Experience

MOXA

• Business Consulting and Services
• 1 - 100 Employee

• Finance Manager

  • Jun 2014 - Present

  A. Outline corporate business development plan, form quarterly business review, and coordinate global budgeting process. B. Work as a business partner with Product Group, Global Marketing, Global Customer Services, and Shared Platform. Provide financial and operational recommendations to improve processes and drive business changes. Perform P&L analysis and manage operating expenses. C. Develop and implement global policies and reinforce financial infrastructures. A. Outline corporate business development plan, form quarterly business review, and coordinate global budgeting process. B. Work as a business partner with Product Group, Global Marketing, Global Customer Services, and Shared Platform. Provide financial and operational recommendations to improve processes and drive business changes. Perform P&L analysis and manage operating expenses. C. Develop and implement global policies and reinforce financial infrastructures.



AMD

• France
• Architecture and Planning
• 1 - 100 Employee

• Finance Controller

  • Jun 2013 - May 2014

  A. Outline core competencies and develop strategies with a sustainable plan to drive Taiwan site by joining the management core team.B. Finance business partner to support Sales & Marketing for Graphic/Chipset (Channel) & Global Account Management (GAM) – Acer & Acer: • Drive alignment process for revenue tracking and margin to achieve annual plan. • Change business model for channel graphic to defer revenue model and collaboration sell out and inventory reports with customers on a weekly basis. • Perform marketing funding analysis and improve Marketing Development Fund process for SOX compliance. • Create financial modeling (ROI) to optimize gross margin by product mix, support HQ to rebuild regional and GAM P&L for performance tracking and improvement. • Analyze and control budget/forecast process, perform regular business review and prepare OPEX package to support business decision. • Partner with business in support business/strategic planning and increase operating efficiency. • Evaluate options to drive optimization, re-alignment of resources and investment across the regions. • Work with Sales to setup target/quota for incentive plan and review the results with management team.C. Taiwan Finance Controllership for process improvement and compliance: • Manage the country financial reports in compliance with laws. Review corporate policies, evaluate the compliance to the local regulations, and communicate to the management team. • Improve rebate accruals and claim processes with pricing, credit, treasury, and claim operation to increase customer satisfaction. • Drive process improvement for workstation graphics business with Sales, HQ Finance, and Operation teams. • SOX compliance. • Monitor internal controls and review processes with cross functions for continues improvement. Show less

• Section Manager Finance

  • Jul 2012 - Jun 2013

  A. Build support for MNC account teams – Acer & Asus from scratch: • Evaluate the progress on achieving P&L targets, provide ad-hoc deal simulation, and review budget with Sales monthly. • Prepare monthly budget forecasting plan and evaluate business status to align with the operating budget through quarterly rolling forecast. • Understand rebate calculation process and monitor Sales incentives to accurately accrue rebates. • Gather financial data and supply and order status to provide weekly Sales report on revenue, margin, inventory status, and product mix forecast analysis. • Participate in 3-year business plan, work with Sales to evaluate strategies and product mix, and prepare budget for annual operating plan.B. Support channel business on closing regional revenue, calculating Channel rebate programs, and consolidating the rebate settlement process with worldwide Finance teams for global graphic card business.C. Design and implement KPI with business partners to constantly evaluate performance. D. Join Finance Transformation project from regional team and lead the team for change management and customer communication. Contribute to Order to Cash initiative on providing business requirements and join user acceptance test.E. Coach, supervise, and evaluate new employees. Show less

• Sr. Finance Analyst

  • Sep 2010 - Jun 2012

• Sr. Internal Auditor

  • Sep 2008 - Aug 2010

  A. Perform a full spectrum of professional audit and process improvement review, particularly in the areas of risk assessment, internal control evaluation, and value adding consulting services, to the Audit Committee and management: • Plan, lead, and participate in the Marketing Development Funds reviews to evaluate the utilization of the funds, claim validation cycle time, and budgeting process in America, China, Germany, and Singapore. • Participate in the Engineering Sample review to assess the sample process from request, allocation, supply, distribution, and storage. • Plan and lead the Sales and Operations Planning review to evaluate the cross-functional process balancing company's demand, supply, and financial plans. • Participate in Rebates and Distributor Reporting review to assess the adequacy of controls around the rebates accrual and claim validation process. • Participate in Discretionary Spending review to analyze outside services/third-party spend and procurement practices to identify operating cost drivers and any related anomalies.B. Conduct compliance reviews for internal and external policies and regulations.C. Provide independent and objective assurance to add value and improve the organization’s worldwide systems of internal controls for accounting, operations, admin and decision-making systems through analyses, appraisals, and recommendations.D. Communicate preliminary findings with team members and with business process owners, present results and recommendations to management, and obtain agreement on action plans to remediate control deficiencies or implement efficiency improvements. Show less



Quest Diagnostics

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Internal Auditor

  • Sep 2007 - May 2008

  A. Perform internal audits & reviews to assess reliability of financial reporting, safeguarding of assets, effectiveness and efficiency of operations, and compliance with policy and applicable laws and regulations. B. Prepare work products such as audit analyses and engagement documentation, test and evaluate processes and related controls, assist in the preparation of the audit approach relating to nature, timing and extent of procedures; assist in the preparation of the final report. C. Develop recommendations for improvements in control, operational and financial processes. D. Design templates in PeopleSoft to facilitate financial statement analysis for the fieldwork. E. Establish best practice database across the company, and recommend solutions for different business units. Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Semi-Senior Auditor

  • Jul 2002 - Jul 2004

  A. Plan, coordinate and participate in financial statement audits for public and private companies, including nonprofit organizations, with a concentration in the manufacturing and retailing industry. B. Audit balance sheet and income statement accounts to ensure adherence to international GAAP. C. Prepare information for audited financial statements and footnote disclosures for public clients filing annual and quarterly reports in compliance with the Taiwan SEC standards. D. Prepare bimonthly Value-Added Tax (VAT) reports for foreign companies (Intel). E. File annual income tax return reports and ensure clients' reports meet requirements of the authorities. F. Provide suggestions in the management of clients' companies. G. Due Diligence - audit market value of companies and provide suggestions for mergers & acquisitions. H. Maintain accounting records, including accounts payable and accounts receivable, and create monthly financial statement for non-audit clients. I. Calculate salaries, including keep track of employees' benefit records, health and labor insurance forms, and ensure meet requirements of the government. J. Develop professional client relationships and communication skills through interaction between the client's Chief Financial Officers, controllers, partners and audit staffs to resolve client engagement procedures, timing for the audit, and accounting and auditing issues. Show less