SUMMARY

• Successful experience in financial management, financial planning, financial, operational data integration, KPI and business performance analytics, revenue & profit forecasting, budgeting ( CAPEX & OPEX), COGS and reporting, and IT projects implementation.
• Comprehensive knowledge of the US GAAP and ISA standards, reporting and regulatory environment. Highly effective in business and financial strategic planning, business intelligence and new market / product initiatives.
• Demonstrated ability to implement projects in large - scale, cross-industry and multi-cultural environment. Resourceful, problem solving, organized, detailed-oriented professional with developed cross-department management skills. Highly developed analytical abilities, strategic thinking, and influencing along with skillful business data integration.
• Meticulous in constructing complex reporting, BI data analytics, dashboard, KPI, P&L analysis, data tables, data cubes, PowerPivot, Power View, consolidated reports in SSRS, SSAS, SSIS, and MDX & T-SQL querying.
• Highly proficient in MS apps: Office 2013, Access, PowerPivot, PowerPoint, SharePoint, Visio, Project, and Power Query. Broad experience with Aptio, SAP and MS Internal tools; MS Informa, MS Sales, MyOrder, MS Invoice, MS Budget, MS Analytics, MS People, Headtrax, Calypso, and Monte Carlo risk modeling software.

PROFESSIONAL EXPERIENCE

Confidential, Redmond

Senior Financial Planning & Reporting Manager

Responsibilities:

• Managed BI analytics and reporting models, built and integrated dashboards and KPI models that captured key metric for Sales, ROA, ROIC, revenue by regions, products and sales forces. Worked with all levels WW Marketing team including GM and Director, providing in-depth analysis and support for the teams globally.
• Developed and maintained financial reporting to support forecast and planning for senior leadership and finance teams consumption. Gather and consolidate financial data, forecasts and budgets from multiple teams to complete financial reporting deliverables.
• Managed Apptio integration as a main reporting tools for org cross-charges reporting, financial analytics and planning, led team efforts to data integration, and business planning process across multiple teams; finance controllers, business managers. Utilized Apptio tools to pull financial and operational reports in an effort to determine service health by analyzing income vs expenses
• Maintained the rhythm of the business (ROB), forecasts vs. budgets across on ongoing base for 3-6, 9 and 12 months.
• Produced consolidated financial data extraction, data table, data BI reports by utilizing cubes in OLAP, SSIS, SSRS, SSAS and MS BI Stack data reporting tools. Developed risk validation models by utilizing Power View, PowerPivot and Monte Carlo risk modeling software to provide group and team managers with recent trends, data, and sales reports.
• Monitored a full P&L financial reporting to recognize actuals, review forecast and budgets. Conducted FP&A including revenue, COGS, gross margin, profit margin, and overheads. Identified opportunities for corrective action to improve profitability and effectiveness. Built financial models to demonstrate the long term revenue and profit growth.
• Developed and maintained data models in PowerPivot, providing weekly, monthly and quarterly reports in group SharePoint sites that support sale efforts globally for over sixty different countries.
• Managed WW Telesales BI Reporting efforts, supporting GM’s and regional managers by providing seamless data reporting. Employed complex T-SQL and MDX queries to assemble data packs, KPI, and data tables that capture data from MS Sales, MS Budget, MS GSX, MS RIO, and others MS internally-developed data sources.
• Collaborated with online marketing FP&A, Finance, Business Intelligence, Financial Systems and reporting teams to ensure reporting & forecast accuracy in transactional performance, conversion information, new & existing vendor’s development and deal signings.

