Boston, Massachusetts, United States
Senior Global Finance leader with extensive experience navigating China-US business matters and enterprise-wide complexities to implement strong processes and structure to finance departments focused on bridging gaps between global executive teams. Particular expertise diagnosing structural deficiencies, accelerating the output of staff, and creating scalable and efficient processes in compliance with global regulatory requirements. Highly organized and diplomatic with a comprehensive understanding of China-US business practices, exceptional business communication and leadership skills, and a focus on managing projects quickly to completion. Key Skills: • Department Restructuring / Strategic Leadership • Enterprise Business Analysis / Financial Analysis • Global Collaboration / Executive Communication • China / US Partnerships / International Banking • China / US Finance Regulations / Compliance • Technology Implementation / Staffing / Hiring • M&A / Business Consolidation / Integration • Standardization / Processes / Procedures • Global Tax Planning / Transfer Pricing / VAT • Bilingual Communication / English / Mandarin
Kidde Fenwal LLC is a global provider of advanced fire detection, suppression, and life-safety technologies serving mission-critical commercial, industrial, and aerospace markets. The company designs and manufactures highly engineered fire protection systems that safeguard people, infrastructure, and high-value assets worldwide. As Chief Financial Officer, I lead the company’s global finance organization and oversee financial strategy, planning and analysis, accounting, treasury, compliance, and risk management to support sustainable growth and operational performance. • Lead financial strategy, forecasting, and performance management across global operations. • Oversee accounting, treasury, tax, internal controls, and regulatory compliance. • Partner with executive leadership to drive operational efficiency and long-term value creation. • Support strategic initiatives including capital allocation, investment planning, and business transformation
Recruited and relocated to hold full authority for overseeing Finance, IT, PMO and Customer Service for this mid-sized global medical device company with distribution in 50 countries throughout the US, EMEA, APAC, LATAM, Australia, New Zealand and Canada. Supported growth from single product to 3 products and transformed operations to facilitate scaling. • Created corporate-level Finance and Technology departments from scratch • Coordinated all enterprise business projects with regional IT and Finance departments, hired and trained all staff, implemented SOPs, assigned and monitored deliverables, and implemented processes and compliance protocols • Worked with Operations leaders to improve margins within one year by rethinking and transforming the entire production operation including forecasting, planning, procurement, manufacturing and shipping • Revamped annual budget process to align each functional department’s spending with key business initiatives • Completed a profitability analysis by country and area to deeply understand expenditures related to staffing, sales and travel, and benchmarked sales-per-head by region and country as compared to competitors • Migrated organization from Excel to SAP for all functional departments and rolled out key user concept to maximize and streamline internal user training • Analyzed performance of each country and implemented remediation plans to improve profitability • Leveraged best practices to standardize platforms for global accounting, reporting, taxes, and insurance • Established first-ever PMO to aggregate, organize and improve global projects throughout the corporate office and in direct collaboration with regional offices • Trained and developed staff of Regional Finance Directors to improve the department’s level of sophistication from closing books to true business partners utilizing financial data for business decision making
Promoted from VP Finance of Wakefield, a subsidiary of Ancra Group (a subsidiary of Heico Companies), to VP of Finance for corporate holding company. Report to the Group CFO with responsibilities for managing the finance function of the entire group in North America, Europe, South America and Asia. • Led the integration of finance function of 4 major acquisitions in China, South America, and the US by converting to US GAAP, restructuring reporting standards, onboarding financial data to enterprise reporting software, assessing and optimizing finance teams, and implementing internal controls to remediate risks • Deployed to restructure the financial operations of the company, allowing executive teams to regain confidence in the accuracy and clarity of financials • Diagnosed inventory and operational deficiencies and implemented processes, procedures and teamwork models • Continually improved profitability, cash flow and executive decision making by collaborating with global and domestic management teams to provide accurate and clear numbers, reduce costs, improve KPIs, hire and train teams, and strengthen processes and procedures • Hired and mentored Controllers in the portfolio companies, built efficient and task-oriented teams for all finance functions, and restructured staff as needed • Guided management of subsidiary companies in preparing the annual strategic planning and budget • Drove the turnaround of a foreign subsidiary from near bankruptcy into operating within a healthy profit margin and financially independent with strong cash flow
In this role, I traveled to China to examine and improve entire internal control system relating to accounting, reporting, costing and compliance with China regulations for private equity backed entity. I also performed extensive due diligence, completing financial analysis and models for target companies and leading the integration plan for acuqistions.
Recruited to serve as key business advisor to CEO of Ryerson China (a subsidiary of Ryerson, Inc.), providing critical bridge between American and Chinese executive teams and reestablishing corporate credibility for Chinese finance, operations and staff. Provided vision and direction for key staff in locations across China and Hong Kong, including Financial Controllers, Accounting Director, Treasurer, Credit Controller, and Corporate Attorney. • Leveraged US/China business experience to act as primary contact, managing and developing relationships with financial institutions, government agencies, and external consultants • Created a highly functional and responsive team of skilled finance professionals by replacing underperforming staff, developing a culture of accuracy, and coordinating all training in a multi-cultural work environment • Accelerated business growth by aggressively managing cash flow and achieving first ever financial independence from US corporate assistance; implemented cash pooling, and negotiated and expanded credit lines with multiple domestic and international banks • Reduced DSO by 6 days and increased DPO by 5 days • Centralized treasury and credit control functions from 5 locations to achieve maximum control and efficiency, consolidated operations and staff, and achieved economy of scale with insurance and banking facilities. • Diagnosed, corrected and combined 2 existing sets of accounting records into one standardized accounting and reporting process and implemented monthly balance sheet review process to meet US standards • Established internal control and compliance processes for tax, foreign exchange, and customs for 5 sites, and coached staff to monitor, identify and mitigate control risks