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 Planning: Develop and execute digital strategies to improve financial performance and efficiency.Stakeholder Collaboration: Work closely with various departments to ensure alignment and successful implementation of digital initiatives.Training and Support: Provide training and support to staff on new digital tools and processes.

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 highlight optimization opportunities. • 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.• Maintain close collaboration with all Sales Channels, Pricing, Marketing Support, Operations, IT, and Finance to generate the most effective and efficient ways to improve OE performance, simplify the business and grow profitability. Manage OPEX management process for Sales Channel• Streamline cost element and cost center plans, and work with Finance to correct miscoded charges• Perform "Work Out" of existing processes to eliminate, simplify or reduce work with a concentration on speed, simplicity, directness and results.• Ad hoc projects as appropriate to support development of reports/systems to fully understand Crude-to-Customer profitability and 25 core business processes.

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• Maintain database and refinery templates for metrics capture • Quarterly PwC data requests and variance analysis.• Management support and monthly performance reporting - provide data, analysis and reports in support of the President Manufacturing.• Earnings trend and analysis • Opex trend and analysis• Reporting organization mapping and cost center coordination• Guidance and assistance to refinery Finance staff• Miscellaneous reporting requirements, requests and research• Provide analytical support in preparation of annual business plan

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 overall reporting process efficiency. •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.•Support Olympic for go-live project with providing knowledge and answers to their questions of process.

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.•Analyzed the fluctuation of tax payment for assigned states.•Developed a general working knowledge of sales and use tax and its application as well as development in depth expertise for assigned states. •Conducted researches on tax legislations on CCH and state website to resolve new issues and to ensure accuracy of decision. Worked with supervisor, manager and tax counsel on more complicated issues

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.•Extensive practical hands-on experience as manager of a small business.