Juliana Dee, Mba, Cpa Email & Phone Number

United States

Los Angeles, California

Organizational/Process Transformation: At Herbalife Nutrition, worked directly with senior management on multiple organizational transformation projects, earning a 10/10 rating.• With SVP of Internal Audit, transformed the department to a risk-based audit planning approach vs. cyclical audits, implementing new processes to report, monitor and partner with business units to address identified risks and implement recommended action plans. Supported the reorganization of the global Internal Audit structure, ensuring the appropriate staffing profile, actively participating in the hiring and performance review process, transitioning 3 new Sr. Directors. Developed department’s annual budget and justifications for additional headcount to achieve desired level of global work distribution and efficiency. Transitioned the department’s audit management tool from TeamMate to AuditBoard, including requirements gathering and design, training, and global rollout of the new tool.• Supported the Corporate Controller in organizational change management for the Thrive Project, which transitions transactional accounting tasks to the Global Business Services (GBS) center in Mexico. Oversaw the North American Order-To-Cash process, managing a team of 14 in the transition to Mexico, ensuring the complete documentation and training of over 140 sub-processes while maintaining employee morale. Developed KPIs to monitor the GBS performance, establishing issue reporting to ensure prompt resolution and timely escalation to upper management. Established post-transition operating structure to manage issues, create new metrics, and develop new/modified processes. Oversaw Phase 2 of the project, ensuring worldwide participation of the Activity Based Analysis survey and evaluating regional alignment to the global segregation of duties framework. Developed the Policy Compliance Checklist, to certify that worldwide policies are supported by internal controls and procedures.

Universal City, Ca

Oversaw the budget, forecast, quarter closes and financial reporting of the global direct costs of the Consumer Products division, partnering with domestic and international operational and finance teams and leadership to manage financial deliverables. • Developed management reporting that allows comparison of key metrics to budget/forecast, facilitates variance explanations, and provides senior management the previously unavailable functionality to drill into detailed activity.• Formalized the close tracking process, with the dual purpose of providing structure and financial discipline for operational teams and assisting the Controllership team in tracking close deliverables and reconciling system actuals to divisional reports.

Greater Los Angeles Area

Led a high-performing operational financial planning and analysis team in the LA Metro Region of AECOM, a Fortune 500 company. Pivotal role in the region’s turnaround from an unprofitable year to outperforming the annual plan by $2M or 12%. Key Accomplishments:• Formalized monthly forecasting process with Business Line executives, implementing financial templates and tools to educate and help operational leaders understand financial impacts of business actions and events, providing actionable recommendations . Financial reviews pivotal in turning around the performance 3 struggling business units during the year.• Led an all-new team through the strategic and operating plan process while being understaffed half the year. Ensured smooth transition and continuity through 100% documentation of processes, cross-training and process improvements. Not only did team meet all deadlines, we also developed analytical tools to help executives review and evaluate business line plans.• Performed strategic analyses for Regional Executive, including: accurately estimating the financial impact of the carve-out of a business sector; proposing divisional reorganization with $20M potential savings impact.

Torrance, Ca

Financial Resources Manager, Service Parts & Accessories Jul. 2014-Present Financial Planning & Analysis Supervisor, Service Parts & Accessories Dec. 2011-Jul. 2014Strategic Planning Administrator, Toyota Logistics Services Apr. 2010-Dec. 2011Vehicle Accounting Senior Financial Analyst, Accounting & Finance Mar. 2009-Apr 2010Project Manager, Financial Strategy Support Apr. 2005-Mar. 2009Sales Planning & Pricing Analyst, Product Planning Oct. 2003-Mar. 2005 Parts Accounting Supervisor, Accounting & Finance Sep. 2001-Sep. 2003 Key Accomplishments:Over 5 years of Financial Planning, Analysis and Reporting leadership in 3 Toyota divisions, implementing revolutionary improvements in forecasting and reporting processes and results.• Labor Forecasting Enhancement: Implemented Labor Expense Forecasting tool in Tableau, to improve and automate forecasting and analysis of key Warehouse Labor drivers (e.g., line volumes, efficiency, work functions). • Expense Reporting Improvement: Improved template generation process 88% (2 hours to 15 minutes), with positive user feedback on ease of use and added value of information provided. Accelerated consolidated reporting, enabling instant updates to meet aggressive timelines for quarterly forecast (~1 week from month-end close to management reviews/approvals).• Capital Planning: Improved tracking and reporting process, including providing end user training and implementing approvals via DocuSign. Resulted in expedited management reviews/approvals, accurate tracking, and improved capital utilization from 86% to 96% of plan.

Irvine, Ca

Budget and Planning Senior Analyst Jan. 2001-Sep. 2001Incentives Administration Supervisor Jun. 2000-Jan. 2001Management Information Senior Analyst Mar. 1999-Jun. 2000In this public financial services company, effectively performed multiple leadership roles. • Led the creation of a bonus administration group with a staff of two, responsible for consolidating the company’s bonus programs and eliminating redundant processes.• Eliminated various manual processes, such as uploading of bonus information vs. manual data entry, and automating the generation of reports for access via the intranet vs. 300+ pages of manually distributed paper reports.

Orange County, California Area

Senior Accountant Jun. 1998-Mar. 1999Staff Accountant Oct.1996-Jun. 1998

Mba, Top Ten Graduate, Accounting And Finance

Bachelor Of Science (B.S.), Summa Cum Laude & Valedictorian, Finance, Real Estate And Law

International Business Minor