Jadey Liu
Solution Manager - Technology Enablement at Riveron- Claim this Profile
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Bio
Experience
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Riveron
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United States
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Business Consulting and Services
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500 - 600 Employee
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Solution Manager - Technology Enablement
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Jan 2021 - Present
Riveron is a national business advisory firm specializing in accounting, finance, technology, and operations. With a broad range of functional and industry expertise, we partner with our clients to implement solutions across the transaction and business lifecycle. Riveron is a national business advisory firm specializing in accounting, finance, technology, and operations. With a broad range of functional and industry expertise, we partner with our clients to implement solutions across the transaction and business lifecycle.
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GE
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United States
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Industrial Machinery Manufacturing
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700 & Above Employee
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Senior Leader – Finance Systems
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Oct 2016 - Mar 2019
Baker Hughes GELeda cross functional team supporting 1500+ user base community of finance consolidation & reporting.Define, establish & continuously simplify, standardize & rationalize analytic, operational & reporting processes through fully automated & digitalized technical solutions to improve & achieve operational effectiveness, efficiency & excellence.Manage, maintain, enhance & upgrade compatible technology to sustain competent & robust reporting toolsets; define & implement enterprice policies & standards, technology solutions.Hire, coach & develop a sustainable talent pool combining both internal & external staffing resources.Align & liason amongest business units, digital technology, leadership to deliver, discuss & decide transparent & most optimized solutions.Own, oversee & be responsible for a $8M+ annual budget & Program Management Office of finance reporting.Design & execute end to end integration strategy for financial reporting in various sized Merger & AcquisitionsChampion long term finance consolidation & reporting strategy & road map.Ensure data governance with compliances of SOX, corporate wide policies through change management.Major accomplishments:Led, developed & executed systems integration strategy & solution to enable dual external reporting for both GE & Baker Hughes GE based upon thorough business understanding & acumen during the $30B Merger & Acquisition deal of legacy GE Oil & Gas and legacy Baker Hughes; established insider trading policy & tracking process by partnering with core integration & legal team Show less
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Senior Program Manager - Global Finance Systems
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Aug 2015 - Sep 2016
GE Oil & Gas• Led a project team of 50+ with deep domain expertise collaborating with an extended business SMEs to deliver an $15M extremely complexed technical solution that fully maximizes toolset capabilities for entire finance organization• Defined executable finance systems vision, roadmap and implementation plan through extensive workshops adjoined by best in minds from both technical & businesses fields across Product Lines, Regions & diversified business segments• Championed & managed vendor selection & large sized contract negotiation ensuring available resources for on time, under budget and successful execution• Expertly navigated through organizational structure & obtained senior leaderships support to influence program direction, decisions & delivery• Consistently facilitated in challenging situations, aligned priorities & portfolios to focus on critical paths• Rigorously updated senior leaders with program status, bottlenecks, risks & potential fallbacksMajor accomplishments:Implemented full Hyperion suites of HFM, Essbase, Planning, FDMee, DRM & Automic in a big bang to achieve unified financial consolidation & reporting solution for entire finance organization with no major defects. The solution marked as first global enabler in finance to achieve single language reporting. Show less
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Program Manager - IT Shared Service
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Apr 2014 - Jul 2015
GE Transportation• Managed activities of project team resources to support & deliver solutions and managed multi-million budgets & contracts associated with initiatives or programs• Led POC sessions as key tool selection process to enable concurrent / advanced technology best serving business needs and worked as business partner to promote / market the usage of tools.• Completed RFP process for vendor selection via a sought evaluation process aiming at high quality deliverables with cost saving.• Managed third party vendors and negotiated million(s) dollar contracts.• Be accountable for operational excellence of assigned program(s), with duties including project reviews, feasibility, cost benefit analysis, prioritization, initiation, execution, and closure for all project work. • Maintained effective working relationships with peers and vendors to seamlessly integrate the program area into the overall strategic objectives and activities of the organization. • Coordinated program support activities, including the development of internal and external communications, establishing roadmaps and benchmarks, and developing training plans. Ensured conformance to system architecture, standards, and practices. • Led the analysis, requirement development, design, documentation, implementation, and maintenance of small to medium IT solutions for business processes. • Worked as a business partner with client leaders and users to evaluate / improve business processes arriving at mutual, cost effective solutions.• Prepared and presented project plans, status reports, cost / benefit studies, and recommended funding and resources to top management.Major accomplishments:• Delivered successful upgrade of Oracle EBS 11.5.10.2 to 12.2.3 for Finance• Completed conversion of GE financial calendar to natural financial calendar for all operational and reporting toolsets Show less
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HFM/FDMee/DRM Administrator, Data Analytic Manager - Financial Reporting
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Dec 2010 - Mar 2014
