Jonathan Lui Email and Phone Number
I'm a dedicated professional who thrives on analyzing and improving financial performance across diverse markets. Currently, I'm enhancing my skills through a Data Science Boot Camp. My approach involves deep market analysis and financial modeling to support informed strategic decisions and robust business planning. I'm all about using data analytics for precise trend forecasting and creating effective business strategies. I also have a knack for developing and executing go-to-market plans that align with corporate goals, ensuring our operations are smooth and profitable. Connecting with key stakeholders and turning complex financial data into actionable insights is part of my daily routine to propel organizational growth
Ingram Micro
View- Website:
- ingrammicro.com
- Employees:
- 21821
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Manager, Global Cloud Business IntelligenceIngram Micro Sep 2021 - PresentIrvine, California, United StatesIn my current role as Manager of Cloud Business Management at Ingram Micro Inc., I focus on elevating our strategic financial reporting and analytics. I lead the charge in providing critical business insights, which are essential for optimizing our decision-making processes. Using tools like Tableau and PowerBI, I've implemented robust reporting frameworks and dashboards that play a pivotal role in our strategic initiatives.Key Contributions:- Generated potential $50M in back-end margin by enabling local country teams to shift focus towards selling different products and upselling opportunities.- Enhanced Net Revenue Retention significantly, reducing churn and amplifying upsell and cross-selling initiatives across board.- Drove higher margins and improved net working capital by leading cross-selling initiatives focused on transitioning from on-premise infrastructure to cloud solutions.- Boosted transparency and facilitated informed decision-making by developing and maintaining comprehensive financial models and analytics tools.- Accelerated growth by collaborating with product, go-to-market, analytics, and finance teams to prioritize product roadmaps, deliver strategic recommendations, and craft product strategies. -
Senior Financial AnalystSecureauth Corporation Jan 2021 - Sep 2021Irvine, California, United States -
Financial Analyst, Fp&ASecureauth Corporation Jan 2020 - Jan 2021United StatesFacilitated corporate decision-making and delivered strategic initiative support by leading strategic financial reporting and analytics for cloud business management. Supported informed decision-making for mergers and acquisitions by developing and maintaining comprehensive financial models and analytics tools to increase transparency.Key Contributions:- Accelerated growth by collaborating with product, go-to-market, analytics, and finance teams to prioritize product roadmaps, deliver strategic recommendations, and develop effective product strategies.- Informed and optimized decision-making processes by implementing and managing robust reporting frameworks and dashboards using Tableau and PowerBI. -
Financial AnalystRed Hydrogen Oct 2018 - Jan 2020Irvine, CaOptimized product mix and inventory management by collaborating with production and engineering teams to align financial and operational objectives through strategic oversight.Key Contributions:- Bolstered financial sustainability by implementing sales and operations planning process, which improved demand forecasting accuracy.
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Demand PlannerBest Choice Products Aug 2017 - Sep 2018Orange County, California Area- Prepare and attend S&OP planning meeting to check fulfillment of demand forecast- Work cross functionally with Merchandising, Marketing and Finance to develop forecast for sales, profit margin and inventory- Ensure inventory will deliver the required sales volume, profitability and inventory turn - Work with Operations to optimize inventory movement. Develop strategies to improve network flow, turn and lower costs as well as remove aged/nonproductive inventory - Managing large data sets and building and/or interpreting predictive models to develop demand/inventory initiatives to maximize sales & profitability-Track inbound ocean shipments on a daily basis from port of origin to final destination -
Personal BankerBank Of America Dec 2014 - Sep 2015Oakland, California• Responding to customer inquiries • Opening account and selling financial products • Excellent customers’ services and problem-solving skills -
Client Service RepresentativeBank Of America Aug 2013 - Dec 2014• Providing a positive customer experience that leads to improved satisfaction and sales• Introducing products and services that meet the customers needs • Build, develop and maintain partnerships with teammates and specialists • Accurately and efficiently process transactions such as customer deposits and cashing checks
Jonathan Lui Education Details
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Business Economic
Frequently Asked Questions about Jonathan Lui
What company does Jonathan Lui work for?
Jonathan Lui works for Ingram Micro
What is Jonathan Lui's role at the current company?
Jonathan Lui's current role is Strategic Finance Professional | Driving Revenue Growth and Operational Excellence with Expert Data Analytics and Go-To-Market Execution.
What schools did Jonathan Lui attend?
Jonathan Lui attended University Of California, Irvine.
Who are Jonathan Lui's colleagues?
Jonathan Lui's colleagues are Claudia Ivana Juárez Jiménez, Miroslava Slavova, Carolina Caicedo, Bill Donnelly, Dean Kopernick, Ethel Angeles, Jose Luis Palacios Revolledo.
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Jonathan Lui
San Francisco Bay Area
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