• Drive annual budget process by coordinating with multiple teams and preparing executive presenting packages. Gained efficiencies and better user experience by re-framing the annual budgeting process and creating new tools. • Improved forecast accuracy to 97% by building new forecast models, performing variance analysis, and partnering with business leaders and project managers• Identified metrics and developed forecast dashboard in Tableau to support senior management decision-making• Provide insights to business teams by analyzing operating and financial data and creating financial models

• Educated clients about financial modeling, forecast, and comprehensive variance analysis• Oversaw multiple projects with competing deadlines from planning through delivery

• Saved North America $6 million operating expense by creating financial models, establishing roadmap, proposing and helping implement saving plans• Developed annual budget, monthly forecast by communicating with cross-function teams, business leaders and CFOs• Prepared and presented management reporting packages by region, customers, business unit, and product, including sales volume, market share, financial performance, variance analysis, insight of risks and opportunities, and forecasts• Partnered with business teams by building financial models, performing comprehensive analysis, and providing recommendations to support the decision-making process• Proposed and implemented process improvement to drive efficiencies, cost reduction, and reporting accuracy

• Prepared management reports and CEO presentations for board meetings; answered Nasdaq investors’ questions• Developed Balance sheet, Income statement, and Cash flow budget by setting up financial models and projections• Performed variance analysis and prepared bridges by communicating with business and accounting teams• Defined key performance metrics with executive management, proposed allocation and bonus methodology

• Prepared and reviewed annual filings for clients, including financial statements and footnotes • Conducted planning by communicating with engagement managers and clients and completed audit fieldwork• Performed substantive audit procedures over financial statement accounts and conducted internal control tests