Amy Le Email & Phone Number

Irvine, Ca, Us

Los Angeles, California, Us

Short-term engagement, currently filling in for a paternity leave.

Bakersfield, Ca, Us

Financial Planning & AnalysisAs part of the Corporate FP&A team, I led the FY23 & FY24 budget planning for all SG&A and Indirect Overheads Departments (including Warehousing, Procurement, Quality, Environmental Health & Safety, etc.), establishing a new process to increase transparency for business owners across a growing number of cost centers. This involved strategic headcount planning for current, upcoming AOP, and long-term outer years as well as training operators to utilize the live system to provide direct input and make zero base build notes. In doing so, I was not only building on my own technical understanding of Oracle PBCS, Workforce, and Oracle Analytics Cloud Data Visualizations (OAC DV), but also working towards improving our team’s, as well as other cross-functional departments’ overall comfort with the tools. In addition, I managed actual vs. re-forecast and budget reviews with department owners, identifying risks and opportunities impacting YTG performance, reported monthly financials and KPIs for Executive review to inform stage gate, trade-off, and other growth/innovation initiatives, and provided monthly-adjusted EBITDA add-back and accrual guidance to Accounting to maintain a timely close by workday 7.

Melbourne, Victoria, Au

Commercial FinanceAs part of the US Trade Commercial Finance team, I supported the California, Pacific Northwest & Plains, and Northeast divisions with expense budgeting, deal structure, trend, and KPI analysis. I aimed to bridge the gap between Finance, Sales, and everyone in-between from our internal stakeholders to our external partners, distributors, and end customers— by conducting full P&L month-end close/forecasting reviews with our VPs and Directors to inform targeted decision making to over-deliver annual operating plans and reach stretch goals. I focused on deep dives into driver and phasing assumptions versus historicals, sensitivity analysis, and really putting PBCS to work (seriously, is it possible to break this thing with too much data?)— All while learning to build more easily digestible reports and tools for Sales use and presentation as opposed to previous reports geared at Finance-only use.

Melbourne, Victoria, Au

Financial Planning & AnalysisAs part of the Americas FP&A team, I analyzed region metric reports and dashboards to identify trends and key drivers of the business such as brand performance, volume price COGS mix (VPCM), overhead spend, and cash flow. I also fulfilled cross-functional ad hoc requests to streamline budgeting and re-forecasting processes and aided in producing monthly packages such as commercial, integrated business plan (IBP), and finance decks by providing variance analysis between actuals, forecast, budget, and prior year results. In doing so, I started getting more and more well versed in the many intricacies of Oracle’s Planning and Budgeting Cloud Service (PBCS)--from the mechanics of drilling down, reporting on, and loading data (in various ways via rates, inputs, allocations, and phasing) to how to build and use models integrating with other downstream systems (i.e. Hyperion Financial Management (HFM)).

Chicago, Illinois, Us

Financial Planning & AnalysisAs part of the Corporate FP&A team, I prepared a weekly KPI dashboard for executive, board, and investor review, produced monthly budget vs. actual reports by department, and guided the software development team with regards to reporting requirements, data maintenance and structure, and migration details for a contract management solution implementation. I also worked closely with the Accounting, Account Management, Project Management, and Sales teams to drill down into the P&L detail, cash burn, gross margin by customer, installation progress, and forecasted bookings to identify areas of leakage and for process improvement. Here, I exponentially grew my Excel skills as well as worked more with Salesforce and picked up tips and tricks in QuickBooks and ServiceNow.

Milpitas, Ca, Us

Demand GenerationAs part of the Demand Generation team, I developed and implemented Sales and Marketing workflows, planned digital marketing campaigns, coordinated webinars, and vetted then executed logistics for conferences and exchanges. Along the way, I dabbled with InDesign, Illustrator, Salesforce, Pardot, Hootsuite, and WordPress getting better with each day by day, as well as building on my current working knowledge of PowerPoint.

Redwood City, California, Us

Financial Planning and AnalysisAs part of the Americas Region FP&A team, I worked as a core auditor on a revenue-billing reconciliation project, produced monthly and quarterly financial reports, and participated in the Long Term Model rollout. This strengthened my basic Excel skills as well as added Hyperion Planning, Essbase/Smartview, and Workfoce to the toolkit. I also had the chance to collaborate with the Accounting, Billing, and Collections teams within the Americas Region and utilize Oracle E-Business Suite and Siebel.

Redwood City, California, Us

Content Marketing, StrategyAs part of the Content Marketing team, I maintained a "Content Catalogue" of marketing tools, led projects for content creation and edits, and chose materials for Key Account Strategy Plans while supporting the ongoing project to convert from an outdated sales portal to a more user friendly platform. Here, I was able to enhance my PowerPoint and Excel skills and gain exposure to Sales Intelligence and SAVO.

Irvine, Ca, Us

Verification of Employment, Customer ReferenceAs part of the VoE Operations team, I verified accuracy of employment and income information from third party databases and administered company correspondence and electronic communications to help potential borrowers quickly secure mortgage and consumer credit loans from top banks and leading financial institutions. In doing so, I improved my customer service and communications skills and learned to use VMware and other related software.

Wilmington, De, Us

Sales Operations, Customer LoyaltyAs a part of the Sales team, I provided hands-on customer service on the sales floor, handled cash registers, helped customers open and manage store credit card accounts, and learned how to think on my feet and build customer relations.

Master Of Business Administration - Mba

Bachelor Of Arts (Ba), Business Administration, Finance & Accounting - 3.9/4