Confidential, Redmond

Senior Revenue & Reporting Financial Manager

Responsibilities:

• Acted as a group CFO for WEB team for the Revenue reporting and analysis team, a MSFT business unit with over $700M in net revenue, serving as a primary finance partner supporting the WEB GM and marketing and business professionals.
• Owned all revenue reporting models and tasks related to WEB's products and present results at monthly reviews with finance leadership and business partners. Partnered with OEM finance to achieve alignment of revenue forecast/target between BG and OEM Sales.
• Analyzed revenue by product, by channel, and by region, identifying alarming trends or upside potentials, recommending a course of action to business partners. Performed deep-dive analysis as the need arises or requested by business partners.
• Conducted revenue forecasting and long-range planning by utilizing the market and business insight to develop the quarterly revenue forecast and build a long-range revenue plan. Implemented and coordinated a product roadmap, channel initiatives/dynamics, competitive threats/opportunities and market outlook to support the group development and improvements.
• Conducted extensive P&L analysis and reviews for the group, by working closely with OPEX and COGS analysts supporting WEB to maintain an all-up P&L for WEB. Analyzed and presented the results at monthly WEB Leadership Team meetings.
• Owned long-range P&L projection based on the LRP revenue plan, conducted revenue adjustments for COGS, and run likely scenarios for OPEX and investment expenditures.
• Conducted fiduciary services by ensuring consistent representation of revenue transactions, including revenue recognition, accruals and deferrals of group’s custom deals and tractions, ensuring that MS Sales correctly reports revenue for group’s products and customers by partnering with OEM finance and MLGP.
• Assisted in establishing analytical procedures and methods for KPI metric and score-card development, business forecasting, data management, delivering solutions for profit & cost centers.
• Constructed various financial, businesses, statistical, reporting models and forecasts: financial ratio analysis, EVA and CAPEX model. Constructed financial and reporting framework providing a great depth for analysis and implementation influencing senior management for long range financial and business planning, target setting, and decision making.

Confidential, Redmond

Senior Support Finance Manager

Responsibilities:

• Managed accounting, reporting, forecasting, billing, invoicing, and advertising issues for Confidential & Adv. Centers groups. Developed the financial planning, performance analytical functions to support several lines of business in MNS Ad Center group.
• Produced monthly scorecard for internal groups and vendors, communicating PO & IO processes and monthly spend for each region. Developed business scorecard framework to track KPIs and aggregate monthly reporting, financial & business performance analytics.
• Conducted SQL data queries according to Ad Centers & MSN group requirements. Designed & executed SQL queries for MS Invoice, MS Inquire, MS Market, billing, invoicing and PO & IO implementation as to verify payments. Validated PO & IO delivery, monthly spend, reporting and budgets with vendors across Confidential & MSN groups.
• Collaborated with sales and advertisers as an e-mail marketing SME. Implemented sales strategies for “the business of e-mail marketing”. Led advertiser campaign strategy, execution and performance evaluation for Confidential vendors globally.
• Analyzed existing revenue streams and cost structures, and assist in identifying opportunities for improvement in process, customer experience, and profitability growth.

Confidential

Project Manager III (Senior Business Analyst)

Responsibilities:

• Managed project implementation for Ad SAT for premium, select and standard segments for Windows Live & MSN group.
• Owned several integrated key performance (KPI) metrics & Ad SAT initiatives that combine over 100's of cross-group KPIs and models for a group with 2.2 billion in on-line revenue.
• Partnered with other teams across sales & marketing to build a better informational structure, assessing business trends and analysis, implementing strategic initiatives.
• Developed new methods of business evaluation metrics and cost analysis, improving the efficiency.
• Prepared, managed and provided recurrent analysis for group performance evaluation meetings.
• Acted as a PMO, worked with all levels of organization management team including GM and CSO Director.
• Managed key financial and budgeting models for a MS organization with an annual budget of 5.2 billion for an education, government and professional segments. Forecasted cross-department budget expenditures and conducted variance to budget, and variance to actual analysis monthly and quarterly analyses.
• Oversaw budgeting and reporting activities in several reported regions in MEA, LATAM an APAC, monitoring the forecast performance and accuracy. Constructed complex budgeting models with year, month, and quarter to date variance reports.

