Leslie K. Cheng Email and Phone Number
A detail-oriented financial analyst with expertise in financial planning, budgeting, and cost analysis. My career mission is to grow the organization to make well-informed commercial decisions by providing reliable financial data and make a positive impact to our society. My interest in finance and how companies make informed decisions and navigate the complexities of the business environment brought me to the frontline of the global financial market – San Francisco in 2022. I love discovering insights for organizations and translating their business needs into actionable solutions that provide valuable information for making sound business choices.Now, I work as one of finance team at budgets and financial analysis for entire university system. In this role, I managed utilities 60 accounts and evaluated the financial needs of multiple departments and projects, ensuring financial discipline and optimizing resource allocation. Through my evaluations, I build associate director aid in making informed decisions, revising strategies, and taking corrective actions to meet financial goals by utilizing advanced MS Excel functions and SQL.Prior, I was a financial and accounting specialist at P&G (SK II, Olay, Oral-B). The organizational culture encourages employees to have a continuing growth mindset, which shares the same value with me. Also, I have developed strong verifying accounting transactions proficiency with high accuracy, ability to coordinated with internal and external auditors, and an understanding of organizing reports for quarterly analysis. Besides, I am comfortable working in an ambiguous environment and have the ability to optimally multitask. My work experience in P&G and the U.S. empowers my cultural sensitivity to think globally and act locally and be a skilled and efficient financial specialist in cross-cultural organizations.Outside of work, I love snowboarding, hiking in bay area, fine arts, animal rescue volunteer and streaming dramas. Current show recommendations: Ozark (Netflix), Breaking Bad (Netflix), Suits (Netflix), The Marvelous Mrs. Maisel (Amazon Prime), Say Yes to the Dress(Hulu), Flip or Flop (Hulu), Property Brothers (HBO Max).
Otis Mcallister, Inc.
View- Website:
- otismcallister.com
- Employees:
- 80
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Financial Analyst – Cpg Retail Budget And Cost Planning, Fp And A, Financial Modeling, Bus. PerformanceOtis Mcallister, Inc.San Francisco, Ca, Us
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Financial Analyst – Cpg Retail Budget & Cost Planning, Fp&A, Financial Modeling, Bus. PerformanceOtis Mcallister, Inc. Jan 2024 - PresentOakland, California, United States● Contributed to monthly reporting and analysis, crafting comprehensive financial budget reports across 7 business sectors and 3 categories, encompassing itemized, brand-specific, and customer-focused perspectives.● Developed credit term analysis model and led to actionable solutions aimed at reducing outstanding accounts receivable for 2 business units and improving cash flow and enhancing financial stability.● Collaborated with cross-functional collaboration to conduct thorough profitability analysis for 7 business units, leveraging SQL reports and Power BI dashboards to deliver comprehensive insights driving key strategic decisions.● Streamlined operations by completing 13 audit reports efficiently, delivering detailed sales and purchasing analyses to accelerate processes.● Compiled audit reports on item-specific profit margins for the Canada branch, leveraging organized data from BC ERP Software to ensure accuracy and efficiency.● Utilized advanced MS Excel functions and toolkits, including VLOOKUP, Pivot Tables, and Solver to perform financial modeling and presented insights.● Engineered a 3-year sales and cost of goods sold (COGS) evolution model for retail and foodservice sectors to enhance financial stability.
