Yan Ning Xu Email & Phone Number

United States

Los Angeles, California, United States

Sole finance and accounting member in the finance department responsible for implementing and optimizing all accounting and finance functions at a creative agency.

Los Angeles, California

• Adjusted all accounting structure, reporting, and policies to give insights to current business operations. Reduced month end close process to 30 days vs 45+ days. • Co-led the implementation of Kantata (fka Mavenlink), a new project management software, to increase efficiency across departments, allow project leads to be pro-active in adjustments to project needs, and see real time project margins. Further reduced month end close process to 15 days vs 30 days.

Managed and optimized all logistic operations and sales reporting for a skincare beauty brand.𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞𝐬 𝐢𝐧𝐜𝐥𝐮𝐝𝐞:• Collaborated effectively with multiple vendors, warehouses, and customers across different time zones to complete production runs and fulfill orders for distribution.• Designed and implemented KPI dashboards for leadership to gain insight into sell through by channel and for Sales Team to utilize as a guide on weekly product performances.

Oversaw accounting, finance, and HR matters along with stewarding office management for an ad network/tech organization.𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞𝐬 𝐢𝐧𝐜𝐥𝐮𝐝𝐞:• Overhauling accounting structure and policy to create visibility into company performance. Collaborated with Developers and Operation teams to streamline accounting reporting for month end reconciliations, annual tax needs, as well as vendor payouts/account credit assessments.• Assisted with two acquisitions – one asset sale acquisition and one UK division acquisition. Asset sale acquisition: I took the lead in implementing an interim accounting process until acquisition has been folded into normal business operations. UK division acquisition: Responsible for reviewing and analyzing monthly performance to CEO.

Main finance contact for all volume calibrated areas (i.e. Warehouse, Customer Experience, Performance Marketing) and Alliance, a supply chain subsidiary. Responsible for all planning and analysis, financial reporting, and metric assessments.𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞𝐬 𝐢𝐧𝐜𝐥𝐮𝐝𝐞:• Worked with CFO & CEO for monthly reforecasting of all Demand Planning topics across 3 subsidiaries• Lead 2016 financial budget planning process which encompasses department hierarchy changes, G/L account scrub, company wide competitive compensation analysis, etc.• Worked closely with accounting and execs to close the books accurately each month. Assisted with reporting monthly, quarterly, and annual financials to execs and investors.• Collaborated with HR to implement a separate payroll company with new department architecture for Alliance. Emended the G/L mapping in ADP to capture all modification for a direct to download payroll entry cycle• Implemented the use of statistical data through unit accounts in Microsoft GP to enhance financial reporting insights regarding each entities business performance metrics. Streamlined the cost center and financial reporting workflow process through the use of VBA.

Greater Los Angeles Area

Lead and automated the 2015 budget process for the international division, 25+ countries. Streamlined all procedures to deliver updated financial projections based upon numerous management revisions.𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞𝐬 𝐢𝐧𝐜𝐥𝐮𝐝𝐞:• Liaison between Accounting and Store Operations regarding all store performance topics. Evaluated 650+ stores at each month end and proposed any necessary adjustments for close.• Responsible for producing monthly Store P&L reporting for those 650+ stores and successful in reducing the Store P&L reporting process by 50% through the use of VBA.• Partnered with Senior Manager to create new store scorecards and dashboards to further execs insight to regional performances.

Los Angeles

Head of Accounting/Finance department for three years. Responsible for accuracy of all G/L accounts and company activities such as A/R, A/P, payroll, city and state tax filing.𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞𝐬 𝐢𝐧𝐜𝐥𝐮𝐝𝐞:• Assisted organization with financial functions, such as assessing cash flow, auditing, planning, budgeting, tax returns, consolidation, cost control, project control, and competitive analysis.• Created and analyzed monthly, quarterly, and annual financial reports and provided recommendations for improved operational performance.• Aid in developing an online accounting platform for Agreed Escrow (first ever licensed internet escrow company) which includes: tailoring Quickbooks into a trust accounting system that was ideal for Agreed Escrow's needs while remaining in compliance with state regulations and monitoring Agreed's progress via projected P&L and balance sheet to alert leadership of when net liquidity and net worth requirements are in danger.

Bachelors Of Science，Business Administration

Bachelors Degree, Accounting