Won Yi Email & Phone Number

United States

FR Y-14Q/M Actuals and Analysis- Work with the report preparers to review and analyze the results for each of the Schedules - Quality Control analysis on Topside Adjustments which are reported as part of the CFO attestation process - Assist in the overall CFO attestation process- Working to improve format and quality of variance analysis - Implementing a consistent materiality threshold for variance analysis and reconciliation for all SchedulesConsent Order Lead for Y-14 Actual and Analysis Team- Working with several teams within Citi on meeting the Consent Order requirements which includes implementing better processes, remediating data issues and improving overall controls within all Finance

Tampa, Florida, United States

Finance, Planning & Analysis Lead for Global CFO- Worked with Senior Leadership in developing 3 year plans for each of the departments under the CFO- Worked with Senior Leadership in developing strategies to meet expectation goals for the organization - Reported monthly actuals vs forecast and plan - Developed the framework and implemented a comprehensive financial dashboard to report results and identify issues for senior management and CFO- Obtained and communicated variance explanations for Senior Management and the CFO - Built strong working relationships with my clients and teams around the globeGlobal Transformation - Budget & Reporting Lead- Responsible for the proper allocation, reporting and governance of a $700M Transformation budget- Worked with each of the Transformation leads on budget, forecast and actuals reporting - Prepared monthly presentations of budget spends with any explanations of variances- Primary contact with several third party vendors on billing and the administration of over 200 consultants - Involved in the project planning and implementation of several initiatives - Worked with Senior Management to achieve transformation budget run rate reduction goals - Led the effort on the tracking and reporting of run rate savings achieved to CFOController for the C&O segment- Managed a team of 7 on the Planning, Forecasting and Actuals GAAP and STAT reporting for the C&O segment of MetLife- Improved processes and implemented reports that provided a clearer picture and improved controls within the segment

Nyc, Ny

Work directly with CFO to develop and implement proper financial processes within the International Life Offices. Home and Regional Office Controller responsible for planning, reporting and variance analysis.* Work on specific CFO initiatives and projects including the BS reconciliation, US GAAP checklist, and implementation of accounting policy changes.* Project Manager for implementation of PeopleSoft Ledger within Middle East and Asia Pac Regions.* Perform financial review of Asia Pacific and Middle East operations to properly document processes, identify issues and implement recommendations.* Assist countries with accounting questions and act as liaison between corporate reporting team and country operations.

Nyc, Ny

Responsible for providing US GAAP guidance and training to Chartis International offices. * Assisted with implementation of uniform FAS 52 and deferred acquisition cost (DAC) policies throughout international offices.* Provided guidance on purchase accounting (PGAAP) of major acquisitions,* Instituted proper equity method investment accounting guidance and documentation.* Prepared accounting position papers to address open accounting issues within the company.* Led effort to perform worldwide local statutory to US GAAP reconciliation to help identify possible accounting and reporting issues.

Nyc, Ny

Responsible for the concur review of all SEC filings including 10K and 10Q. Assist line of business with preparation of the MD&A.* Member of Technical Accounting Group (TAG) responsible for preparation and review of accounting issues papers.* Member of IFRS management team responsible for planning and review of accounting policies for adoption. * Led special projects assigned by the Corporate Controller and Chief Accounting Officer (CAO).

Nyc, Ny

* Responsible for review and consolidation of plans for Asia Pacific region and home office support functions. * Responsible for presentations to Executive Leadership Team (ELT) for evaluation and discussion of current plan submissions.* Worked with senior management within countries to identify risks and opportunities for current planning period.* Developed strategies with senior management within countries to meet and/or exceed financial benchmarks.* Responsible for the Investor Day presentation for MetLife International. * Developed and managed team of Financial Analysts

Nyc, Ny

Headed actual and projected monthly closing process for MetLife International. Addressed US GAAP accounting issues for Company’s twenty international offices and joint ventures. Performed country annual finance reviews for MetLife International. * Led or participated in special projects for MetLife International Controller.* Member of the Technical Accounting Group (TAG) for MetLife.* Led or participated in implementation of new US GAAP guidance throughout MetLife International.* Responsible for development, review and overall management of entire MetLife International Reporting and Consolidations Team.* Drafted accounting issue papers that were eventually implemented as company guidance.* Led SOX initiative for International Home Office.* Headed PGAAP process involving MetLife International acquisition of City-International.* Performed the due diligence for merger and acquisition projects.

Tampa/St. Petersburg, Florida Area

Supervised, planned, and performed financial audit engagements including client coordination and communication, scheduling, mentoring staff, and personnel performance evaluations. Analyzed and evaluated client’s internal controls for SOX compliance. Industry experience consisted of Insurance (Poe Financial Group), High-Tech, Manufacturing, and Utilities.* Involved in the S-1 process for public offering of a high profile insurance company.

Bachelors Of Science, Accounting

Bachelors Of Arts, Psychology