Salesforce Consultant Specialist

Phat To

As a Salesforce Consultant Specialist, Phat To focuses on optimizing the Salesforce ecosystem, ensuring data integrity, and driving user adoption through tailored solutions and training.

Phat To also has over 2 years of experience in data-driven and finance consulting, specializing in data analysis, visualization, and executive reporting using tools such as Microsoft Power BI and REST APIs. He helps organizations improve data accuracy, streamline workflows, and reduce manual reporting.

Total years of experience

Certifications

Backed by Salesforce Certified Platform Administrator, Salesforce Certified Sales Cloud Consultant, and Microsoft Power BI Data Analyst Associate (PL-300), Phat To has a proven track record in Salesforce and data analytics.

Salesforce Certified Platform Administrator

Salesforce Certified Sales Cloud Consultant

Microsoft Power BI Data Analyst Associate (PL-300)

Portfolio

Phat To's 2+ year journey has been marked by growth and advancement, culminating in roles such as Salesforce Consultant Specialist, Finance & Data Specialist.

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Salesforce Consultant Specialist

Consulted clients on Salesforce features and benefits aligned with their business needs
Built demo orgs tailored to customers’ specific business challenges
Improved data integrity and data completeness across the company by implementing self-developed solutions on Salesforce Sales Cloud
Authored 5+ user guide articles for Salesforce products to support user adoption and training

Finance & Data Specialist

Created executive-level reports for C- and M-level stakeholders, reducing manual reporting time by 80%
Integrated multiple data sources into Power BI using REST APIs, including QuickBooks, Jira Cloud, HubSpot, and Google Ads,…
Developed various automation tools for the Accounting team, improving both operational efficiency and data accuracy

Expanded the company’s knowledge base with 10+ data-related articles, covering topics such as data model design, data warehousing, and documentation standards

Treasury Administrator

Developed automation tools to enhance task efficiency, focusing on email preparation for FX confirmations and reconciliation of FX deals
Created comprehensive Power BI reports that supported cash management operations across APAC region
Collaborated with global banks to manage and execute foreign exchange transactions, ensuring compliance and accuracy

Bachelor of Finance and Banking

Major: International Finance

Salesforce Consultant Specialist

Consulted clients on Salesforce features and benefits aligned with their business needs
Built demo orgs tailored to customers’ specific business challenges
Improved data integrity and data completeness across the company by implementing self-developed solutions on Salesforce Sales Cloud
Authored 5+ user guide articles for Salesforce products to support user adoption and training

Finance & Data Specialist

Created executive-level reports for C- and M-level stakeholders, reducing manual reporting time by 80%
Integrated multiple data sources into Power BI using REST APIs, including QuickBooks, Jira Cloud, HubSpot, and Google Ads,…
Developed various automation tools for the Accounting team, improving both operational efficiency and data accuracy

Expanded the company’s knowledge base with 10+ data-related articles, covering topics such as data model design, data warehousing, and documentation standards

Treasury Administrator

Developed automation tools to enhance task efficiency, focusing on email preparation for FX confirmations and reconciliation of FX deals
Created comprehensive Power BI reports that supported cash management operations across APAC region
Collaborated with global banks to manage and execute foreign exchange transactions, ensuring compliance and accuracy

Bachelor of Finance and Banking

Major: International Finance