Jocelyn Chan Email & Phone Number

Palo Alto, Ca, Us

Transforming our Real Estate portfolio by right-sizing and delivering the office of the future

Palo Alto, Ca, Us

Palo Alto, Ca, Us

Palo Alto, Ca, Us

Palo Alto, Ca, Us

- Accountable for driving a multi-year Treasury Transformation program with a 80+ member global team- Achieved $15M+ benefits in 2017, ahead of schedule while staying within budget- Oversaw the issuance of 2 banking RFPs and drove the selection process- Restructured US/Europe cash management banking landscape including the implementation of a Multi Notional Currency Pooling structure (MCNP)- Facilitated plans to close 300+ bank accounts and 40+ - Implemented technology improvements, such as SWIFT banking connectivity, implementation of a FX Risk Exposure Tool and conducted a Treasury Management System pilot - Maintained ROI projections for the transformation program and 3-year strategic roadmap- Established project management and governance and report progress to program sponsors - Treasurer, Controller, IT VP, CFO

Palo Alto, Ca, Us

- Responsible for the Finance IT Project Portfolio Budget of $38M- Develop the annual IT Project Portfolio for Finance on behalf of all Functional and BU Finance teams- Drive Local Legal Compliance Group (LLCG) portfolio roadmap - Manage the centralized planning of Finance project resources supporting 375+ projects - Maintain the Portfolio Management Tool (SharePoint based) development roadmap and production support

Palo Alto, Ca, Us

- Managed definition and execution of strategy and goals for 26 Managers and Directors - Developed and executed the Communication Strategy across all levels of the organization including communications leveraged by the CFO, Senior VP’s and 8,000+ Finance Employees- Developed department workforce strategy that shifted the reliance on contingent labor to acquiring and developing in-house talent. Department growth of 130+ HC over 3 years- Led a team of 25+ Finance Project Managers which included establishing a standardized Project Management Methodology and Training, driving efficiencies in the staffing model and establishing project execution governance, standards and metrics to measure performance against baseline and benefits

Palo Alto, Ca, Us

- Established PMO to oversee $20M Finance investment across 20 projects- Managed 20 member cross-functional team to define future-state Finance baseline processes, a methodology for tracking the progress of the Finance Architecture Transformation and collaborated with IT to develop 3-year strategic roadmaps- Received CFO Finance Winners Circle Award- Developed Management of Change process methodology and led training efforts- Finance High Potential Program Participant (2012)

Palo Alto, Ca, Us

Managed a 35 member global team to merge SAP platforms with $32B total gross revenue and 2,000 users

Palo Alto, Ca, Us

- Planned, scoped and executed audits, Sarbanes-Oxley documentation and testing projects- Managed external resources on IT audits including assigning tasks and tracking progress to ensure timely completion of deliverables- Led audit engagement communications, compiled internal audit reports and presented findings to management- Managed a three-person team to develop RACE, a custom-developed internal audit repository, to allow for standardization of processes

Gb

- Managed the relationship of a Fortune 500 company for pre- and post-implementation Oracle application reviews- Conducted business process and system controls reviews focused on Accounts Receivable, Accounts Payable, General Ledger, Fixed Assets and Order Management processes- Recommended internal process enhancements to improve operating efficiency and address risks- Developed standardized audit plans that were adopted department-wide

London, Gb

- Completed various application reviews of ERP packages, complex loan pricing decision applications and bank applications- Managed staff auditors and reviewed their work on multiple concurrent engagements

Arcadia, Ca, Us