Experience

To The Top Education Group

• United States
• Education Administration Programs
• 1 - 100 Employee

• Chief Academic Officer

  • Jan 2014 - Present

  Specialize in helping students from China to study at American high schools or colleges. Specialize in helping students from China to study at American high schools or colleges.



Étoile Academy Charter School

• United States
• Education Administration Programs
• 1 - 100 Employee

• Member of the Board

  • May 2018 - May 2021

  As a member of the board of directors, I chair the board's finance committee to develop, review and approve the school budget. I also participate in other board governing functions to help open and run the school. As a member of the board of directors, I chair the board's finance committee to develop, review and approve the school budget. I also participate in other board governing functions to help open and run the school.



Concerto Networks of Cy-Fair Houston, Inc.

• Director of Business Development

  • Oct 2013 - Oct 2015

  Concerto Networks is an IT service provider based in Houston, TX. We've been in business since 2005. We support businesses with their computer and network systems. We also specialize in virtualization, data backup and storage, security, VoIP and email systems. Our key differentiator is that we go the extra mile to take care of our customers. We do whatever it takes! You can contact me at michelle@concerto-houston.com Concerto Networks is an IT service provider based in Houston, TX. We've been in business since 2005. We support businesses with their computer and network systems. We also specialize in virtualization, data backup and storage, security, VoIP and email systems. Our key differentiator is that we go the extra mile to take care of our customers. We do whatever it takes! You can contact me at michelle@concerto-houston.com



AXION SERVICES, LLC

• United States
• Medical Practices
• 1 - 100 Employee

• Manager of Financial Planning and Analysis

  • Feb 2013 - Oct 2013

  • Directed and maintained overall financial plan, including company-wide annual budgets, divisional and capital budgets, and revenue & expense forecasting • Reviewed and analyzed the consolidated and subsidiary financial statements and operating results • Provided financial reports, monthly/quarterly updates, commentary on consolidated results and key business metrics to CFO, executive management, and the Board of Directors • Participated in the Strategic Planning related to Corporate long-term goals and short-term objectives (including mergers and acquisitions) • Managed treasury and corporate governance activities, including debt modeling, bank relationships and cash flow forecast • Implemented the cloud based planning and reporting tool to provide one stop shop for financial data • Created and maintained analytical decision making models. Provided management with information vital to the decision-making process Show less



HP

• Azerbaijan
• Online Media

• Sr. Financial Analyst, Financial Planning and Analysis (FP&A)

  • Feb 2003 - Feb 2013

  Enterprise Group (EG)• Worked with the Enterprise Group’s Americas Region to provide work day estimates to corporate during month end close• Led the Cost of Workforce planning for the 3,500 Americas sales force• Led the annual budget planning, including quota setting for the $11B business• Managed the monthly short term forecast process at the country level for Contra Revenue, Cost of Sales, Backlog, Bookings and submitted to corporate for senior management review • Worked with the Internal Audit and Enterprise Compliance Group to complete the annual Sarbanes Oxley review with a passing score• Created sharepoint to streamline financial data collection and consolidation resulting in 90% process time savings and 100% data accuracy during critical monthly close and forecast cycle• As the master data approver, ensured master data integrity in SAP system• Participated in user acceptance testing for SAP implementation Personal Systems Group (PSG)• Led the planning process for the $40B PC business, including bi-monthly short term forecast; quarterly three year plan; and annual budget process Implemented process metrics which resulted in timely submission of accurate plans Partnered with other functions & segments to re-engineer the planning process Provided Hyperion Financial Management tool training and support for 100+ users Communicated Corporate and PSG finance deliverables to the regions and business units Automated the monthly split and archiving process Integrated planning calendars which kept the planning process on track• Helped grow PSG business from $29B annual Revenue to $42B; Operating Profit from 3.9% to 6%• Led PSG Finance’s Hackett benchmarking study, resulting in higher efficiency and effectiveness Show less

• Sr. Financial Analyst, R&D Business Support

  • Jan 1998 - Feb 2003

  Business Critical Systems Group (BCS)• Provided financial support to the hardware and software R&D labs, including program costing, budgeting, reporting and overall business analysis• Analyzed and reviewed actual vs. forecast variance for R&D expenses and headcount • Provided financial input to chipset, Linux, Java/compiler strategy, including cost/benefit analysis, Make v. buy analysis, ROI, IRR, NPV and investment leverage analyses• Identified and analyzed investments trade-offs to highlight maximum value/minimum cost alternatives• Significantly enhanced R&D budgeting tools and processes Show less



Franklin Templeton

• United States
• Financial Services
• 700 & Above Employee

• Financial Reporting Analyst

  • May 1996 - Dec 1997

  • Maintained accounting records for three multi - million dollar mutual funds, including preparing journal entries and supporting schedules, financial statements, regulatory reports, and variance analysis • Analyzed daily net asset values for NASDAQ and media publishing • Updated general ledger system using the company Cport software • Prepared month end closing, semi-annual and fiscal year end reporting to shareholders • Performed quarterly budgeting, monthly SEC yield analysis and income projection and annual excise tax • Reviewed daily reporting and reconciliation to help portfolio managers in investment decision making • Participated in several system conversions and upgrade projects including new system testing before going live • Resolved SEC regulatory compliance and NAV pricing issues to satisfaction Show less