Finance Executive

SUMMARY OF QUALIFICATIONS

Accomplished Strategic Finance and Accounting Executive noted for developing highly efficient teams. Broad-based leadership experience spanning both complex Fortune 500 organizations and private equity-backed businesses. Thoughtful and energetic leader with operationally-oriented background successful partnering and collaborating with executives, corporate boards, banks, public auditing/accounting firms and financial regulators. Effective in hiring, coaching and motivating teams to achieve productive momentum. Business acumen in:

Strategic Planning

Multi-industry experiences

Revenue Maximization

Financial Modeling/Reporting

Financial Management

Problem Solving

Margin Improvement

Team Building/Developing

Capital Market

Merger & Acquisitions

Global Business

Financial Structuring

PROFESSIONAL EXPERIENCE

Technical Polymers/Domo Chemical, Atlanta, GA

NAFTA CFO [2016 -- Present]

Successfully lead SAP Enterprise Resources Planning Implementation Project, improving reporting accuracy and timeliness

Lead EBITDA enhancement project, achieving 15% YOY revenue increase and 20% EBITDA YOY increase by streamlining product costing procedure

Realign company product lines and spin off non-strategic assets, saving company over $1M

Strengthen financial control, improve A/R collection cycle, reduce working capital $1M in the company with $33M annual sales

Lead the Mexico Merger/Acquisition project, working on opening new production plant near Mexico City

Ensures legal and regulatory compliance to GAAP for all accounting functions and financial reporting

Initiate and implement 401(K) program successfully within the company

In charge of all financial decision making, including healthcare/insurance/real estate/labor cost control

GLOBAL POWER, Atlanta, GA

Consultant (Contract Position) [2015 Jul – 2015 Nov]

Lead SEC restatement, 10-Q, 10-K for Service Business $350MM annual revenue and meet stringent requirements

Work with internal/external auditors for SOX compliance efforts, streamline the process and enable to reduce reporting time 1 day with existing resources

Lead Penta (ERP) upgrade implementation project with external consultants and reduce hundreds of labor hours

Enhance revenue/improve margin by working with product line VP, implementing growth strategies

COX COMMUNICATIONS INC./COX MEDIA, Atlanta, GA

Senior Finance Manager [2013 – 2015 Apr]

Collaborated with field operations and enterprise planning team for Cox Media. Oversaw $350M (media sales) annual budget and conducted quarterly forecasts, meet deadlines and achieving YOY 3% sales increase while resources were shrinking

Led team of four analysts. Played a key role in presenting any variances, help senior leadership implement new initiative

Helped Sales VP develop/execute growth strategies/allocate resources, achieve overall YOY 3% growth and reduce churn rates under 15%

Successfully negotiated/implemented partner contracts valuing $25M annually

Prepared Product/Business Line Profitability Analysis, seeking revenue growth potentials and identified cost improvement of $1M annually

Used various methodologies including Payback period/NPV/Profitability Index/IRR/MIRR to provide the information for Cox Media’s capital budget needs as part of the overall $1Billion Cox Communications Capital Budget

Key role in valuation analysis on M&A, investments and divestitures; Successfully implemented $25M merger with Comcast achieving $1.5M cost saving

Motivated team/mentored analysts in streamlining FP&A processes and procedures

Recognized as the internal BI champion and conducted BI training

Conducted digital sales bench marking/market share analysis, successfully maintain market share at the cost of competitors

Analyzed peer performance, evaluated KPI and developed strategic alliance relationship

Conducted multiple capital investment business case/cash flow analysis, values ranged from $1M to $50M

TRAVELPORT, Atlanta, GA

Senior Manager, FP&A (report to AMS CFO) [2010 – 2013]

Managed Americas region $700M Revenue/ $300M EBITDA annual plan (Revenue/CoGS/OPEX/Headcount), built short-term/long-term plan. Partnered with sales team, accomplished 3% EBITDA increase by holding OPEX/CAPEX/headcount flat

Led a team of 4 for multi-year planning/annual budget/semi-annual forecast/quarterly/monthly projection process. Educated team in using various techniques including time series and regression

Evaluated new business initiatives/contracts/potential acquisitions and quantified impact on financial bottom line

Participated in setting up AMS accounting/financial reporting policies (revenue recognition, bad debt treatment), optimizing project work flow, implementing sales goals/building performance measurements/managing regional compensation plan

