Wakefield Bao

Led strategy development, implementation, monitoring, and evaluation of accounting and finance functions. Managed A/R, A/P, Payroll, E-commerce, and FP&A operations to streamline processes and improve efficiency. Standardized transactional data and established a Data warehouse for all SaaS and event products to enhance data management. Automated accounting to increase accuracy and productivity, in

Developed robust and dynamic budget models utilizing financial modeling and market data information, regularly monitoring budget performance and financial metrics to provide timely reports and insights to management and stakeholders. Managed A/R, A/P, and Payroll. Led monthly close activities and oversaw 300+ commission payouts, creating a standard allocation process to ensure proper accrual and a

Consolidated financial and operation data into Google Cloud from pricing, marketing, market data, treasury, and production. Built an executive dashboard to track customer profitability across different customer segments and corridors. Constructed a performance dashboard to analyze profitability by business drivers such as pricing, trading, fraud, marketing, and operations. Consolidated 100+ banks

Developed and implemented business line reports to align revenue and operations costs within product groups. Created allocation methods and analyzed financial performance metrics based on product groups, trading venues, and projects. Prepared and presented quarterly financial results to business leaders, identifying key business drivers for profitability. Established top-down revenue budgets and f

Oversaw a $1.5B budget and rolling forecast processes for a fast-growing insurance company with $4B+ premium and $500M net profit, 30K agents, and 8K associates. Collaborated with business units to develop bottom-up budgets and set top-down goals with senior management, driving company-wide initiatives to reduce operating costs and improve revenue targets. Prepared 12-month rolling forecasts and a

Directed a team of five consultants to develop and implement the first integrated data warehouse encompassing financial, treasury, portfolio, asset, HR, and document management systems, transforming manual processes into a dynamic executive dashboard and automating investment return allocation across 200+ trading desks to over 30+ legal entities, resulting in a significant reduction in report prep

Responsible for financial analysis and reporting for a leading provider of digital map data for vehicle navigation and location-based solutions. Developed financial models to analyze revenue, expenses, and profitability. Prepared monthly financial reports and presentations for senior management. Conducted variance analysis and provided insights on financial performance. Assisted in budgeting and f

Worked as a senior consultant in the Assurance and Business Advisory Services division of Arthur Andersen. Conducted financial audits and provided consulting services to clients in various industries. Assisted in the development and implementation of internal control systems. Analyzed financial statements and identified areas for improvement. Collaborated with client teams to address financial and

Developed, refined, and executed strategic plans to expand market share. Successfully launched a new product line within three months with a significant B&M competitor, resulting in a 20% increase in customer traffic. Successfully launched an installment loan product line within six months, increasing loan volume by 15%. Led weekly meetings with marketing partners to discuss business requirements