Experience

ITS ConGlobal

• United States
• Transportation, Logistics and Storage
• 1 - 100 Employee

• Director, Depot Commercial and FP&A

  • Jun 2022 - Present

  • Coordination of cross-functional strategic review of M&A diligence materials• Make recommendations on overall and client/service specific yield objectives• Directs and coordinates budgeting activities including budget formulation, monitoring, and presentation• Operational, Commercial, and Financial input in site design and implementation• Prepare and administer contract proposals along with face-to-face union negotiations• Directs and oversees all operations of the estimating function. Develops policies and procedures related to the bid process, responsible for the preparation of all bids• Drive the financial analysis, structure, and negotiation of potential acquisition targets, expansion opportunities, customer rates and expenditures• Design PBI views utilizing both internal and external customer input to provide operations and finance with a thorough understanding of business drivers• Oversees tariffs for customers and provides assistance on contract dates, model increases and strategy for negotiations.• Reviews and maintains customer rates against results to have appropriate increases that reflect our cost structure by business line.• Monthly meetings with customers to review operations and overall relationship.

• Senior Manager, Depot Commercial and FP&A

  • Jun 2021 - May 2022

  • Directs and coordinates budgeting activities including budget formulation, monitoring, and presentation• Strategic financial business partner for the Depot business unit including assisting them in interpreting financial data• Works closely with operations to prepare accurate business forecasts and updates monthly• Assists in the preparation, review, and administration of contractual proposals• Directs and oversees all operations of the estimating function. Develops policies and procedures related to the bid process, responsible for the preparation of all bids• Manages capital appropriation request process• Assists in the financial analysis, structure, and negotiation of potential acquisition targets, expansion opportunities, customer rates and expenditures• Oversees tariffs for customers and provides assistance on contract dates, model increases and strategy for negotiations.• Reviews and maintains customer rates against results to have appropriate increases that reflect our cost structure by business line.• Organizes monthly meetings with LeaseCo’s to review operations and overall relationship.• Participate in IT reviews to provide feedback on FP&A/Marketing needs as required by customers

• Sr. Manager, Financial Planning and Analysis

  • Feb 2019 - May 2021

  • Responsible for the P&L of the ITS Technologies’ Depot business worth $175M annual Revenue. • Lead annual budget preparation and mid-year review. Responsible for preparation of Monthly, Quarterly and Annual review of the business unit with commentary • Prepare presentation to the Board of Directors and facilitate the understanding of needs and achievements of the Depot business unit for ITS. • Collaborate with Commercial team for Merger and acquisition targets and develop financial models for assessing the benefit of such M&As. • Develop operational and financial KPIs for the Depot business to help the executive team understand trends and the impact to the business. • Lead and facilitate the business understanding between Operations and Board of Executives. • Participate in Labor negotiations for a Collective bargaining agreement providing financial support to the negotiating team • Maintain customer relationship by assisting Depot manager with business planning and avoid service failures. • Prepare ad-hock financial review of new business and existing business as needed.



Direct ChassisLink Inc. (DCLI)

• United States
• Truck Transportation
• 200 - 300 Employee

• Logistics Manager (Domestic Chassis)

  • Aug 2018 - Feb 2019

  Provide input on monthly collection targets. • Manage chassis fleet for assigned geographic region ensuring that chassis availability meets demands of the region and ensuring timely service levels. • Establish service level and cost targets. Monitor and control costs for assigned region. • Develop and Implement Chassis Recovery process, manage and report results • Propose solutions to senior management to improve service, process, and/or savings opportunities based on monitoring the assigned region for all the below (reported to senior management on a weekly basis) o Cost savings, Unbudgeted expenses, Service failures, Chassis repositioning moves, Sales/deliveries and idle equipment o Monitoring of idle equipment • Ensure team DCLI Operation Team and Edge Network maintains data integrity, monitor DCL systems, recommend development improvements and provide overview and support to the DCLI project and are adapted to further enhance the business • Manage service level of repositioning vendors by monitoring and evaluating service delivery levels as per service contracts. Build relationship with vendors and address service issues as needed within region. • Business and profitability analysis, compliance and theoretical analysis. • Responsible for market research to identify current trends and use statistical and analytical tools to predict future trends and patterns which could affect DCL. • Utilize, investigate and explore all forms of existing, nascent, and emerging tracking systems and communication mediums to improve the DCL processes. • Maintain communication and relationships with the DCLI management team (mangers other regions) to Liaise with other business units to promote working relationships and common goals



MOL (America) Inc.

