Sales Project

Benjamin Yeung

**-** **** **. **-***

Flushing, NY 11355

847-***-**** abncoq@r.postjobfree.com

PROFESSIONAL SKILLS

Microsoft 2007 (Macros, Pivot Tables, V-lookups & Access Database),

Microsoft Project Management, Bloomberg, Reuters, Visual Basic, Oracle

Finance Application, Hyperion Essbase Application, COGNOS Application, SAP

Application, BusinessObjects Application, Crystal Report, Crystal Xcelsius,

Khalix Application and Argus Finance Application. Fluent in Chinese

(Mandarin and Cantonese)

KEY EXPERIENCE AND SELECTED ACCOMPLISHMENTS

Pall CoRPOrATION (Industrial Finance Group), East Hills, NY 10/2008

- Present

Senior Business/Financial Analyst

. Successfully secured $ 1 million additional funding by developing a

Cognos profitability / financial viability model of the company's 7

industrial market groups for performance visibility and faster

deliverables.

. Led in-depth financial analysis to establish normative profiles of

Industrial group globally, as a client support tool. The analysis

includes five-year business plan, investment ROI, CARG, and strategic

business decisions.

. Created an optimal staffing allocation model for the industrial group,

achieving annual payroll work hours reduction of 20%, equivalent to $ 2

millions savings.

. Documented and updated standard operating procedures, compliance with

process and flow charts for quarterly SOX audits.

. Structured and managed industrial finance management reporting

requirement and function

. Developed automated Hyperion SmartView financial reports to perform high

level review and analyze monthly, quarterly and YTD industrial P&L

variances, consolidated balance sheet, key expenditure accounts, revenue,

general ledger account balance and trends between budgets, actual and

prior results in projections and forecast.

. Developed tools and led projects to track and review gross and net sales

including standard gross margins in producing forecasts and trend

analysis on an on-going basis.

. Provided financial support and analysis to Industrial Finance group

controller, Operations and Marketing group leaders for revenue and orders

forward expectations, headcount reductions vs. transfers, pricing

requirements, MD&A and cost savings initiatives guiding budget planning

decisions.

. Created DSO, DPO, DIO, SG&A, T&E, Pricing, Backlog, Capital Expenditure,

Product Profitability, Short Free Cash Flow, and Working Capital models

for evaluating financial implications of new products and inventories,

and provided recommendations to senior market leaders.

The Royal Bank of Scotland (Project Accounting Group), Stamford, CT

5/2008 - 10/2008

Financial Planning & Analysis Consultant

. Maintained project schedules, month-end reports, and project folders.

Associated projects with proper work breakdown structure (WBS), budget

and billing terms and tables in Access Database.

. Managed project costs and data cube structure into Khalix System,

performed analysis and account reconciliations related to projects and

operations.

. Maintained subcontracts and internal change orders into Oracle database,

prepared cost reports for management, and facilitated communication

between subcontractors and project managers.

. Assisted with resource planning activities, interpreted data and

coordinated with applicable members for issue resolution.

. Prepared change orders as pre tax, and billing requirements.

. Created new business requirements, and prepared detail functional

specifications for extensions, interfaces, reports and conversions.

Lehman Brothers (Mortgage Capital Division), Littleton, CO 8/2006

- 4/2008

Senior FP&A Analyst

. Developed month-end closing financial reports and balanced scorecards for

monthly business reviews, including financial, volume, key performance

indicators, credit risk control, IT capital expenditure, headcount,

liquidity and capital structure, and corporate operations data explaining

business performance and comparison to goals.

Benjamin Yeung Page Two

Lehman Brothers (continued)

. Prepared and maintained a $30 millions budget in COGNOS application for

Servicing Group.

. Implemented and troubleshoot sophisticated forecasting models in dynamic,

rapidly changing environments.

. Consolidated and presented market plans; 12 month trending forecast

results to senior executives; reviewed business dynamics and assessed

corrective actions.

. Coordinated all budget transfers and center openings/closings and drag &

drops.

. Ensured projects are properly capitalized, and provided depreciation roll-

off schedules to the business.

. Reengineered financial reporting system, and created a standard suite of

expense cubes in COGNOS library, including inventory of previous expense

forecasts and variance to actuals.

. Improved business dynamics by initiating weekly business review meetings,

which brought all finance staff and managers together to create cohesive

approaches and to eliminate friction.

. Managed, supervised and trained three analysts in the report development

and data analyses.

Washington Mutual (Home Loan Finance Group), Vernon Hills, IL

8/2005 - 8/2006

Senior FP&A Analyst

. Developed an Oracle and BusinessObjects-based Dashboard system enabling

Senior Home Loan Executives analyzing and manage credit rating benchmark

and key financial measurement.

. Led the process automation for data collection and reporting of Call

Centers, Production Sales and Operations, Service Delivery, Treasury

Analysis and Quality Control from manual to development of automated

process and reporting.

. Produced daily, weekly, monthly and ad-hoc reports, including Balanced

Scorecard for presentation using Crystal Report XI.

. Documented business requirements, analyzed financial reports and

performed acceptance testing.

InvesTrade Discount Securities (A Private Equity Company), Glenview, IL

6/1999- 8/2005

Senior Financial Analyst / Trader, Business Valuation services

. Managed $3 million trading portfolio in Glenview, IL.

. Produced strong growth in both profitability and market share through

proprietary trading activities. Made extensive use of interest rate

futures and options in developing trade and hedging strategies.

. Involved in implementing risk management systems for option and equity

book, and provided market commentary to assist sales force. Managed a

daily P&L reporting and profitable trading position while increasing

company's bottom line for two consecutive years.

. Completed, through use of Argus software packages, initial underwriting

of properties for acquisition and contribution into Private Equity Real

Estate Fund comprised of domestic properties.

. Designed, built, tested and implemented department-wide Private Equity

Capital Model to determine opportune disposition timing for real estate

assets in a five year horizon.

. Worked on special projects; performed quantitative analysis; composed

business-reporting requirements and created functional required templates

and documents. Assisted technical team in developing queries and reports

using Business Object 5.0.

. Reviewed and analyzed data elements; compiled data requirements and

eliminated data redundancy. Enhanced system performance and eased planned

changeover to new database.

Platinum Securities Company Limited, Hong Kong Summer 1997

Financial Analyst

. Helped to prepare Initial Public Offerings (IPO) for companies going

public in Hong Kong Stock Exchange; checked financial statements and

other legal documents; evaluated assets and recommended offering price.

. Researched key companies within an industry; provided written analysis of

results and identified key performance issues within each firm.

EDUCATION

Investment Banking Institute, completed a four week intensive course on

financial modeling, NYC, NY, 2008

BS, Economics, Northern Illinois University, DeKalb, IL, 1998

PROFESSIONAL LICENSES

NASD Series 7 and 63

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