Shirly Wu

It’s a technology company rooted at the intersection of creative, media and data. It is backed by Vista, a private equity firm.

• Oversight of accounting and external reporting, business compliance and controls
• Establish, memorialize, and implement global accounting policy and procedure
• Oversee accounting operations, compliance, and accurate financial results delivery under IFRS/US GAAP
• Contribute to strategic business planning, in close conjunction with budget and forecast process
• Lead current process study and documentation, drive process improvement, and share best practice across financial functions
• Lead financial system review and upgrades
• Responsible for the audit process, lead all audit efforts (AICPA & PCAOB standards)
• Provide statistical financial analyses to compare to targeted financial performance
• Debt/cash management
• Rebuild the accounting team structure and expend team with additional responsibilities, improve business alignment and targeted execution on group goals and priorities, focus on accuracy and efficiency
• Partner with Oversee tax package preparation including sales and use tax process for multiple states and state tax audits
• Responsible international region compliance, statutory and tax filings
• Partner with Human Resources team on compensation processes
• In charge of company valuation process and manage the management incentive scheme

A unified collection of premium brands that empowers our international community of luxury, leisure and corporate travel advisors. It is a world’s leading travel companies.

• Oversight of luxury brands accounting and financial operations, business compliance and controls, managed staff of 30 employees
• Oversee accounting operations, compliance, and accurate financial results delivery under US GAAP
• Conduct strategic business planning, in close conjunction with budget and forecast process
• Led NetSuite financial system implementation
• Lead process improvement and share best practice across financial functions
• Introduced agent profitability analysis through development and improve management reporting. Led to discontinuation of unprofitable agent relationship
• Manage agent relationship as well as provide financial advice
• Responsible for audit process, lead all audit efforts
• Provide statistical financial analyses to compare to targeted financial performance
• Support treasury functionalities
• Optimize accounting team structure, improve business alignment and targeted execution on group goals and priorities, generate cost efficiency
• Oversee tax package preparation including sales and use tax process for multiple states and state tax audits
• Partner with Human Resources team on agent management, commissions, and other compensation processes

A leading international digital media company providing press release and content distribution services, workflow SaaS solutions and video production to public relations, corporate communications, marketing and investor relations professionals. PR Newswire had revenues of approximately $325 million and 1,600 employees across North and South America, Europe and Asia. In 2016, PR Newswire was sold by UBM plc (LSE:UBM) to Cision for $841 million. Cision was backed by GTCR, a private equity firm.

• Oversight of all global accounting and financial operations, compliance and controls, managed a staff of 35 employees
• Oversee global accounting operations, compliance and accurate financial results delivery under IFRS/GAAP, local statutes, and Sarbanes Oxley Act Compliance establishment
• Significant involvement in setting of business direction through leadership role
• Established global accounting operating policies and procedures, account management including intercompany management, revenue recognition, global contract negotiations, capital expenditure management, capitalized labor policy and calculation, and Profit & Loss of platform products, consistently work with local management of all regional offices on global goal implementation
• Played a critical role in 2016 company sale, multiple asset/entity sales and acquisitions, and company June 2017 Initial Public Offering (IPO)
• Oversee the preparation of all corporate consolidated financial statements, SEC compliance reporting package including footnotes for Form 10-K and proxy statement and templates for quarterly earnings releases, prepared all scripts and financial analysis for CFO analyst calls
• Led on full financial and sales system implementation including Oracle, Salesforce, NetSuite and Remedyforce etc., including the design of Quote to Cash initiatives, maintain systems and controls that verify the integrity of overall systems and financial data
• Established and maintained internal and external accounting controls to safeguard company assets globally, manage all internal and external relationships i.e auditors, lead all audit efforts
• Performed global treasury functionalities
• Worked closely with legal team on global contract negotiations and executions, including GSA contracts
• Transformed global finance department into a high caliber, multifaceted organization to support transition to US public company, executed and monitored synergy plan
• Promoted company-wide comprehensive revenue, expense and cash flow review process and instituted company- wide cost controls
• Oversaw tax package preparation including sales and use tax process for multiple states and state tax audits
• Partnered with Human Resources team, oversee payroll, commissions and all other compensation processes

• Responsible for full accounting and FP&A functionality, supporting advertising and commerce businesses, managed a staff of 7 employees
• Responsible for monthly and quarterly close process and partnered with the Business Intelligence team on KPI reporting at various levels of senior management and the Corporate FP&A team
• Worked closely with legal team on contract negotiations, partnering with Human Resource team on headcount management and reporting
• Led (in CFO’s absence) on annual budgeting, quarterly forecasting, including five-year financial model and provided financial and operational insight on a regular basis to senior management
• Reviewed the rate card with Ad-ops and Ad Sales team regularly, and continuously improved the products and reporting to incorporate new features and market adjustment
• Drove ongoing process improvement and standardization around best practices to improve overall efficiency

A leading agency for analytics-driven, digital-first healthcare marketing and communications

• Responsible for building and maintaining a strong finance team to support the fast-growing business globally, established and implemented appropriate accounting policies, provided leadership for finance staff
• Led client contract negotiation (local & global clients), improved and maximized revenue and profit margin
• Established and maintained strong client relationships including those locally and globally, enforced internal controls and ensured client contractual compliance was implemented
• Supervised client finance operations, presented monthly to Executive Management with business results and financial recommendations
• Partnered with business stakeholders on all aspects of vital strategic growth initiatives through acquisitions and divestitures by developing financial models to evaluate potential acquisition targets to ensure a long-term growth of shareholder value
• Determined appropriate valuation methodologies and sensitivity analyses
• Implemented processes and procedures under GAAP guidelines on all accounting processes
• Worked with IT group in developing and improving financial budget and reporting tools

It's the major healthcare focused advertising division of Publicis Groupe, one of the "Big Four" agency companies.

• Responsible for full financial, ensured proper revenue recognition, balance sheet reconciliation, budgeting, management of the finance department, working capital, cash management, accounting procedures, capital expenditure policies, and completion all closing Hyperion reporting packages within the schedule and parameters as required by the Groupe office in Paris
• Prepared and monitored annual and rolling forecasts, presented budgets and forecasts with Managing Director to Executive Management team on quarterly basis
• Deeply involved in network client contract negotiation, improved and maximized revenue potential
• Obtained the highest review in the internal audit.

It's a strategic media planning and buying agency of The Interpublic Group of Companies (IPG). IPG is an American publicly traded advertising company, one of the "Big Four" agency companies.

• Responsible for all aspect of client finance and cost accounting operation, including financial planning, client budget, new business proposal, revenue recognition, client contract negotiation, client profitability and financial reporting.
• Implemented Sarbanes Oxley guidelines related to revenue and cost accounting and managed internal and external audits.
• Worked closely with Human Resources on staffing hiring/termination and utilization.

As one of the world's largest media agencies, Mindshare is responsible for a large majority of GroupM/WPP's global marketing billings and campaigns. WPP plc is considered the world's largest advertising company.

• Deeply involved in designing and implementation of finance department structure including specifications for finance accounting systems & policies and cash management during the merger
• Responsible for North America Credit Dept., production billing and reconciliation, Accounts Payable Dept., Inter-company and management reporting
• Assisted in implementation of Sarbanes Oxley Act.

Supervised financial operations of all locations in New York and New Jersey area, including general ledger, profit and loss analysis, budgeting, debt/cash management, credit activities, vendor management, employee benefits/compensation package, and cost control. Oversaw 30 inter-company accounts reconciliation.

Provided investment advice, assisted partners in business investment and legal consulting, and coordinated merger & acquisition and international joint venture deals