Tim So, Cpa, Cma Email and Phone Number
Tim So, Cpa, Cma personal email
- Valid
I am a results-driven Management Consulting Director in PwC's Finance Transformation practice. My core focus is helping organizations with enhancing their EPM capabilities to generate better insights and improve decision making.I lead the EPM Integrated Business Planning and Anaplan practice areas and drive its business development (go to market strategies, sales, proposals), practice development (service offerings, assets, vendor partnerships), people development (recruitment, L&D) and engagement deliveries.I have led high performing, multidisciplinary teams to deliver over 30 transformation engagements for clients across North America, South America and Europe in industries including Retail & Consumer, Telecom, Automotive, Financial Services, Oil & Gas, Mining, Engineering & Construction, Healthcare and Professional Services. My extensive knowledge and skill sets have helped CFOs and VPs improve their business functions through pragmatic people, process, performance and technology solutions.With 15+ years of experience from both consulting and industry roles, my areas of expertise from strategy to execution include:• Optimizing and Integrating Business Planning Processes• Implementing EPM Technology Solutions• Defining and Aligning Strategic KPIs • Rationalizing, Standardizing and Automating Management Reporting• Optimizing and Automating Finance Operations (RPA)• Designing Finance Target Operating Models• Developing Advanced Driver-Based and Scenario Financial Models• Developing Business Cases and Benefits Tracking for Transformations• Program/Project Managing
Pwc Canada
View- Employees:
- 3700
-
Director, Management ConsultingPwc Canada 2022 - PresentToronto, Ontario, CanadaAs part of the leadership group, I drive the business development, people/practice development and project deliveries. Led integrated teams across different competencies to deliver 20+ client engagements. Highlights below:• Finance Transformation Assessment & Roadmap Development Engagement (global engineering & construction client) - Led the current state assessment, roadmap and business case development of a global finance transformation impacting 1,300+ employees across 30+ countries, 20+ BUs and 10 Finance processes. Over 30 projects were defined, detailed and aligned with the CFO and SVPs as part of the $50M+ benefit transformation over 5 years• Finance Transformation FP&A Design and Implementation Engagement (global engineering & construction client) - As the engagement lead, provided oversight to a team of 15+ resources and collaborated with the CFO, SVPs and over 100 employees to deliver the FP&A initiatives over the course of a year. With the objective to improve insights, enable better decision making and realize ~$5M benefits, the initiatives included:1) Aligning KPIs to drive consistent performance management 2) Eliminating, consolidating, standardizing and automating 700+ management reports to shift time for decision support and analysis 3) Establishing leading practice PB&F calendars, guidelines/policies, processes and templates to reduce iterations, level of effort and cycle time • PwC Point of Views on Future of Finance, PB&F and IBP - Led the development of PwC’s PoV on Future of Finance, PB&F and IBP with Global teams to help clients understand the digital disruption impacts and how PwC's Integrated Solutions can help • Business Development - Led and supported 50+ RFP's/BD opportunities, generating $30M+ sales. Led R&C and T&L industry sector account opportunities• People / Practice Development - Led recruitment strategy & interviews, developed new offerings & assets, managed JBRs with firms/vendors, mentored coachees/team members -
Senior Manager, Management ConsultingPwc Canada 2020 - 2022Toronto, Canada AreaKey Engagements Led:• Integrated Business Planning Assessment, Design and Roadmap Development (Global Energy Client)• Finance Transformation Business Case (Global Engineering Client)• FP&A Assessment, Design, Roadmap and Implementation (Global Engineering Client)• Capital Planning Solution Design (Global Retail Client)• Anaplan Sales Planning Implementation (Canada Professional Services Client)• PB&F Future State Design & Roadmap Development (Global Retail Client)• PB&F Assessment & Roadmap Development (Global Automotive Client)• Anaplan Financial Budgeting and Forecasting Implementation (Professional Services Client)• FP&A Functional Model Restructure (Canada Financial Services Client)• Long Range Planning Financial Modelling (US Retail Client)• Billing & Collections Transformation Assessment and Roadmap (Canada Professional Services Client)• Billing & Collections Transformation RPA Design and Implementation (Canada Professional Services Client)• Financial Segmentation Modelling (Canada Telecommunications Client)• Reporting Design and Visualization (Canada Financial Services Client)• OTC Digital Transformation (North America Oil & Gas Client)• Invoice Centralization (Brazil Oil & Gas Client)• Cost Allocation Restructure (Yellowknife Mining Client)• Non-OHIP Process Optimization (Ontario Healthcare Client)• Data Exchange Design (Canada Financial Services Client) -
