Los Angeles Metropolitan Area
Financial Analysis & Modeling: CFA | Datarails Power User | Anaplan Professional Model Builder Data Analytics: Power BI Data Analyst | SQL Server Professional | Alteryx Designer Core Certificate Agentic AI Automation: UiPath Automation Citizen Developer | Zapier | Vellum | Celonis Data Analyst Strategic operations and transformation leader with 10+ years of experience driving cross-functional initiatives across M&A integration, enterprise transformation, and operating model design. Proven ability to lead high-impact, ambiguous projects from strategy through execution, delivering scalable solutions and measurable value. Adept at structuring complex challenges, building frameworks and governance, and leveraging data and emerging AI and automation technologies to inform decisions, accelerate change, and drive transformation. Known for proactive and hands-on leadership, stakeholder alignment, and disciplined execution across finance, IT, and Operations. Trusted advisor to executives, with a track record of mentoring talent and leading initiatives in dynamic, growth-oriented settings. Proven ability and career focus in leading financial transformation initiatives, establish robust Accounting and Finance processes, and implement advanced financial systems to enhance data visibility and decision support: optimizing performance, managing P&L impacts, delivering measurable financial synergies and value creation, and translating complex financial data into actionable insights.
Lead and manage M&A engagements focused on the CFO agenda, with a strong emphasis on finance transformation, value creation, and operational execution. Drive cross-functional program delivery across Finance, Corporate Development, HR, and IT, ensuring alignment with strategic priorities, financial targets, and integration milestones. Establish and oversee Finance Integration Offices to enable visibility, accountability, and impact tracking across finance workstreams, including P&L alignment and value leakage mitigation. Serve as a trusted advisor to executive stakeholders, including PE sponsors and senior finance leaders, providing strategic guidance on financial KPIs, integration governance, and transformation execution. Champion innovation through automation and AI to accelerate integration speed and scalability. Lead and mentor engagement teams, fostering excellence and capability development within the M&A Deal Finance practice.
Led strategic finance workstreams across the M&A lifecycle in the Power & Utilities sector, with a focus on transformation planning, value creation, and operational execution. Developed financial integration and separation strategies aligned with deal rationale, enabling clients to assess P&L impacts, identify stranded costs, and ensure operational feasibility during complex transactions. Partnered with cross-functional teams to drive readiness and execution, contributing to governance structures, milestone planning, and stakeholder alignment. Delivered insights to support synergy realization and performance tracking, including post-deal financial baselining and KPI development. Engaged with senior stakeholders and PE sponsors to support strategic decision-making and value creation planning. Managed and mentored junior team members, fostering excellence in transformation execution and capability development. Contributed to firm initiatives in innovation, recruiting, and community engagement.
Responsible for project development and project execution in strategy, business process re-engineering, organizational change, IT strategy and planning, and Customer Relationship Management system implementation (1) Conducted due diligence and led sales pitch to clients (2) Redesigned CRM business processes and developed system requirements (3) Resolved company compliance and internal conflicts (4) Planned and established project management office for clients
Responsible for proprietary trading PnL, market arbitrage, and pipeline hedging on soybean, rapseed and lauric oils, both cash and futures, in China (1) Oil desk trading PnL (2) Vegetable oils supply and demand analysis (2) Cross-product and cross-market trading structure analyses (3) Oil refinery pipeline hedging and coordination of supply chain and sales (4) Cash and fob trades with third parties (5) Commercial PnL analyses and reporting
Responsible for merchandising corn, soybean, soyoil, wheat and non-grain feed ingredients in Taiwan as part of global supply chain, and conducted relevant financial and fundamental market analyses (1) Negotiated third party cash trade (2) Provided customer solutions in sourcing, risk management and logistics (3) Conducted supply and demand as well as financial market analysis (4) Led community service and disaster relief project
Led and managed over 100 soldiers in military training, exercise and daily operations, and was regarded and honored as the best platoon leader by senior company commander