Qualifications: Skilled in areas of software development life cycle QA processes, well versed in financial modeling, executive financial package, budgeting, month-end closing, variance analysis, ad hoc reports; power user of Excel, great working knowledge of Access, Power Point; familiar with BI tools like Power Bi, Hyperion, Essbase, Cognos and SQL; ERP including Oracle OTC, Lawson, Great Plains and MAS 90. Self-driven, motivated and love process improvements, great team player and also can work independently with minimal supervision.
United Healthcare Group/Optum360, a leading health services provider business.
09/2013–03/2018 (Sr IT QA Consultant/Business Reporting Analyst, revenue $110 billion)
A solid SDLC quality control consultant, heavily involved with process improvements.
Engaged in EDW data integration and data integrity validation using number of tools and methods such as regression test and agile methodologies.
Used Rally to build User Story, test plan, test case and tracked defects.
Led and conducted UAT tests on a regular basis; trained peers on routine tasks.
Help automate, streamline and document routine Operations support reporting processes and procedures to increase efficiency and accuracy.
Generated array of KPI reports, MBO scorecards, Product family Dashboards and MBR/QBR for executives with strong analytics for executive team. Validated CFO package.
Other ad hoc reports or IT projects as needed and am currently engaged in Optum 360 special projects.
ADP (Automatic Data Processing, global provider of integrated computing and business outsourcing)
ADP revenue $10.66 billion, NAS Benefits revenue $241 million)
6//2010–07/2013 - Financial Analyst (NAS Benefits Region)
Conducted critical month-end closing overseeing 41 departments within NAS Benefits region. This includes examining variance drivers, conducing revenue/expense allocations and re-classes as needed.
Performed rigorous monthly forecasting with multiple department managers to keep the expenses in check.
Participated in annual planning/budgeting within the scope of benefits region.
Conducted year-end closing, restatements.
Produced in-depth analyses of revenue/expense variances by comparing actual vs. plan, actual vs. forecast on a monthly, quarterly and yearly basis utilizing various financial modeling devices. Provided insights and explanations to managers and stipulated actions and executed action items as assigned. Analyzed risks and opportunities for business owners.
Used financial models in monitoring sales, revenue, expenses and PnL.
Prepared ad hoc reports for department owners and regional controller on a regular basis.
Prepared and reviewed monthly inter-co transaction JEs.
Initiated and participated in business process improvements and have been actively involved with automating some routine reporting functions.
Monitored and produced existing and new financial metrics for management on a needed basis.
UPS (Global Supply Chain Leader, $53 billion)
02/2010-06/2010 - Financial Analyst (Contractor through Manpower, now Experis)
Produced various purchasing/procurement related cost reports and offered variance analyses and comparisons providing direct large procurement decision support and cost saving analysis.
Provided merchandising cost comparisons based on specific procurement contracts from multiple vendors.
Gathered market trend information in supply chain and processed into bullet point summaries for management using online tools.
Healthport, LLC ( Healthport specializes in healthcare Release of Information service; Revenue grew from $180 million in 2007 to $220 million in 2009)
10/2007–11/2009 - Financial Analyst
Produced month-end executive financial narrative report including income statements with comparisons of actual to budget and actual to prior year, balance sheet and cash flow statements for C-level management; extensive validations and ties are performed to ensure accuracy and integrity).
Implemented CAFÉ (Cognos Analysis for Excel) and cut closing time by 35-50%.
Devised several process improvements in running and distributing AR aging reports, Cancel reports and Sales Commission report for executives and field Ops VPs.
Performed revenue, labor and SGA variance analysis for top management and field operations.
Conducted Retention, backlog and New-Loss report for top management. These reports are key part of KPI for field personnel.
Participated in annual budgeting for multiple entities.
Performed various trend analyses in rolling reports and graphs.
Grand Star, LLC, Grand Management and Southern Foods Inc, under the same owner.
04/1998-05/2006 - AIS Director/Financial Analyst, AP Supervisor.
Responsible for all IT infrastructure setup and monitoring. That included regular updating of hardware and software and worked closely with accounting/finance on tracking capital expenditure on full lifecycle basis. Maintained list of IT related assets. Regularly gauged additional IT needs and requested budget deemed necessary for the IT infrastructure. Maintained vendor relationships through the receipts, validation, and processing of key invoices and turned over to accounting for further processing and record keeping.
Power user of Excel 2010 (including Power Pivot, Power Query, Pivot Table, VLookup, Subtotal, advance filter etc.), well-versed with Access, Outlook, Word, PowerPoint, Publisher.
Well versed with MAS 90cs, GP Dynamics, Oracle OTC, Hyperion/Essbase, Smartview, Cognos (Analysis studio and CAFÉ), Crystal Report, Sharepoint, EDI, Some working knowledge of SQL, Concur and Ariba.
MS in Hospitality Management from FIU, Miami, Florida.
BA from Shanghai University, Shanghai, People's Republic of China.