Andrew Kuo Email & Phone Number

San Francisco, Ca, Us

San Francisco Bay Area

Sydney, New South Wales, Australia

San Francisco Bay Area

Drove marketing results and impacted key business decisions by translating large amounts of data into useful information and actionable items, conveying message in comprehensive presentations for senior staff to support decision making. Prepared and analysed financial metric reporting dashboard data for 4 major brand marketing teams. Generated reports and corresponding performance observations for brand partners related to customer behavior, engagement, and value.

San Francisco Bay Area

- Updated corporate department and account structure in preparation for IPO in Aug 2015. Aligned with respective functions across the company to ensure streamlined business processes were created for internal controls.- Partner with G&A, Sales, and Marketing business leaders to establish key business drivers and trends. Produce robust models to improve financial results to prioritize and plan investment decisions.- Prepare monthly dashboard of operating results, trends and metrics with actionable recommendations for S&M executive team. Drive cost efficiency even while growing sales volume YoY by approximately 100%. - Help manage S&M budget of $200+ million through analysis of monthly actuals and identification of key initiatives underperforming against plan/forecast. Provide detailed summary of analysis in monthly meetings with executives.- Identify and operationally close gaps in reporting methodologies through collaboration with cross-organization teams; most recently resolved data quality issue that prevented accurate reporting of referral promotions.- Oversaw financial integration of Sunrun’s acquisition of Clean Energy Experts, the largest lead generation company in the solar industry. Provide CFO with month-end reporting and analysis, operational and management reporting.

Milpitas, Ca

- Developed Global Support Services (GSS) HQ financial models by tracking forecast and actual results against annual budget of $60+ million; presented detailed analysis to executives in weekly meetings. - Closely monitored 300+ headcount including open requisitions and movement within each GSS group to support headcount plan development. - Collaborated with business partners to update expense forecasts for bi-weekly snapshot submissions. - Performed month-end close activities including journal entries and reconciliations; participated in balance sheet review meetings to ensure all accounting close responsibilities have been completed.- Reviewed and approved all expenses under HQ cost centers using internal eProcurement system; confirmed orders have correct workflow information and align with budgets and forecasts.- Supported finance business partners by fulfilling ad hoc requests, which included: - Created overtime tracking report for newly eligible product support engineers. - Implemented project budget solution for IT department to better understand resource allocations. - Analyzed internal training tool costs per student week to help reduce excess spending and inefficiencies. - Overhauled snapshot expense review template to integrate new TM1 planning software. - Calculated quarterly cross charge rates for internal divisions requesting additional service employees.

Sunnyvale, Ca

- Generated proposals for government contracts worth upwards of $20 million by collaborating with executive management, proposal managers, contract administrators, and engineers.- Strategized pricing options and schedules during kick-off meetings with clients; contributed to final management review by ensuring all proposal packages were in accordance with company policy and applicable regulations.- Created and validated customized reports to audit proposal data and ensure customer satisfaction.- Performed in-depth analysis of historical data to properly forecast rates for pending proposals.- Participated in weekly contract pricing negotiations and supported audits of proposals as necessary.- Updated quarterly indirect and direct bidding rates in central file used by entire Raytheon AST staff.

- Consolidated reports with analysis of cost of goods for specific semiconductor devices within each business unit. - Produced quarterly profit and losses report that detailed revenue, expense, and headcount numbers.- Allocated expense and headcount data based on quarterly percentage splits by business unit and their individual product lines; provided outputs to finance managers and business unit leads on a weekly basis.

- Provided administrative and operational support to Financial Advisor.- Answered questions from clients regarding purposes and details of financial plans and strategies over the phone. - Organized and maintained files, prepared correspondence and documents for Financial Advisor and clients.- Adjusted tax documents of clients correlated to changes midway through the quarter.- Searched for potential clients using an online database of CPAs, Lawyers, and other financial professionals.

- Researched and prepared reports to help company's CEO analyze other competitors' pricing, growth metrics and business models.- Constructed databases of industry professionals from various internet sources to help launch BizMerge website nationwide.- Set up email invitations and news releases for direct email campaigns that resulted in signing up 1000+ members and 2,500+ listings in less than 3 weeks from launch date.- Tested BizMerge's applications and identify "bugs" during its beta testing period.

B.A, Business Economics

Relevant Coursework: International Trade and Company Policy, Business Decisions, Financial Accounting, Computer Resolution in Social.

Education record