Confidential

Project Manager / Senior Business Manager

Responsibilities:

• Implemented operational and functional aspects of global payroll for several MS subsidiaries.
• Oversaw design, testing, mapping and implementation of global payroll procedures in SAP, Headtrax and MS internal reporting system for preproduction and production environments.
• Executed preformatted SQL quires for global payroll implementation as to verify payroll databases within MS payroll applications.
• Led and coordinated global payroll completion including; preparation, readiness, blueprinting reviews, configuration of G2 specification, and SAP global payroll file configuration.
• Maintained communications among services & support teams, country SAP implementation team, IT Finance, technology and operational teams according to GPP goals and objectives. Acting as a project manager, executed SAP testing, implementation and reporting procedures.

Confidential

Senior Financial Analyst

Responsibilities:

• Disseminated budget and forecasting reports to GM, regional managers, and vendors.
• Acted as primary owner of financial forecasts for major product releases; Vista, Office 2007 and Internet Explorer 7.
• Managed forecasting process for Windows XP, 9X, 2K, and PC Safety in IW, Clients and Latam Groups, monitoring the forecast accuracy. Identified and analyzed operational drivers, providing greater business insight.
• Conducted forecasting, projections and calculation for IPU, calls volumes and cost evaluation for global customer service centers.
• Reported monthly actual and forecasts data into the MS MGO reporting tools.
• Performed full-scale P&L analyses, including full-burden cost evaluation, reviewed budget-variance analysis, customer center cost allocating. Implemented major cost reduction programs, financial planning and performance evaluation for global vendor’s outsourcing.
• Developed forecasting methodologies for French support centers in Canada.
• Prepared monthly reviews with senior management as forecast value calls for vendors support centers & budget for 60, 90 and 120 days.

Confidential

Chief Financial Officer

Responsibilities:

• Formulated and implemented company's strategic financial management, financial planning, control, budgeting and new market & product development. Managed core financial processes including financial target settings, actual to variance budget analysis, financial forecasting and monthly financial reporting.
• Supervised preparation of key annual financial statements & reports including balance sheet, income statement, cash flow statement, P&L reports, and quarterly budgeting
• Initiated and launched export & import operations in multi-country setting that resulted in revenue growth from $ 125,000 to $2.7M in two years. Supervised corporate restructuring, assets redeployment and disinvesting across internationally located offices. Conducted sales of non-performing asset that generated over $730,000 in proceeds.
• Contacted financial budgeting & planning for operations in the US, . Evaluated other investments & financial activities according with the company's goals and objectives.

FINANCIAL SKILLS & COMPUTING EXPERTISE

• Power Pivot Table Modeling · MS Invoice · SQL Server 2012 Database Design
• Power View Analytics · MS MARS · SQL Server 2012 Optimization
• Power View Dashboard Building · MS Office 2013 · SQL Server 2012 Business Intelligence
• KPI & Dashboard Building · MS Power Pivot · SQL Server 2012 Reporting
• Revenue and CFO’s Analysis MS SharePoint · SQL Server 2012 Data Mining
• Financial Performance Evaluation · MS MyOrder · SQL Server 2012 BI Stack
• Monte Carlo Risk Modeling · MS Sales MS Analytics · SQL & MDS Data Analytics
• Confidential Windows / Vista · MS Informa · SQL & SharePoint Dashboard
• Forecasting and Trends Analysis · Confidential Outlook 2013 · SQL Visual Studio Reporting
• Financial Accounting & Reporting · MS InfoPath · SQL & DAX Data Integration
• Sales & Revenue Variance Analysis · MS BI Data Analytics · SQL & Excel KPI Analytics
• BI Data Integration and Mining · VBA in MS Excel (Macros) · SQL & PowerPivot Dashboard

KEY WORDS AND DESIRED POSSITIONS

Senior Finance Manager, Senior Business Manager, Senior BI Data Analytics Manager, Senior System Manager, Senior Development Manager, Senior Financial Operations Manager, Senior Budgeting Manager, Senior Finance Reporting Manager, Senior Finance Operations, Senior Forecasting Manager, Senior Finance Revenue Manager, Senior Corporate Development Manager, Senior Project Manager, Venture Capital Manager, Finance Evaluation Manager and Finance Development Manager.