Willy Wu Email & Phone Number

Los Angeles, California, United States

Los Angeles, California, Us

Sherman Oaks, California, Us

• Monitor, analyze and report customer trade promotion forecasts and spend rates to budget•Review customer trade forecast accuracy •Perform promotional analysis to determine ROI and recommendations to optimize plans•Implement new analytical software, tools, reporting and processes to champion the rapidly evolving practice of trade promotion analysis and improve efficiency•Conduct ad-hoc special analysis as needed to support commercial team•Utilize syndicated data to determine market trends and develop sale strategies•Collaborate with innovation team and conduct pricing strategies

West Hills, Ca, Us

•Develop annual operating plan, financial forecast, and strategic plan for assigned business unit•Analyze data trends and market developments•Creates models, conducts research, and analyzes actual business performance against targets•Quantifies opportunities, risks, and recommend alternatives•Analyzes new products/business opportunities, customer-specific and special projects•Partners with assigned business units and departments to actively manage budgets and the monthly close process in line with company policy and GAAP•Preparation of financial presentation materials which are presented to Business Teams, Senior Management, Executive Team and Board of Executive Managers•Works directly with ITs in the implementation of systems, providing financial expertise and ensuring the integration with all departments from a business standpoint•Conducts ad-hoc analyses as needed to support operational decision making and improve profitability

Los Angeles, Ca, Us

•Compile, organize, and analyze sales information from various internal and third-party sources•Development of various budgeting and forecasting tools for global sales functions•Preparing and analyzing sales performance by division and for the company as a whole on a monthly and quarterly basis •Prepare and create ad-hoc finance/sales projects as needed

Woodland Hills, California, Us

•Implemented new reporting program and process•Automated expense report and AP process•Report directly with the CFO and partner to create financial reports presented to the board•Assist the executive team in developing the budget•Create periodic financial reporting

New York, Ny, Us

•Administer billing process, including fee reconciliation and client invoicing•Calculate and track monthly revenues based on active contracts•Assist in drafting and reviewing contracts and corresponding scope of work•Facilitate the negotiation of client contracts with the account staff and legal department, including full review of all business terms (with oversight)•Drive profitability by working with department’s management and account teams to improve client and resource management•Analyze trends and cultivate mitigation strategies to assure financial prosperity for accounts managed•Partner with senior account teams in developing budgets•Support client reporting, audit requests, and data collection•Review time, expense write-offs, and unbilled WIP•Coordinate financial allocations cross office (domestic and global)•Prepare and/or review staff utilization reports and flag issues to management•Ensure department compliance with company financial policies (e.g., revenue recognition, job requisitions, time entry, travel and expense, credit, billing, accounts payable, new business)•Train account staff on internal finance systems, procedures and financial project management

Sherman Oaks, California, Us

•Create periodic financial statements, reports, and analyses•Analyze revenue and expense trends•Prepare and maintain annual budgets and forecasts•Perform account reconciliations•Review and verify accuracy of journal entries and ledgers

Scottsdale, Az, Us

•Assist in the creation of the annual operating plan•Involve in various projects regarding margin erosion, labor management, and operational efficiencies•Prepare variance account analysis and other month end reports•Forecast monthly revenue, expenses, EBITDA•Prepare and present weekly business reviews, analyze gross margins, product mix, and variances•Accounts payable review for proper coding and approval•Monitor and balance general ledger accounts

Pasadena, Ca, Us

•Generated estimate of credits for potential clients.•Performed initial credit review on client employees for potential tax credit.•Traveled to client sites on field work to gather employee data for review purposes.•Calculated sales and use tax for clients’ tax savings.•Created voucher submissions, along with voucher applications and certificates, to send to appropriate agencies for approval.•Created opportunity analysis for potential clients for all possible tax credits.•Worked directly under a CPA on Location Based Incentives as well as the Work Opportunity Tax Credits with clients such as Morgan Stanley, Natural Balance Pet Food, Hot Topic, AECOM, etc.•Calculated the amount of credits generated and deliver it to clients by amending returns.•Conducted interviews for credit over phone via call center.

Coppell, Tx, Us

•Created and updated monthly competitive analysis to compare market shares among rival companies.•Generated weekly opportunity reports to determine which area of marketing generates larger margin of sales.•Managed the E-bay store to update listings of company’s products.•Conducted research on possible exposure, such as trade fairs to meet with potential customers.•Maintained contact list through weekly updates.