Experience

Rainforest QA
• United States
• Software Development
• 1 - 100 Employee
• Senior FP&A Manager

  • Apr 2023 - Present

Birdeye
• United States
• Software Development
• 700 & Above Employee
• FP&A Manager

  • Aug 2021 - Apr 2023


HOTALING & CO.

• United States
• Wine & Spirits
• 1 - 100 Employee

• FP&A Manager

  • Apr 2019 - Aug 2021

  • Led the budgeting, reforecasting, long term planning, and monthly review process for the entire organization including review of performance by brand and monitoring of actuals as compared to forecast • Provide recommendation and financial support for CFO, CEO, CSO and CMO on corporate level strategic decisions • Preparation and analysis of weekly and monthly business performance metrics, including GAAP financial statements and KPIs; provide timely and insightful analysis of financial results • Performed in-depth reporting and analysis, including preparation of internal reporting materials, board and investor packages • Redesigned the forecasting tool that reforecasts revenue, marketing/ sales/ G&A expenses and headcounts. • Recommended pricing strategy and build financial model for new brands and operational initiatives across the organization • Performed Return on Investment (ROI) analysis on various opportunities to maximize company’s potential returns. • Developed and implemented financial models for the new hospitality project Show less



The Clorox Company

• United States
• Consumer Goods
• 700 & Above Employee

• Finance and Accounting Manager, Global Risk Mgmt

  • Jan 2018 - Apr 2019

  • Led the company-wide risk forecast and $13M allocation process that required strong communication skill, data consolidation ability, advance ERP & Excel knowledge and multitasking ability over a four-months cycle• Owned and managed Month-End close activities for Risk management department including JE and acct reconciliation• Led and oversaw the monthly close activities for Clorox’s insurance subsidiary, including reviewing and approving the subsidiary’s entire P&L, B/S, CF Statement and supports• Performed strategic financial analyses (Risk finance optimization) to optimize Clorox’s risk program• Managed relationship and evaluated operation efficiency with outsourced operational partners and brokers• Supported internal and external audit requirement and preparation of actuarial studiesAchievement: - Elected as one of the six Process Improvement Leaders in my function to lead, initiate, and provide guidance on process improvements projects - Built automated financial models for various reports to eliminate non-value adding steps Show less

• Senior Financial Analyst, Manufacturing Cost

  • Oct 2016 - Jan 2018

  • Led and developed annual manufacturing (Mfg) budget and forecast for the entire Food and Litter Business of $1B• Identified variances between budget/fcst vs actuals (e.g. Inventory effect, operating spend, one-time expense, write offs) • Supported completion of Mfg forecast, gap management process & development of annual standard cost • Served as the primary finance support for Product Supply Team, Supply Planners, Controllers, and Category business partners to lead the execution of close and forecast tasks specific to Mfg cost • Owned a full understanding of Mfg cost, including the relationship and impact between Shipment & Production volume and AOH & Mfg rate, resulting in clear and simple variance explanations• Led Clorox’s Asian ERG and Finance’s Sigma Team to drive employees’ engagements through annual events, volunteering, and mentorship programsAchievement: • Created a new project tracker for the Cost team which was used throughout all strategic business units• Successfully led and implemented new product launch that worth $10M• Streamlined the monthly reconciliation by over 60% through eliminating manual input and automating excel workbook Show less

• Senior Financial Analyst, Procure to Pay

  • Feb 2015 - Sep 2016

  • Led monthly and annual department admin budget/ forecast and other critical ad-hoc analyses• Executed and enhanced Control & Close activities including account reconciliations, Service Level Agreement (SLA), Journal Entry, quarterly self-assessment testing, and quarterly AP analytics• Managed monthly performance of an outsourced AP partner • Actively participated in continuous improvement (CI) activities including improvement in controls, reduction in process complexity, and cost savings• Executed and enhanced Control & Close activities including account reconciliations, Service Level Agreement (SLA), Journal Entry, quarterly self-assessment testing, and quarterly AP analytics• Ensured Sarbanes-Oxley (SOX) compliance by supporting periodic requests from auditors (external & internal)• Supported management and renewal of P2P contracts by reviewing invoices and performing scenario tests• Led Business Continuity Planning (BCP) activities• Led and support special projects (e.g. new approval process of Urgent Payment, new T&E software implementation)Achievement: • Received the 2015 company award for an outstanding Concur implementation• Ensured our AP ops team processed the annual $4B payments smoothly without any delay/ duplication by evaluating over 20 KPIs monthly to spot irregularity and underperformance.Career Broadening Experience: - Rolling Standard Cost- Updating Treasury Dashboard via Bloomberg Terminal for Treasury Department- A day in Life with Logistic FinanceOther Clorox Experience: - Actively participate in Finance Web Team and Asian ERG (Social Committee Lead)- Completed Learning and Development Class: Cost (Buy, Make, Ship), TDC, Financial Statement overview, FX, Financial Planning Cycle, Budget and Forecast updates, Treasury Cash Forecasting. Show less



Cobham SATCOM

• Denmark
• Telecommunications
• 400 - 500 Employee

• Financial Analyst

  • Apr 2014 - Jan 2015

  • Work closely with department heads to manage spending, identify key cost drivers, and support financial aspects of new projects • Produce and maintain business dashboard and represent finance department to illustrate monthly KPI results during management meeting • Prepare and improve monthly financial graph (Sales, discount, orders, backlog) for Controller and General Manager • Prepare monthly/quarterly forecasts and annual budgets and assist in company’s annual business planning process • Perform GL reconciliation and necessary journal entries for month end/ quarter end closing. • Perform monthly variance analysis of actual results to budgeted/forecasted performance and makes recommendations • Develop, implement and maintain systems, procedures and policies for their assigned work stream or function(s) • Create internal management reports for monthly, quarterly and yearly financial results and prepare commentaries for senior management Achievement: • Successfully implemented a new ERP system (Oracle) in 2 months • Streamlined the T&E recording process through setting up a new procedure and policy for expense recording. Show less



Industrial and Commercial Bank of China

• China
• Banking
• 700 & Above Employee

• Business Consultant

  • Nov 2009 - Apr 2014

  • Created numerous reports (P&L, departmental, revenue, etc.) for FP&A purpose which enabled quicker reviews and updates to forecast and plan • Evaluated financial performance and business models of small to mid-size companies from various industries • Reviewed and created Pro Forma budgets, cash flow analyses, variance/ trend analysis • Independently and efficiently constructed financial models and credit proposals for clienteles' financial planning • Led the loan origination, underwriting, and due diligence process on a number of Commercial Real Estate and Business Loans Achievements: • Facilitated portfolio growth for industries including tech, retail, commercial real estate, restaurant, solar (53% or $50M growth in 2013) • Streamlined the loan reporting process and improved accuracy by utilizing advanced excel functions Show less



Financial Technology Partners / FT Partners

• United States
• Investment Banking
• 100 - 200 Employee

• Investment Banking Intern

  • Feb 2009 - May 2009

  -Created customized decks to identify and evaluated over 50 potential Fintech startups for M&A opportunities -Collected and Consolidated important company information and financial metrics of potential clients -Restored and Maintained over 200 proprietary database records on salesforce.com -Acquired deep understanding of Payment-related Companies ( MSP/ ISO, Online Payment Processing, POS – Terminal Leasing, Prepaid Debit/ Gift/ Loyalty Cards, Mobile Payment) -Created customized decks to identify and evaluated over 50 potential Fintech startups for M&A opportunities -Collected and Consolidated important company information and financial metrics of potential clients -Restored and Maintained over 200 proprietary database records on salesforce.com -Acquired deep understanding of Payment-related Companies ( MSP/ ISO, Online Payment Processing, POS – Terminal Leasing, Prepaid Debit/ Gift/ Loyalty Cards, Mobile Payment)