financial Reporting
Fund Accounting
Hedge Accounting
Hyperion Financial Management (HFM)
Investments
Management Accounting
Microsoft Excel
Microsoft Office
Mutual Funds
Oracle Database
Organization Skills
PeopleSoft
Personal Development
Problem Solving
Process Improvement
Project Management
Project Planning
SAP BusinessObjects
SEC Financial Reporting
Smartview
Team Motivation
Teamwork
Time Management
Training
Treasury
U.S. Generally Accepted Accounting Principles (GAAP)
U.S. SEC Filings
Workiva
wdesk
Calvin Phan Summary
Calvin Phan, based in California, United States, is currently a Infrastructure Accounting Manager at Meta. Calvin Phan brings experience from previous roles at Meta, MUFG, Bank of the West and Columbia Capital Management, LLC. Calvin Phan holds a 2002 - 2006 Bachelor of Science - BS in Accounting and Finance @ UMN Carlson School of Management. With a robust skill set that includes 10K, 10Q, Accounting, Accounting Standards, Analytical Skills and more. Calvin Phan has 3 emails and 1 mobile phone numbers on RocketReach.
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