• United States
• Maritime Transportation
• 100 - 200 Employee

• Manager, Business Analysis and Planning

  • Sep 2015 - Mar 2018

  • Prepare Annual Operations Cost Budget and Mid-year update. Coordinate Budget preparation and monthly variance analysis with Trade, Sales, Customer Service, Contract Management and Equipment departments.• Collaborate with Finance and North America Trade Management to prepare weekly and monthly North America operating cost reports and variance analysis; including preparation of Operations costs for GAINS Trade Management Cost Forecasts.• Lead analysis of Operations monthly TMEM management information, consolidate cost variance analysis from other operations departments, and manage monthly cost review process.• Respond to Trade requests for cost information, variance analysis, forecasts, annual Budget and Budget updates.• Analyze cost variances to Budget and prepare analytical reports explaining cost variances. • Prepare Operations Cost Savings report as needed.• Lead and Build Collaboration efforts with Sales, Customer Service, and Trade Management to improve the Operations Budget process.

• Supervisor Network Logistics

  • Aug 2014 - Sep 2015

  • Prepare Operational/Cost Analysis for Rail Operations.• Perform and maintain updates on rail rates, • Prepare RFP templates for Rail bids and provide detailed analysis of Rail and CY Contract proposals throughout the RFP process.• Prepare and determine rail cost and variances for monthly TMEM (Operations North America Managers meeting) cost report meeting and provide monthly measures reporting on Volume, Cost, Cost per Unit and Fuel.• Review and secure intermodal rail clearance from our Rail partners for restricted commodities and over dimensional shipments and distribute internally. • Consolidate operational commentary, cost variances, action improvement items, and submittal of analysis for NAM Area operations for the CAPCO (budget report of previous month) report.• Provide cost and statistical analysis and reports during the bid process for Port and Terminal.• Assist accounting group in reconciling errors.• Responsible for negotiating spot rail quotations, bid compilation in order to determine business profitability against trade standards.• Produce and maintain rail vendors Fuel Surcharge updates.• Coordinate and provide direction on routes, legs and operational/cost analysis for Sales and Customer Service Teams.• Assist in the enhancements of systems, report, and processes related to rail operational performance measures as well as providing volume and cost statistics for all mode and terminal disciplines.• Supervises the work of Network Logistics department and resolves personnel problems by analyzing data; investigating issues; identifying solutions; recommending action.• Recommends hiring of new employees, employee development and performance management.

• Sr. Operation Cost Analyst

  • Mar 2012 - Aug 2014

  • Provide an operational/cost analysis of Port and Rail contract proposals as well reviewing existing agreements.• Consolidate operational commentary, cost variances, action improvement items, submittal of analysis for North America CAPCO(budget report of previous month)• Host the TMEM (Operations North America Manager) meeting and provide commentary on the performance and outlook to be used at the international manager meeting• Prepare material for VP meeting with executives in Head office in Hong Kong• Monitor Starnet systems to ensure correct routing• Assist trucking with routing doors over optimal rail ramps• Assist will gathering reports and compiling data to update IST (intermodal service tracker) tool • Ad hoc reports utilizing Oracle system



NDO America

• Ocean Export Expert

  • Mar 2011 - Nov 2012

  • Handle all Ocean operations from beginning to end, both LCL and FCL• Arrange shipments with customers• Arrange Routed shipments from overseas Agents(Haiko, TDG, Panstar, Tacchi, Airsped)• Quote for both LCL and FCL shipments.• Track and trace shipments make sure proper handling is done by overseas agent.• Process Billing and Invoicing of all Ocean Export Shipments. • Handle all Ocean operations from beginning to end, both LCL and FCL• Arrange shipments with customers• Arrange Routed shipments from overseas Agents(Haiko, TDG, Panstar, Tacchi, Airsped)• Quote for both LCL and FCL shipments.• Track and trace shipments make sure proper handling is done by overseas agent.• Process Billing and Invoicing of all Ocean Export Shipments.



Hanjin Shipping

• Maritime Transportation
• 700 & Above Employee

• Traffic Coordinator

  • Jul 2007 - Mar 2011

  • Trace containers on the rail • Customer service and M&R (Equipment) issue resolving• Process the Delivery Orders (D.O) and implement in our system• Resolve issues with brokers (SDB, Expeditors, Phoenix International, Translink, DHL, UPS)• Prepare managerial weekly report in excelo Next week’s expected volumeo All accessorial charges during that week (how much we incurred and how much we collected) o Forecast of volume for the next 4 weeks• Interact with the brokers as mentioned above and truckers (Direct Trucking, PBI, Central States, Jet intermodal, MMT, CMI, etc)• Participate in BBG meeting, a meeting Hanjin holds monthly for innovative ideas within the company. It is a study of our competitors and ideas to make our company more competitive in the market.