GE HealthcareDeveloped long term strategy for enterprise performance management focused on identifying the right KPIs and an integrated forecasting environment; execute the long term vision for integration tools like HFM / FDM, DRM, Planning and Essbase into the reporting and consolidation environment and data governance; ensure sustainability, maintenance of finance metadata while building the process / controls and ensuring data quality.Led and co-led projects to streamline internal and external reporting in order to improve financial reporting quality, accuracy and efficiency. Lead application design, project execution and support for cross-business financial solutions supporting Finance community and Financial Reporting. Implemented comprehensive project plans, including setting strategy for project team structure and resource alignment, managing activities and milestones, and regularly communicating with stakeholders; led through full project life cycle from beginning of establishing business case, requesting fundings, developing project paln, defining solutions, designing/testing and implementing solutions till seeing through the post implementationMajor accomplishments: • Actively drove overall GE HFM global design as a core team member by implementing FASTWORKS concept to bridge and define a long term solution for consolidation and reporting to minimize redundancy or inconsistancy across all businesses within GE• Successfully led HFM simplification / performance improvement project to create sustainability of tool for long term consolidation / reporting solution, reducing reporting downtime to less than 35 minutes per cycle• Led a team of 10+ to develop, design and implement an optimized strategy for financial closing through reporting standardization and automation across the global by utilizing Financial Reporting, reduced manul work of 15+ FTE during close cycle Show less
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Johnson Controls
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Ireland
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Industrial Machinery Manufacturing
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700 & Above Employee
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Lead Business Architect
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2009 - 2010
Designed a global consolidation and reporting strategy by implementing EPM solution, including HFM / FDM, DRM for all three business segments along with Corporate. Cordinated with key internal business stakeholders and external resources for gathering business requirements, mining information, defining solution, building / testing / implementing applications.Coordinated continuous communication among business, finance, and IT groups on projects, initiatives, and support issues affecting global financial applications. Ensure relevant information and important decisions are being delivered to all affected groups to increase the visibility and success of financial system initiatives. Achieved high levels of customer satisfaction and involvement in the support of financial applications, including DRM, Hyperion Enterprise / FDM and ERPs.Supported IT and local/regional finance teams in the process of evaluating a local site's readiness for conversion from a legacy ERP system to the defined strategic ERP platforms.Drove global process improvements in core financial systems to reduce process cycle time and introduce best practices. Developed, maintained and delivered comprehensive training programs to support users of each financial application. Major accomplishments: • Designed and implemented EPM applications of HFM, FDM and DRM to sustain a long term finance reporting strategy and improve data quality• Introduced and implemented OBIEE solution to middle tier management and accounting communities for more efficient analytic reporting, including 10+ customer / vendor management reports respectively, 5+ AR analysis, 5+ invoices analysis• Defined a global standard revenue recognition process / policy across businesses and ERP platforms to ensure reporting consistancy and reporting compliance, eliminated excel based revenue calculation for 100+ users Show less
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Finance Systems Administrator
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2007 - 2009
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Rockwell Automation
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United States
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Automation Machinery Manufacturing
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700 & Above Employee
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Sr. Analyst FP&A
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2006 - 2007
Functioned as Hyperion Reports Administrator during HP system implementation. Designed 50+ reports and performed trouble shooting for global users. Utilize HFM as super user for global consolidation and analysis. Created data retrieve and upload templates for global HFM users. Delivered HFM & HP training quarterly to global users. Provided guidance to businesses / regional finance teams during annual planning and monthly forecasting process. Led commerical expenses / headcount analysis, strategic revene forecasting during quarterly performance review process. Analyzed Key Performance Indicators for total Rockwell, segments & business units, and five worldwide regions, including ROIC, five year CAGR, total shareholder return & cash flow conversion. Fully supported regions and segments with monthly forecast as forecast data owner. Major accomplishments: • Implemented a seamless and integrated process to migrate actual data between Planning and HFM for more accurate forecasting, ensured data sychonization and reduced manul intervension of 2+ FTE • Participated in HP implementation to deliver a stable planning and forecasting environment and efficient process, designed and deliverd 50+ standard reports Show less
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Honeywell
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United States
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Appliances, Electrical, and Electronics Manufacturing
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700 & Above Employee
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Manager FP&A
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2003 - 2006
Participated in HFM/FDM implementation and assisted with global roll-out super users training.Worked closely with Oracle core team on successful Oracle implementation. Ensured standard costs and inter-company processes were aligned with global design and in compliance with corporate requirements. Implemented indirect cost controls resulting in $50K monthly run-rate improvement. Trained staff of 7 on Oracle G/L, costing & inventory, A/P, A/R, fixed asset, payment processing and cash flow.Played a key role in designing business processes of RMA, IOS. Actively involved in preparation of Annual Operating Plan and forecasting process. Enhanced monthly cash flow reporting to improve investment results of free cash. Built solid month end close process to align with global controllership’s requirements, lead team of 7 to deliver reconciliation & reporting on time, supported both internal and external auditing staff for annual auditing. Major accomplishments: • Assisted in HFM / FDM implementation and training of 300+ users for APAC region• Established interior transfer pricing with global tax team in 2003 resulting in $100K annual improvement. Show less
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GL Accountant
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2000 - 2003
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