JOE D. TAI

720-***-****

ac2gg5@r.postjobfree.com

EXECUTIVE PROFILE:

Established Finance and Operations Management Leader working with world class organizations for 15 years. Successful leading multi-international teams of 8 to 80, managed budgets ranging from $5 million -

$2 billion dollars. Business development, consolidation, shared services, lift/shift and offshoring.

Compliance and Control Change Management

Operations Management Strategic Planning

Budgeting and Forecasting Customer Care

Financial Planning and Analysis Distribution Management KEY ACHIEVEMENTS:

Relocated accounts payable globally to Poland and reduced costs by 30 percent. Designed, implemented and led the transition from around the world to Poland; merged and stabilized the accounts payable functions.

Consolidated North America Finance to Denver to reduce cost by 35 percent. Changed corporate business model by centralizing the North America finance functions; New York, Los Angles and Seattle to Denver. Resulting in a reduction of labor by 30 percent and an additional 20 percent savings on real estate.

Off shoring US Finance functions to Costa Rica to reduce cost by 60 percent. Designed and implemented the new finance team start up in Costa Rica. Developed KPI for the finance team, was able to reduce processing time by 35 percent.

Developed startup business plan and accounting processes for a foreign entity. Developed and managed the startup budget and facility plan for a team of 300 in Costa Rica. Implemented controls in all stages of the project plans and finance process to ensure compliance with local government requirements.

CAREER DEVELOPMENT:

DM LLC Denver, CO 12/2016 - Present

Business Development Consultant (contract assignment)

Developed and executed business plans for Startup Company.

Assist in day to day business operations of the company.

Develop budget, forecasting, cost reduction and business strategies for the company.

Provide inventory management and financial management.

Facilitate brand management, social media curator and commercial event coordination. CH2M HILL Englewood, CO 12/2015 - 11/2016

Global Director

CH2M is a $6 billion dollar global engineering company with 26,000 employees’ worldwide. Provides consulting, design, construction, and operations services for corporations, and federal, state, and local governments.

Managed over 80 professionals globally.

Designed and implemented the new Global AP Shared Services team in Poland.

Provide Customer Support Globally.

Strategic planning, goal setting, budgeting, forecasting, staff development and business rebranding. Developed policies and procedures.

Process over 40K invoices and $100 million in payments monthly.

Reevaluating the digital transformation ERP to improve Global AP’s deliverables and to ensure alignment with the firm’s vision and strategies.

Process realignment to optimize production, resource allocation and cost reduction.

Deploy DPO across all business units to optimize the cash flow strategies.

Developed and implemented matrix and KPI for the Global AP.

Managed internal, external (PWC), DCAA and SOX audits.

Ensure all appropriate audit and necessary financial controls are in place in accordance with Corporate Operations and Financial Control Policies to minimize business and financial risks. Robert Half Englewood, CO 9/2014 - 9/2015

Management Consultant (contract assignment)

Compliance & Control, Finance Management, SOP, CAPEX, Fixed Assets Management and off shoring transition training.

AMERICAN PRESIDENT LINES Englewood, CO 1/2003 - 6/2014 Senior Manager/Controller- Finance & Operations

APL is a $9 billion dollar company that provides customers around the world with ocean shipping and container transportation services, with over 160 years of experience.

Directed the North America and Costa Rica Division Finance and Finance Shared Services.

Managed over 30 professionals in US and Costa Rica responsible for Finance and Operations management.

Provide financial services to multi lines of business, budgeting, forecasting, AP, AR, full cycle accounting, P/L, profitability analysis, procurement, fixed assets management, project management, contract administration, strategic planning, goal setting, staff development and business rebranding.

Developed policies and procedures.

Designed, implemented and managed the new AR payment processing center handling $5 Billion in payments annually.

Managed the North America Cargo Handling & Distribution Operations.

Extensive experience working with Operations, Budgeting, Forecasting, Business Units Management, IT, Sales, Customer Service, Contract Negotiation, Executive management, Supply Chain and Government Agencies

Managed internal, external and SOX audits.

Partnered with business units to drive weekly, monthly, and quarterly financial results.

Developed and implemented KPI for Operations and Finance business units.

Collaborated with US HQ on business strategies, planning, reporting and compliance.

Update Executive Management on monthly operations and financial performance, variances and projections as well as provide recommendations on areas of opportunity.

Led business development projects for the Finance and other functions to Costa Rica and China. Support, manage and developed KPI for the off shored functions. Finance & Administrations Manager 1/2001 to 1/2003

Managed the Denver Finance team provide financial services to the Global Denver Customer Care Center. Responsible for budgeting, forecasting, AP, journal entries, month end and year end close, P/L, procurement, vendor management, contract administration, fixed assets management, lease negotiation, staff development, financial reporting and facility management.

Update Executive Management on monthly financial performance, variances and projections as well as provide recommendations on areas of opportunity.

Developed and implemented KPI for Operations.

ERNST & YOUNG, LLP Englewood, CO 12/1997 to 1/2001 Senior Accountant

EY is a global leader in assurance, tax, transaction and advisory services.

Tax budget planning and compliance for clients in the range of $2.8 billion.

Prepare income, personal property, real property and sales and uses tax returns.

Working with various state and local tax assessors on tax appeals. TIME WARNER CABLE, Englewood, CO 2/1991 to 12/1997 Tax Accountant

Time Warner Cable is the second-largest cable operator in the U.S serves more than 14 million customers

Partnering with various Cable and Telecom divisions on business development.

Prepare personal property tax budgets for multiple business units in the range of $35M.

Prepare personal property tax returns in various states.

Negotiate on tax assessment and appeals.

EDUCATION

Bachelor of Science Business Administration – UNIVERSITY of PHOENIX Management/Accounting

ERP

SAP

ORACLE (R12)

COGNOS

Microsoft products, Excel, PowerPoint

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