Financial Planning Fp A

Thomas W. Leung

Fort Lauderdale, FL ***** 617-***-**** ******.*@*****.*** https://www.linkedin.com/in/thomaswleung/

Director of Finance, Financial Planning & Analysis (FP&A)

Driven, dynamic, hands-on, and optimistic seasoned finance leader with 20+ years of multiple industry experience in corporate finance including Annual Budgeting, Corporate Financial Planning and Analysis, Banking Relations, Cash Management, and Process and Systems Improvement Projects.

Finance executive with proven track record of success designing and developing robust, multi-year budgeting and cash flow forecasting solutions for optimization of processes and workflows, ensuring accomplishment of set targets. Demonstrated expertise in managing multiple business units, developing, and integrating scenarios, and initiating budget-to-actual comparisons. Talented leader and team player with strong communication mentoring skills. Strategic planner with a history of maximizing budget accuracy and bolstering efficiency through improving data management tools and advanced SaaS software.

CORE PROFICIENCIES

Budgeting and Forecasting Financial Modeling Cash Management Microsoft Excel Modeling

Financial Reporting Scenario-based Planning Financial Analysis & Cash Forecasting Staff Mentoring

Business Units P&L and Analysis KPI Performance Metrics Capital Budgeting Banking Relations

Debt Issuance Covenant Compliance Reporting Interest Rate Hedging IRR Evaluations Performance presentations

EDUCATION

Northeastern University, Boston, Massachusetts

Bachelor of Science in Finance – Business Administration, major in Management & Entrepreneurship and Innovation

CAREER AND TECHNICAL HIGHLIGHT

10 years tenure at Wellington Management LLP - A leading global private and institutional asset management firm.

Multiple Industry career experience: Telecom, Healthcare, Asset Management, Forestry and Environmental Energy Consulting.

Technical skills include MS-Suite, Advance Excel, Power BI, Business intelligence software, Multi-Dimensional Data Analytic tools.

PROFESSIONAL EXPERIENCE

Tuesday Morning, Inc. (Remote) Fort Lauderdale, FL. Feb. 2024 – Present

Director of Finance, Financial Planning and Analysis (FP&A)

Tuesday Morning, Inc. operates retail and online marketplace businesses. The retailer of choice for discounted merchandise; destination for housewares, home décor, giftware, as well as domestics, such as comforters, sheets, and towels - from the most trusted brands, always delivering quality and style. Leading with easy and inviting omnichannel experience, loyalty, and value customers and through best-in-class rewards and discount programs to enhance the consumer experience. ( www.tuesdaymorning.com )

Responsibilities:

●Direct and manage Budgeting and Cash Flow Forecasting models to assist in the strategic decision making and planning of the budget process.

●Oversee month-end process providing Trend Analysis of Revenue, Gross margins, Operational expenses, Headcount and Capital spending.

●Provide Key Performance Indicators (KPIs) and Variance Analysis reporting to business stakeholders to ensure strategic objectives and company goals are met, and merchant relationship and customer loyalty are strong.

●Establish Banking Relations and funding of bank accounts.

●Implement Systems, Dashboards and Processes for real-time monitoring of Key Metrics and financial performance, provide timely insights and analysis to support Strategic and operational decisions.

Vertical Bridge, REIT Boca Raton, FL. Apr. 2022 – Jan. 2024

Finance Manager, Financial Planning and Analysis (FP&A)

Played a crucial role in financial operations, budgeting, forecasting, and driving data-driven insights within the organization. Involved and partnered with cross-functional Business Leaders, using data analytics to provide valuable financial insights and recommendations to support the company's growth, cash liquidity and funding, and profitability goals.

Selected Accomplishments:

●Financial Planning & Analysis: Led strategic analyses on monthly and quarterly basis to build annual and multi-year financial planning to gain deeper insights into the business,

●Assist leadership in scaling, managing, and growing the company’s P&L and Cash Flow,

●Budgeting/Forecasting: Partner with Business Unit VPs on quarterly and annual budgeting processes,

●Metrics Establishment: Collaborate with leadership to establish metrics/KPIs monitoring productivity and growth,

●Responsible for 13-Weeks Cash Flow Forecasts and multiple corporate Bank Balance reconciliations,

●Track and report on key business Joint Venture Capital expenses and variance reporting,

Evaluate and design a new forecast and budgeting system using FiniCast® multi-dimensional enterprise planning tool.

HCA Healthcare Inc., Fort Lauderdale, FL. Aug. 2020 – Mar. 2022

Sr. Financial Analyst

HCA Healthcare is a leading for-profit providers of healthcare services comprising 183 hospitals and 2,000+ ambulatory sites of care, including surgery centers, urgent care centers, and physician clinics in 20 states. The company has 14 hospitals in Southeast Florida Division, covering Treasury Coast, Palm Beach, Broward, and Miami-Dade counties.

