Sr. Business Planner/Finance Manager-R&D Global Operations

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VANNESSA LUU
981-4 ASILOMAR TER.
SUNNYVALE, CA 94086
vannessa23_christian@hotmail.com
Phone: 408-773-1898
COVER LETTER
PROFESSIONAL QUALIFICATIONS
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Experience in high tech/semiconductor/PC industry (cost and drive strategy to assure competitive edge on cost)
Experience managing performance and implementation of strategic initiatives that includes cross-functional
cooperation and collaboration between Regulatory, Quality, and Compliance. Experience in developing
quantitative (statistical) forecasting, statistical modeling, analytic techniques and methodologies/metrics. Strong
background in marketing/demand forecasting based on statistical methodology.
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Experience in creating and analyzing of market trends, customer segments and requirements, and competitive
landscape to define new product directions and to establish product positioning, pricing, and promotion
strategies. Strong background in driving of key target markets, identification of market requirements, and assist
in development of go-to-market strategies to ensure maximum profit and revenue growth opportunities. Driver
of execution of specific marketing programs. Engaging appropriate firm and external resources to execute
integrated marketing programs. Ensuring programs are implemented in a cost effective manner and
implemented to achieve desired business goals.
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Experience in developing and executing a range of strategic marketing programs for company channel partners to
help drive sales of company products and solutions through the channel. Experience in developing and executing
channel marketing plans and budgets for key channel partners including distributors, master resellers, and VARs.
Experience in effective and frequent communication of key OEM/ODM marketing programs to the company global
sales. Experience in driving report on effectiveness of programs per corporate marketing operations process.
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Experience in business development, strategic and technical marketing and product management; business
development and deal-negotiation experience. Strong background with ROI, Revenue, break-even ratios metrics,
and P/L market analysis; competitive analysis; business analysis; strategic processes; and strategic market
trends.
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Experience in risk scenario analysis, tracking performance, and forecast updates, building and validating various
Excel models. Strong market knowledge of foreign corporate actions. Strong background managing trade with
international based partners. Experience working with reseller, co-branding, VAR, OEM/ODM/private label,
subcontracting, consulting, joint development and joint marketing agreements. Experience dealing with contract
manufacturers based in Asia.
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Strong background in Product License Applications (PLA), Establishment Licensing Applications (ELA). Strong
background with U.S. Government Federal Acquisition Regulations (FAR&DFAR) and CAR (Cost Accounting
Standards) provisions relative to proposal structure and TINA (Truth in Negotiations Act) disclosure requirements,
US and international import and export laws(International Traffic in Arms Regulations/ITAR) and regulations.
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Knowledge of State/Federal government pricing requirements. High-level knowledge of applicable contract and
licensing laws worldwide. Thorough knowledge of pricing issues and licensing policies worldwide (include SOW,
Service/Software Level Agreement (SLA), Operational Level Agreement (OLA) structures, NDA re-submission,
MSA, MCDA, as well as Third Party Supplier/Contract Management relationships. Analyzing and reviewing service
performance against SLAs and OLAs, produce regular reports on service performance and achievement).
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COMPUTER/SOFTWARE SKILLS
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Sarbanes Oxley Section 301-409
ARTEMIS, GANTT charts, Business Objects, Crystal Reports, & LIVELINK
MS: Project, Excel, Access, Visio, Publisher & Windows NT.
HTML, Lotus, UNIX, SQL, Sybase, Magellan and Lawson
MRC Multiple reports Currency, Oracle, Finance, Pillar, Hyperion, Essbase, Great Plains, & Brio
SAP- R/3: CO/ FI / PA/ AM/ PS/ & SD/ MM /PP/ SM
Siebel 6/7, EAI, CRM, Oracle MFG: JIT, i2/11i, MRPII(ECO,BOM, WIP, etc) & ERP(strong knowledge of
systems)
Bilingual: Proficient in business level spoken Japanese
EDUCATIONSUMMA CUM LAUDE: EXECUTIVE MBA- BUS STRATEGY/FINANCE/BUSINESS LAW - PEPPERDINE
UNIVERSITY (Rank Top 20 Executive MBA School by Business Week Magazine)
B.S. BUSINESS OF SCIENCE-INTERNATIONAL BUSINESS LAW (IP)/FINANCE- FSU
Six-Sigma: Green Belt
APICS certification- Four classes left to be certified.
PROFESSIONAL EXPERIENCESenior Business Strategy and Planning Manager--PBI-10/2003
Responsible for driving alliances/channel strategy, support partner engagement, and coordinate with other
regional teams worldwide products to grow revenues and market share. Responsible for solution quality,
effectiveness, and timeliness from concept approval through customer retention. Responsible for developing
competitive analysis, creating pricing strategy, and cost accounting (business statistical modeling) for
projects. Reviewing contracts for terms, pricing and approvals. Responsible for developing and monitoring
business process mapping, revenue, ROI, P/L, margins, forecasting metrics, contract booking and nonbooking for closing, and risk analysis.
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Responsible for developing quantitative (statistical) forecasting, statistical modeling, analytic techniques and
methodologies/metrics. Responsible for marketing/demand forecasting based on statistical methodology.
