Stacy West-Chao Email & Phone Number

Orange County, California Area

Provide analytical support on an as-needed basis.

Orange County, California Area

Manage proposal pricing team responsible for creating operating income analysis for multi-million dollar accounts for international staffing firm. Responsible for overseeing margin analysis for potential new business, both regional and national. Communicate analysis results with senior management, at Vice President level and above. Coordinate with international segments on global opportunities.

Prepare financial reports such as balance sheet and cash flow statement. Assemble financial packages, including P&Ls, revenue analysis and variance research. Create PeopleSoft query reports as needed.

Create pricing analysis for multi-million dollar proposals for global staffing firm. Schedule and host conference calls at Vice President level and above, communicating the pricing needs of the client. Responsible for documenting and compiling stakeholder decisions for submittal back to the client. Calculate potential gross margin and profitability. Create tools, including one specifically housed on company’s intranet used by retail sales teams across the country to calculate local pricing.… Show more Create pricing analysis for multi-million dollar proposals for global staffing firm. Schedule and host conference calls at Vice President level and above, communicating the pricing needs of the client. Responsible for documenting and compiling stakeholder decisions for submittal back to the client. Calculate potential gross margin and profitability. Create tools, including one specifically housed on company’s intranet used by retail sales teams across the country to calculate local pricing. Perform customized client-specific projects as requested, primarily using Microsoft Excel. Show less

Compiled profit and loss analysis for marketing management firm. Run daily financial reports and work closely with the Director and Vice President of Finance to keep the accounting system updated in real time. Responsible for closing month-end. Create invoices and provide up to date billing and collections information to high profile clients such as General Mills, Proctor & Gamble, and Wal-Mart, as well as company account managers. Department chair for company’s ISO certification… Show more Compiled profit and loss analysis for marketing management firm. Run daily financial reports and work closely with the Director and Vice President of Finance to keep the accounting system updated in real time. Responsible for closing month-end. Create invoices and provide up to date billing and collections information to high profile clients such as General Mills, Proctor & Gamble, and Wal-Mart, as well as company account managers. Department chair for company’s ISO certification program as well as training program. Show less

Served as account manager and logistics coordinator for a home goods manufacturer and distributor. Responsible for larger client accounts such as Bed Bath & Beyond and major East Coast department stores. Receive orders, route shipments from overseas manufacturer in China, and schedule local deliveries in the Continental US and Canada. Knowledgeable in legalities in domestic transit of merchandise. Responsible for record retention and filing systems in addition to minutes for meetings.… Show more Served as account manager and logistics coordinator for a home goods manufacturer and distributor. Responsible for larger client accounts such as Bed Bath & Beyond and major East Coast department stores. Receive orders, route shipments from overseas manufacturer in China, and schedule local deliveries in the Continental US and Canada. Knowledgeable in legalities in domestic transit of merchandise. Responsible for record retention and filing systems in addition to minutes for meetings. Supervise, evaluate, and train new hires for various departments. Work closely with Finance division to ensure collections of outstanding invoices. Show less

Managed entire office including establishing record retention systems for a small but active import/export business. Track inventory to and from Pacific Rim, manage accounts payable and receivables, performed all aspects of customer service, and kept office updated on legal matters pertaining to international transit.