Caleb Tham, Fpac Email & Phone Number

Jersey City, Nj, Us

Jersey City, Nj, Us

• Serve as a trusted advisor, as a Finance Partner to the Core Business, Technology, and other Shared Service areas.• Collaborate with Business and Shared Service areas to develop P&L Budgets, Forecasts, and Multi-Year Plans.• Analyze current and past trends in Revenue and Expense performance; apply findings to projections in our Budgets, Forecasts, and Multi-Year Plans.• Reconcile and analyze monthly P&L Actuals, provide explanations of variances from the Budget/Forecast.• Collaborate with Business and Shared Service areas; Manage Expenses to be within the Budget/Forecast, enforce accountability, support decision making, and drive efficiency.• Analyze financial performance to identify core drivers of business, cost-optimization opportunities, and other areas for improvement.• Develop and maintain PowerPoint presentations for Business Reviews with senior management, structuring meetings to highlight important topics and support effective discussion.• Lead cross-functional P&L planning discussions, working on strategies to achieve organization and business unit goals.• Develop and maintain Financial Models used for scenario analysis, to support strategic planning and decision making. • Manage headcount planning, ensuring Budget/Forecast adherence while finding the best balance for hiring needs.• Identify/execute opportunities to develop and enhance existing business processes and financial reports/dashboard.• Manage and train Financial Analysts in accounting principles, business processes, reporting/modeling practices, etc.

Jersey City, Nj, Us

• Provide analytical support and advice to the Core Business, Technology, and other Shared Services areas.• Create and publish monthly financial dashboards and reporting packages, underlining KPIs, performance drivers, and pertinent topics for discussion.• Ensure that all Revenue is recognized appropriately, within the correct period, accounting for all necessary deferments.• Review GL Entries during the month-end close to ensure precision, identify errors, and determine amending entries.• Collaborate with cross-functional partners during the month-end close to determine accruals and accuracy of results.• Complete monthly/quarterly functions to ensure Sarbanes-Oxley (SOX) Compliance for key controls. • Reviewing Contracts, determine Commission payments, capitalization, and proper amortization as directed by ASC606.• Monitor Capital Projects to determine Capital and Operating Expenses, analyzing their impacts on EBITDA and ROI.• Ensure accurate and timely Depreciation & Amortization (D&A) of physical assets and intellectual property.• Complete ad hoc financial analysis and modeling, to provide insights for business cases and potential investments.• Maintain a comprehensive database of processes and guidelines, allowing its use for reference and employee training.

North Chicago, Illinois, Us

• Publish sales and financial results for the Executive team, elucidating the performance of each business unit, product group, and geographical area.• Design and build financial system queries (SAP), business applications (Qlikview), and financial reporting packages.• Analyze impacts of acquisitions and divestures, execute system amendments, and ensure normalized reporting/analysis.• Collaborate with eighty local and international business entities to reconcile financial data for each period close.• Reconcile Budget and Forecast submissions; perform sanity checks, validate accuracy, and verify major fluctuations.• Ensure financial and operational data are accurately loaded and stored in each level of our ERP data warehouse.• Maintain a detailed database of manufacturers, products, customers, business units, and product classifications.• Create and publish Headcount reports, underlining hiring plans and organizational changes.• Perform ad hoc financial analysis for the Executive team, business units, and various external customers.• Continually implement improvements to financial reporting, business processes, and key metrics used is analysis.

Parsippany, Nj, Us

• Reported on department P&L performance and target fulfillment figures for the Sales and Marketing teams.• Collaborated with each Sales division to build their sales targets and P&L Budget for the year.• Balanced accounts and constructed financial reports for month-end and year-end closing.• Utilized recorded and researched information to construct reports for product P&L, inventory, accounts receivable, accounts payable, and cash flow. • Analyzed and audited customer financial statements, deciding the level of credit and payment terms to extend.• Reconciled three-way matching with customer purchase orders, invoices, and bill of ladings.• Executed invoicing and purchasing for the division, ensuring timely inflow and outflow of millions of dollars each month, while simultaneously controlling cash flow and adherence to the budget.• Reviewed and contested customer claims and charge backs totaling over $3 million a year with all clients.• Served as a liaison for a multitude of business operations, collaborating with corporate finance, logistics, warehouses, contractors, vendors, sales representatives, and customers.• With the use of multiple computer systems, executed various forms of electronic data interchange.• Analyzed business operations, initiated amendments, built processes and tools for improvement.• Performed bank reconciliations for multiple accounts used for sales revenue and purchasing.• Played a key role in the implementation of the Oracle ERP system, assembling required data, specifying user requirements, working through glitches, receiving training, and subsequently training others.

New York, Ny, Us

• Processed employee payroll by verifying and communicating rates, time sheets, and deal memos• Reconciled and verified company credit card and petty cash expenses• Constructed journal entries for several types of expenditures and reclassifications• Generated purchase orders and verified invoices• Monitored and edited changes in several production budgets and reports• Maintained and updated databases of accounts, employees, and company credit cards