1|Page
Poppy Nguyen
Name: Poppy (Phuong Thi Hoai) Nguyen
Mobile:-
Address: Willetton, WA6155
Email:-
Professional Overview & Key Achievements
A thoroughly educated financial expert with outstanding academic achievements and top qualifications: CFA,
CPA Australia, MBA, top graduating student of Monash University, FRM part I.
Extensive experience (17+ years) of coaching and consulting top financial experts and company managers in
Vietnam on corporate finance, investment valuation modelling (including M&A, projects’ NPV and IRR), financial
reporting analysis, advanced financial instruments, portfolio, asset liability management, market risk.
A business person with strong customer service mindset and entrepreneurial spirit of leading innovations and
turning ideas to actions.
Exceptionally strong numerical skills and financial modeling skills with Excel, with good understanding and use of
VBA coding. Excellent with using and designing quatitative risk models (VaR).
Qualifications & Certifications
Please click https://www.dropbox.com/sh/2q6odct3mmouh9v/AABJ3hQqbaeGBktrTH-XkCN2a?dl=0 for the scanned
certifications
Bachelor of Business (Banking and Finance)- Monash University- Graduated in 2003:
o Under AusAID scholarship (full tuition and living fees).
o Achievement: Top graduating banking and finance student and many other awards.
Master of Business Administration- La Trobe University- Graduated in 2008 with Dean’s commendation.
CFA charter holder (Chartered Financial Analyst)- CFA Institute® (cfainstitute.org): since 2012.
CPA Australia (cpaaustralia.com.au): since 2021.
FRM (Financial Risk Manager)- Global Association of Risk Professionals (garp.org): passed part I out of two parts.
Employment History
Aug 2023- Dec 2024
-
Senior Risk Analyst- Market Risk
CBH group
Company Overview
CBH Group is the biggest grain supply chain in Western Australia and Australia’s largest grain exporter.
My job involves reporting on market risks (commodity/grains, FX and derivatives) using a variety of risk models and
tools, inclduing Palisade’s @Risk software.
Achievements:
Redefining risk exposures and how to calculate positions more precisely.
Performing overhaul of the daily procedure that is around Excel models.
2|Page
Producing reports and designing reports as I am an excellent user of Excel Pivot table and I understand the data
thoroughly.
Helping the team understand the most complex models, especially VaR models. VaR models were built by external
consultants, with little documentation, and are now outdated in many parts. I corrected misunderstandings, fixed
errors, improved functionality of VaR model and other models.
Nov 2021- Jul 2023
-
Treasury Consultant
CCK financial solutions
Company Overview
CCK has over 40 years of specialization in treasury, risk and capital markets, with extensive expertise in treasury
system design, development, implementation, consultancy and support services. Established in 1981, in Perth
Western Australia, CCK now has offices in Sydney, Kuala Lumpur, Manila, Jakarta and Shanghai. CCK’s product
"Guava" is a fully integrated treasury system covering all aspects of treasury from front office dealing, middle
office risk management, back office operations, settlements and accounting.
(https://www.guavatreasury.com/).
Customers: banks and Central Bank in Asia
Key responsibilities
Financial modelling: validating/replicating various calculations of banking treasury system including profit/loss,
marked to market, value at risk (delta-gamma, historical, Monte Carlo methods, backtesting), interest rate
interpolation, bond pricing and accounting, loan schedule, FX forward rates and forward points, building the
yield curve, repos.
Training to customers about financial and banking products, valuation methods, how to calculate profit/loss, risk
management, how to use the software.
Testing scenarios in implementation projects, solving helpdesk issues, preparing proposals to improve
functionalities of the software.
***********************************************************************************************
March 2007- Current
-
Founder, Consultant and coach- Corporate finance and investment
amiCoach academy, previously known as AFTC
Company Overview
Services: financial training and consultancy and tax accounting outsourcing services.
Size: 15 full time staff and 20 part-time tutors/consultants (before downsizing to go online in 2019).
Recognition: One of the most prestigious companies in Vietnam in the field. The only prep course provider in
Vietnam to be approved by both CFA Institute and GARP (Global Association of Risk Professionals).
Individual customers enrolled in CFA and FRM courses and Financial modelling coaching programs: (at least
5,000 so far) investment bankers, securities analysts, equity and bond valuators, financial advisers, risk managers
working for financial authorities (stock exchanges, State securities commission, State Bank of Vietnam),
commercial banks, securities firms, investment funds, auditing firms and large corporations.
Institutional customers and types of contracts:
o Vietnam Social Security Fund (the largest bond fund in Vietnam): 2-year training and consulting on Bond
analysis and trading, Asset Liability Management, Excel modelling. The project was sponsored by World Bank.
o SCIC- State Capital Investment Corporation (the investment arm of the Government): training and consulting
on equity and project analysis and investment, Valuation Financial Modelling, CFA, risk management.
