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Finance Executive

Chicago, IL
December 04, 2019

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Summary: Finance leader with strategic vision and tactical execution to drive business results and ensure internal controls. Trusted advisor and business partner to sales and marketing executives. Cross-functional partnership in building alignment across organizational boundaries. Thought leadership in ensuring robust planning and analysis methodology. EXPERIENCE

COFCO International (Jan. 2018 – Current) Finance Director / Regional CFO Chicago, IL North America CFO for a $34 billion commodity trading company, managing financial reporting, business controlling, FP&A, tax and treasury teams across US, Canada and Mexico

• Member of Global FLT (Finance Leadership Team) handling company finance strategies and executions

• Merged and integrated finance operations of two acquired companies; built infrastructure for business growth

• Managed statutory and management reporting process, enhancing controls while lowering cost by leveraging overseas shared service center

• Improved internal controls across business life cycle from business initiation to cash collection

• Partnered with business owner to develop 5-year strategic plan and evaluated multiple investment options

• Led year-end discussions with auditors and successfully maintained multi-million dollar deferred tax assets

• Mitigated internal control and business interruption risks in countries with small offices Pharmavite (2015 – 2018) Finance Manager Northridge, CA Sales Finance Controller for one of the leading CPG brands in nutrition market

• Managed P&L portfolio of retail accounts, optimizing channel strategy to drive growth and profitability

• Executed transformation of trade investment, maintaining finance control and capitalizing in growth opportunities

• Built cross-functional alignment in annual planning and monthly forecast process, enabling company to achieve strategic goals and smoother tactical execution

Microsoft (2014 – 2015) Finance Manager Redmond, WA Marketing & sales finance controller for Global OEM Office & Server business

• Partnered with business teams to drive cloud model transformation, achieving increased market share and triple digit revenue growth

• Tracked revenue performance, identified business drivers and partnered with sales and marketing teams to develop promotional programs to deliver financial commitment

• Improved annual promotional plans to maximize revenue growth potential while balance ecosystem health, strategic goals and financial budget

Microsoft (2013 – 2014) Finance Manager Redmond, WA Sales finance controller for Global Windows IoT (Internet of Things)

• Supported development of long-term business strategy in light of rapidly changing market, obtaining leadership approval to make investment and drive new strategy execution

• Evaluated new proposal of sales incentive compensation due to new business model; identified critical issues and took steps to close gaps for the deployment of the compensation changes

• Streamlined FP&A process that led to better finance control, improved accuracy and higher productivity Dell Inc. (2012 – 2013) Finance Manager Round Rock, Texas Global FP&A for all the sales segments at Dell ($50 billion business)

• Created weekly business summary and provided performance insights to the Chief Commercial Officer for informed business decisions

• Prepared quarterly financial close package used by Dell CFO for quarterly earnings release

• Collaborated with regional FP&A teams to simplify and standardize FP&A process, leading to more effective work stream and efficient financial analysis

• Performed product and channel analyses and provided business insights to the senior leaders, resulting in change of business strategies

Dell Inc. (2010 – 2012) Finance Manager Round Rock, Texas Sales finance controller for a strategic business unit

• Re-defined sales Key Performance Indicators (KPIs) to drive desired sales behavior and provide management with visibility on leading business indicators

• Led the design, tracking and analyses of marketing promotion programs, resulting in improved marketing ROI

• Reviewed weekly business performance with executives, provided risk and opportunity assessment and made actionable proposals to meet quarterly financial commitment

• Managed finance control in M&A integration, leading to advantageous market position & strong business growth

• Partnered with sales leadership team on headcount planning and prioritization, balancing business needs, sales productivity and OPEX commitment

• Rolled quarterly quota to ~400 sales headcount with multiple comp plans and reviewed comp related issues, ensuring quota and comp are aligned to strategy and equitable, transparent and efficient

• Reviewed exception request for customer credit and terms and provided recommendation for management decision; partnered with collection and sales teams to reduce accounts receivable and lower bad debt exposure Dell Inc. (2009 – 2010) Senior Finance Advisor Round Rock, Texas FP&A for a $7 billion business unit

• Leveraged understanding on P&L details to help business partners make informed business decisions

• Simplified outlook and close process by standardizing reporting and closing templates across teams in Americas, resulting in improved accuracy and reduced resources required for FP&A activities

• Partnered with regional FP&A teams and managed process of financial forecast, outlook and close, providing variance analysis and meeting deliverable timelines

• Supported executive reviews by providing relevant financial data and insightful business analysis Dell Inc. (2008 – 2009) Senior Finance Advisor Round Rock, Texas Pricing controller for a $6 billion business unit

• Partnered with sales management to define business case framework and educated sales teams on pricing approval process and criteria, leading to more effective and productive pricing approval process

• Analyzed pricing data and recommended pricing approval matrix to executives, balancing needs for business growth, profitability and sales productivity

• Performed customer and product profitability analysis and designed promotional program that resulted in significant revenue growth and strong marketing ROI

Dell Inc. (2006 – 2008) Senior Marketing Operations Advisor Round Rock, Texas Marketing communication and demand forecast analyst

• Assessed ROI from marketing programs, allowing optimized decisions on ~$100MM quarterly Marcom spending

• Built multivariate statistical models to improve demand forecasting accuracy, providing basis for quarterly business plan and headcount optimization

• Analyzed business performance, provided weekly variance analysis and recommended actionable tactics to executives to optimize business results

Eaton Corporation (2004 – 2006) Commodity Manager Marshall, Michigan Commodity management in a $13 billion manufacturing company

• Managed sourcing strategy and supplier product launch to achieve cost savings and strategic alignment CHINA COMPLANT Corporation (1992 – 2002)

Country Manager, Purchasing Manager Beijing, China / Kampala, Uganda

• Inaugurated and grew an overseas subsidiary into one of the most successful company subsidiaries EDUCATION

University of Michigan, Stephen M. Ross School of Business Ann Arbor, Michigan

with distinction

University of International Business & Economics Beijing, China Bachelor of Arts in International Economics


• Passed all US CPA exams

• PMP - Certified Project Management Professional (inactive)

• Microsoft Office, Oracle (Hyperion, JDE, Sun), SAP (BPC, Ariba, Concur)

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