Experience

Rose Li & Associates, Inc.

• United States
• Strategic Management Services
• 1 - 100 Employee

• Financial Manager

  • Sep 2019 - Present



Potomac Speedskating Club

• Spectator Sports

• President (2008-2014); Board Member

  • Jun 2008 - Sep 2019



Andrew Morgen Pearls, Inc.

• Washington D.C. Metro Area

• President

  • Aug 2001 - Sep 2019

  Deliver exceptional quality & value, and maintain highest client satisfaction. Deliver exceptional quality & value, and maintain highest client satisfaction.



Amit Trading, Inc.

• Tokyo, Japan

• Sales & Marketing Director

  • Dec 1998 - Aug 2001



Ford Motor Company

• United States
• Motor Vehicle Manufacturing
• 700 & Above Employee

• • Sep 1997 - Nov 1998

  - Led budgeting, sales forecasting, variance analysis, and profit/loss reporting to U.S. headquarters- Prepared income statements, balance sheets and cash flow statements- Managed capital budget allocation- Performed special projects for senior Japanese management- Identified and eliminated inefficiencies in financial reporting processes

• • Oct 1994 - Sep 1997

  - Led Financial Analyst for the 1998 Explorer/Ranger platforms (UPN150/151)- Assisted in implementation of Vehicle Economic Profit System that tracked vehicle parts and cost changes- Managed cross-functional teams evaluating design and safety/emission requirement cost impacts- Negotiated with wiring supplier to provide improved materials at the same cost- Consolidated year-over-year cost changes, assisted management for future model year budget forecast- Identified cost reduction opportunities and presented to the Program Manager- Designed complex pricing model for truck fleet sales with recommendations to management Show less



AdminaStar Defense Services, Inc.

• Columbus, IN

• Contract Proposal Specialist

  • May 1993 - Sep 1994

  - Prepared complex cost analysis and contract proposals for defense medical claims - Reviewed government contract policy for compliance - Supervised claim processing clerks for claim reviews and approvals - Performed routine internal audits to ensure claims submitted were allowed for reimbursement - Organized monthly and quarterly reviews and presented summary to the senior management - Prepared complex cost analysis and contract proposals for defense medical claims - Reviewed government contract policy for compliance - Supervised claim processing clerks for claim reviews and approvals - Performed routine internal audits to ensure claims submitted were allowed for reimbursement - Organized monthly and quarterly reviews and presented summary to the senior management



Cummins Inc.

• United States
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Financial Analyst; Financial Control Supervisor

  • Oct 1988 - Aug 1991

  - Supervised financial control clerks for the Corporate Staff Group - Performed month end accounting reconciliations and prepared monthly and quarterly reports - Drove Annual Operating Plan development with Corporate Staff departments - Analyzed monthly, quarterly and annual variance reports, and identified cost reduction opportunities - Performed special financial projects for executives, and presented recommendations to Management - Supervised financial control clerks for the Corporate Staff Group - Performed month end accounting reconciliations and prepared monthly and quarterly reports - Drove Annual Operating Plan development with Corporate Staff departments - Analyzed monthly, quarterly and annual variance reports, and identified cost reduction opportunities - Performed special financial projects for executives, and presented recommendations to Management