William Chu Email & Phone Number

San Francisco Bay Area

Served as finance lead to provide business insights and financial guidance through advanced analytics and modeling• Overhauled monthly, quarterly, and annual forecast and planning models with statistical modeling to minimize variances and to validate business driver assumptions. Consistently delivered monthly forecast with low variance and achieved Expedia’s CFO Challenge of Q4 2015 with the lowest forecast variance among all Brands within the organization.• Completely revamped weekly revenue model using statistical rules and automation to ensure data accuracy and to provide timely and reliable business guidance for decision makings. Enhanced model reliably projected monthly revenue within 2% variance while reduced processing time by over 60%.• Enhanced a time-series forecast model to project weekly shoppers and transactions of all marketing channels. Combined VBA and Solver function to minimize forecasting variance resulting in more accurate and reliable volume and marketing spend projection.• Applied financial and statistical modeling to optimize the ROI of coupon promotions leading to 80% reduction in coupon spend in 2015 while maintained the top line growth of the company.

Provided risk analytics to mitigate ingredients costs volatility and to achieve profitability goals of the company.• Developed VAR model and applied Monte Carlo simulation to evaluate the market risk driven by commodity price volatility of $1 billion ingredients portfolio.• Collaborated with Procurement and Risk Management teams to develop hedging strategies that had effectively reduced ingredients cost volatility by over 70%.• Utilized statistical models to identify the futures prices as the leading indicators of ingredients costs to support purchase contracts of over $400 millions.• Leveraged stochastic modeling for supply planning to minimize sales loss and excessive inventory costs.• Developed risk-adjusted financial models to guide pricing and promotion strategies under market uncertainties.

Provided financial leadership and business insights to drive growth and profitability of Pet BU.• Revamped existing financial models to facilitate management decision on business investment and product innovation. Improved IRR model maximized overall ROI and was implemented for use by the Pet Organization.• Developed SKU Rationalization process to optimize product assortments and inventory turns resulting in higher profitability. Recommendations had an estimated annual net cash flow saving exceeding $2M.• Performed due diligence as Business Advisor to provide business guidance and promotion strategies to deliver the financial goals of the $600M snacks revenue portfolio.

Leverage qualitative and quantitative analytics to identify long-term growth opportunities for the company.• Performed competitive analysis on major competitors and utilized syndicated data (IRI, ACNielsen), customer-centric information, and statistical simulation to gain insight of competitor’s growth and invasion strategies.• Jointly led a 6-member team to explore key success drivers of different grocery formats through industry research and cross-country surveys. Developed financial and statistical models to estimate market size of different formats using market research, US zip code demographics, and database programming.• Developed financial models to evaluate “buy versus build” of various retail formats and performed pro-forma analysis to identify merger and acquisition opportunities.

Managed and Implemented cost savings initiatives to drive operations efficiency and profitability of the company.• Developed performance benchmark for store indirect expenses and implemented various demand management policies to facilitate the control of spends, resulted in over $10M savings annually.• Identified key performance indicators and cost drivers of store operating expenses totaled over $1 Billion. Utilized statistical models to establish store and department performance targets to optimize savings potential.• Streamlined company weekly payroll process by applying Lean Six Sigma. Conducted two process improvement events that led to 60% reduction of weekly payroll adjustments and 40% improvement in processing time, with a total labor savings of $1M annually.• Spearheaded the development of key performance metrics and reporting tools to support the roll out of “Lifestyle” format and to deliver critical information for executive decisions. Utilized statistical analysis to identify success drivers to help refined store design and remodeling plan.

Served as financial and technical lead to provide analytical support for Northern California division.

Master Of Science (Ms), Statistics

Master Of Business Administration (Mba), Finance, General

Activities and Societies: Teaching Assistant of Management Science and Business Strategy

Bachelor Of Arts (Ba), Business Economics