Project Clients & Past Employers

• Criterion Catalysts and Technology (catalyst manufacturing subsidiary of Shell, a $368 billion global group of energy and petrochemical companies)
• Wells Fargo Bank ($85 billion publicly traded financial services company)
• Rhône-Poulenc Company (was the largest French chemical and pharmaceutical company, now Rhodia, an $8 billion leader in specialty chemicals, and Sanofi, a $43 billion pharmaceutical company)
• Sony Computer Entertainment America ($4 billion subsidiary of Sony Corporation, responsible for PlayStation entertainment products in the US, Canada, and Latin America)
• Barclays Global Investors (now a $3 billion division of BlackRock, a $9 billion provider of investment management solutions and the largest money manager in the world)
• Oxford Instruments (a $400 million UK publicly traded provider of high technology tools and systems for research and industry)
• PriceWaterhouseCoopers - Major clients included: Shell Oil Company (including Equilon and Motiva), Office Supplier, Mattress Firm
• AlixPartners (a boutique management consulting and financial advisory firm)

Functional Finance & Accounting Experience

Financial Planning & Analysis
• Extensive experience in multinational companies at the corporate and divisional levels in all areas of financial planning and analysis including preparation of annual operating budgets, forecasts, and mid to long range strategic plans. Collaborated with cross functional teams and supplied integral financial analyses for executive decision-making.
• Championed all aspects of the divisional consolidated budget process including local interviews, analytical reviews and top-level commentary for the largest division of a UK publically traded high technology company with eight legal entities in Europe, US and China.
• Directed the creation of budgets and forecasts for one of the largest money managers in the world, in collaboration with the CFO, Controller, Business Finance Officers and business analysts.
• Created monthly forecasts and 5-year strategic plans by partnering with heads of business units and performing in-depth analyses of key metrics and value drivers.
• Performed Activity-Based Costing analysis to identify cost savings opportunities, which led to a restructuring of product offerings and improved awareness among managers of non-value added activities.
• Optimized the efficiency of distribution channels by closely assessing sales and costs in different territories and partnering with Global Sales Director to map out distribution channels and properly monitor and allocate resources.
• Evaluated and analyzed financial results, reviewed contracts, and provided financial justifications for deals and contracts for a major electronics company, by collaborating with sales, marketing, 3rd party, and business development teams.
• Created business cases and financial forecasts for firm wide technology integration projects at a major financial services company, and managed project spending within a 5% variance.
• Collaborated with sales, marketing, 3rd party and business development teams to evaluate and analyze contracts and provided financial justifications for deals and contracts

Financial Modeling
• Extensive experience building, improving and refining various business analysis models for various type of businesses.
• Familiar with various financial models and analytical tools including BAV Model, DCG, Economic profit, CAPM, NPV, IRR, EVA, growth model, trend analysis, ratio analysis, regression analysis, statistical analysis, sensitivity analysis and scenarios modeling.
• Improved a financial model that consolidated P&L, Balance Sheet and Cash Flow Statement of eight legal entities. The model included trend analysis, KPIs including key financial ratios, and inventory analysis.
• Responsible for the development and maintenance of multiple financial budgets, forecast and five year strategic planning models, including a complex sales forecast for a high tech tool manufacturer.
• Optimized the efficiency of distribution channels by designing and implementing a distribution cost analysis model. Produced more than $1.5 million in savings by reallocating global sales resources. Model included a sensitivity table that allowed for scenario analysis.
• Created an ABC (activity-based costing) analysis model for a high tech tool manufacturer with facilities in Europe, US and Asia to identify the most profitable products; efforts yielded net savings of ~$600,000 from the discontinuation of a product line, with other lines placed on a watch list.
• Developed a corporate profitability model that manipulated data from an Oracle database. The model provided top executives of a major asset management firm with a matrix view of profitability given channel and products
• Developed and maintained a worldwide consolidation model consolidating over 130 legal entities for the largest asset management firm in the world. Significantly improved the efficiency and flexibility of the model by applying more suitable formulas and time saving modeling techniques, ultimately cutting management reporting time from 10+ work days to 7 days or less.
• Developed a forecast and budgeting model that included forecasted balance sheet items with roll forward schedules, indirect cash flow statement, and data imported from a production system and forecasted P&L.

