frank chan16-2 resume

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Frank D. Chan, Jr. 102 Ironclad Drive Columbus, Ohio 43213-7607 cell 248-506-4361 [email protected] SKILL SUMMARY Financial & Variance Analysis, Budget & Forecast preparation & consolidation Highly Skilled Excel and Financial Systems User & Organizer Excel modeling, develop formulas, pivot tables and Training of Financial Staff Responsible and establish Standard Costs on a full absorption cost basis for multiple products Communicated updates to financial procedures between various Headquarters and NAFTA locations while providing a key link to facilitate preparation and submission of financial data ACCOMPLISHMENTS Lead the review and updated Bills of Material versus Engineering Drawing at the Culpeper, VA plant in conjunction with Manufacturing, Purchasing and Engineering. Trained key financial users within NAFTA locations on the operational use, organizational structure, and methods used to retrieve financial data in a standardized reporting format. Traveled to Mexico, Virginia and North Carolina to train users in utilizing Excel upload models. Developed Excel files to upload and retrieve financial data. Maintained communications between various headquarters and the manufacturing plants of the FIRE (FI nancial RE porting) and SAP Business Warehouse reporting structure changes, processes and database revisions. Developed Excel Sales model spreadsheets to track volume, revenue, price, cost, and margin by product, by customer for budget, actual, forecasting and strategic planning. Document Business Processes for training EXPERIENCE

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Page 1: Frank Chan16-2 resume

Frank D. Chan, Jr.

102 Ironclad Drive Columbus, Ohio 43213-7607 cell 248-506-4361 [email protected]

SKILL SUMMARY

Financial & Variance Analysis, Budget & Forecast preparation & consolidation Highly Skilled Excel and Financial Systems User & Organizer Excel modeling, develop formulas, pivot tables and Training of Financial Staff Responsible and establish Standard Costs on a full absorption cost basis for multiple products Communicated updates to financial procedures between various Headquarters and NAFTA

locations while providing a key link to facilitate preparation and submission of financial data

ACCOMPLISHMENTS

Lead the review and updated Bills of Material versus Engineering Drawing at the Culpeper, VA plant in conjunction with Manufacturing, Purchasing and Engineering.

Trained key financial users within NAFTA locations on the operational use, organizational structure, and methods used to retrieve financial data in a standardized reporting format. Traveled to Mexico, Virginia and North Carolina to train users in utilizing Excel upload models.

Developed Excel files to upload and retrieve financial data. Maintained communications between various headquarters and the manufacturing plants of the FIRE (FI nancial RE porting) and SAP Business Warehouse reporting structure changes, processes and database revisions.

Developed Excel Sales model spreadsheets to track volume, revenue, price, cost, and margin by product, by customer for budget, actual, forecasting and strategic planning.

Document Business Processes for training

EXPERIENCE

Abbott Laboratories - Nutrition Supply Chain - February 2015 to CurrentFinancial Analyst - Third Party Manufacturers Inventory and purchasing reporting,SAP, AMAPS, Cognos, Document Direct, job aids and special projects

Ohio Department of Education - Fiscal Management - September 2014 to February 2015Business Analyst - Excel Modeling, pivot table, job aids to document business processes,Minority Business Enterprise reporting

Columbus Dispatch - Sales & Advertising - June to July 2014Financial Analyst - 2015 Budget & 554 calendar, Access queries, Flash & Top 50 reporting

NIFCO, Inc., Automotive Parts Supplier – October 2013 to May 2014Financial Reporting Supervisor – Month end closing journal entries and reconciliations, Oracle, export data for analysis using Excel/Pivot tables. Prepare financial data for DIVA submission to Corporate HQ in Japan.

Abbott Laboratories - Nutrition Supply Chain - February to October 2013Senior Financial Analyst - month end closing, SAP, job aids, special projects, Excel modeling

JPMorgan Chase – January 2011 to December 2012Senior IT Financial Analyst – Mortgage Banking Technology Business Unit, Headcount reporting, forecasting, month end closing, SAP/Essbase, Excel/Pivot tables.

Hexion Specialty Chemicals – March 2010 to April 2010Financial Analyst – Intercompany Accounting, Invoicing, Loans & Interests, SAP, Pivot tables.

Page 2: Frank Chan16-2 resume

Frank D. Chan, Jr. Page 2 Wasserstrom Company – October 2009 to November 2009

Freight Payables – Process invoices to research online UPS freight payments via CT Logistics. Birchwood Foods – February 2009 to May 2009

Maintenance Analyst – Sourcing, ordering, requisition & purchase order preparation of maintenance parts/tools and plant supplies. Inventory Control and summarizing of expenses.

Limited Brands – Beauty Avenues – September 2008 to January 2009Costing Analyst – Compiled costs based on vendor RFQ, update Vendor Profile and contacts.

Exel, Inc – June to September 2008Real Estate Project Analyst - Proof read, organize and archive property leasing & legal documents. Compile expenses for preparation of the Leased Properties budgets.

Continental Teves (formerly ITT Automotive) – September 1997 to October 2007Manufacturer of Automotive Brake Systems - ABS antilock brake system, ESC electronic stability control, caliper, booster, wheel speed sensor, crash avoidance and other electronic products. North America annual Sales exceed $ 1.0 billion with plants in USA and Mexico.

Senior Financial Analyst – Headquarter & RDE Center Auburn Hills, MI Responsible for managing the North American FIRE (Financial Reporting) system process,

coordinating Strategic Plan/Budget/Forecast preparations, Headcount reporting, Sales Analyses of 15 Product Lines and training of Finance team members utilizing SAP Business Warehouse.

Responsible for maintaining the Hyperion Financial System, Prototype Billing via SOS Special Order System, and RD &E reporting.

Senior Financial Analyst - Manufacturing Plants – Culpeper, VA - Asheville, NC - Henderson, NC Supervisor Plant Cost and Operations Analysis, standard setting, overhead development Conducted Month-end closing and annual Physical Inventory, CMI, BPCS, SAP Provided assistance in plant startup Henderson, NC

SYSTEM IMPLEMENTATIONS

FIRE FI.nancial RE.porting System–Key North America contact to facilitate implementation of the Continental World Wide reporting system initiated by Hannover, Germany. Ensured all product lines data were properly coded to the FIRE Chart of Accounts from Hyperion.

BPCS Business Planning and Control System Manufacturing System

EDUCATION

Franklin University - Columbus, OHBachelor of Science in Business Administration Majoring in Accounting

Central Ohio Technical College – Newark, OHAssociate of Science in Business Administration Majoring in Accounting

SKILLS / OTHER

American Management Association Course on Financial Analysis KPMG IFRS International Financial Reporting Standards Seminar Institute of Management Accounting – Charleston, SC United States Army Specialist 5/E5 Sergeant Micro Electronic Repairman 27F20