Siyu Ling
Shoreline,WA
Summary
Accomplished Senior Financial Analyst with proven track record of achieving ambitious goals and exceeding expectations. Skilled in providing financial analysis, developing and maintaining comprehensive financial models, mentoring and driving team performance, delivering insightful budgeting and forecasting to inform strategic decisions.
Overview
7
7
years of professional experience
Work History
Senior Financial Analyst
Daifuku Services America Corporation
05.2022 - Current
- Provide monthly business review report and quarter business review report to senior leadership
- Bridging variances between actuals and budget for each finance metric and business lines
- Track and determine financial status by analyzing actual results in comparison with budget
- Review budget and provide insight to management team including: significant changes in assumptions and impact on staffing levels, spend and profitability; identify risks to monthly and quarterly financial review; conformity to contract
- Lead month end close process to ensure timely and accurate delivery of financials to customer
- Provide MEC document to leadership and customer which includes variance analysis at the executive level, fulfillment center level, and regional level for all lines of business
- Prepare and submit journal entries
- Contribute to account's overall improvement in KPI
- Monitor and report KPI weekly with analysis of material variances and description of corrective action underway with respective owners
- Invoice and collect from customer accurately and timely
- Streamline the process of drafting customer invoices and submitting invoices
- Review and analyze the receivables, identify the risks of cashflow, and present to leadership weekly
- Recommend on improving finance department's systems and processes
- Develop and implement an efficient budget model allowing the team to submit the annual budget to corporate on time and meet submission requirements
- Prepare year to date bonus accrual of whole account on monthly basis, review and audit the bonus payout plan from HR, identify the risks of bonus funding and billing
- Drives process improvement and policy development initiatives that impact finance and operations
- Collaborate with BI to implement the finance dashboard which updates the KPI weekly
- Assist Finance Manager with training, coaching, and mentoring junior Finance staff
- Develop and maintain financial models to support scenario forecasting, cashflow projection and long-term strategic planning
- Analyze financial data to identify trends, variances, and areas for improvement
- Reconcile financials by comparing and correcting data
Financial Analyst
Daifuku Services America Corporation
10.2018 - 05.2022
- Develop the MEC template, propose and implement the process of accruing unbilled labor through developing the FTE report, improve bonus accrual and passthrough accrual process, and streamline the process of identifying unposted invoices
- Develop a model to tabulate bonus YTD bonus accrual for the whole account
- Implement internal monthly business report which becomes a regular finance report to senior leadership group
- Contents include KPI and financial results, variance analysis against budget, and identify any future risks
- Prepare finance section of the quarterly business review report
- Develop budget through forecast monthly headcount, estimate budget wage rate, gather monthly travel plan from departments and incorporate feedbacks from management team and customer
- Distribute approved budget to each department and lead review discussions with managers
- Provide recommendations to improve scalability of finance team to handle continuously growth of the account
- Develop weekly overtime report which becomes a regular finance metrics to help sites manage their overtime under target
- Distribute weekly parts, maintenance and repairs reports to help sites have insights to their PRM spend and control their costs
- Develop and implement weekly financial report so that management team can take action to potential risks including overage on overtime and PRM
- Contents of the dashboard include relevant period overtime and PRM against budget
- Build a PoC of account profitability report for leadership team, and distribute to Junior FA as regular finance metrics
- Incrementally document on the finance department share drive of all relevant working procedures and notes
- Finance members can successfully take on those responsibilities for each other's absence.
Financial Analyst
Dianrong
03.2017 - 06.2018
- Export department expense data from accounting system, develop P&L expense template and pivot tables by department, send department expense summary and data to each department head
- Calculate commission based on different products and departments for over 3000 sales representatives across the whole company (around $5 million per month), prepare commission analysis reports to senior management group
- Work with senior management group identifying the problems and issues related to commission calculation, revise and clarify the commission policy, assist in the development of new commission policies by running simulations in excel and providing analysis between existing and proposed policies to COO and CEO
- Support commission automation project team whom built the commission automation system: verify manually calculated and automated generated commission results, and analyzed the drives of inconsistence
- Present and clarify commission policy to project owner
- Prepare third party platform charges reconciliation, prepare related documents for external auditors, analyze rates of each platforms and provide cost saving recommendations to senior management group
- Organize and review contracts
- Summarize contract’s key information such as rates, amounts, period into a fast indexed table
- Assist in preparing professional presentation materials to be used at the board meeting for senior management group
- Create salary summary table based on payroll.
Education
Master Science in Accounting -
Indiana University
Indianapolis, IN12.2015
Bachelor of Science in Business -
Indiana University
Bloomington, IN12.2013
Skills
- Budgeting
- Forecasting
- Financial Modeling
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Financial Analysis
- KPI Management
- Cash Flow Management
Timeline
Senior Financial Analyst
Daifuku Services America Corporation
05.2022 - Current
Financial Analyst
Daifuku Services America Corporation
10.2018 - 05.2022
Financial Analyst
Dianrong
03.2017 - 06.2018
Master Science in Accounting -
Indiana University
Bachelor of Science in Business -
Indiana University
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