Dan Wu, Cpa Email & Phone Number

Kirkland, WA, US

Seattle, Washington, United States

• As the Sr. Finance Manager at Just - Evotec Biologics, I lead financial reporting, budgeting, and cash management to drive strategic decision-making and support the company's growth.
• Develop and manage systems to support financial operations, overseeing monthly closings and organizing business reviews.
• Derive insights from financial and operational data to drive strategic decision-making and improve financial performance.

Redmond, WA

• Increased productivity across departments by 20% YoY, increased forecasting cycle efficiency by 10% in 6 months, and influenced resource and vendor optimization, contributing to15% cost savings YoY.
• Drove financial processes (Close, forecast, budget)
• Responsible for financial performance in customer Service and support function areas through cross-group collaboration & partnership with Business, Planning, and Operations teams.
• Conducted monthly and quarterly close processes for management reporting, and implemented bi-weekly meetings with eight other department heads to discuss goals, updates, and challenges.
• Implemented Finance Rhythm of Business (ROB) in the functional areas of planning, forecasting, analyzing & financial modeling and drove insights to support the business in capacity planning.
• Built business expertise, executed strategy, priorities, and capacity management that provides finance’s perspective to business stakeholders, and influences resource and vendor optimization.

Bellevue, WA

• Accomplished financial management in function areas surrounding eCommerce sales & marketing, R&D, engineering and business operations in customer service, inventory, SCM and fulfillment.
• Guided business and financial planning process, reaching corporate and division goals, supervising FP&A and sales / marketing programs for key accounts. Analyzed and submitted sales / marking programs, conducted.
• Created strategic plan and executed with high-level targets, generating revenue growth of 800% over 4 years.
• Accomplished rigorous analysis on historical promotional spend, helping to inform future strategy and activities.
• Developed, improved and sustained financial models, forecasting and reporting on programs with vision and scope of category, function and geographic expansions.
• Controlled design, development and maintenance of ongoing metrics, reports, analyses and dashboards, reducing reporting lead time by 25%.

Bellevue, WA

• Provided leadership and set team vision in alignment with overall department and corporate objectives to ensure establishment and completion of operational objectives.
• Directed YoY financial strategic planning, evaluated organization's strategic and operational decisions, and supervised YoY financial operation trending analysis, facilitating overall corporate annual strategic.
• Controlled financial accounting functions surrounding global customer payments, corporate cash management and merchant revenue, resulting in adequate alignment with SEC reporting requirements.
• Accomplished financial analysis for M&A programs, supporting corporate strategic goals of profitable acquisitions.
• Directed projects by ranging intake from business partners, defining business requirements / policies and addressing accounting issues. Reduced project launch cycle time by 15%.
• Developed relationships with and provided ongoing guidance to finance, legal, treasury and business operation teams and ensured new contracts adhere to corporate guidelines, improving business cash flow.

Seattle, WA

• Managed FP&A and merchant revenue in global payments function.
• Administered cross-function work with corporate FP&A, operation, IT, retail and shared services, scoping business requirements surrounding payments functions globally.
• Led monthly review meetings with business partners, validating Marketplace revenue and monitoring trends, merchant performance, cash flow and process issues.
• Created, improved, and maintained financial models, forecasting and reporting on global expansion programs.
• Managed financial and accounting projects for new initiatives by developing test plan, completing UAT and tracking post-launch scorecard.

Seattle, WA

• Managed financial accounting and FP&A to support transportation operation functions.
• Guided operation planning (OP) in relevant business initiative, saving $8M - $10M per year.
• Performed gap and variance analyses between actual and risks & opportunities (R&O), transforming measurement of performance that drives business growth.
• Increased forecasting accuracy by 20% by reviewing monthly bridge and bi-weekly R&O with Business Operation and Retail teams.
• Partnered with business units, developing and maintaining weekly and monthly reporting on key operations, sales and profitability metrics.

Master Of Professional Accountancy (Mpac), Accounting And Business/Management

Activities and Societies: • Beta Alpha Psi

Bachelor'S Degree, Business Accounting

Activities and Societies: • International Student Association