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Click here or scroll down to respond to this candidateCandidate's Name
Summary:Sr. Finance Manager & Director of Finance - 10 plus years of progressive responsibilitiesStrategic thinker with experiences in budgeting, forecasting, financial analysis, planning & accountingRespectful collaborator works well with all levels of functional teamsSupervised and trained unit controller, finance manger, A/R & A/P specialists, financial IT manager, procurement manager and othersExcellent verbal and communication skillsSpecial & Technical Skills:Fluent in both English and Chinese (Mandarin, Cantonese and Shanghainese)Excellent in Excel, proficient in PowerPoint, MS Dynamics GP 10.0, Adaptive Planning, Zuora, QuickBook Online, G Suite Apps, Oracle Discoverer, Clarity, GFF, Lawson/Infor, AoD, Salesforce EMS, EZPlanitEducation:University of Oregon, Eugene, OregonMBA, Finance concentration, 2002BS, Finance major, Economics minor, 2000Work Experience:Lan Su Chinese Garden, Portland, OregonDirector of Finance and Administration: Mar 2024 - PresentPrepare monthly, annual financial reports for the Executive Director, Finance Committee and Board of Directors;Lead and oversee organizational budget development and process consisting of multiple sources of revenue and donations, restricted and unrestricted grants, inventory, and the full range of GL accounts using GAAP standards;Supervise and coach accounting clerks to a high level of performance;Develop HR management and ensure compliance of workers compensation, insurances policy rules;Act as a member of leadership team to guide and execute operational and administrative policies.Sodexo Live!District Controller at-large: May 2022 - Sep 2023Provided on-site support in various locations at Sodexos sports and leisure division, utilizing wide range of software tools to ensure timely and accurate monthly closing, forecasted and annual budget;Supervised and train unit controllers and accounting staff and worked with operating team in cost efficiency and internal control procedures;Presented location clients with commission and reserve fund reporting;Conducted internal audit.Aramark, LifeWorks at Nike WHQ, Beaverton, OregonSr. Unit Controller: Oct 2018 May 2022Supervised and developed 4 members of the finace team to ensure the timely and accurate monthly closing and reporting for food and beverage services in 46 outlets at Nike WHQ and In House Manufactory (Air MI) Facilities;Collaborated closely with the corporate finance team and the VP operation in developing suits of analytical reports and forecasting that provided clarity of financial performances and guidelines for course corrections when necessary;Influenced strategic plans/targets setting during ad hoc client meetings, quarterly business reviews (QBR) and budget presentations (PMO) by providing insights of financial reports;Compiled weekly and monthly analysis of Food, Labor and Direct cost productivity, including the identification of underperforming locations, to comply with contract deliverables and KPI maximization;Led units annual budget for both Aramark and Nike by being the subject expert and learning newly developed ERMs quickly;Trained and coached DM, GM, FSD with their teams financial reporting duties to improve efficiency; Assisted when needed with internal and SOX audits.PowerMax, Wilsonville, OregonDirector of Finance & Operations: Jan 2017 Mar 2018Led successful accounting system migration from in-house to QBO;Produced monthly financial statements, reconciled all cash/revenue receiving accounts including US Bank, Stripe, PayPal, Apple BDF & Amazon; reviewed and signed weekly checks, managed positive pay, initiated & approved wire transfer and maintained banking relationship.Managed credit card programs: set up appropriate card users, monitored proper usage of cards (AE, Sams & US Bank); created, produced and presented dashboard reports, cash flow forecasting report, margin analysis report, manage inventory control & strategy.Reviewed and approved timesheets & payroll process; managed benefit providers managed employee benefit renewals, worked with brokers to review quotes for renewal year; made decision regarding benefits; managed unemployment claims, COBRA benefits, on-board new employees, and employee garnishments when occur; reviewed/revised company-wide policies;Completed smooth relocation of office and warehouse from Wilsonville to Sherwood.Supervised AR, AP clerks, sales associates, warehouse associate, IT manager, service manage and procurement manager;Ensured orderly wind down and final closure of the Oegon operation.Mint & 820, Portland, OregonOwner & General Manager: Apr.2015 Jul 2017Managed all aspects of the bar and restaurant, including inventory control, vendor & outsourced contractors, HR and monthly financials, budgeting, annual financial statement preparation.NWEA, Portland, OregonTreasurer, Sept. 2007 Apr. 2015Created cash forecasting model by incorporate operating cash receipts, disbursement activity and capital expenditure plans; conducted monthly bank reconciliation; produced and reviewed monthly Statement of Cash Flow and summary financial statements (income statement, balance sheet); proposed investment policy and managed investment portfolio; managed product margin analysis report; produced trend analysis and pro forma financials;Identified, negotiated and managed relationships with banks and other financial institutions;Worked closely with directors of sales, product development and others in their resource planning by creating and providing financial models such as cost & benefit, NPV for product initiatives, ratio analysis;Provided reports in annual organizational audit & single audit for government grant award such as Vanderbilt University research project; and government contract billing BIA (Bureau of India Affairs) schools;Supervised financial IT manager in producing monthly financial statements & analysis reports;NWEA, Lake Oswego, OregonSenior Financial Analyst, Sept. 2005 Aug. 2007Redesigned and implemented pricing model for 4 groups of school districts;Produced Statement of Cash Flow;Evaluated various new product initiatives;Managed monthly budget/variance analysis reporting and evaluation;Member of Decision & Leadership Support Team, Pricing Table and Revenue Group |