Financial Reporting & General Accounting
• Extensive experience with IFRS reporting gained from consolidating statutory and management accounts for multinational companies. Hands on and supervisory experience for a multinational company, including statutory reporting, cost accounting, management reporting, and profitability reporting.
• Managed monthly consolidation of eight legal entities in Europe, the U.S. and Asia for the largest division of an UK publicly traded high technology company. Improved consolidation processes for statutory and management accounts, reducing monthly closing schedule from 15 days to 5 days.
• Directed monthly consolidated management reporting, high-level commentary, and monthly progress reports for inclusion in parent company reporting for a major asset management firm.
• Designed and prepared internal monthly financial review packages including executive summaries and variance analysis for multiple companies.
• Orchestrated the implementation of financial operations for a new joint venture, including initial internal audit, financial reporting system, accounting and reporting procedures, and development of an accounting team, for a major chemical and pharmaceutical company's joint venture in China.
• Substantially improved productivity by reorganizing a finance team, hiring a new manager, aligning compensation with performance, and focusing on team synergy and cooperation for a high technology manufacturer's facility in China.
• Drove management reporting process and timely delivery of management reports and analyses to executive team and parent company for consolidation. Redefined and documented key financial reporting procedures, and ensured reporting met GAAP and SOX requirements.
• Developed a regional P&L report for the executive team of a major company in the game industry to clearly present P&L by regions. The report served as an important performance measurement for executive compensation package.
• Maximized the reporting capabilities of Oracle and Hyperion by automating statutory and management reports. Ensured all reports were prepared accurately and reconciled to general ledger.
• Reviewed accounts of subsidiaries and provided technical guidance and training on general accounting and reporting issues such as sales recognition, inventory valuation and transfer pricing.
• Directed and participated in month-end closing processes for a subsidiary of a major energy company, assuring the timeliness and accuracy of data including accruals, reconciling accounts and journal entries. provided insights into causes of manufacturing variances at a subsidiary of a major energy company, and helped cost center managers address manufacturing issues.
• Rebuilt local finance team in China for a UK high technology company, reporting directly to CFO. Managed and trained five member finance team in IFRS accounting, implemented new accounting and internal control procedures, and resolved issues with inventory, transfer pricing, supply sourcing, taxes, budgets and expense allocation.
• Substantially improved productivity of finance team by reorganizing team and hiring a new manager, aligning compensation with performance, and focusing on team synergy and cooperation.
• Prepared monthly management reports and profitability reports for the Executive Committee of one of the largest money managers in the world.
• Spearheaded the establishment of a corporate profitability reporting system to provide Executive Committee with actionable data around any given combination of product and channel for one of the largest money managers in the world.
• Directed monthly consolidated management reporting, high-level commentary, monthly progress reports, budgets and forecasts for inclusion in reporting to parent company.
• Directed financial reporting processes for seven joint ventures in China with an average investment of $30 million, for a major French chemical and pharmaceutical company.

