Kevin Shi
Finance Manager
Los Angeles,CA
Summary
Motivated finance professional with other 10 years of experience in financial budgeting, planning and forecasting. Have a versatile background in working with technology teams, accounting and various cross functional teams and understand the mechanics of Opex, Capex and headcount planning.
Overview
12
12
years of professional experience
4
4
years of post-secondary education
2
2
Languages
Work History
Finance Manager
DINE Brands
Glendale, CA
11.2021 - Current
- Prepare annual operating plan by working with various departments on their forecast and budgeting process
- Conduct month end forecast/budget variance analysis and provide context for cause of changes and provide recommendations to keep financial expenses to forecast/budgets
- Prepare month/quarter end financial summary reports for CFO and executive team
- Work closely with IT department to help budget and forecast increasing IT contractor/SaaS and Maintenance costs
- Helped transition ERP system from Hyperion Essbase to Workday Adaptive financial reporting system
- Worked with accounting and business partners to identify correct account coding and opportunities to capitalize costs
- Identified opportunities to continuously improve workflows, reporting opportunities and facilitate processes
Senior Financial Analyst
Taco Bell, FP, Taco Bell
Irvine, CA
01.2018 - 11.2021
- Manage, report and forecast two technology funds with combined revenue of 80MM
- Conducted financial analysis and recommendations provided key insights to CFO and CIO to make key strategic decisions in helping Taco Bell become a leader in the digital space.
- Create accurate financial models and forecast for major projects by working closely with project managers, consisting and both Opex and Capital planning
- Review and explain period/quarterly closes variances to forecast.
- Create complex financial models to track P&L during AOP and quarterly forecasts
- Plan and forecast Taco Bell Technology G&A expenses
- Generate reports and analysis when required to assist senior management in making key business and financial decisions
- Work closely with the AR, Accounting team to ensure expenses or capitalize costs are recorded correctly
- Collaborate with accounting to ensure invoices, journal entries are correct and reclass if needed.
Financial Analyst
Taco Bell
Irvine, CA
05.2016 - 01.2018
- Generated reports and tools for the Asset Protection team to identify key performance indicators (KPIs) of internal theft
- Resulted in a 300% YOY increase in theft identification from internal employees
- Identify, create, and establish biweekly and period risk analysis reports for asset protection team
- Successfully implemented an exception based reporting tool for Taco Bell loss prevention department
- Analyze key operational and business risk metrics to identify key risk indicators for the organization
Operations Field Finance Analyst
Taco Bell
Irvine, CA
01.2015 - 05.2016
- Analyzing, reporting and creating financial models to assist the Field leaders who were overseeing company owned restaurants
- Implemented a cost reduction program for stores which resulted in $500,000 annual savings
- Create ad-hoc reports for field operators and meet with them to discuss opportunities to increase operation efficiencies at specific stores
- Analyze opportunities for cost savings initiated a change in store process which to result in $500,000 of savings annually
- Prepare period end reports for field business leaders with key financial indicators of their business
- Created financial model to forecast multi-year cost of labor impacts for stores which was presented to CFO to make key decisions surrounding key labor markets
- Key member of a project team to implement a new Back of House software for 6500 restaurants
Implementation Coordinator
Taco Bell, Technology
Irvine, CA
06.2010 - 12.2014
- Key member of the implementation team which was responsible for two implementation two key technology initiatives
- Point of sale and restaurant network implementation resulting in successfully and timely installations of
- POS systems for over 5000 restaurants in 2 years
- Managed and implemented future state broadband for 2500+ stores in a year
- Identified and drove key process improvements to scale the projects for national rollout
Education
Bachelor of Arts - Business Economics
University of California, Irvine
Irvine, CA 05.2006 - 05.2010
Skills
MS Excel
Timeline
Finance Manager
DINE Brands
11.2021 - Current
Senior Financial Analyst
Taco Bell, FP, Taco Bell
01.2018 - 11.2021
Financial Analyst
Taco Bell
05.2016 - 01.2018
Operations Field Finance Analyst
Taco Bell
01.2015 - 05.2016
Implementation Coordinator
Taco Bell, Technology
06.2010 - 12.2014
Bachelor of Arts - Business Economics
University of California, Irvine
05.2006 - 05.2010
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