Jonathan Lui

Jonathan Lui Email and Phone Number

Strategic Finance Professional | Driving Revenue Growth and Operational Excellence with Expert Data Analytics and Go-To-Market Execution @ Ingram Micro
irvine, california, united states
Jonathan Lui's Location
Irvine, California, United States, United States
About Jonathan Lui

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

Jonathan Lui's Current Company Details
Ingram Micro

Ingram Micro

View
Strategic Finance Professional | Driving Revenue Growth and Operational Excellence with Expert Data Analytics and Go-To-Market Execution
irvine, california, united states
Website:
ingrammicro.com
Employees:
21821
Jonathan Lui Work Experience Details
  • Ingram Micro
    Manager, Global Cloud Business Intelligence
    Ingram Micro Sep 2021 - Present
    Irvine, California, United States
    In 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.
  • Secureauth Corporation
    Senior Financial Analyst
    Secureauth Corporation Jan 2021 - Sep 2021
    Irvine, California, United States
  • Secureauth Corporation
    Financial Analyst, Fp&A
    Secureauth Corporation Jan 2020 - Jan 2021
    United States
    Facilitated 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.
  • Red Hydrogen
    Financial Analyst
    Red Hydrogen Oct 2018 - Jan 2020
    Irvine, Ca
    Optimized 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.
  • Best Choice Products
    Demand Planner
    Best Choice Products Aug 2017 - Sep 2018
    Orange 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
  • Bank Of America
    Personal Banker
    Bank Of America Dec 2014 - Sep 2015
    Oakland, California
    • Responding to customer inquiries • Opening account and selling financial products • Excellent customers’ services and problem-solving skills
  • Bank Of America
    Client Service Representative
    Bank 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

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.

Not the Jonathan Lui you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.