Responsible for establishing marketing/demand forecasting infrastructure, create base line from historical
data for forecast benchmarking and measurement, developing repeatable tracking process, build monthly
plan process and quarterly capital planning process, on-going improve forecasting methodology by tracking
and analyzing forecast errors, and providing on-going feedback to facilitate transformation of demand
forecasting process
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Responsible for driving go-to-market models including channels, positioning, pricing. Responsible for creating
and analyzing of market trends forecasting, customer segments and requirements, and competitive landscape
to define new product directions and to establish product positioning, pricing, and promotion strategies.
Responsible for developing and continuing review of detailed marketing requirements documents to precisely
define required products and services with priority and business justification. Responsible for driving crossfunctional teams comprised of representatives from marketing, sales, engineering, manufacturing, legal, and
field support organizations in the development and launch of new products. Responsible for coordinating of
cross-functional teams across the geography in the process of bid/contract review, business practices,
contracts, legal, risk management, finance and revenue recognition.
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Responsible for optimizing discount/margin strategy by segment, by service levels and by Channel (direct vs.
indirect through Channel programs). Responsible for assessing discounting processes and controls and
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operational best practices through pricing strategy. Responsible for specifying market requirements for
current and future products by conducting market research supported by on-going visits to customers and
non-customers; analyzing competitive landscape for the service product line and implementing strategic and
tactical decisions.
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Responsible for developing and executing a range of strategic marketing programs for company channel
partners to help drive sales of company products and solutions through the channel. Responsible for
developing and executing channel marketing plans and budgets for key channel partners including
distributors, master resellers, and VARs. Responsible for all details of the above programs-everything from
content development to basic event logistics using internal or external resources as budget and time allows.
Responsible for effective and frequent communication of key OEM marketing programs to the company global
sales.
IT/Software Program Manager-World Wide Operations- Sun Microsystems 8/2000- 2003
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Leads negotiations that result in multi-year or complex agreements and managing customers’ contracts/
license/IP (Software License Agreement/SLA). Managing/review strategies and license proposals and
managing customers’ contracts/ license (Software License Agreement/SLA). Managing/reviewing strategies
and license proposals. Managing software license and license compliance. Responsible for patent and
technology licensing valuation. Responsible for royalty income tracking of all existing and new out-licenses,
developing and monitoring business process mapping, revenue, ROI, P/L, margins, forecasting metrics,
contract booking and non-booking for closing, and risk analysis.
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Create marketing strategy and value proposition for targeting potential licensees and ensure alignment with
business strategy. Managing business development and software licensing with Sun partners, systems
integrators and third party software developers. Managing contract negotiations and maintenance of
partner/vendor relationships. Managing the preparation of negotiating with key vendors to obtain best
pricing and services for server hardware, operating systems, and applications on a worldwide basis.
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Responsible for structuring and negotiating deal terms with vendors while working closely with our legal and
products teams. Managing /Monitoring contract renewal and expiration. Responsible for internal resources
to negotiate contract terms. Responsible for directing resource management staff, ensuring maximum
utilization. Managing third party subcontractor contracts for embedded components. Developing and
analyzing ROI metrics report and make recommendations and draft solutions.
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Responsible for project financial objectives by forecasting requirements; preparing an annual budget;
scheduling expenditures; analyzing variances; initiating corrective actions. Responsible for the preparation of
budgets and schedules for all IT work and performs financial analyses such as funding profiles, and variance
analysis. Managing collective strategies to ensure that the mission of the Technology and Finance group is
carried out and prioritizes resources (fiscal and personnel) to maximize effectiveness.
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Responsible for driving the MRP (Medium Range Plan) processes and maintaining S/W projects roadmap.
Prepares project plans including resources and time requirements project steps, target dates, deliverables
and budgetary issues. Leading the development and implementation of the change management program for
IT. Directly motivates internal and external teams to meet project-related performance goals through the
effective delegation of project management tasks to individual project managers within the cross-functional
organizations. Timely delivery of monthly IT Operations status reports to the IT Director.
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Responsible for supporting metrics and application mission critical. Responsible for analyzing project risks
and manages specific risks. Application Audit- Responsible for driving Application Mission Critical Risk
Assessment and Control Self-Assessment Programs. Responsible for critical “Ops Review” level commitments
are actively managed and reviewed on a weekly basis by IT Executives. Responsible for cross-functional IT
projects and programs impacting multiple Business Units / Functions and IT teams throughout the product
development life cycle.
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Sr. Business Planner/Finance Manager-R&D Global Operations-AMAT 3/1999 - 6/2000
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Responsible for application of fundamental finance, accounting, economic, and statistical methods to analyze
and model risks and mitigation investment benefits to the company. Responsibility for invoicing, credit and
collections, order management, commissions, installed based, cost accounting, sales tax and revenue
forecasting. Managing and complete monthly revenue accounting close efforts including assurance of
accurate and timely results and drive Sarbanes-Oxley 404 audit efforts for revenue.
