Lei Tong, CPA, CMA, MAcct, M

Ph. ***- ***-**** * ad1won@r.postjobfree.com * Dallas TX

SUMMARY & SKILLS

Finance Leader, Accountant, CPA, and CMA offering a broad range of experience in various industries including Consulting, K-12 Education, Hospital, Clinic, Biopharmaceutical Services, Mining, Manufacturing, Telecommunications, Retail and Rental. An accomplished manager and culture influencer who consistently pursuit ways to improve processes that create revenue, save money, and fix problems. Recognized for building effective teams within and across-function, through cultivating staff and efficient blueprint project management. Skills & competencies include:

Financial Reporting & Presentation

Budgeting & Forecasting

Tableau Dashboard

External Financial Audit Coordination

Cost Report Modeling

Contract Pricing Modeling

Oracle, NetSuite, Adaptive Planning

GAAP Accounting & Cash Accounting

Acquisition/Profitability Analysis

Exceptional Organizational Skills

Exceptional Interpersonal Skills

MS Excel, PowerPivot, Relational

Database, SQL, SSIS, SSRS

SOX Compliance

EXPERIENCE

MGT Consulting Tampa, FL Feb 2021 –Present

A true partner with cities and counties, school districts, higher education institutions, and state agencies to help them achieve high-value, transformational change through our capabilities and industry knowledge, all powered by technology.

Senior FP&A Manager

Lead a team of 5, manage both operation finance and financial reporting as part of the month end closing process for MGT consolidation in NetSuite and Adaptive Planning

Support portfolio groups, including activities related to revenue recognition, subcontract expenses, billable and nonbillable expenses, project margin analysis.

Lead the annual budgeting process, working closely with portfolio group leaders and senior executives to establish financial targets and objectives. Monitor and update forecasts throughout the year to reflect changing business conditions.

Redesign financial reporting package to include waterfalls, monthly/YTD variance analysis, and key performance indicators (KPIs). Present findings to executive leadership, highlighting trends, risks, and opportunities.

Build financial models and full automation using PowerBI and Adaptive Planning to support real-time decision-making and scenario analysis.

Collaborate with cross-functional teams to develop and implement strategic initiatives aligned with the company's long-term goals through M&A. Provide financial expertise and guidance during strategic planning sessions, assessing potential risks and evaluating investment opportunities.

Power user for Adaptive Planning to support financial reporting and automate reporting requirements. Training internal team.

Lead and mentor a team of financial professionals, fostering a collaborative and high-performing work environment. Provide guidance, training, and professional development opportunities to enhance the skills and capabilities of team members.

Orora Visual Dallas, TX Jul 2020 –Feb 2021

Owned by Orora Limited, an Australian publicly traded company. As an expert in visual communication, with a nationwide footprint to increase brand awareness, influence purchase decision, and drive sales for customers.

Sr. Finance Reporting Manager

First Physicians Capital Group Oklahoma City, OK Mar 2017 – Jul 2020 A provider of management, financial, and ancillary healthcare and IT services to the rural and community hospital market.

Finance Manager

Lead a team of 3, and manage the monthly financial reporting and analysis process for the OV Group in ERP Monarch and Hyperion

Collaborate with site Director of Operation and oversee monthly forecast and analysis of trends in revenue, costs, capital spending and margin

Streamline routine tasks by querying in Microsoft SQL Server Management Studio Co-ordinate and monitor the OV half-year and year-end close process, including provision of financial information to external auditors, compliance with internal reporting timetables, assisting with tax effective accounting entries and review of Statutory reporting packs (SRP) and other tasks assigned

Ensure proper accounting, including customer rebate, fixed assets, credit limit management, etc.

Manage the preparation of the annual budget and monthly finance forecast Design Power BI tools for AR credit limit control, customer rebate, customer sales analysis, AP pending analysis, productive hours and headcounts dashboard, etc.

Ensure quality control over financial transactions and financial reporting

Administration of the Capital Expenditure System (CEMS) and monthly reporting Manage the preparation of balance sheet reconciliations for all locations and implement BlackLine

Established Financial closing process with written process and flow charts.

