Project Clients & Past Employers

• Citigroup Inc. ($86B publicly listed banking and financial services company)
• OptionCare, a Walgreen's company ($59B publicly listed medical services company)
• Cub Foods Corporation, corporate stores of SuperValue, Inc. ($34B publicly listed retail grocery company)
• United Airlines ($19B publicly listed airlines)
• Mercer HR Consulting ($10B publicly listed HR management services company) - Clients included: Lilly Endowment, Owen Corning, Peoples Energy, Nortel, China Mobile, InforUSA, University of Chicago Hospital, Children's Mercy Hospital and Snap-on Tools
• Stanley Works ($4B publicly listed tools and security systems company)
• Northern Trust Corporation ($3B publicly listed banking and financial services company)
• China Translation and Publishing Corporation, Beijing, China (government owned translation and publishing)
• Hewitt Associates, Lincolnshire, IL ($3B publicly listed HR management services company) - Clients included: Marriott Hotels and Wachovia Corporation

Functional Finance & Accounting Experience

Financial Planning & Analysis
• Hands-on experience evaluating multi-million dollar corporate capital investment projects using NPV, IRR cash flow and linear regression analysis; hands-on and headquarter worldwide coordinating experience preparing annual operating plans, budgets and forecasts for multiple companies, utilizing top-down, bottom-up, zero-based and incremental budgeting methods.
• Evaluated 70+ multi-million dollar corporate capital investment projects, including pension systems, airport facilities, maintenance of aircraft engines, purchase of crew hotels, and building new grocery stores by using NPV, IRR and Cash Flow models; presented projections and recommendations for future economic development, revenue, profit margin and foreign exchange to senior management.
• Developed revenue plan ($12B) for North America Sales of a major airline, coordinating regional and international revenue targets based on the market seat capacity allocation and profit margins; coordinated with the European alliance partner on joint sales plan.
• Developed and managed division expense budget ($280M); tasks included comparison of actuals to plan, alignment of division/department budget goals with corporate in the areas of actual expenses, market seat capacity and sales programs, and consolidation of division budget plan in the budgeting system.
• Prepared corporate client credit analysis for major bank including cash flow analysis, credit history, long term and short term debt evaluation, buyer and supplier survey, and analysis in revenue source, market share and financial ratios.

Financial Reporting & General Accounting
• Hands-on and supervisory experience for various large and small companies in areas of converting operating lease to sales lease accounting, financial reporting and G/L account variance analysis.
• Generated and monitored monthly performance reporting on contracted travel agencies and corporations for a major airline company.
• Designed financial reports and compiled functional requirements for a Cognos implementation.
• Designed and built an Excel/Access database for monthly revenue recognition (sales lease) and financial reporting for the US and the French divisions of a $3B company.
• Prepared pro forma financial statements and cash flow analysis package for parent company's approval of investments ($13M per store) for a major retailer.
• Performed quarterly and yearly post audits, prepared quarterly revenue forecasts, variance analysis and executive narratives based on monthly P&L for a major grocery store chain.

Financial Modeling
• Built, improved and refined budget and forecast models for a variety of companies.
• Constructed fixed assets investment evaluation models incorporating depreciation schedules, tax shield benefits, revenue and expense projections, and cash flow, NPV and IRR analysis.
• Established global ticket discount model for airline international sales contracts incorporating point of origin discount/exchange rates and local market price/discount variations.
• Designed and developed profitability maximization model for airline's cargo division; performed market share and pricing analysis for cargo contracts.
• Built new product profitability models for a travel agency division, including client revenue projection, market seat capacity, revenue cannibalization, competitive matching and maximum out of pocket cost.
• Created a financial model for conversion of operating lease accounting to sales lease accounting, and built a tool in Access to process the multi-thousand rows of monthly adjustment book entries generated by the model. The financial model combined with the Access database is used to substitute the features that are lacked in the ERP system.

