ALAN S. TSAO

**** ********** ****

Elgin, IL ****4

ad1vtd@r.postjobfree.com

513-***-****

AREAS OF EXPERTISE

■Strategic Planning ■ Senior Leadership (Fin, Acctg, IT) ■ Global FP&A Leadership

■Strategic Advisor/Business Partner ■ Operational Transformation/PDCA ■ Mergers & Acquisitions

■ERP implementation (SAP, JDE, HFM) ■ Due Diligence/Acct Integration ■ New Business Analysis and Support

■CPA, Accounting Close ■ Plant Controller ■ Staff management

■Internal/External Audit ■ Fixed asset, A/P, A/R, Cash Flow ■ Budgets and variance reporting

■SEC 10Q, 10K preparation ■ Sales Force Automation ■ Credit Analysis/Customer Service

SOFTWARE

■JD Edwards

■SAP 6.0

■Hyperion HFM

■Microsoft Office

■Essbase

■MS Access

■Abila MIP

■Microix

■Daxko

■MS Power BI

■Periscope

■Tableau

Experience

CFO reporting to CEO’s of Rock River Valley YMCA, Golden Corridor Family YMCA, and YMCA of Northwest DuPage.

Responsible for all financial and IT functions of 3 YMCA Associations including Capital Raise, Modeling, M&A, Operational Efficiency strategy, Grant Strategy, Strategic Planning, Forecasting, Analysis, and Budgeting..

Day to day management of Finance, Accounting, and IT departments

Development of central reporting, analytics, and key performance methodologies

Executing on Cash Inflow Strategy

Resetting of traditional YMCA business model strategy

Statewide leadership on governmental grant strategy

New business analysis

Identifying and driving operational process improvements within the associations

Direction of all accounting, finance, legal, and IT functions

Key Accomplishments:

Successful execution of multi association turn-around strategies

Over $9.0M in grants and governmental funding obtained

All 3 Y associations are no longer on verge of bankruptcy and are thriving with the highest cash balances in decades

Executed on revenue diversification business strategies on multiple YMCA sites

Operational efficiencies greater than $2.0M across 3 associations

Development of a comprehensive post-COVID business strategy encompassing new cash streams

EVP Finance and Revenue Forecasting (2020-present) reporting to CEO

Responsible for Capital Raise, Modeling, M&A, Sales Strategy, Strategic Planning, Forecasting, Analysis, and Budgeting for mobile analytics high tech SaaS startup.

Development of central reporting, analytics, and key performance methodologies

Investor Outreach and Communications

New business analysis, Sales oversight, and SaaS Pricing support

Identifying and driving operational process improvements within the company

Direction of all accounting, finance, legal, and IT functions

Key Accomplishments:

1st round capital financing raise, Governmental contracts and grants

Development of a comprehensive capital raise management tool

Corporate Controller reporting to CFO/Executive Business Pastor

Responsible for Strategic Planning, Forecasting, Analysis, and Budgeting for 7 multi-campus locations, accounting and financial support of four not for profit companies.

Development of central reporting, analytics, and key performance methodologies

Conversion to GAAP financial reporting, Fund integration, Donation stream analysis, Cash Burn Analysis

Identifying and driving operational process improvements within the finance/accounting, church campuses and ministries

Direction of all accounting and finance IT functions

Key Accomplishments:

Strategic Reorganization of the Accounting and Finance Dept

Accounting, Ministry, and Operational process improvements($0.5M annual headcount savings, Day 25 to Day 5 close)

Design and Implementation HBC business intelligence system, data warehouse, and automated GAAP/Mgmt financials.

Sr. Global Director of Finance/VP reporting to CFO John Crane Inc ($1.2B)

Global First Fit business partner and strategic advisor role responsible for driving global operating income/cash flow, transfer pricing/currency hedging, shared services group transformation, acquisition integration, sales analytics, new business development, FP&A for $420M First Fit Market Division.

•GBU Strategic Planning and Budget

•Transformation of the global finance controller organization from regional-based to global-looking

•Functional and business guidance of Global Financial Services region and country controllers

•Development of new global revenue/expense reporting, structure, division/customer analytics, and KPM’s

•Identifying and driving operational process improvements (APAC, EMEA, Americas)

•Global analysis of strategic competitors, threats, opportunities

•Direction of GBU analytics/shared services team in monthly close and transformational value-added analytical activities

Key Accomplishments:

•Financial analysis and competitive bid modeling +$50M in new strategic refinery and aerospace business over 25 yrs

•Development and training of country controllers in financial analysis and business partnering techniques

Global Director of Finance (Jul 2008-Nov 2013) reporting to CFO Pentair Filtration Solutions ($1B)

Global Commercial, Industrial, Medical, Energy Division Finance Leadership role responsible for driving global growth, operating income, acquisition integration, sales analytics/new business development. ($530M)

•Strategic financial advisor to SVP/General Manager Global Commercial, Industrial, Medical Division

•Controller Hanover Park Manufacturing Facility ($200M)

•Development of GBU, Plant and COGS Scorecards, KPI’s, revenueforecasting, and customer profitability analysis

•Global analysis of strategic competitors, threats, opportunities

•New business development, acquisition, and joint venture modeling and analysis

•Direction of global IT, finance, and accounting teams in transformational value-added analytical activities

•PDCA Mentor—Drive lean techniques throughout the Filtration Solutions GBU

Key Accomplishments:

