Boxun An, Cfa, Frm Email & Phone Number

CAREER PROFILEAn innovative and experienced finance leader with 20+ years’ experience in M&A, FP&A, Business Process Improvement and Treasury. I am striving to share knowledge and skill sets among employees to build a data-driven finance organization. With natural curiosity, innovative mindset, and business focus, I strive for effective and creative solutions that help business make optimal decisions. I am technology savvy, and very proficient with current and emerging technologies, such as Microsoft Power Platforms and other BI tools.I earned my MBA degree in Finance from Penn State. I have been a certified Financial Risk Manager (FRM) since 2009, and CFA Charterholder since 2012. I have accumulated very comprehensive knowledge of financial markets, financial statement analysis, company and industry analysis, firm valuation, currency risk management, interest rate derivatives, business intelligence and much more. I am a business expert and an analytics-translator as well. I can spot opportunities, frame the problem, shape a solution and champion the change to achieve business goals.CAREER HIGHLIGHTS• Developed analytics strategy and implemented Advanced Analytics Training program for the Finance organization.• Evaluated and identified optimal use of advanced analytics tools to automate business processes and eliminated 70%+ of manual work leveraging existing investment in technology.• Modernized Treasury function, improved efficiency by 30% and expanded the team’s analytical capacity by 2-3x, building the capacity for higher-value activities.• Centralized currency hedging for economic and transactional exposures and reduced the FX impact on P&L by 20%.• Co-led the bank revolver agreement amendment and the refinancing of public notes.• Repatriated overseas cash of $1B+ over the past 10 years to fund growth initiatives and M&As.• Evaluated and recommended the interest-rate hedging strategy for $300M 2031 public note issuance. Realized a cash gain of $10M when the bond was issued in Feb 2021.SPECIALTIES: Financial Modeling, Power Query, Power Pivot, Power BI, Power Apps, and Power Automate. Bloomberg API, SAP, Firm Valuation, Hyperion, Essbase, Business Plan Development, FX Risk Management and Business Process Automation, etc.

Listed skills include Financial Modeling, Financial Analysis, Finance, Strategic Planning, and 27 others.

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  Vp, Business Transformation & Data Analytics

  Excelitas Technologies Corp.

  Oct 2024 - Present