Produce and present monthly financial packages.

Design dashboards in Tableau with financial and nonfinancial KPIs for FP board and executives, Revenue Cycle, HR, HIM, and other functions, including charges by payer mix, AR by medical services, percentage collection ratio, surgery collection by surgeon, days to code, expenses by medical services, average length of stay, denial days/charges by category, etc.

Optimize Datawarehouse performance through SQL scripts and SSIS packages, and continuously enhance data retrieving and extracting performance by redesigning tables, views, and store procedures.

Lead the annual budget and monthly forecast process for hospitals and the managing company. Develop robust forecasting tools, including cash flow statements (Direct Method) and contract pricing model in Adaptive Planning.

Established Finance department with emphasis on corporate finance and data manipulation.

Established internal control procedure and process flow towards SOX compliance

Perform acquisition analysis to support strategic decision for capital expansion.

Perform pro-forma analysis for Medicare cost report analysis and potential service lines

Closely work with revenue cycle and accounting team to support hospital audits Instill learning culture by offering various trainings at corporate office, such as “Daily Excel”,

“When Combining Blueprint with Smartsheet”

ACG Materials, LLC Norman, OK Jun 2014 – Mar 2017

O&G mining and manufacturing private equity owned company, providing rock and minerals nationally, including gypsum, limestone, sand, gravel, and anhydrite. Senior Financial Planner and Analyst

PAREXEL International Corporation Billerica, MA, 2012 – May 2014 A leading global bio/pharmaceutical services organization (Clinical Research Organization), providing a broad range of knowledge-based contract research, consulting, and medical communications services to the worldwide pharmaceutical, biotechnology and medical device industries. Lead Financial Analyst

BUNCE INDUSTRIES, LLC Stow, MA, May 2010 – May 2012 As the second largest dealer of Topcon in North America, Bunce Industries has four offices providing sales, rentals, and service of a wide range of construction, surveying, and engineering products, located in New Hampshire, Maryland, Connecticut, and Massachusetts. Initiated a series of cultural group activities at corporate office, such as “Life is Good with Color”

Designed and performed monthly reporting and closing process.

Prepared and presented consolidated financial package with variance analysis.

Designed budget and forecast model in Adaptive Planning.

Established performance scorecard highlighting trends and variance to budget and forecast. Built the cost model and designed the operation package in Adaptive Discovery for a real time trend analysis on OPEX, cost per ton, inventory, absorption rates, man hours, and headcounts

Prepared bank covenant package and provided recommendation for debt structure.

Designed and migrated financial and non-financial KPIs in Tableau dashboard.

Analyzed potential merge and acquisition activities, and preformed profitability analysis.

Assisted in NetSuite ERP integration with legacy systems.

Participated in construction of white paper documentation. Closely worked with accounting team to implement both accounting and financial procedures to better process.

Played a leading analytical role in a team of 10 for the portfolio management of Janssen (a subsidiary of Johnson & Johnson) partnership with $450 million backlog expected in 2014.

Conducted interviews for new hires, trained/mentored 4 team members on board, constructed project portfolio for team members

Performed month end responsibilities, such as revenue recognition and forecasts (SAB104 Compliance), variance analysis, SOX compliance tasks, and reporting deliverables as required.

Utilized four Oracle Modules (AR, AP, Project Analysts, GL), ensured completion of project invoicing, reviews unbilled/deferred position, performs cash flow forecast, monitors Days Sales Outstanding and pass through budgets for the portfolio.

Presented financial reviews to Ernst & Young on Janssen accounts. Presented consolidated worldwide monthly financial reports internally and to clients, detailing the financial status and variance explanation for portfolio accounts to function leaders.

Analyzed historical project pricing including Change In Scope and closely monitoring the labor budget.

Presented “Day in the Life of PFA” for the AR group in NA region, and “Financial Reporting Model” for various worldwide function group.