•2012 AOP/Due Diligence/Integration of $300M CPT acquisition

•Integration and ERP migration to JD Edwards of 3 global business units (Everpure, Shurflo, Commercial-Aviation/Marine)

•Development and Integration of 5 regional Pentair Water organizations into CIM GBU vertical market P&L

•Financial Modeling and Analysis new business partnership Starbucks $20M

Global Manager Financial Planning and Analysis (Dec 2007-Jul 2008), reporting to VP/General Manager Everpure LLC. Responsible for all Strategic Planning, Forecasting, and Analysis for $230M Global Foodservice Vertical Market Division

•Identifying and driving operational process improvements within the regional and global SBU’s

•Development of SBU metrics, KPM’s, product rationalization strategies

•New business development, acquisition, and joint venture modeling and analysis

•Development of financial/IT systems and accounting controls

Key Accomplishments:

•Development of Proclarity Business Warehouse for Global Foodservice Vertical P&L’s.

•Key modeling/analysis on Hyatt Hotels strategic partnership proposal $3M, McDonald’s distribution relationship $4M.

•Financial analysis and modeling support in General Electric $400M joint venture with Pentair Water Residential SBU

•Development of sliding scale management processes for Pentair Water on Spending, Cost Reduction, Pricing/Margins.

Sr. Manager Finance, reporting to the CFO Analytics, SVP NA Modeling & Analytics, President/CEO Analytics. Responsible for all Strategic Planning, Forecasting, Analysis, Modeling, and Budgeting for Homescan, ACN Core Marketing, and Analytics SBU’s

•SBU Strategic Planning, Medium Term and Annual Operating Plan ($56M US and Canada)

•Operational process improvements within the regional and global SBU’s

•M&A integration, due diligence,compensation strategy, and product rationalization strategies

•New business development, acquisition, and joint venture modeling and analysis

•Direction of AAC US/CAN finance team in monthly close activities

•Development of financial systems (Access, SAP, Hyperion) and controls

Key Accomplishments:

•Strategic modeling, planning, and integration of The Modeling Group acquisition $11M, EIVIA joint venture, Global Modeling Platform, and DecisionSMART initiative

•Consolidation and Transitioning of all regional cost centers/budgets to Global ACNielsen AAC structure

•Development integrated proposal tracker pipeline for Global Analytic Consulting

Manager Financial Planning and Analysis (2001-2003), Responsible for all Financial Analysis, Modeling, Forecasting, Planning, and Budgeting for the Tenneco North American Aftermarket SBU ($500M)

•SBU P&L, forecasting and profitability analysis, cash flow, accounting close activities

•Strategic Planning and Annual Operating Plan, intensive business reviews/customer/divisional P&L variance analysis

•New business, mix/margin,and product launch analysis, development, and authorization

•Development of financial systems and controls (EVA, BOS), FASB/SOX compliance

Key Accomplishments:

•Strategic modeling and development of Dupont Teflon joint venture car care, Pep Boys competitive bid ($300 mil new business over 5 yrs), Sears/NTB Auto Stores ($150 mil new business over 5 yrs), Key Customer Premium Mix Strategy

•Acting North American Aftermarket Controller (4 months)

Sr. Financial Analyst (1999-2001), reporting to the VP Controller and the General Manager North American Aftermarket. Responsiblefor all Financial Analysis, Modeling, Forecasting, Planning, and Budgeting for the Tenneco North American Aftermarket SBU($500mil)

P&L and cash flow forecasting and analysis, monthly accounting close activities (SAP)

New Business Analysis and Development (customer, product, M&A)

On-line financial database development and Sales Force Automation tools

Key Accomplishments:

•Financial Modeling/launch of $12 mil Reflex Premium Product Line, Advance Auto Parts ($22mil incremental revenue)

Pricing Analyst(1998-1999), responsible for Sales Force Automation including development and implementation of financial databases, interfaces, and business tools to aid senior management in New Business, Marketing, and Discount Program Analysis and Authorization

Sr. Area Business Analyst (1997-1998), Management financial analysis, reporting, and budgeting for the Central Sales Area

Credit Analyst (1995-1997), responsible for all financial aspects of a $27 million A/R balance

Customer Service Coordinator I (1994-1995), responsible for deduction and collectible balances for Nash Finch Accounts

Accountant (1993-1994), responsible for all transactions related to daily updating of A/R and A/P accounts.

EDUCATION:

Master of Accounting Science Graduate College University of Illinois, Champaign-Urbana (May 1993)

Bachelor of Science: Marketing College of Commerce and Business Administration University of Illinois, Champaign-Urbana (August 1992)

CPA (Inactive)

Digital Factory Technologies Inc, Chicago, IL 60602 Sept 2016-Present

Harvest Bible Chapel, Rolling Meadows, IL 60008 March 2015-Aug 2016

Smiths Group plc, John Crane Inc. Division, Chicago, IL 60606 Nov 2013-Dec 2014

Pentair Water, Filtration Solutions GBU, Hanover Park, IL 60133 Dec 2007-Nov 2013

ACNielsen Schaumburg, IL 60173 Aug 2003-Dec 2007

Tenneco Automotive Lake Forest, IL 60645 Feb 1998-Aug 2003

Kraft Foods, Inc. Northlake, IL 60164 Aug 1993-Feb 1998

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