Anthony Ho
Dallas
Summary
Business partner who is results oriented and has a proven track record of building and developing FP&A and Strategy as a practice. Extensive experience in post-M&A integrations, pricing, and capital allocation/planning. Continuous improvement, open communication, and strong staff development are prioritized as critical components along the path to collective success.
Overview
12
12
years of professional experience
Work History
Director of Finance
Unified Power (Private Equity Backed)
11.2023 - 03.2024
Senior Finance Manager / Director of Finance
Continental Battery Systems (Private Equity Backed)
12.2021 - 11.2023
- Coordinate and consolidate financial reporting and organizational integration of acquired entities, managing multiple projects and teams
- Roll out business reviews and monthly variance analysis with operations, logistics, and sales
- Manage organizational hierarchy and regional changes within Enterprise Resource Planning (ERP) and reporting tools
- Reimplement planning and budgeting tool (PBCS) based on evolving organizational structure
- Administrate integrating newly acquired entities in functions including strategy, finance, HR, payroll, and systems
- Review acquisition agreements and track purchase compensations and contingencies
- Contribute guidance, drive growth initiatives, and influence cost control during the budget/forecast to achieve EBITDA leverage
- Partner closely with the Controller to ensure finance and accounting best practices and GAAP guidelines were consistently met
- Administrate and organize annual budgets/forecasts and financial performance objectives for integrated businesses ($1.1B annually)
- Build out a cross-functional team, including business intelligence (from four resources to eight) in a dynamic environment.
Senior Finance Manager
Conduent
07.2020 - 12.2021
- Overhaul month-end, forecasting, and budget process for telecom expenses $120M annually (3rd largest expense)
- Project manage the restructure and restatement of $275M (annual) of centrally managed costs for six business units
- Coordinate preparation and development of evaluation criteria, and issuing RFI and RFP for TEMs Services.
Finance Manager
Freeman
10.2018 - 06.2020
- Drive forecast modeling for developing LOBs ($350M annually) and provide strategic insights ($270M US, $80M Intl)
- Analyze trends and provide insight and narratives to drive understanding, leading to key decisions
- Deliver succinct guidance for forecasts and key initiatives and cost control to global business leaders
- Coordinate and advise forecasting and budgeting for developing LOBs SG&A costs ($78M annually), along with scenario modeling
- Develop, socialize, and publish internal charge rates, market/retail rates, and discount methodologies
- Collaborate in the restatement of $600M of actuals to align P&L with newly reorganized cost-centers
- Manage, coach, and develop a team of two analysts in financial modeling, financial concepts, problem-solving, and analysis techniques.
Senior Financial Analyst
CBRE
03.2017 - 10.2018
- Build a Specialty Reporting Dashboard to manage and drive strategic financial decisions for a $2 billion-dollar line of business
- Identify trends, key performance indicators (KPIs) and detect patterns developing in each market
- Gauge productivity of production teams and individual producers
- Serve as the financial liaison to recently acquired M&A groups during their ongoing transition into the CBRE fold
- Collaborate with M&A Partners and leaders to develop fact-based forecasts, budgets, goal-oriented initiatives
- Develop trend models to provide insight for rest-of-year and five-year forecasts that account for windfalls and outliers.
Financial Analyst / Senior Financial Analyst
Brink’s Incorporated
08.2012 - 03.2017
- Manage the development and distribution of plan templates (VBA) and communicate budget season objectives
- Provide analysis to drive the development of fiscal year plan ($700+ Million Revenue)
- Automate reports using VBA to minimize time-consuming tasks, allowing time for thoughtful analysis by team
- Oversee the development of the Risk Management Dashboard
- Produce a complex headcount/staffing tool capable of reconciling incongruent data sources (7000 employees)
- Manage competing interests and expectations from internal functional groups
- Labor analysis on the state of California’s unique/stringent overtime laws ($2.4M impact)
- Design comprehensive pricing and profitability model to be used in contract evaluation to be used across product lines
- Organize internal steering meetings regarding bids and contracts worth over $500,000.
Education
Bachelor in Business Administration -
Hankamer School of Business, Baylor University
05.2012
Systemknowledge
- Microsoft Excel
- Cognos TM1
- SAP
- Tableau
- Power BI
- Oracle PeopleSoft
- Oracle NetSuite
- Hyperion Essbase/HFM/SmartView/PBCS
- Visual Basic/Macros
Timeline
Director of Finance
Unified Power (Private Equity Backed)
11.2023 - 03.2024
Senior Finance Manager / Director of Finance
Continental Battery Systems (Private Equity Backed)
12.2021 - 11.2023
Senior Finance Manager
Conduent
07.2020 - 12.2021
Finance Manager
Freeman
10.2018 - 06.2020
Senior Financial Analyst
CBRE
03.2017 - 10.2018
Financial Analyst / Senior Financial Analyst
Brink’s Incorporated
08.2012 - 03.2017
Bachelor in Business Administration -
Hankamer School of Business, Baylor University
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