M&A Analysis & Post Acquisition/Joint Venture Finance/Accounting Integration
• Responsible for the review of M&A activity, including comprehensive business analysis, due diligence procedures and results, preparation of purchase agreement and corresponding schedules, and initial post acquisition financial models (P&L, balance sheet and high-level cash flow) from the buy-side for multinational companies investing in Europe and China.
• Designed a valuation model that included a fully integrated financial statements, forecasting, DCF analysis.
• Played key role in the integration of acquisitions by a high technology company, as the primary contact charged with ensuring compliance with consolidation, budget and forecasting frameworks, as well as accounting policies and procedures.
• Developed post acquisition financial structure and operations, including the creation of new chart of accounts, mapping of statutory accounts to management accounts, standardization of accounting policies and procedures, merger of financial accounting systems and development of monthly forecasting and closing procedures.
• Integral negotiator and participant in pre-acquisition asset evaluation of a joint venture; played key role in negotiations to become a majority shareholder in a joint venture for a major chemical and pharmaceutical company.
• Orchestrated the implementation of financial operations for a new joint venture, including initial internal audit, financial reporting system, accounting and reporting procedures, and development of an accounting team.
• Played key role in negotiations to acquire majority stake in a joint venture. Participated in pre-acquisition asset evaluation of a joint venture.
• Participated in the post merger accounting integration of several company acquisitions including working with newly acquired company's accounting/finance personnel to ensure smooth transition to company's internal financial reporting requirements. Provided open balance sheet and input to properly value assets and goodwill.

Financial Audit, Internal Audit & Forensic Accounting
• External and internal audit background in manufacturing, and consumer products.
• Supported auditing managers in audit planning, procedures and documentation at a major public accounting firm. Interviewed clients, planned audit programs and formulated management recommendations.
• Accurately evaluated internal controls of clients to identify weaknesses, and composed recommendation letters to client management.
• Entrusted as auditor in charge for various projects including inventory audits, defined contribution plan and defined benefit plan audits.
• Conducted operational audits for an UK based high tech tool manufacturer. Reviewed the accounting procedures of physical inventory on two accounting books, local statutory reporting and group financial reporting; efforts resulted in authorization of a $300,000 inventory write-off.
• Reviewed accounts of subsidiaries of a major high tech tool manufacturer. Provided technical guidance and training in general accounting and reporting issues such as sales recognition, inventory valuation and transfer pricing. Performed internal audits to monitor compliance to parent company policy and procedures.
• Designed internal audit plans, schedules and documentation templates for a high tech tool manufacturing company. Coordinated external and internal audits for joint ventures and subsidiaries. Performed internal audits periodically in accordance with company policy and procedures to monitor compliance.
• Engaged in forensic investigation of a Fortune 500 company with subsidiaries in China. Assessed internal controls, analyzed financial records, and made recommendations on issues pertaining to the Foreign Corrupt Practice Act.

Systems Expertise: Selected Detail

Microsoft Excel
• Advanced Level Excel User including, pivot tables, macro creation, graphing presentations (charts, trend lines, axis scales, multiple charts), formula building (IF, And/Or, V-Lookup, H-Lookup, Arrays, etc.), shared data (linking and embedding) and customization of toolbars.

Oracle & Oracle Financial Analyzer
• Developed a corporate profitability reporting system in OFA (Oracle Financial Analyzer) in collaboration with an Oracle technical expert; completed project ahead of schedule to earn a special bonus.
• Promoted best practices in data analysis and report generation by effectively training 20 analysts and accountants to decrease the incidence of errors, enhance system understanding and reduce support needs.

Hyperion & Essbase
• Advanced user of Hyperion and Essbase for actual, forecast and budget. Maximized reporting capabilities of Oracle and Hyperion by automating statutory and management reports.

SAP
• Proficient user of the SAP R/3 GL module.
• Participated in a SAP implementation for one of largest money managers in the world. Served as management reporting expert on the team. Mapped statutory companies and statutory accounts to management accounts.

Enterprise One & Cognos
• Served as project manager to implement E1 implementation in a major technology company with manufacturing facilities in China. Identified issues with existing E1 system implementation, led planning and preparation, and coordinated resources for a successful transition.
• Participated in designing a group consolidation model that consolidated seven major divisions and multiple legal entities globally for an UK public traded company. Served as division head for the project.

Other
• Proficient user of Microsoft Access, Word and PowerPoint.

Education & Credentials

• University of Notre Dame - Mendoza College of Business, MBA
• Syracuse University, MS, Accounting
• CPA, Texas

Continuing Professional Education

• "Training the Street" financial modeling course provided at the University of Chicago.

Languages

• Read and write Chinese, fluent in Mandarin.