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 contract/term sheet content review, and resolved financial and accounting issues.• 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%.• Executed financial projects and systems enhancement through effective collaboration and partnership with key business stakeholders in sales / marketing, technical, and operation teams.• Reviewed, validated and determined reasonableness of financial document, ensuring accurate financials through key ratio analysis and KPI tracing, including traffic and conversion drivers.• Supervised financial management process and systems to organize budget, expense & investment, reconciling any variances and sustaining tracking reports.• Built and supervised business partnership through effective cross-team / cross-function collaboration.

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 planning process. • 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. • Led team in new payment method, new business initiatives and geographic expansion projects, contributing to overall company revenue growth by 5% QoQ.• Organized order-to-cash (OTC), optimizing finance process and operational efficiency of validating relation of customer / vendor payments to sales / promotion and marketing programs research.• Built and led strong and high-caliber team of 15 by recruiting, promoting staff and conducting annual performance reviews & resource allocation / planning.

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