San Mateo, California, United States
Business Strategy & Operations under Corporate Ops with a focus on digital ops initiatives
CFOrward digital transformation initiative: Data Analytics and Data Governance CFOrward is a forward-looking transformation program sponsored by the CFO Office. Data & Analytics initiative focus area includes: enhancing Finance organization ability to delivery more insightful analysis to business partners, increasing capacity and productivity through automation & standardization, pushing for Tableau adoption across the Org, delivering executive Tableau dashboards, and tackling chronic data governance pain points.
The Commodities Markets Practice provides comprehensive advisory services on a global basis to companies with financial trading and hedging operations. The cross-functional team of professionals, based in financial capitals and other business centers around the world, offers advice on financial volatility, compliance, operations and strategy. Part of the specialty service in EY's Financial Accounting and Advisory Services (FAAS) practice. My expertise includes risk assessments, process effectiveness evaluation, process and system implementation planning, future process design, regulatory reform, and internal audit. I employ leading industry practices, and work across the front, middle, and back offices.
Created accounting procedure for a new business model, and benchmarked with other J&J companies worldwide
Collaborated with marketing team to study key trends in pharmaceutical marketing, developing strategic launch plan for new drugs to key targets in Europe, proposing new customer engagement strategies with alternative promotional channels to significantly minimizing operational costs and eliminating traditional sales force
Experience in valuation of physical and financial transactions including swaps, options, and non-standard financial contracts Experience in reporting transaction portfolio makes-to-market (MTM) to ensure accurate representation in 10-Q and 10-K reporting Experience in validating portfolio marked-to-market (MTM) value against Exchange (FCM) margin posting requirements, and evaluating liquidity-at-risk analysis for portfolio, including forecasting future cash outflows, providing monthly estimates of portfolio liability to optimize working capital needs Managed customized Energy Trading Risk Management system implementation. Key activities included: User Acceptance Tests (UAT) for trade entries, transaction evaluation, scenario trade validation, and risk reporting evaluation to ensure system function properly. Led the forward/future price curve vendor selection and evaluation process. Key activities included: evaluating vendors’ curve inputs and calculation methodology, developing business requirements for system automation, negotiating an enterprise contract for Front, Middle, and Back Office users. Streamlined risk control operation by standardizing reporting processes and disaster recovering plans, with resulting enhancements to overall operation efficiency and improvements to business continuity planning
Studied feasibility of rotation program within risk organization by conducting interviews with managers and employees enrolled in program from CFO organization, resulting in clear understanding of organization structure and budget system Interviewed clients and employees and reviewed procedures to identify risk and inefficiency in systems and processes Analyzed audit findings and result of billing department, recommended solutions to improve its process deficiency