Multinational heating, ventilation, and air conditioning (HVAC), refrigeration, and fire and security equipment corporation. $22B in revenue; 58K employees
Associate FP&A Director, ERP Projects Controller
Led Global Supply Chain strategic planning process, annual budget process, quarterly forecast process and monthly variance analyses. Finance process improvement and transformation. Finance Lead and managed $22M Ariba implementation project budget to ensure that project cost was on track and savings were realized as planned. Tracked progress with analysis of actuals to plan variances and drivers.
· Improved month end closing from 3 days to 1.5 days
· Improved Global Supply Chain annual budget and quarterly forecast process
· Executed and analyzed the transition to Ariba from legacy Carrier systems as the functional subject matter expert for finance and drive change management as part of the overall project team to roll out the system and process globally to drive savings realized by BU
· Guided the supply chain project team as the finance partner throughout the implementation of Ariba, with a focus on cost and savings as part of the implementation
· Created simulation models for Global Working Capital Metrics and improved DPO by 9 days
· Supported SAP S4 Central Finance Implementation Project
· Implemented Indirect Cost Saving tracking, reporting and analysis process of the $52M Indirect cost savings by BU globally in PSR as part of the review with CFO and C Level Executives
· Created standard and automated segment performance review template
· Created a global vendor management tracking tool and used analytical data tools to create actionable vendor analysis and indirect sourcing planning and savings
· Evaluated other simplification opportunities in the Ariba and Operation finance processes using analytical tools to drive Supply Chain and Finance management decision as needed

Subsidiary of $125B Koch Industries, manufactures and sells electronic components. $14B in revenue; 45K employees
Finance Manager, IT and Global Supply Chain
Worked as Finance Business Partner of IT and Global Supply Chain to provide advice, decision support and challenge on business strategy, investment projects, operation and process improvements. Led Corp chargeback process for Corporate IT, Procurement, Quality and Operational Excellence. Led finance and digital transformation projects.
· Project Controller and core team member for major transformation/ERP implementation projects: $12M Indirect Procurement Source to Pay (Coupa) Implementation Project (P2P), $7M Procurement Intelligent Platform Project, Supplier Portal Project, Product Change Notice Project, OneStream Project and SAP S4 Hana Central Finance Project
· Led Self Service Analytics Projects: Cost Center Spend Dashboard, Spend Analysis Dashboard, Profitability Analysis Dashboard and Corporate Chargeback Dashboard
· Created strategic plan, annual budget, monthly forecast and explained the variance of Global IT, Global Procurement, Global Quality, Global Customer Quality and Global Operations Excellence
· Created and improved Global Supply Chain Costs End to End Analysis (won 2020 Koch Data Analytics Challenge and got special bonus) and contributed to global restructure cost savings $57M
· Led Synergy Project of CVS Acquisition and achieved $27M savings and supported Phillips-Medisize synergy project
· Supported Indirect Procurement team and achieved $42M hard savings
· Created margin analyses and sales analyses by chancel, customer and products for DSS Division
· Supported Global Costing Process Owner with monthly major plant performance variance process centralization and standardization, policy creating/updating, inventory valuation and standard costs updating
· Led Procurement and Global Shared Plants Optimization Projects consolidation, tracking and reporting
· Implemented the tracking, reporting and analyzing the billing hours and costs impacts process for Global IT, Global Procurement, Global Quality, Operational Excellence and Engineering
· Created standard capex project review package for IT and Supply Chain and reviewed/approved projects
· Drove continuous process improvements and best practices to enhance the effectiveness of the planning and reporting process

Manufacturer and distributor of high quality dental equipment with sales of $200M+
Improved annual budget process and quarterly forecast process and supported finance system implementation
· Supported Adaptive Implementation and Improvement Project
· Created automated variance analyses for actual vs budget vs forecast for operations and functional areas performance
· Created automated weekly revenue analysis and backlog analysis

Senior Financial Analyst
Managed annual budget $100M and monthly forecast process for North America Global Operations
· Streamlined/improved finance/accounting process and create new refreshable reports and analyses templates by using excel, TM1 and QAD
· Built standard make vs buy analyses and products margin analyses
· Improved period end review, forecast and budget process and annual standard costs update process
· Built and maintained production model for annual standard costs updating
· Assisted Finance Director with annual budget, monthly forecasting and month end close
· Created Global Operations month end review, forecast and annual budget review packages/presentations
· Developed financial/costs models and refreshable excel (with SQL statements) standard reports / analyses of account receivable, inventory, manpower, labor expenses, scrap, utility, PPV, efficiency, freight, working capital, cost savings etc.
· Worked with AP and operation departments to ensure invoices approval on time and AP activities in line with actual operation activities
· Worked with Finance Director, Operation Director, Plant Managers, and other business partners for operational planning, ad hoc reports and in deep analyses
ADDITIONAL RELATED EXPERIENCE

Finance/Cost Analyst

Finance/Cost Analyst