Joseph Y. Oh Email and Phone Number
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Joseph Y. Oh phone numbers
Versatile Finance Professional with 20 Years of Experience with demonstrated history of adding value through Strategic Insights, Business and Financial Analytics and Financial Modeling.Industry: Digital Transformation / Enterprise Software Implementation, Consumer Goods, Consumer Packaged Goods (CPG), Transactional Communications (Electronic & Print Billing), SaaS and Financial Services.Areas of Specialty: FP&A, Financial Due Diligence, Financial Modeling, Debt Refinance, Board Meeting Presentations, Quality of Earnings, Monthly Business Review Dashboard, Corporate Development, Sales Finance, Commercial Finance, Trade Funds Management.Chartered Financial Analyst (CFA) - Passed Level 1 ExamInvestment Banking Institute - Financial ModelingActionable and Insights-Driven Data VisualizationZebra Business Intelligence (BI)
Argano
View- Website:
- argano.com
- Employees:
- 1567
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Senior Director Finance, Financial Planning And Analysis, ArganoArganoTexas, United States
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Senior Director Finance, Financial Planning & Analysis, ArganoArgano Jan 2021 - PresentPlano, Texas, Us
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Corporate Fp&A Lead / Strategic FinanceOsg Sep 2016 - Dec 2020Financial Planning and Analysis (FP&A) Lead / Strategic Finance supporting CFO of $600M PE-backed Buy-and-Build Transactional Communications, Digital Payments and Marketing Services company.Quarterly Lender and Rating Agency Presentation and Support.Transaction & Acquisition - Financial Due DiligenceCapital Raise, Debt Finance, Investment Support with Financial Model and Due Diligence.Debt Covenant Outlook and Management.Multi-Business Unit Consolidation, Reporting, Forecasting and Analysis.Customer Contract Metrics KPI for Recurring Revenue Business Model
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Sales & Marketing FinanceChobani Jul 2015 - Aug 2016New Berlin, New York, UsManaged $300M Trade Spend Budget for $1.4B Yogurt Business.Business Partner to Field, FP&A, Sales Planning & Marketing on Trade Fund Management.Forecasting, Planning, Reporting & Analysis.Identified $20M Trade Improvement Opportunities across customers / trade types, which led to resource deployment towards execution of initiatives.End-to-End Shopper Marketing Budget Transformation -
Customer Development Finance - West SectorUnilever Oct 2013 - Jun 2015Blackfriars, London, Gb1.5M Gross Margin improvement through product mix optimization with National Retail Customer.Selected to present above findings during Global Customer Developement Best Practice.Field-based Finance role supporting $2.4B business sector -
Customer Development Finance - FoodsUnilever Oct 2012 - Oct 2013Blackfriars, London, GbManaged Trade Budget for $4B Foods Division (Trade Spend: $1B).Business Partner to Customer Marketing Team on all aspects of trade funding management.
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Pricing, Promotions & Trade InvestmentsLg Electronics Usa Jan 2012 - Sep 2012Seoul, Kr$1.4B Home Appliances DivisionCustomer Trade Funding Analysis & Optimization ProjectGross Margin Improvement via Premium Mix ImplementationSales Team Support - Home Depot, Best Buy, Sears, HH Gregg & Regional ChannelBusiness Partner to Sales Organization & CFO divisionCustomer Trade Term Contract Management -
Trade & Promotion Accrual ManagementLg Electronics Usa Jan 2010 - Jan 2012Seoul, KrRevenue & Accrual Management for $1.8B Home Appliances Division.Generated $1M profit savings through retailer rebate claim due diligenceProduct Groups: Washing Machine, Dishwasher, Refrigerator, Cooking & Vacuum Coach & Delegate Trade Accrual and Promotion Fund ManagementRolling Forecast vs. Actual Monitoring and ReportingHigh-Profile Audit Project with Department of Commerce.Accrual & Deduction Analysis & Reporting
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Financial Planning & Analysis (Fp&A)Lg Electronics Usa Jul 2008 - Jan 2010Seoul, KrManagement Reporting Variance AnalysisProfitability Reporting Project
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Mutual Fund AdministrationPnc Dec 2006 - May 2008Pittsburgh, Pennsylvania, Us-$1.2B Equity and REIT Tweedy Browne Funds-Compliance, financial statement review, leverage testing, performance reports, boardbooks & broker commission. -
Mutual Fund AdministrationJpmorgan Chase & Co. Sep 2004 - Sep 2006New York, Ny, Us- Compliance, 1940 Act Compliance, IRS testing, budget tracking and performance reporting.
Joseph Y. Oh Skills
Joseph Y. Oh Education Details
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Brandeis UniversityEconomics -
Investment Banking InstituteFinancial Modeling And Valuation
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Cfa InstituteFinance
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Brooklyn Technical High SchoolPre-Medicine/Pre-Medical Studies
Frequently Asked Questions about Joseph Y. Oh
What company does Joseph Y. Oh work for?
Joseph Y. Oh works for Argano
What is Joseph Y. Oh's role at the current company?
Joseph Y. Oh's current role is Senior Director Finance, Financial Planning and Analysis, Argano.
What is Joseph Y. Oh's email address?
Joseph Y. Oh's email address is jo****@****ani.com
What is Joseph Y. Oh's direct phone number?
Joseph Y. Oh's direct phone number is +160733*****
What schools did Joseph Y. Oh attend?
Joseph Y. Oh attended Brandeis University, Investment Banking Institute, Cfa Institute, Brooklyn Technical High School.
What are some of Joseph Y. Oh's interests?
Joseph Y. Oh has interest in Social Services, Equity Investing, Options Trading, Reading.
What skills is Joseph Y. Oh known for?
Joseph Y. Oh has skills like Financial Modeling, Forecasting, Corporate Finance, Analysis, Financial Analysis, Crm, Cross Functional Team Leadership, Co Pa, P&l Management, Management, Valuation, Strategic Financial Planning.
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