Selected Accomplishments:

●Financial Planning & Analysis: Led weekly regional hospital and clinics revenue forecast,

●Collaborate with physician clinics’ teams to analyze hours and clinics billings to gain deeper insights into the business,

●Monthly Clinics and hospitals financial reporting and KPI metrics analysis and presentations,

●Quarterly visits with hospital clinics leadership team to develop operational initiatives, planning and reporting relations and to review on-going financial issues,

●Annual budgeting for regional hospitals and clinics for the fiscal year.

Stallergenes Greer Inc., Boston, MA. Apr. 2016 – Mar. 2020

Sr. Financial Analyst

Stallergenes Greer is a fully integrated global biopharmaceutical company specializing in the diagnosis and treatment of allergies.

The company was acquired by B-Flexion Capital Partners, Boston, MA. in May 2019.

Selected Accomplishments:

●Prepared annual budget, multi-year strategic plan and periodic forecasts for the US and Canadian operations in partnership with the CFO, VP Finance and Director of Finance, and Leaders of all business units.

●Maintain monthly department financial files that report actuals, forecast, and budget as well as account and vendor detail.

●Develop strong business partnerships to ensure budgets and forecasts fully reflect ongoing and new business initiatives.

●Collaborate with FP&A team to develop planning and reporting calendar and operating mechanisms for the fiscal year.

●Track and report on key business metrics such as headcounts, marketing, and travel and entertainment expenses.

Phaunos Timber Fund LTD, Boston, MA. Apr. 2011 – Dec. 2015

Finance Manager / Sr. Financial Analyst

Phaunos Timber is an international timberland investment company based in Boston, MA. The company developed a diversified global portfolio of timberland assets with actively managed investments in the US, China, Brazil, Uruguay, New Zealand, and Australia. The company merged with Stafford Capital Partners of UK in 2016.

Selected Accomplishments:

●Directed and managed the annual budget process, including design, modification and maintenance of subsidiaries and corporate Excel templates and other financial model various business scenarios and Board presentations.

●Chair of Treasury Committee; determined and recommended funding of global subsidiaries and their longer-term investment options based on operating cash flow and exchange rate analysis.

●Developed Key Metrics and reporting to identify business drivers and industry performance.

●Evaluated and designed a new budget software system to replace Excel forecasting models.

CLEARESULT INC. (Formerly Conservation Services Group) Westborough, MA. Apr. 2009 – Mar. 2011

Finance Manager / Sr. Financial Analyst

Leading designer and provider of energy efficiency programs to major Power Utility companies, businesses, and homeowners. Conservation Services Group in Westborough, MA. merged with CLEARESULT Inc. of Austin, TX. in 2015.

Selected Accomplishments:

●Managed the entire budgeting and forecasting process- including development of templates, regional coordination, margin analysis and consolidations, and financial database management.

●Developed and maintained quarterly cash flow projection and bank covenant forecast.

● Evaluated, designed, and implemented Adaptive Insights to replace Excel template forecasting system.

● Evaluated, developed, and implemented Key Metrics reporting to identify business drivers and metrics.

WELLINGTON MANAGEMENT COMPANY LLP, Boston, MA. Jul. 1998 – Dec. 2008

Sr. Financial Analyst, AVP

Leading Global Private and Institutional Asset Management firm with Assets-Under-Management over US$1+ trillion (As of 2023)

Selected Accomplishments:

●Prepared Annual Budgets, quarterly re-forecast and Monthly Variance analysis for Business Units and Corporate.

●Monitored Hedge Fund Performance Revenue forecast and updated daily Hedge Fund Revenue estimates, managed multiple financial models and performance revenue for the firm.

●Designed, developed, and implemented Budget application with Access Database Administrator.

●Prepared and Maintained extensive By-Headcount compensation forecast model by region and by function.

●Managed the group's University Internship Program and Consulting Database Administrators.

Key Accomplishments:

oLed the budget and forecast preparation for over ten years, served three CEOs,

oBoosted the budget and business analyses to accommodate asset growth from $250B to $670B,

oPrepared and maintained financial analytics and Key Metric Indicator and Hedge Fund reporting,

oSpearheaded the evaluation, design, and implementation of an in-house budgeting tool,

oLaunched and accelerated the Internship program and managed database administrators.

TECHNICAL PROFICIENCIES

MS Office Suite Advance Excel PowerPoint Power BI Adaptive Planning® FiniCast® Multi-Dimensional Analytic tools

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