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Finance Team - Budgets & Financial Analysis For Entire University SystemUniversity Of San Francisco Apr 2023 - Jan 2024San Francisco, California, United States● Conducted in-depth financial analysis in annual capital and service expense tracking report for university projects, corrected a $1 million discrepancy, and provided variance analysis to the Finance Operations Director to enhance $25 million fiscal year budget planning. ● Managed 60 utility accounts with an annual expense of $5.7 million, organized monthly expense reports, and conducted Excel Pivot Year-over-Year (YoY) financial analysis, leading to improved budget planning and the identification of 3% payment discrepancies.● Trained the full-time Accounting Assistant V on processing invoices in SAP, built a timesheet system, and saved overall 7 hours per week.● Secured a $600k insurance claim by assessing multiple projects and collecting flood damage payments and save 50% in overall time spent on organizing annually potential risk management report by utilizing advanced excel pivot table function. -
Strategic Sourcing Specialist – Pricing, Cost Planning, Production ManagementQisda Corporation Mar 2021 - Jun 2022Taoyuan City, Taiwan● Led the Capital Improvement Plan, analyzed transportation costs from China to Vietnam, optimized routes, and negotiated with suppliers to cut key component transportation expenses by 50% via sea shipping.● Analyzed computers monitor key component (panel) inventory level, worked with cross-functional departments to implement Vendor Managed Inventory and reduced inventory levels by $10 million in quarterly end financial report.● Presented monthly panel inventory balance reports to the Business Unit Head, facilitated sales promotion planning for high-inventory computer monitor models and strategically improved the overall inventory turnover day ratio by 96 days.● Researched digital commercial trends, utilized trends forecast to optimize production management, and collaborated with the Vietnam and China factory to ensure 98% projects adhered to production schedules, and increased weekly sales forecast accuracy from 62% to 85%.● Collaborated with the R&D department to negotiate with ODM light bar suppliers, achieving 8% cost reduction through the provision of a quarterly production plan. -
Finance & Tax Specialist – Cpg Personal Care (Skii, Olay, Head & Shoulders, Oral B, Tide)Procter & Gamble Mar 2020 - Mar 2021Taipei City, Taiwan● Built a Python script to query monthly E-commerce sales records and tax data and saved 95% processing time for $15+ million tax filing.● Reviewed monthly VAT filings totaling over $20 million, accurately calculated business tax amounts to achieve a 99% reduction in errors, and submitted comprehensive reports to our Asia headquarters.● Partnered with P&G Finance and Tax Team, including co-workers in Philippines, and prepared monthly tax reconciliation to ensure accuracy.● Spearheaded research into international double tax agreements, collaborated closely with the Singapore sales team to ensure alignment of production processes with regulatory requirements, and reduced 20% in withholding tax and operational optimization.● Oversaw the completion of planned audits and collaborated across functions with internal and external auditors on tax procedures.● Identified and implemented tax-saving strategies and achieved 7% reduction in the company's annual tax liability.● Utilized advanced MS Excel functions and toolkits, including VLOOKUP, Pivot Tables, Solver, Regression and Histogram to perform financial modeling, and presented insights for monthly business tax deduction. -
AccountantAtg Luther & Maelzer Jan 2019 - Dec 2019Taoyuan City/Taiwan● Performed daily reconciliation of accounts receivable, conducted audited accruals, and closed out rebates to ensure 100% precision in SAP.● Prepared daily 30+ vendors invoice, verified 80+ employees' reimbursement, and processed incoming payment recognition.
Leslie K. Cheng Skills
Leslie K. Cheng Education Details
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Master Of Science In Financial Analysis (Stem) - Fp&A, Financial Analyst
Frequently Asked Questions about Leslie K. Cheng
What company does Leslie K. Cheng work for?
Leslie K. Cheng works for Otis Mcallister, Inc.
What is Leslie K. Cheng's role at the current company?
Leslie K. Cheng's current role is Financial Analyst – CPG Retail Budget and Cost Planning, FP and A, Financial modeling, Bus. Performance.
What schools did Leslie K. Cheng attend?
Leslie K. Cheng attended University Of San Francisco, National Taipei University.
What skills is Leslie K. Cheng known for?
Leslie K. Cheng has skills like Auditing, Tax Provisions, Supplier Negotiation, Presentation Skills, Sap, Accounting, Balance Sheet Review, Generally Accepted Accounting Principles, Profile Management, Budgeting And Forecasting, General Accounts, Tax Planning.
Who are Leslie K. Cheng's colleagues?
Leslie K. Cheng's colleagues are Everett Golden, Becca Munsey, Jeff Brehm, Stina Hokenson, Guillermo Torres, James Kochheiser, Dan Bush.
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