Staff Accountant

BLACKFOOT TELECOMMUNICATIONS GROUP Missoula, MT, 2009 A telecommunication group, including four companies, covering services for 20,000 customers in eight Western Montana and Idaho counties. Providing local and long-distance phone service, high speed internet access, and a range of other business products, including phone systems and network design. Financial Analyst

OFFICE OF RESEARCH PROGRAMS at UM Missoula, MT, 2008 An office assisting with the development of proposal narratives and budgets, as well as providing institutional financial management of grants, contracts, and other externally funded agreements. Internal Auditor

NANJING MINAMAP SOFTWARE TECHNOLOGY Nanjing, China, 2006 An affiliate to the Geology Department at Jiangsu Province, providing 3D geological simulation model and geological environmental evolution and optimization management system.

In charge of month-end closing for six Bunce Entities, including intercompany reconciliation.

Prepared and reconciled accounts, such as elimination entries and intercompany accounts.

Prepared and presented monthly financial statements including cash flow statement.

Performed profitability analysis per cost center.

Designed and updated salesmen’s and service managers’ monthly commission schedules.

Allocated direct and indirect labor expenses in payroll entries based on ADP EZLabor reports. Designed data queries based on CounterPoint database to assist with inventory physical count, sales and collection analysis.

Designed various forms utilizing Excel and VBA, such as purchase requisition form, purchase order and agreement form, inventory transfer form, inventory adjustment form.

Participated in customizing Microsoft CRM for repair function. Lead periodic inventory physical count, reconciliation and import of counted data, in support of inventory manager to monitor levels of inventory on sites and remote locations.

Participated in the budget cycle and quarterly forecasts.

Prepared property tax forms for various locations.

Assisted with updating accounting policies and procedures and improving internal control.

Assisted with design of chart of accounts, and inventory system, including bin systems.

Assisted with management of the annual audit process with the independent CPA. Supported Topcon acquisition of Bunce by analyzing prior year audited financials and transactions, such as inter-company transactions and service activities since 2006.

Generated monthly and quarterly Board of Directors’ reports for 13 Cost Centers utilizing FRx.

Maintained budgeting and forecasting analysis for the Department of Finance and Economy.

Performed financial reporting analysis and variance analysis.

Participated in audit of plant assets, retirement of assets, and account reconciliation.

Researched ramifications of the implementation of new accounting software.

Performed invoicing, billing duties as assigned.

Assisted the state auditor in obtaining grant evidences.

Documented grant management procedures for funds from state, federal, and private sponsors.

Reviewed contract and sub-contract documentations and examined policy compliance.

Presented review findings to the Director weekly and prepared yearly audit report. Assistant Engineer

PROFESSIONAL CERTIFICATIONS

EXPERIENCE

AWARDS

COMPUTER SKILLS

NetSuite ERP, Adaptive Planning, OfficeConnect, Adaptive Discovery, Tableau, SQL, SSIS, Oracle Costing and Billing (R12), Hyperion, SAP, CounterPoint SQL, QuickBooks, MAS 500, Heathland, Sage, FRx, Great Plains, Microsoft CRM, Impact Harmony, ClientLink, ProjectView, Microsoft Query, Excel, PowerPoint

PUBLICATION

Ronald F. Premuroso, Lei Tong, Teresa K. Beed, 2011. Does Using Clickers in the Classroom Matter to Student Performance and Satisfaction When Taking the Introductory Financial Accounting Course? Issues In Accounting Education 26 (4): 701-723

Assisted in environmental survey and evaluation.

Used C language to program and simulate the geological environment of Jiangsu Province. Participated in constructing the preliminary structure of geological information management software system.

Certified Public Accountant in Massachusetts, License#28598

Certified Management Accountant, License#48194

The University of Montana (May 2010) Master of Accountancy

Hohai University, Nanjing, China (2005) M.S. Civil Engineering

Shijiazhuang Railway Institution, Shijiazhuang, China (2002) B.S. Civil Engineering

VITA Certificates in Advanced, International, and Foreign Student

Graduate Assistantship for the academic year of 2009 and 2010

Raymond and Natha Ostby Scholarship

International Programs Housing Scholarship

Bertha Morton Scholarship

Western Insurance Scholarship

Diversity Advisory Council Student Award

Toastmasters International Competent Communicator

Contact this candidate