Dana Chen Email & Phone Number

San Ramon, California, United States

Digital Transformation Product Owner: Lead and manage digital transformation projects to enhance financial processes and systems.Financial Analysis: Provide in-depth financial analysis and reporting to support decision-making.Technology Integration: Implement and integrate digital tools and technologies to streamline financial operations.Strategic.

San Ramon, California, United States

• Produce Monthly Products Management Operating System Performance summary report for Marketing Channel Leaders
• Conduct variance analysis for Key Performance Indicators: Volume, Fuel and Sales Margins, Opex, Indirect Opex, Net Operating Income (NOI) and provide commentary on results to help prepare for monthly LT discussion and.
• Provide commentary and highlight optimization opportunities Business Analysis Support
• Conduct analytical reviews for sales channel to determine recommendations for new or existing business including cash flow analysis, using fully costed model to determine NPV, NOI contribution, etc.
• Act as a resource to Enterprise Channel Optimization Planning & Execution (ECOPE) and Acquisition advisor in support of recommendations for new business Business Plan
• Consult with Sales Channel Leaders and Business Plan group to develop channel level operational plan/confirm annual account level plans.

San Ramon, CA

• Monthly reporting and analysis of Manufacturing results to DS&C and Corporate Comptrollers.
• Validation of SAP accounting results in support of the monthly close process, coordination of late or post-close adjustments
• Gross Margin variance analysis; price / volume effects
• Operating Expense reporting and analysis
• Capital Expenditure reporting and analysis
• Earnings estimate reporting and analysis

San Ramon CA

• Manage a series of Access databases and Essbase used for key earnings segmentation, reporting, and analysis tasks by North America Region analysts as well as a number of other function/field analysts.
• Work closely with other analysts in North America to respond to business changes and develop new reports and to improve existing reporting processes in order to maintain consistency and reliability; further to ensure.
• Develop reports and analyzing company-level financial data to understand earnings component variances and business trends.
• Engage in special analysis projects in direct response to questions posed by the regional/functional analysts and the Corporation.
• Provide variance analysis during monthly close for different business units (Refining, Marketing and etc.).
• Provide and prepare Sales and Purchases reports for Corp. Tax on a yearly basis.

Concord, CA

• Monitored daily tax report, and reviewed taxability on customers’ accounts.
• Filed state tax returns accurately and timely.
• Researched tax law changes, clarified issues, and implemented the changes.
• Communicated and responded tax issues with customer, business unit and state government.
• Reconciled different tax accounts monthly.
• Worked with auditors closely to research on tax issues and provide supporting documentations.

Fremont, CA

• Analyzed customers’ financial strength and discovered potential customers
• Reviewed policies to reduce risk and be in compliance with company policy.
• Communicated and solved customers' financial/policy issues with staff and manager.
• Monitored daily report to increase sales for business.
• Communicated with sales reps internally, and Risk Assessment dept. for issuing customer’s policy.
• Prepared annual tax returns for the agency.