Business Operations Manager - American River Nutrition - Hadley, MA, US
(2024-10 - 2026-02)
- Streamlined end-to-end operational workflows and procurement processes using advanced Excel and Dynamics 365 Business Central; analyzed key production efficiency, manufacturing costs, and financial metrics to deliver data-driven margin insights supporting strategic budget frameworks.
- Redesigned and optimized the end-to-end inventory management workflow within Dynamics 365 Business Central, encompassing raw materials, work-in-progress (WIP), and finished goods; built real-time, cross-functional data dashboards that empowered leadership with instant visibility and accelerated production efficiency.
- Formulated and executed long-term operational, production, and supply chain plans aligned with strategic budget frameworks; balanced demand forecasts with resource allocation and capacity modeling to optimize organizational efficiency.
- Served as the primary internal liaison across Sales, Finance, Supply Chain, Marketing, Customer Service, Quality and Production teams; translated complex operational data into concise KPI dashboards, coordinating product availability, inventory allocation, and payment follow-ups to ensure smooth order fulfillment.
- Coordinated cross-functional workflows during company acquisitions and transitions to maintain business continuity; partnered with Quality/Audit departments to ensure strict industry compliance within Dynamics 365 Business Central, strengthening receivables management and proactively mitigating financial risks.
Business Operations Specialist - American River Nutrition - Hadley, MA, US
(2024-02 - 2024-10)
- Managed and analyzed Accounts Receivable (AR) datasets via ERP; developed an automated aging-invoice tracking workflow that tripled the AR turnover rate (3x velocity), significantly accelerating corporate cash flow and mitigating bad debt risks.
- Maintained and analyzed complex customer databases using advanced Excel (VLOOKUPs, Pivot Tables), generating behavioral insights to optimize client retention and satisfaction.
- Monitored supply chain workstreams and inventory metrics; coordinated directly with vendors to track operational plans, successfully maintaining an on-time delivery rate and customer satisfaction score of 98%, which significantly enhanced client retention.
- Served as the core liaison for client relations, translating customer feedback into actionable operational adjustments while closely tracking day-to-day business milestones.
Graduate Intern-Umass Amherst Controller's Office - Umass Amherst - Amherst, MA, US
(2023-06 - 2023-08)
- Leveraged advanced analytical tools to interpret complex datasets related to university operations; synthesized raw data into strategic monthly reports and interactive KPI dashboards to optimize resource distribution and mission impact.
- Assisted cross-functional teams with data gathering and vendor evaluations for institutional procurement; compiled market research and tracked price trends in spreadsheets to support cost-effective purchasing decisions.
- Evaluated the effectiveness of organizational initiatives by analyzing engagement metrics and ROI; ensured 100% data integrity in financial reporting to align with institutional audits and high-stakes external reputational surveys.
Capital Expenditures Manager - Guotai Junan Securities Co. Ltd - Shanghai, China
(2007 - 2014)
- Orchestrated data modeling and variance analysis to strategically manage an annual CapEx budget of 700M RMB; established institutional budget consensus, deeply engaged in individual project execution processes, and rigorously audited concrete expenditures to ensure 100% regulatory compliance and alignment with strategic goals.
- Directed financial oversight for high-stakes infrastructure projects, including the construction of a large-scale independent data center; audited and deep-dived into an average of 200 bidding negotiation sessions annually to track execution, achieving a 4.3% cost reduction and securing 30M RMB in recurring annual savings.
- Spearheaded data cleaning, reconciliation, and risk modeling for high-stakes projects, including the corporate IPO audit; delivered monthly Board of Directors reports with rigorous budget-vs-actual variance analysis and actionable strategic recommendations, ensuring 100% data integrity for critical internal governance and external regulatory surveys.
Financial Manager - Everbright Securities Co. Ltd - Shanghai, China
(1998 - 2007)
- Aligned cross-departmental administrative teams to streamline data workflows and resource allocation, engineering a 30% boost in operational and audit efficiency during the IPO phase.
- Mentored and managed a large, diverse team of 40+ accountants and specialists; consistently led the entire team for 5 consecutive years to deliver on-time, rigorous unaudited financial statements for PwC annual audits, along with diverse regulatory schedules and reporting templates required by various authorities, while providing monthly board-level financial analysis to accelerate overall reporting turnaround times by 20%.
- Formulated standardized reporting protocols and financial metrics templates to maximize data accuracy and transparency across multiple business units.