Manager, Management ConsultingPwc Canada 2017 - 2020 -
Senior Associate, Management ConsultingPwc Canada 2015 - 2017 -
Sr. Business Partner, Business Intelligence & AnalyticsTarget 2012 - 2015Toronto, Canada AreaLeveraging technical, data and business knowledge, I provided Target Canada leaders key business insights that support the development of actionable initiatives and solutions to address business challenges.Key Achievements:• Leading Cross Functional Projects - Led many cross functional team projects from the reporting aspect to resolve company wide issues including the “Get Clean” and Future NOP initiatives which included teams from Store Ops, Merch Ops, Merchants, MP Ops, MPD, MFA, IAA as well as the ELT. This resulted in actionable insights such as purges at the stores/DC’s to clear backroom space, $5 Get Clean initiative, inventory write-downs/shrinkage in IAA/MFA and merchant markdowns before end of life. • Creating a Suite of BI Reporting Solutions & Insights - Partnered with other businesses to understand their business needs and design/build/test actionable BI reporting solutions. Produced over 10 critical reports for day 1 reporting as well as over 20 ad-hocs and insight decks (basket analysis, space productivity analysis, shrinkage analysis, etc.) for senior leadership after store openings. Once the reports were in run state, they were successfully transitioned to Target India for execution through documentation and training.• Plan and Forecast Reporting Production - Collaborated with multiple teams (MFA, Merchants, BSS) and led the end to end execution of creating the Plan and Forecast reporting for Target Canada Merchants (requirements collection, design/development, testing, production).• Key Contributor to SAP Implementation - Conducted R2/R3 testing for the SAP implementation in Target Canada prior to store openings, and successfully trained over two hundred headquarters team members in using SAP BEx, SAP BPC and Master Data.• Basketball Club Network Captain - Became one of the first network captains for Target Canada and created the Basketball Club which included 80+ members. -
Sr. Business Analyst / Fp&A ManagerLyreco 2010 - 2012MarkhamReporting to the finance director and senior management team, provided financial and business analytics support which included developing financial models for reporting/forecasting/budgeting to identify risk areas, analysis for all director project requests, capital budgeting as well as end to end execution of the budget process.• Quarterly Forecasts – Developed forecasting models for sales, personnel, productivity, marketing, rebates and travel to generate more accurate forecasts, which consistently resulted in a +/-2% accuracy to actuals. Provided detailed explanations for all P&L forecast numbers for senior management and Group Corporate.• Annual Budget/5 Year Plan - Coordinated, trained, prepared and reviewed budget numbers/strategies/projects for all ten departments with the senior management team. • Reporting - Created and continuously improved the company and sales division strategy map and scorecards. This resulted in better communication, focus and alignment of the company's mission across all departments. • Sales Bonus Compensation / Productivity Models - Facilitated/recommended sales bonus compensation changes to drive sales, which resulted in a significant increase in sales. Also designed complex productivity and rebate models to generate monthly manpower requirements and provisions respectively. -
Financial Analyst IiGap Inc. 2008 - 2010EtobicokeIn addition to performing the standard FP&A tasks (monthly forecasts, management reporting and annual operating budgets), I was the finance project lead for implementing all divisional projects for Gap Canada which included the Brand Specific Productivity Reporting and Indirect Alignment Reporting projects. These projects enhanced brand visibility and allowed for more accurate divisional benchmarking for senior leadership, ultimately improving strategic decisions. -
Financial CoordinatorMatch Marketing Group 2007 - 2008Etobicoke -
Event Planner Sales RepresentativeHewlett Packard 2006 - 2007
Tim So, Cpa, Cma Skills
Tim So, Cpa, Cma Education Details
Frequently Asked Questions about Tim So, Cpa, Cma
What company does Tim So, Cpa, Cma work for?
Tim So, Cpa, Cma works for Pwc Canada
What is Tim So, Cpa, Cma's role at the current company?
Tim So, Cpa, Cma's current role is Director, Management Consulting at PwC Canada.
What is Tim So, Cpa, Cma's email address?
Tim So, Cpa, Cma's email address is ti****@****ail.com
What schools did Tim So, Cpa, Cma attend?
Tim So, Cpa, Cma attended Schulich School Of Business - York University.
What skills is Tim So, Cpa, Cma known for?
Tim So, Cpa, Cma has skills like Forecasting, Financial Analysis, Sap, Budgets, Financial Reporting, Accounting, Analysis, Management, Business Intelligence, Sas, Access, Tableau.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
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.
Start your free trial