Jeffrey Tan

Financial Management - PMO

Danville, CA 94506

ac33wn@r.postjobfree.com - 925-***-****

http://www.linkedin.com/in/jeffreywtan

EXPERIENCE

PMO Financial Consultant (Consultant – Senior Resource/Financial Planner)

Kaiser Permanente - Pleasanton, CA - October 2015 to September 2017

• Financial management for a large Oracle HCM Cloud transformation program – Supported program manager

& director in managing all financial matters in regards to OPEX and CAPEX planning ($65 million annual budget).

• Resource management – Supported program manager & director in all resource planning in Clarity/RPM (Approximately 200 Resources). Communicated monthly with team leads to update resources per plan.

• Tracked all resource timesheets against plan and reported on variances.

• Planning – Supported program director and manager in updating critical milestones and all tasks.

• Liaison into the HR-PMO for the HCM program. Updated monthly financial performance for the directors of

HR PMO support on all other PMO activities.

• External Vendor Management – Worked with program director regularly to manage efficient communication and detailed invoicing between SOW vendors working on the HCM cloud project.

PMO Business Analyst (Consultant)

AAA Insurance Exchange - Walnut Creek, CA - July 2014 to June 2015

• Created and distributed all daily dashboards for a large nationwide, multiple implementation policy

administration system for key program stakeholders. Daily graphs include all deliverables on story writing,

design, development, functional testing, defects (planned & natural) and regression testing.

• Owned a sophisticated sprint development model to capture a three year work effort view across multiple

releases; provide guidance to program director and deputy general manager.

• Utilized IBM - RTC to capture real time estimates for story point sizing for the PAS and update the sprint

development model accordingly.

• Managed an automation project to link all program defects from HP Quality Center and all other program

deliverables from the IBM - RTC environments to the PMO daily dashboards.

Project Controller (Consultant)

Chevron, Inc. - San Ramon, CA - December 2013 to March 2014

• Supported Project Manager on Multi-site wireless project in the Infrastructure Assets group, with project

financial management and resource management.

• Worked with the program manager to develop a standardized monthly financial process for the entire

Infrastructure Assets IT program initiatives.

Budget/Financial Analyst (Consultant)

Cisco Systems - San Jose, CA - February 2013 to September 2013

• Supported Portfolio Lead for a large Oracle R12 Implementation Program.

• Met with program stakeholders across business units (Quote to Order, Order Management, Supply Chain,

Finance, Services) to gather Scope requirements and drive budget requests.

• Worked with cross functional stakeholders to align resources on LSS program scope.

• Developed the program budget from a bottoms-up resource plan, which included all functional FY'14 budget

requirements spanning Cisco's entire product line.

Business Analyst/Project Financial Manager (Consultant)

AAA Club Services - Emeryville, CA - July 2012 to February 2013

• Responsible for tracking all project budgets for AAA Club Services and reporting financial results to PMO

manager, finance stakeholders and accounting.

• Month end reporting for all projects. Created all weekly trend reports for portfolio managers and distribute

to key stakeholders.

• Responsible for all month end accruals for projects in the club portfolio and IT Operations.

• Liaised with AAA - Insurance Exchange on all project "shared" costs.

• Processed all invoices related to projects with accounting.

• Workday administrator for all projects (set up new contractors in the system to log time, set up new projects

approved by Steering Committee and added project resources to project plans)

Senior Financial & Reporting Analyst - PMO

SVB Financial Group - Santa Clara, CA - May 2010 to January 2012

(Contractor May 2010 - Oct. 2010, FTE Oct. 2010 - Jan. 2012)

Performed project financial analysis and reporting:

• Served as primary liaison to Corporate Finance (Accounting, A/P, Vendor Management and Financial

Planning and Analysis). Converted all Project cash forecast to GAAP forecast for Corporate FP&A and

Executive steering committees.

• Developed and implemented Project Manager training on managing project financials.

• Assisted with audits to provide information on project framework, controls and governance.

• Monitored project budgets and financial issues to track/report on various portfolios.

• Assisted the Head of Enterprise PMO establish best practices related to: cost benefit analysis, ROI, and other

financial tracking, analysis, and reporting methods/practices.

• Supported project managers during the Business Case cycle to develop project estimates and preliminary

financial forecasts.

Financial reporting process improvements:

• Developed and improved current project financial management tools and processes and worked with the

business to develop financial processes that met their requirements.

• Worked with the Head of Enterprise PMO to develop the Enterprise PMO budget. Maintain and track

Enterprise PMO budget and liaise with Enterprise-wide business partners.

• Strengthened the relationship of PMO between finance, accounting and IT Delivery.

Project Management Tool Implementation:

• Responsible for training and on-boarding all Project Managers on the Financial Planning modules to the PPM

tool (Planview).

• Selection Committee: Part of vetting process in selecting enterprise-wide project management SaaS tool: Met

with> 5 potential vendors; organized meetings with potential stakeholders (Finance, PMO, Project Managers

and Executive Management).

Finance/Budget Manager (Consultant)

Pfizer, Inc- South San Francisco, CA - September 2009 to March 2010

• PO Management for Research, Development and Medical Integration Systems: Created all POs for RDMi

integration program, based on approved SOWs and MSP contractors.

• Expense analysis for RDMi program: Ran periodic financial reports in Business Objects and Computron and

reconciled expenses against intended budgets.

• Updated monthly accruals, forecasts for each individual project under two large scale programs: Application

Rationalization & Site Closures.

• Project Management/MS-WTPS role: Entered all RDMi project requests for integration program, based on

SOWs and other analysis for project, including financials, resources and other tangibles.

Program Financial Analyst/Scheduling Analyst (Consultant)

Genentech - South San Francisco, CA - August 2007 to January 2009

• Met monthly with all Project Managers on forecasts for updates on spending. Analyzed forecast variances and

reported the updates to the Program Director.

• Tracked and reported on actuals/forecast vs. budgets; prepared various reports on project spending,

variances, savings. Worked with Program Director to reallocate budget as necessary.

• Streamlined the entire financial reporting process, for a large SAP implementation Program.

• Assisted with streamlining financial records in preparation for internal audit.

• Provided ad hoc financial reports, including presentations for the executive steering committee.

• Managed all the POs for Blueprint Program; monthly communication with vendor finance to monitor all PO

amounts, end dates and liaise with all the project managers on the Commercial Blueprint Program. Ad hoc

financial analysis for the Principle Project Manager.

Created program-wide presentations on Milestone Analysis, Scorecards, Progress Curve analysis, Work Flow

analysis, Scheduling and Critical Paths via MS Project, Excel and PowerPoint.

• Created milestone models to reflect each project's progress and to identify risks.

• For the Commercial Blueprint Program, managed change requests, served as central point for Development

Object Lists and coded updated tasks in the Master Schedule.

• Performed adhoc financial analysis for the Summit Program Manager & Principle Project Manager of the

Commercial Blueprint program.

• Created a data model to streamline progress milestones that was widely used in both the SAP Implementation

program and Commercial Blueprint program.

EDUCATION

BS in Finance - University of Maryland - College Park, MD

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