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Management Sales

Boston, Massachusetts, United States
August 30, 2017

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*** ****** ******, **** #***, EAST BOSTON, MA 02128 617-***-****


Boston University Graduate School of Management, Boston, MA May 2003

MBA (Finance)

MS in Information Systems

Boston University School of Management, Boston, MA May 1996

BA in Accounting and Management Information Systems




●Acted as the “Single Source of Truth” for corporate revenue reporting, including all periodic close and variance analysis, AOP and quarterly forecast consolidation, analysis and management review, “systems” gross profit calculation and GAAP to management reporting walk. Successfully improved revenue reporting from rudimentary to fully functional during organizational transition.

●Lead SAP-BPC implementation effort for the Corporate FP&A department through working with KPMG in designing system processes, profit/cost centers and product hierarchies to enable accurate reporting of corporate results. Designed and incorporated over fifty reports and input templates for monthly and quarterly close, two AOP cycles and four forecasting cycles.

●Originated a stop gap Access database solution to consolidate worldwide revenue reporting for over 100 countries and regions under three different financial systems prior to SAP-BPC implementation. Featuring multiple foreign exchange rate translation options for Actual, AOP and Forecast reporting; unit volume, instrument placements and installed base record keeping, price volume mix and installed base throughput calculations and selectable GAAP and management consolidation. Completed all corporate management, GAAP, bond holder and investor reporting requirements accurately and punctually.

●Performed monthly “true economic impact” profitability calculation for each region and product line through understanding each region’s sales volume, intercompany pricing policy and manufacturing cost of products sold. Resulting analysis helped executive leadership make regional and product line expansion decisions.

●Partnered with corporate commercial office in developing customized regional revenue models to assist in the annual budget development process. Provided analytical support during regional budget review meetings with the leadership team. Successfully completed two annual operating plan cycles.

●Worked closely with external reporting team to create the quarterly bond holder’s call package. Provided official sales statistics, foreign exchange impact and GAAP to management revenue bridge. Completed ten quarterly packages successfully.



●Developed an Excel based 5 year corporate strategic plan with scenario analysis capabilities for internal corporate review and CFO’s forecast to external analysts. The model contained customized revenue projection logic for 4 different product lines and it forecasts income statement, balance sheet and statement of cash flow for 5 years on a quarterly basis.

●Part of the task force responsible for the update of S-1 form to be filed with SEC. Worked in collaboration with external auditors, legal team, CFO, director of finance and the accounting team to finalize and verify accounting numbers, build specific reports regarding corporate results and facts and provide analysis for the legal team to complete required commentaries and narratives. Completed one confidential filing in 2014 and one public filing in 2015.

●Led the corporate quarterly forecasting and 2015-16 budgeting effort. Worked in tandem with the director of finance to set the schedule, adjust department resources based on corporate re-alignments and create input templates to be distributed to department supervisors. Authored Powerpoint presentation based on department submissions and led department reviews with CEO, CFO, and department supervisors. 2015-2016 budget was reviewed and approved by the board of directors on schedule with no major adjustments.

●Part of the implementation team of project based reporting requested by the board of directors. Created an Excel based input template for the resource planning of over 40 new projects and worked with accounting team to develop new processes and procedures for project based cost recording.

●Completed ad hoc projects as required by internal customers, i.e. NPV and IRR analysis of outsourcing decisions, make or buy decisions, new product cost and benefits models etc.


10/2012 – 05/2014 : SENIOR FINANCIAL ANALYST

●Developed the customer lifetime value model, product unit economics model, wholesale monthly projection model and other ad hoc models to support business decision making process and monthly operating forecast.

●Used SQL to pull data from the company’s production database to perform financial and economics analysis as required by senior management and as a basis for financial and statistical modelling.

●Created the “Operating Forecast”, an Excel based integrated financial projection model forecasting income statement, balance sheet and cash flow statements on a rolling 12 months basis for 4 different business models involving over 20 products.

●Performed monthly variance analysis detailing the root causes of both favorable and unfavorable variances, helping marketing and sales associates to craft tactical marketing adjustments for future months.

●Presented monthly financial statements and business metrics analysis as part of the month end financial review to the leadership team.

●Developed mission critical metrics and benchmarks through data collaboration effort with marketing and technical associates to measure operating efficiency and effectiveness.

●Developed 3 year strategic plan in collaboration with CFO, VP of Finance and the rest of leadership team to optimize the mix of capital raise and debt financing for the company's future expansion.

●Worked closely with department leads in developing ground up annual department budgets and integrated the result into a comprehensive corporate budget reviewed and approved by the CEO and CFO.


07/2012 – 09/2012 : SENIOR FINANCIAL ANALYST (Contractor)

●Directly responsible for 40 Corporate Quality Management and Regulatory cost centers' daily accounting maintenance, month end close process, the creation and presentation of variance analysis report to the Executive Vice President.

RAYTHEON COMPANY, ANDOVER, MA (worked for 2 separate internal projects)


●Managed the project execution of $750 million portion of the $3.3 billion UAE Patriot Missile Program. Punctually and accurately fulfilled all project deliverables sanctioned by Raytheon 10255 Earned Value Management System Guidelines and customer contract requirements.

●Initiated project setup by preparing the Work Breakdown Structure, Responsibility Assignment Matrix, Secondary Work Authorization and Earned Value Method for each Integrated Product Team in accordance with Raytheon 10255 EVMS guidelines.

●Created a profile for each approved task in the SAP Production System by setting up the period of performance, Earned Value milestones, resource assignment and Earned Value method.

●Partnered with product team leader to summarize weekly performance and cost analysis in the form of a program management report, which is presented to the program manager and corporate vice president.

●Produced ad hoc cost management analysis on project execution risks by illustrating the specific tasks or resources that are overrunning, the root cause of the overrun, at completion estimate and mitigation suggestions.

●Proactively maintained the product level budget based on project execution, which includes pruning the budget of unnecessary tasks and requesting from budget reserve to fund risk mitigation tasks. Reduced product level budget from $950 million to $750 million, which contributed to profit margin of the project.

●Led the quarterly Estimate At Completion, a cost management process where historical sunk expenditures are combined with task level spending forecast to provide a comprehensive at-completion cost estimate. Each EAC is presented and reviewed by the program management team and subsequently signed off by each member of the team.

●Performed weekly cost analysis against approved EAC and To-complete Cost Performance Index to accurately gauge cost performance of the project.

●Administered the project information system comprised of mission critical applications SAP and Winsight as well as team collaboration platform based on Microsoft Sharepoint. Intelligently planned back office operations have increased the efficiency and effectiveness of the overall team performance.

●Designed complex scenario analysis Excel worksheets under a tight schedule as required by the contracts team to support its ongoing contract negotiation with the US Department of Defense.


Expert level user of Microsoft Excel, Access and PowerPoint in performing complex data consolidation, modelling, analysis and presentation; experienced user of SAP R3 Production, Business Warehouse and Business Planning and Consolidation; knowledgeable in SQL database administration and database front end programs

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