EXECUTIVE SUMMARY

High-energy International Financial Leader with 10+ years of extensive experience and a record of generating solid results. Collaborative and inclusive; adept at building strong teams and developing talents. Expert in financial management and information systems with the ability to effectively communicate, streamline complex processes, and influence cross function teams to generate consistent profitability gains. Well versed in English, Mandarin Chinese & Taiwanese.

CRITICAL SKILLSET

GAAP & IFRS Accounting Principles

Financial Reporting and Analysis

Fixed Assets & Accounting Management

Budgeting & Forecasting

AP/AR/Cash Flow Management

Cross Business Function Leadership

Payroll & Benefits Administration

Purchasing and Negotiation

Standard Cost and Inventory Valuation

Sarbanes-Oxley Act Compliance

Accounting System Implementation

Internal Controls and Audits

EXCEPTIONAL ACCOMPLISHMENTS

Financial Planning/Accounting Management:

Lead a team of 10 finance & accounting staff to close the month in less than 2 days in Oracle systems

Manage an annual spend of $300M at National Distribution Center & warehouses at Ingersoll Rand

Reviewed periodic financial statements with leadership, and report variance analysis on productivity and inflation, with less than 50% process time and one less headcount at Ingersoll Rand

Led the annual business budgetary process in the supply chain finance to be the first to complete the 2016 annual operating plan among 11 strategic business units at Ingersoll Rand

Process Improvements and Cost Management:

Partner with Distribution Director to reduce logistic costs by 10%+ at Ingersoll Rand in 2016.

Established methods and monitored and tracked operational processes to maximize production capacity and improve the on-time delivery rate from 85% to 92% at Magnesium Elektron NA

Conducted periodic cash and accounting system audits to identify potential weakness and problem areas, with a major discovery of more than $75,000 cash assets record at ARAMARK Corporation

Information System Implementation:

Drove world-class use of financial system tools by re-designing business unit P&L via Oracle and Hyperion retrieves for manufacturing and supply chain use in 3 months after hire at Ingersoll Rand

Created two Microsoft Access databases with SQL and Visual Basic tools to analyze and report sales revenue and cost structure by product family at Magnesium Elektron North America

Converted manual accounting systems to Peachtree Accounting in 4 months at Kids In the Middle

PROFESSIONAL EXPERIENCE

Finance Leader - National Distribution Center and North America Warehouse Ops 11/2015 – Present

Interim Controller - National Distribution Center, Residential HVAC Business Unit 1/2015 – 11/2015

Finance Manager for Integrated Supply Chain - Residential HVAC Business Unit 8/2013 - 11/2015

Ingersoll Rand Company – National Distribution Center, Bridgeton, MO

Support and work closely with the Director of Finance in the Integrated Supply Chain, Director of FP&A, and Director of Distribution to provide critical leadership to achieve operational and financial objectives, and serve as a critical focal point for technical accounting and audit issues impacting the business unit.

Major Accomplishments at Ingersoll Rand:

Partner with the Director of Distribution and Supply Chain to manage the operations of the National Distribution Center and 90+ field warehouses in North America in driving productivity in warehousing and transportation logistics to deliver annual business unit sales of $2.2 billion

Lead a finance team of 10 people to manage a $300M budget and drive process improvements, compliance and financial reporting activities in mitigating risks and capitalizing opportunities

Drive world-class use of financial/ERP system tools (Oracle, Hyperion/HFM and Tableau, etoc.) by creating standard processes and deploying those for use by finance organizations

Collaborate with the demand planning and SIOP (Sales, Inventory, Operation and Planning) teams to control inventory and plant production plans

Collaborate across the organization and positively influence business outcomes. Effectively communicate with business leaders across all functional disciplines. Partner with leadership to drive the translation of strategic goals into actionable and measurable business plans

Production Controller - Magnesium Elektron North America, Inc., Madison, IL 2/2009 – 7/2013

Senior Plant Accountant 4/2006 – 1/2009

Financial forecast/production planning, control, and analysis. Reported to President of the company.

Major Accomplishments:

Secured a Japanese supply chain that has contributed about $1M in gross margin a year

Negotiated with Japanese and Chinese suppliers resulting in +30% purchase cost savings

Built two Microsoft ACCESS databases to track sales revenue and inventory positions that provided more time for the company to evaluate and purchase an advanced ERP system

Analyzed and planned inventory positions and purchase needs, resulting in an inventory forecast accuracy of greater than 90% on each metal market on a monthly basis

Conducted two weekly supply chain meetings and coordinated three production plant locations in the US and UK that addressed immediate sales demands and supply needs, resulting in an aggregate of +92% on-time-delivery performance, and less than 5% stock out position

Executed and monitored internal control policies and procedures that pertained to process and risk controls, resulting in “0” major violation in ISO and accounting audit findings for 4 years

Senior Financial Analyst/Supervisor - ARAMARK Corp. St. Louis, MO 8/2005 – 3/2006

Responsible for conducting complex financial analysis/projects & managing the finance department with 9 accounting staff.

Controller/Business Manager - Kids in the Middle, Inc., St. Louis, MO 9/1999 – 8/2005

Financial planning, control, cash management and banking relations for a professional counseling agency.

Business/Accounting Manager The New Theatre, Inc., St. Louis, MO 5/1997 – 8/1999

Responsible for both financial and business management of a professional theatre.

EDUCATION

Master of Accounting, University of Missouri – St. Louis

MBA with emphasis in Accounting, University of Missouri – St. Louis

Bachelor of Science in Physics, Tamkang University, Taipei, Taiwan

COMPUTER PROFICIENCY

Financial Software: Advanced Microsoft Excel, QuickBooks Pro, and Peachtree Complete Accounting

Database Management: Act, FastLane, Microsoft Access, FoxPro, Tableau and SQL languages

ERP/MRP Systems: MACOLA, MFG PRO, AXIS ERP, Tableau, Oracle R12 (including BI & OTM -Oracle Transportation Management), and Hyperion ad-hoc (Essbase HFM, Planning, HRPLAN, etc.)

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