Dan Ho Email & Phone Number

North York, Ontario, Canada

Managed customer lease portfolios by creating detailed Excel reports to analyze outstanding balances, Net Present Value (NPV), and payout amounts, and provided strategic recommendations to help customers optimize their payment schedules and manage their leases effectively.Managed lease-to-own deals for customers purchasing agricultural and construction equipment, providing tailored leasing plans based on customer needs and financial capacity.Conducted market research and… Show more Managed customer lease portfolios by creating detailed Excel reports to analyze outstanding balances, Net Present Value (NPV), and payout amounts, and provided strategic recommendations to help customers optimize their payment schedules and manage their leases effectively.Managed lease-to-own deals for customers purchasing agricultural and construction equipment, providing tailored leasing plans based on customer needs and financial capacity.Conducted market research and analysis on the value of leased equipment, using this information to guide collateral assessments and ownership transfers.Analyzed customer credit reports, purchase history, down payment options, and lease terms (e.g., 48 months vs. 36 months) to determine appropriate interest rates and recommend the most suitable financing plan for each customer based on Kubota’s financing criteria. Reviewed financial statements for corporate clients to assess their financial health and aided in decision-making for lease approvals by determining creditworthiness and risk. Recommended product combinations (across different brands with varying interest rates) to help customers secure the best leasing terms.Maintained and updated customer records in CRM systems (Outlook, Salesforce), ensuring accurate tracking of leasing agreements and related transactions.Handled all lease documentation, including submitting customer, product, and lease details to the Kubota system, and preparing term sheets, contracts, and agreements for customer signatures. Show less

Malaysia

Spearheaded cross-functional communication between sales, finance, and operations teams, successfully negotiating pricing strategies that generated up to $1 million in annual profits while maintaining a 95% customer satisfaction rate.Utilized Salesforce to efficiently manage and track leads, opportunities, and accounts, creating advanced reports and dynamic dashboards that improved decision-making and increased KPI monitoring accuracy by 30%.

Waterloo, Ontario, Canada

• Conducted 2 to 3 weekly interviews with subject matter experts through Google Meet to understand the required project, filled out Scope of Work and all other necessary documents, and sent those documents to higher managers for approval.• Utilized Lucidchart to draw 7 process flow diagrams to speed up the development process by providing technical teams with a better understanding of the big picture• Worked closely with the project manager to assist in deploying 6 major projects•… Show more • Conducted 2 to 3 weekly interviews with subject matter experts through Google Meet to understand the required project, filled out Scope of Work and all other necessary documents, and sent those documents to higher managers for approval.• Utilized Lucidchart to draw 7 process flow diagrams to speed up the development process by providing technical teams with a better understanding of the big picture• Worked closely with the project manager to assist in deploying 6 major projects• Developed and implemented cost analysis in 7 project assessments, including ROI analysis and employee time input• Utilized Jira and Wrike for project tracking, development and coordination Show less

Singapore

• Created a new financial tracking and forecasting system using R and Excel, triggering a 14% increase in accuracy and 50000$ increase in revenue.• Collected, analyzed and managed quantitative data to create financial reports that assisted decision-making.• Developed KPI Dashboard with Sales, Inventory and Operations on Google Sheets that are automatically connected to Firebase - saving up to 20 hours/week of manual updates and increasing inventory tracking accuracy by 300

Boston, Massachusetts, United States