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Responsible for modeling for external financial guidance, track analyst estimates, and confirms the financial
accuracy of press releases for the CFO. Responsible for performing other financial analysis as required by the
company CFO. Responsible for providing direction to sales management in financial planning and forecasting
for the Sales Operations organization in regard to revenue, expenses, and capital investment.
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Responsible for developing annual sales operations business plan with the company sales team under general
guidelines set by the CFO and Corporate Controller. Responsible for the preparation, evaluation, and
reporting of the worldwide-consolidated financial results. Responsible for the monthly financial forecasting
process. Responsible for P/L, Balance Sheet and Cash Flow.
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Responsible for participating in reviewing periodic financial statements with Corporate Controller, Sales
Management, and other finance department team in regard to actual vs. budget and trend analysis.
Responsible for Perform intermediate and long-term financial planning and analysis
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Responsible for designing, creating and preparing weekly, monthly and quarterly management reporting
packages, including the analysis of Company financial results, historic trends, ratios, variances, and product
line profitability. Responsible for assisting sales management team’s preparation for monthly/quarterly
financial reviews, as needed. Responsible for assisting sales management in on-going financial analyses
including route additions/restructuring, price changes and promotions, pricing analysis, and evaluation of
existing customers (including chain accounts) and new customers (including third party distributor proposals).
Responsible for developing and implementing planning/reporting tools for sales operations. Responsible for
collaborating with the finance and sales operations teams to create best business practices
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Responsible for providing financial support for the company’s business development efforts, including ROI
and valuation analysis, financial forecasting, and modeling. Responsible for preparing/interpreting and
analyze ROI, profit and loss, risk, and cash flow fluctuations. Responsible for timely resolution of critical US
GAAP accounting issues with our external auditors at a consolidated level. Responsible for the monthly and
quarterly close of consolidations. Responsible for quarterly deliverables for internal and external auditors.
Responsible for application of new accounting standards that impact the company worldwide. Provide US
GAAP support to all foreign entities. Developed reporting and variance analysis regarding departmental
operating budget vs. actual expenses.
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Responsible for analyzing revenue and expenses to ensure proper and accurate recording on the financial
statements in accordance with company policies and accepted accounting principals. Responsible for
evaluating department and organization financial status and measuring impact of financial decisions.
Responsible for providing financial decision-making information; determined cost of operations; guided cost
analysis process; recommended improvement actions; confirmed costs; prepared special reports.
Responsible for preparing timely and accurate monthly financial statements for internal and external
reporting. Responsible for establishing and documenting policy, process, procedures, and protocol for
adherence and compliance to financial covenants and other conditions precedent to financing, and global
operational finance
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Operations Manager/Portfolio Manager: Sumitomo Bank
6/1992 - 12/1997
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Responsible for monthly and quarterly auditing of International Anti-Money Laundering, Deposit, Regulation Y,
Regulation O, and the Bank Secrecy Act, compliance with laws and regulations related to bank holding companies
and their subsidiaries including, Sections 23A and B of the Federal Reserve Act, securities and banking
regulations, and OFAC. Responsible for Corporate and Investment Banking products. Responsible for Corporate
and Investment Banking Risk line of business and corporate operational risk management and compliance
policies, procedures and control strategies. Responsible for ensuring an adequate level of internal control and
compliance with bank policy, regulatory requirements by auditing, assessing foreign bank agency, branch and
representative office compliance with laws and regulations, such as Regulation K, and verifying records, reports,
and practices. Responsible for ensuring that monthly and quarterly auditing is in compliance with GAAP, other
corporate governance FASB, SEC, EITF guidelines, compliance with laws and regulations, and international
accounting principles (Singapore, China, Taiwan, Japan, and etc).
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Responsible for maintaining and expanding customer relationships, developing new business, reviewing existing
loan arrangements, negotiating proper loan structures, selling the bank's credit and non-credit products.
Responsible for key aspects of SB's overall financial strategy, including capital structure, the issuance of debt,
share repurchase, structured financing and interest rate risk management.
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Responsible for strategies, synchronize and systematize all aspects of portfolio management for timely and
accurate deal origination, transaction structuring, credit underwriting, legal documentation and loan booking.
Responsible for producing daily revenue analytics, calculating spreads on under-writings, monitoring inventory
valuations and levels, and processing journal entries to the G/L.
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Researched fund analysis, regression analysis and data gathering, fixed income credit analysis, portfolio analysis
and reporting, derivative valuation, quarterly financial reporting, spot and forward currency trading, foreign
exchange, and risk exposure analysis. Worked with subsidiaries worldwide regarding short-term cash
requirements and arranged inter-company funding, borrowing and dividends.
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Managing daily in-house investment on operation cash, managed cash funding requirements for operations,
monitored company's world wide cash position, and produced management reports in area of cash and
investment. Daily tasks are interaction with trading desk management and senior level Financial Division
managers, production of a daily PL and B/S, front to back position reconciliation, price verification, risk
management reporting, and capital allocation. Managing tracking processes for equity investments and
acquisitions, and managed and maintains CD resource infrastructure. Projected company's future cash flow and
evaluated its current financial soundness. Other activities include cross-selling bank products (cash management,
derivatives, foreign exchange and trade finance).
References upon Request
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