Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Wataru Oda

Boston,MA

Summary

Financial Analyst and Controller with 14+ years of experience in multinational corporations, specializing in finance, accounting, and management consulting. Demonstrated success in optimizing financial processes and conducting thorough financial analyses, leading to significant enhancements in reporting and operational efficiency through automation. As a licensed CPA, possesses deep expertise in process improvement and strategic decision-making support. Aiming to leverage these skills to drive organizational growth and efficiency.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Management Consultant, CFO&EV, Strategy & Consulting

Accenture Japan Ltd.
Tokyo, Japan
05.2023 - 03.2024
  • Business process consulting in accounting and finance field (Financial Operation / Optimization)
  • Assessed existing operational processes, identified problems, and suggested solutions
  • Implemented improvement activities in accounting process (PTP, OTC, and RTR process)
  • Project: Financial Process Transformation

Manager, Overseas team, Business Accounting Department

ORIX Corporation
Tokyo, Japan
01.2022 - 04.2023
  • Group company management for Financial & Accounting and Internal Control (European region)
  • Qualitative and Quantitative analysis of situation, issue or deal and preparation proposal for decision support by senior manager
  • Financial data analysis / Variance Analysis - Preparation and analysis of forecast and actual financial performance report
  • Detail analysis of revenue and expense and Ad Hoc Reporting to senior management
  • Financial review and advice for new deals
  • Streamline with IT (Power BI and Python)

Director, Investment Management Controller (Asset Management & Real Estate Business), Finance Department

Morgan Stanley MUFG Securities Co., Ltd.
Tokyo, Japan
07.2018 - 01.2022
  • Sought out constant improvements to the reporting and other processes (Operational Improvement and Operational Efficiency) - Saved more than total 700 hours/year as team for tasks by process and working file streamlining and process automation (with VBA) in 2 years
  • Managed Month-end, Quarter-end, Mid-year and Year-end close
  • Balance Sheet and P&L Management and Analysis
  • Revenue and Expense detail analysis and report to senior management
  • Prepared internal reports and presentations to business and senior management
  • Communication with business to ensure timely and accurate calculation of account and reporting
  • Implementation of control related finance and payment and education to business
  • Worked on internal audit and external audit
  • Examined financial and legal documents to verify accuracy of financial regulations and acceptable financial principles
  • Budgeting and Forecasting
  • Supervised external vendor / internal offshore team preparing reports
  • Project: Chart of Account migration project
  • Finance recruiting team (International students)

Associate, Legal Entity Controller, Finance Department

JP Morgan Securities Japan Co., Ltd.
Tokyo, Japan
09.2015 - 07.2018
  • Prepared financial statements, business reports and disclosure to external regulators under JGAAP (Regulatory Reporting)
  • Prepared various reports to Head Office under USGAAP
  • General ledger reconciliation / General ledger daily monitoring
  • Settlement control of inter-group-company
  • Handled inquiries from regulators and auditors
  • Consulted for Accounting transactions from business
  • Supervised offshore team preparing reports under USGAAP
  • Plan and Analysis tasks: Preparation of monthly/quarterly revenue and expense analysis report to CEO and CFO (Japan entity cut)
  • Project: System implementation of new global IT tool for FX management, Liquidation of group company

Accounting Supervisor, Financial Accounting Group

Novartis Pharma K.K.
Tokyo, Japan
04.2012 - 06.2014
  • Handled general accounting practices including monthly, quarterly, and annual closing
  • BS and PL control (Reconciliation, Reporting, Analysis and General ledger Management)
  • In charge of expenses settlement (Expense Management)
  • Supervised and educated the staffs of outsourcing company in China
  • Global Project: Implement new global expenses settlement system (T&E, Invoice) used by 4,500 employees
  • Responsible for settling ERP (SAP) problems in group companies and searching for construct solutions
  • Traveled to headquarter in Switzerland and negotiated to develop user-friendly systems in Japan
  • Analyzed Accounting laws in Japan and global standards and decided on necessary changes in our ERP
  • Designed new ERP user interface with other specialists and increased the operational productivity

Associate, Cash Management Team

The Prudential Life Insurance Co., Ltd.
Tokyo, Japan
04.2008 - 03.2012
  • Cash management operation Supervisor, Accounting Team (The Prudential Gibraltar Financial Life Insurance Co., Ltd
  • Seconded from The Prudential Life Insurance Co., Ltd.) (Dec 2010 – Mar 2012)
  • Cash management, Prepared reports, Analyzed cash flow, Negotiated with banks for operation, Operated incoming and outgoing payment, Constructed and improved new cash management and operation flows

Education

Master of Business Analytics -

Hult International Business School
United States
08.2025

Master of Business Analytics (First Term Completed) -

Schulich School of Business, York University
Canada
08.2024

Master of Business Administration - Finance concentration

The Chinese University of Hong Kong
Hong Kong
09.2015

B.A. - Social Science (Sociology)

International Christian University
Japan
03.2008

Skills

  • Accounting principles
  • Financial reporting
  • Management Accounting
  • Financial consulting
  • Certified public accountant (CPA)
  • Financial analysis
  • Financial Forecasting

Certification

  • Certified Public Accountant (CPA), Washington, 30889, 10/29/12, Active
  • Passed Level I, CFA Program, 06/01/17

Timeline

Management Consultant, CFO&EV, Strategy & Consulting

Accenture Japan Ltd.
05.2023 - 03.2024

Manager, Overseas team, Business Accounting Department

ORIX Corporation
01.2022 - 04.2023

Director, Investment Management Controller (Asset Management & Real Estate Business), Finance Department

Morgan Stanley MUFG Securities Co., Ltd.
07.2018 - 01.2022

Associate, Legal Entity Controller, Finance Department

JP Morgan Securities Japan Co., Ltd.
09.2015 - 07.2018

Accounting Supervisor, Financial Accounting Group

Novartis Pharma K.K.
04.2012 - 06.2014

Associate, Cash Management Team

The Prudential Life Insurance Co., Ltd.
04.2008 - 03.2012

Master of Business Analytics -

Hult International Business School

Master of Business Analytics (First Term Completed) -

Schulich School of Business, York University

Master of Business Administration - Finance concentration

The Chinese University of Hong Kong

B.A. - Social Science (Sociology)

International Christian University
Wataru Oda