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
MS office Suite (Word, PowerPoint, Outlook) Access)
Hyperion Financial Management (HFM)JDE reporting (Reports Now)Workday Adaptive
Familiar with account coding
Budget forecasting
Financial analysis and reporting
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