Led month-end close, ensured accounting control and compliance. Presented variance findings

Developed performance metrics; created operating dashboard and monitored industry trends

Provided pricing and 3rd party contract pricing analysis within the region/contract and contract profitability analysis

Monitored cash/debt covenants/capital investment progress and make projection/recommendations

Generated/presented financial reports to C-level (market growth, market share, yield, P&L by region by BU by key customer, other revenue, OPEX, headcount, CAPEX)

SUN COUNTRY AIRLINES, Mendota Heights, MN

Senior Financial Analyst (report to CEO) [2008 – 2010]

Prepared $250M annual plan (revenue, capital, expense, payroll and headcount budgets)

Developed monthly/quarterly forecast by using activity-based/zero-based costing models on weekly basis (P&L, cash flow)

Worked with Raymond James investment bankers to execute merger/acquisition plan

Helped recapitalization/restructuring investment during bankruptcy/liquidity and solvency analysis

Created financial statements, maintain, analyze and edit General Ledger (accounting close/accrual)

Conducted Crude Oil hedging strategy/model/ sensibility analysis

Conducted multiple capital budgeting projects by using IRR/NPV/MIRR

Prepared operational metrics report, line of business/driver, risk/opportunity report

Built route profitability models/regional P&L

Created charter pricing application by fully allocating fixed costs and incorporating competitor analysis. Successfully increased market share average by 5% and beat budget by 6% in profit margin

Conducted monthly P&L analysis and variance explanations

Negotiated with medical/worker’s compensation/aerospace insurance vendors for better coverage/better pricing

Led internal auditing efforts

Ad-hoc analysis/reporting

SOLUTION REALTY, Minneapolis, MN

Founder/CFO [2005 – 2008]

Developed management tools to measure and analyze financial and operational information (e.g. financial ratios, key performance indicators, sales forecasting platform, integrated budget model, product pricing and management reports)

Created and managed complex excel-based financial models by using Macro/Module

Automated processes to improve rigor and speed in the processing of critical information

Managed and motivated 25-person team to meet and beat financial goals

NORTHWEST AIRLINES, Eagan, MN

Senior Analyst [2001 – 2005]

EDUCATION/CERTIFICATION

MBA-Finance, University of Minnesota, 2002

Master of Art-Human Resources and Industrial Relations, University of Minnesota, 1999

Certified Management Accountant (CMA), IMA, 2014

Six Sigma, Green Belt, 2013

TECHNICAL CAPACITIES

Financial Statement & Ratio Analysis (Income/Balance Sheet/Cash Flow/Proforma)

P&L Management

Backlog/Pipeline Management

Project Management Expert

Complex Financial, Operational, Quantitative Modeling

Measurement of Productivity & Processes

Economic, Financial, & Technical Trends/KPI

Technical Analysis/ROI Analysis/M&A Analysis/Business Valuation

MS Office Expert (Excel/Access/PowerPoint/Word, Excel Vlookup/Pivot Table/Macro)

SAS/Statistical Tools (SQL/SAAS)

Reporting (Crystal, Brio, Cognos, Hyperion-Enterprise-HFM, Great Plain/FRX, OLAP, Business Objects, Bloomberg Terminal, MS Dynamics)

Business Intelligence (Tableau, Cognos, Hyperion, MS BI Suite, IBM Watson)

Database (Oracle, MS SQL Server, Sybase, Essbase, IBM DB2)

ERP expert (Oracle Hyperion/OBIEE, SAP Business Analyzer, PeopleSoft, Netsuite)

Financial Modeling (WACC, NPV, IRR, MIRR, Discounted Cash Flow)

SaaS

Business Case

GAAP/IFRS Compliance/ SOX review/audit GAAS/FASB

Risk/Opportunities, Cost/Benefit Analysis

Reporting Processes

Capital Expenditures (CAPEX)/Capital Budgeting

Financial Statement Preparation

Risk Management

Currency(FX)/Commodity/Crude Oil Hedging(Bloomberg)

Multi-industry/Sector Expertise

Due diligence/Merger and Acquisition

Trend Forecasting/Metrics Analysis

Executive Presentation

Strategic Planning

Negotiation

SEC reporting (10-Q, 10-K)

Coaching/Mentoring Analysts

Cash Flow Projection and Analysis

Salesforce

Language

English, Chinese (fluent)

German(beginner)

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