William Poon Email & Phone Number

Atlanta, Georgia, United States

• Creation and maintenance of financial modeling and reporting to track key operational metrics. • Assist with annual plan to evaluate varies interest rates scenario.• Achievement includes downloading database master files and transactions from Axiom Financial system to Microsoft Power Query. Built multiple financial templates which allow users to analyze financial trends with various computations and permutations of company entities with just Microsoft Excel Pivot Table skill.

Atlanta, Georgia, United States

• Maintain and update multi-year forecast models. • The model employs business drivers including sales growth, churn rate, capital expenditure, manpower requirement, sales commission, financing alternatives. • Update model with actual, budget and forecast to provide executive level presentations. • Provide strategic and analytical support to analyze gross margins and help drive product line profitability. • Analyze various growth scenarios to explore profitability potentials while staying within debt covenants.

Atlanta, Georgia, United States

• Provide planning, budgeting and forecasting support to fund raising events, e.g. Relay, gala, golf, endurance etc.• Prepare presentation with monthly and year to date variance analysis by regions, including drill down capability for revenue, Personnel, Non-personnel and Other Expenses. The objective is to help maximizing revenue, minimizing expenses and to achieve organization’s objective to increase net income and improve contribution margin.• Work with business unit leaders to develop custom information to assist with detail analysis.• Provide monthly statistical financial info to Insights and Analytics department. Also provide ad-hoc reports to Financial and Data Services including audit requests.• Work with peers to improve understanding of the various systems to explore new capabilities in order to provide timely information for analysis and assist management decision making.

Calgary, Canada Area

• Act as the primary finance contact for Nursing Faculty, Human Resources and UC International.• Participate in strategic development and responsible for the delivery of financial services and provide support to all aspects of planning, budgeting and forecasting for the faculty/unit in compliance with the university's policies and procedures.• Prepare Monthly Financial Analysis for all funds, including operational and research funds.• Report monthly and year to date variances for Revenue, Salaries and Benefits, Materials and Supplies, Scholarships and other expenses.• Provide a wide variety of ad hoc reporting and financial analysis to enable timely and effective decision making within the faculty/unit.• Mentor and direct to team financial analyst.

Calgary, Canada Area

(Black Diamond Group is one of North America’s leading providers of modular workspace, remote accommodation and energy services.)• Implemented an in-house Budgeting and Forecasting system. Developed Excel reports to retrieve financial information from the new database. Administered an audit process to ensure information is consolidated properly from the ground up. Implemented security access to the Budgeting and Forecasting tool.• Converted the forecasting process from quarterly to monthly and reduced the consolidation and reporting process from over a week to two days. As a result management is using up-to date financial information to fine tune operation and ensure satisfying debt covenant under the current volatile environment.• Ad-hoc analysis as per executive management’s request - Dividend policy, DRIP (Dividend Reinvestment Program), G&A, Return on Invested Capital. • Prepared quarterly peers financial analysis using metrics downloaded from S&P Capital IQ.

Calgary, Canada Area

(Agrium is a global leader in agricultural products and services. One of the Toronto Stock Exchange 60 index companies with operations in North America, Europe, Australia and South America.)• Administered the current year forecast, annual plan and participated in the five year long term plan.• Prepared general and administrative expenses and manpower summary. Conducted G&A study to define departmental planning responsibilities thus eliminated duplications.• Forecasted company debt interest. Developed a new model to improve the accuracy of long term debt interest employing a detailed method of calculating average cost of debt and capitalized interest. The revised method provided more accurate forecast of earnings and liquidity ratios.• Provided Treasury department working capital and capital investment funding requirement to manage short term borrowing in an efficient and timely manner.• Improved forecast accuracy of other income and expense to 10% of actual by anticipating impact of future transactions.• Consolidated financials from all operating units and provided summarized forecast to senior management. Provided forecast information to Investor Relations and alerted any material changes in order to provide proper guidance and manage expectations.• Provided analysis to the five year long term plan to ensure meeting all key performance indicator objectives: total shareholder’s return, ROCE (return on capital employed) and efficient use of debt/equity.• As a SAP BPC Administrator - Maintained SAP BPC planning system to provide timely and accurate forecast. - Provided user support and training. - Maintained dimension members, user security, business rules, work status, business process flow and user reports. - Downloaded actuals and plan financials from the SAP BW data warehouse. - Conducted support pack upgrade testing.

Calgary, Canada Area

(Talisman Energy Inc. acquired by Repsol S.A. in 2015 was a global, diversified, upstream oil and gas company, headquartered in Canada with about 400,000 boe/day of production. Talisman's three main operating areas were North America, the North Sea and Southeast Asia. The company also had a portfolio of international exploration opportunities.)• Prepared current year forecast for the Board of Directors. Compiled capital expenditure summary, consolidated the operating results from North America and international subsidiaries and provided variance analysis to budget and forecast.• Prepared five year Operating Plan and Annual Budget using Palantir planning software. • Provided analytical support required in the development/confirmation of corporate strategy, and the CEO’s special projects. Provided assistance to Investors Relations department to ensure industry analysts’ and investors’ information requirements were addressed.• Designed, custom built and maintained a sophisticated, computerized planning and forecasting systems using both Excel and IFPS.

Mba, Business Adminsstration

Bachelor Of Science (B.Sc.), Economics And Computer Science