3|Page
o
o
o
o
o
State Securities Commission: coaching on Valuation Financial Modelling, Corporate Finance, Financial
Reporting Analysis.
Various commercial banks (BIDV, VP Bank, TP Bank, Vietin Bank…) and their subsidiary securities firms and
finance companies such as PVFC: training and consulting on Valuation Financial Modelling, Risks, Corporate
Finance, Financial Reporting Analysis for equity investment.
Ton Duc Thang University: joint program to teach the CFA curriculum to university students.
Manufacturing and trading companies such as TBS group (Thai Binh shoes) and Delys Trading, Development
and Investment Company: training and consulting on data aggregation from various Excel models to align the
business processes to prepare towards ERP implementation, providing trained staff and setting up procedure
for data entry.
A number of small and medium companies in the tourism industry, medical equipment companies, air ticket
dealers, family owned manufacturers: tax accounting outsourcing and advisory contracts.
Key responsibilities
Four areas of tasks with proportions of time and effort spent:
10%: Business operation: setting business strategies, dealing with key partners, designing workflow using google
spreadsheets for continuous collaboration, leading innovations including the digitalisation of training courses.
10%: Advising tax accounting customers: giving advice on tax accounting statements, setting up Excel models for
cash flow reporting, for compiling large transaction data, for classifying large number of expenses to match
revenues for detailed tax reports, training staff to use the Excel templates to perform the required tasks.
30%: Training in the CFA program (responsible for 14 out of 33 subjects of all 3 levels) and FRM program
(responsible for 3 out of 9 subjects of 2 levels) and for Valuation Financial Modelling hands-on program.
o
o
o
The CFA Candidate Body of Knowledge: https://www.cfainstitute.org/programs/cfa/curriculum/cbok
The FRM Learning Objectives: https://www.dropbox.com/s/45bjdkxopmm65ma/FRM%202021%20_LOBs_111320-Final.pdf?dl=0
Examples of working models in Financial Modelling coaching program (including projection of financial statements
for cash flow discounting, calculation of NPV, IRR, market comparable valuation, considerations for M&A, scenario
analysis, using Macro VBA, simulation): https://www.dropbox.com/sh/yd5wbnft779gjc0/AAAIL4q1jXMMI4wOhUGHGw4_a?dl=0
50%: Coaching and consulting:
o Individual coaching in the above mentioned Financial Modelling program: working on trainees’ work files,
with specific considerations, customised additions, error finding, bug fixing.
o Individual coaching on applying the CFA and FRM bodies of knowledge to trainees’ work and models.
o Individual coaching on corporate finance for top company directors such as CEO of the listed Vocarimex
cooking oil corporation.
o Being lead trainer and consultant in all of the training and consulting contracts with institutional
customers mentioned in the company overview section above, performing 50% to 80% of the contract
requirements and establishing 70-90% of the customised spreadsheet models provided to customers.
***********************************************************************************************
Jan 2005 – Jun 2009
-
Finance Lecturer and Consultant (also Vice dean) - at Hanoi University
Organisation Overview
Hanoi University was the first public university in Vietnam to offer bachelor degrees taught in English. The majors
included Accounting, Finance and Banking, Business management and Tourism Management. It also liaised with
the industry to provide training and coaching to companies.
Key Responsibilities
Lecturing various subjects: Financial modelling, Financial risk management, Corporate finance, Financial
Instruments, Probability and Statistics, Investment to undergraduate and MBA students.
Executive coaching: for the “One hundred company directors” program and various executive programs on
corporate finance, especially how to assess investment projects using NPV and IRR methods. Setting up Excel
4|Page
model templates and coaching individuals on customising the templates to suit their own companies’ situations,
answering their specific practical questions.
***********************************************************************************************
Nov 2003 – Nov 2004
-
Treasury dealer at Mizuho Bank (Hanoi branch)
Company Overview
Japanese Mizuho bank is one of the world’s largest financial institutions. Treasury department is the profit centre
of the bank.
Key Responsibilities
Trading FX and money market in the interbank market (domestic and overseas), managing liquidity risks, advising
and dealing with priority corporate customers about their credit and FX needs.
Achievements: 2004 Performance Prize.
Personal Attributes
I am an honest, reliable and highly accountable person. I am technically and technologically competent with great
attention to details. I also possess strong customer service skills.
I am creative and a problem solver who likes thinking and who can handle pressure.
I am always willing to learn and I have an absolute enthusiasm and personal drive in every work I do.
I am open-minded, highly adaptive and work well in team, love to recognise team mates.
Interests
I like jogging in the early mornings as it stimulates my creativity.
Cooking and exploring new recipes, new types of food from various cultures.
Camping.
Referees
Ms. Quynh Mac, Managing Director, amiCoach academy and AFTC Ltd.
Email:-,- Cell: -
Mr. Loc Truong, CFA, Managing Director- South Region, amiCoach academy.
Email:- Cell: -