Financial System Transformation & Project Management
• Led the development of user requirements and reporting optimization definition processes, including formal business requirements documentation and technical specs for a variety of reports.
• Functioned as liaison with business sponsors, functional teams and report writers regarding report standards, business requirements and financial calculations.
• Designed the financial reports and validated supporting database.
• Developed report testing scripts for QA and UAT, conducted QA and UAT testing, and coordinated and performed data validation for the reports and cubes.
• Developed project plans in Microsoft Project including resource planning for both IT and Reporting teams.
• Drove project plans and coordinated among project teams and the client.
• Conducted weekly nationwide project update conference calls to update the plans to identify issues and to coordinate solutions.
• Ensured accountability for project budgets.

Human Capital, Compensation, & Benefits
• Led HR managers in 28 countries and international locations in developing annual salary and benefit programs based on the competitive program information, staff turnover rate, performance rating and local government and union regulations.
• Using industry benchmarks, compiled compensation committee's board meeting packages for the committees' compensation and benefit review of their top executives and Board of Directors. Used regression analysis for asset based pay evaluation; processed advanced charting and tabulations with Excel and presented in PowerPoint.
• Developed an administrative system for the international Employee Stock Ownership Program (ESOP) in coordination with internal legal department, external law firms, and domestic and international banks.

Systems Expertise: Selected Detail

Microsoft Excel
• Certified Microsoft Excel Expert
• Advanced Level Excel User including pivot tables, macro creation, advanced reporting, charting, graphing presentations (charts, trend lines, axis scales), formula building (ISERROR, IF, AND/OR, INDEX, VLOOKUP, ARRAY, SUMPRODUCT), financial functions (PMT, FV, PV, NPV, RATE, and IRR), usage of analytical tools (Goal Seeker and Solver), and statistical functions (MIN, MAX, MEDIAN, STDEV).

Microsoft Access
• Certified Microsoft Access Advanced User
• Advanced Level Access User including database design, creating tables, forms, customized reports (calculations and summaries), queries (select, crosstab, append, delete, update, update and make table) and macros.

Microsoft Project
• Proficient Level Microsoft Project User
• Proficient Level User including setting up calendars, tasks and Gantt chart, allocating resources.

Cognos
• Advanced Level Cognos User
• Cognos Planning/Cognos Planning Manager 8.3: Designed the budget model; created D-cubes using D-Lists; loaded data from ASCII or ODBC sources, defined import data using a file map, created D-Links and A-Tables to transfer data; used Built-In Functions and conditional formulas; automated the process by using import links, update lists and macros; enhanced functionality by using the Excel Add-In; exported data for reporting and SAP upload; Illustrated the model using Cognos Planning - Manger by creating a flowchart and linking the flowchart to objects in Analyst.
• Cognos 8 Business Intelligence - Report Writer and Report Net: conducted client requirement sessions; compiled Business Requirement Document, which includes detailed report designs (data source, formulas, dimensions, securities, formatting), based on the client specifications. Worked with the IT team in building and testing the final products.
• Cognos 8 Business Intelligence - Scorecarding: conducted client requirement sessions; compiled Business Requirement Document, which includes detailed scorecard designs (data source, Scorecard structure, formulas, securities, formatting), based on the client specifications. Worked with the IT team in building the scorecards.
• Basic working knowledge of writing reports with Cognos 8 BI Report Writer; proficient with conducting analysis using Analysis Studio, Query Studio, and PowerPlay.

SAP
• Proficient Level SAP User
• Experienced with SAP financial reporting and detailed account analysis.

Prism Airline Pricing & Market Share System
• Built contract legal terms, product template terms, and tested the financial models built in the system to make sure the Prism system correctly analyze, process and measure airline Corporate Volume Agreements and their performance. This is an airline real pricing analysis system and handles sales contracts of $100K - $100+ million.

Education & Credentials

• The University of Chicago, Graduate School of Business , MBA, Finance
• Beijing University of International Business and Economics, Beijing, China, BS, Economics

Continuing Professional Education

• Completed 30 hours of Cognos training.
• Completed 8 hours of SAP training.

Languages

• Read and write Chinese, fluent in Mandarin