PURCHASING, PLANNING ANALYST
Proactive, quick-learning and hands-on analyst offering an ability to consistently deliver results ahead of schedue. Trusted to reduce the workload of executives by leading accurate and insightful data analysis and presenting it in a way that is informs actual business decisions. Highly efficient and system-oriented, with a track record of streamlining key business processes.
Logistic planning and execution
Forecasting and trend study
Ad Hoc Reports Modeling
Data Research and Analysis
Expense Reduction
Process Development and Improvement
PPAP, DFAR,SOXA Process and Documentation
Highly valued for offering a deep appreciation for the human relationships that make effective in solving difficult disputes. Advanced data research, model creation and forecasting capability. Recognized for producing highly accurate and consistent results by effectively tracking data from multiple sources.
ONVACO (USA) INC. IMPORTER
Purchasing, Planning and Billing Analyst
September 2010 – Present
Manage complete operation from client intakes, procurement, planning, logistic to billing, shipping and inventory control. Created Excel based RFQ, PO, production, and billing data base and standardize operation procedures. Products includes: high to low value mechanical components, tooling, connectors, cable assemblies, power supply, plastic components and others.
Manage RFQ, purchasing and billing. Created and maintain data base which enables the accuracy and efficiency in Sales, production and accounting.
Intake and monitor open PO, communicate daily with manufactures in Taiwan and China to ensure production and shipping is on track.
Reviewed ENG drawing, set up new products attributes and ensure factory proper production.
Monitor and coordinate customer delivery commitment and factories production plan. Meet customer due date and minimize cost for both customer and the company.
Act as critical liaison to bridge customers and production into mutual agreement when issues occurred.
Maintained and monitor factories in oversea complies with various customers, various shipping, packaging and documentation requirements.
Review and prepare all import documents, custom clearance, inland freight for customers or company.
Work with forwarders, brokers to arrange best rout and minimize costs.
Prepare and manage shipment in timely manner, maintain 0 inventory level, and improves billing cycles.
Manage PO Profit margin, negotiate with vendors, carriers and customer as needed.
Sales trend and cost study for the owners in new start line of business.
TCM PRACTICE
Practitioner
01/2008 – 06/2009
Traveled Taiwan to enhance traditional Chinese herbs, Acupuncture, Qigong and meditation therapy practice. Offers volunteer services to cancer patients and financial disadvantage groups until today.
ELECTRONIC DATA SYSTEMS (EDS, HP)
Consolidation /Budget Advance Financial Analyst
02/1988– 12/2007
Consolidated and coordinated financial analysis reports multilevel matrix for contracts valued at over $1 Billion.
Prepared financial analysis, budgeting, forecasting, variance reporting, month, quarter, yearend close, journal entries, AR aging, DSO, SOXA documentation, standard reports in B/L, P&L, capital expenditure, cash flow and ad hoc management reporting.
Provided management financial advises including financial reports, Data researches, compliance of GAAP, taxes regulation, audit issues, SOXA, contract financial terms and cooperate financial rules.
Supported multiple IT industries include: telecom, networks, helpdesks, desktops, supply chain and mainframe .
Systems
Advanced Excel, SAP, ORACLE relational database, MS Access, Ariba procurement, TSO, M&D, MSA, Vista Plus, Microsoft office.
Education & Certifications
Master of Sciences
Academy of Chinese Culture & Health Sciences – Oakland, California,
Master of Business Administration - Accounting
Wilkes University - Wilkes Barre, Pennsylvania,
Bachelor of Arts
Fu-Jen Catholic University - Taipei, Taiwan,
Certified IS9000 internal auditor EDS Taiwan
Licensed Acupuncturist – Acupuncture Board, California, 2006
Diplomat, National Certification Commission for Acupuncture and Oriental Medicine, 2006
Community Activities
Member of California Certified Acupuncturists Association – 2006 - Current
Volunteer Acupuncturist of CMCC (Charlotte Maxwell Complementary Clinic Oakland) - 2006 - current
Volunteer of MBS – 2006
Volunteer IRS VITA (Volunteer Income Tax Assistance – Tax Preparer) -2015