Summary
Work History
Education
Skills
Websites
Affiliations
Attributes
CPA member
References
Timeline
Generic

Candy Luo

Camberwell

Summary

Certified Practising Accountant (CPA) with over 10 years of experience in finance and pricing at IBM. Demonstrated expertise in financial analysis, strategic pricing, cost optimization, and financial planning. Adept at leveraging data-driven insights to drive profitability and enhance business performance. Skilled in working collaboratively with cross-functional teams to achieve organizational goals.

Work History

Complex Transaction Pricer

IBM
2022 - Current
  • Developed and implemented pricing strategies for a diverse portfolio of products and services
  • Conducted comprehensive market and competitor analysis to inform pricing decisions and identify growth opportunities
  • Collaborated with account partner, sales, legal and solution teams to ensure pricing strategies aligned with client’s requirement and business objectives
  • Led the development and maintenance of pricing models and tools, enhancing accuracy and efficiency in pricing decisions
  • Provided detailed financial analysis and reporting to senior management, supporting strategic decision-making processes
  • Reviewing contract terms and conditions to make sure the risk and mitigations had been addressed accordingly
  • Business advisory for the contract commercial construct on pricing elements.

Finance Lead

IBM
2019 - 2021
  • Managed financial planning, budgeting, and forecasting processes for multiple business units, achieving a 5% YTY Revenue growth and met the GP and Revenue Target
  • Conducted variance analysis and financial performance reviews to ensure alignment with financial goals and objectives
  • Implemented cost control measures and financial risk management strategies, improving overall financial health
  • Prepared and presented financial reports to executive leadership, offering insights and recommendations for business improvement
  • Played a key role in financial audits and compliance initiatives, ensuring adherence to regulatory requirements.

Finance Analyst

IBM
2012 - 2018
  • Finance Month end close, Quarter end close, backlog certification, balance sheet reconciliation, pricing, and ad hoc finance analysis activities etc
  • Weekly finance governance on risks and roadmaps
  • Commercial support on finance modelling and scenario analysis for contract renegotiation
  • Lead the discussion with accounting for understanding the revenue treatment and impact for critical finance transactions.

Education

Certified Practising Accountant (CPA) -

2012

Master of Applied Finance – Monash University, Melbourne, Australia -

2007

Bachelor of Accounting – Curtin University of Technology, Perth, