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Manager, Business Planning/Analysis

Location:
Katy, TX, 77494
Salary:
80000+
Posted:
July 08, 2010

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Resume:

Jenny Chen

832-***-**** (Cell) - Preferred

281-***-**** (Office)

281-***-**** (Home)

Email: xoy305@r.postjobfree.com

Skill Highlights

Strategic planning (9+ years); financial/operational analysis (11+ years); business intelligence/management reporting (14+ years); process improvement (10+ years)

Education

Rice University, Houston, Texas

MBA, 1999

Concentration: Finance

Indiana University, Bloomington, Indiana

M.A. Journalism, 1997

Beijing United University, Beijing, China

B.A. Journalism, 1995

Statistics (Minor)

Experience

02/2007- Present Sysco Corporation, Houston, TX

Manager, Business Planning/Analysis

· Manage a group of business analysts in the area of strategic planning, analytics, financial modeling and management reporting/KPIs for the corporate office to help shape the company’s new strategy and initiatives.

· Work with Sr. management on collecting/understanding their analytical needs, requirements and business drivers in changing/developing new strategies in the company’s sales, marketing, procurement, supply chain and IT functions.

· Conduct thorough analysis to determine the appropriate types of analysis, processes and tools to achieve the required goals. Send suggested analysis proposals to the management team to reach agreement.

· Conduct cost-benefit analysis to evaluate the company’s critical capital spending in building new redistribution centers and other capital expenditures (new warehouses, IT, equipments, etc). Develop sophisticated financial models and cash flow forecasting for the proposed investment period by utilizing NPV, IRR and ROI to derive conclusion. Ensure the proper aligning between capital spending and strategic goals. Give presentation to the company’s Sr. management.

· Conduct/maintain sensitivity and cost-benefit analysis regarding new strategy and initiatives in IT to assess the planned changes of systems, infrastructure and offshoring opportunities.

· Create/maintain cost-benefit and sensitivity analysis to help decide the strategic needs of expanding, consolidating or closing existing local operating facilities, the potential impact and risks.

· Construct/maintain models to forecast sales dollars and units by incorporating economic indicators (CPI, interest rate, inflation, etc) and company’s historical sales records. Assist the sales/marking teams to develop appropriate plans to increase futures sales based on the forecasting.

· Provide analysis and forecasting in setting annual goals in inventory management, transportation efficiency, warehouse operations and vendor management. Provide detailed gap analysis, areas of risks and give recommendations to improve performance. These analysis have not only help the business groups on their annual planning cycles but also become an indispensable part to initiate new strategies and manage their day to day work.

· Lead team build more than 30 regular management reports/dashboards to monitor the success of existing strategies. Conduct in-depth analysis about gains of efficiency and productivity and rooms for improvement reflected from the KPIs.

· Lead team to provide numerous trending and other ad hoc analysis for the user groups. Frequently engage in researches and investigations to respond to user questions and concerns in the supported areas.

03/2006- 02/2007 YP One Inc, Houston, TX

Director, Business Analysis

· Supported company’s strategic vision and direction by delivering analysis and financial modeling.

· Conducted cost-benefit analysis in deciding the needs to expand to new markets. Analyzed trends, historical business data, and seasonal patterns coupled with current competitive state / market intelligence to ensure forecast is a good fit to the overall current business environment. Made recommendations based on such analysis to company’s Operating Committee.

· Conducted due diligence, competitive analysis and market analysis to assess the potential target for acquisition. Created and managed sales forecasts in combined markets. Analyzed gains and risks associated with the acquisition.

· Led in improving company’s product/services pricing by developing sensitivity and cost-benefit analysis. Provided detailed analytical support in pricing, pricing impact and risk to help executive team make informed business decisions.

· Developed financial assessment of marketing campaigns and their ROI. Assisted the sales and marketing department on understanding the gap between actual sales and forecasting and altering existing strategies if necessary.

· Successfully re-built company’s complex financial models for financial planning and budget management. Automated the originally manual process to update financial data in P&L, balance sheet and cash flow. Provided senior management with sound financial metrics and detailed analysis used to base investment decisions. Prepared investment proposals to facilitate business decisions.

· Led team successfully develop/streamline a sophisticated business reporting system in full automation to help senior management better monitor the results of current company strategies and directions. The system generates different levels of financial, sales and production metrics at individual, region and national level.

· Led team to prepare ad hoc reports as required. Prepare data/ analysis for management relative to financial performance, productivity, forecast or other factors.

07/2005-03/2006 Bindview-Symantec, Houston, TX

Manager- Corporate Analytics

· Oversaw the planning, development and coordination the company’s Corporate Analytics/ Marketing Dep. Budget Management programs to help promote the sales of the company’s products and services.

· Provided cost-benefit analysis to evaluate the company’s changes of strategy primarily in product development, market expansion and sales force’s compensation programs.

· Defined and analyzed key metrics and business trends to monitor programs/campaigns’ efficacy, ROI, product booking and sales force’s performance.

· Managed Marketing Department’s investments and forecast by getting involved in various sides of budget planning. Managed/analyzed department’s budget and present business results. Balanced personnel & program allocations and interfacing with Finance dept. to address ongoing adjustments.

· Streamlined sales operational processes and procedures. Engaged in reducing cost and increasing marketing program/process’ efficiency. (Leads process time had been reduced 70% after two programs were in places in 2005)

01/2001-07/2005 Compaq-HP, Houston, TX

Sr. Business Analyst

· Responsible for financial modeling and business analysis to assist strategic planning for HP’s Global Business Solution Group.

· Conducted cost-benefit analysis to determine the required headcounts and cost to help internal resources relocation and to reach the current service level. Developed cost-benefit and change analysis primarily on changes of information technology, purchasing land and building new facilities.

· Built complex financial/operational models to assist merger activities of Compaq and HP. Tested various scenarios and developed sensitivity analysis/cost-benefit analysis to reach the optimal level of cost reduction and productivity gain to consolidate a large range of business operations and facility management.

· Designed performance measurement processes, procedures and service level agreement. Handled reporting and developed a detailed data tracking /analyzing system with the help of a multiple programs and software such as Hyperion and SQL Server. Interpreted data and communicate data findings to management. Identified opportunities to improve business case efficiencies and worker productivity.

· Coordinated with associated organizations to ensure timely and accurate completion of Service Delivery metrics. Closely tracked/analyzed individual performance metrics and provided suggestions to improve work performance and productivity.

· Conducted benchmarking studies of the internal performance/ operation procedures against other organizations, made gap analysis, identified best practices and gave recommendations to improve efficiencies.

07/1999-01/2001 American Productivity and Quality Center, Houston, TX

Statistical Analyst, Center of Excellence

· Designed and implemented analysis of qualitative and quantitative best practice and benchmarking projects. Wrote reports and prepared presentations to clients.

· Conducted qualitative analysis such as data collection (by survey), focus group moderation concept testing, field interviewing and field questionnaire design.

· Conducted quantitative analysis such as data analysis and pricing analysis. This involves collecting, checking, validating, recoding and analyzing market research data from best practice and benchmarking studies. Utilized statistical tools such as linear and regression analysis to analyze data for different market research projects and studies.

· Provided market share and sales analysis by area, district, and territory and monitored and analyzed the local market conditions for various projects.

· Measured and analyzed key business performance metrics of major benchmarking studies. Analyzed process and system inefficiencies and recommend solutions.

08/1992—07/1995 China National Instruments Import & Export Company, Beijing, China

Statistical Analyst (Part time)

· Solicited statistical needs from business managers. Identify statistical opportunities for an emerging business.

· Participated in building business strategy by providing statistical results and marketing research on import and export regulations.

· Prioritized statistical projects in conjunction with business managers. Built, implemented and monitored predictive models.

· Collected business data on sales volume and analyzed them by building marketing model. Interpreted the results with statistical methods such as Chi-Square and multi-regression. Made sales projection based on past data.

Other

Accomplishments

Stock Option Award for Contribution and Outstanding Performance, Pre-merger Compaq, 2001

Special Contribution to Merger Activities, HP, 2002

Stock Option Award for Contribution and Outstanding Performance, HP, 2003

Computer Skills

Proficient in Hyperion, Hyperion Essbase, TMS, Business Objects, Cartesis, Cognos, SUS, Onyx, SAP, SQL Server, MS Access, MS Excel, SPSS (a professional statistical analysis tool), Visual Basic Application, Diver, OLAP, Database Design and Maintenance, Crystal Report, MS Word, MS PowerPoint

Reference upon request



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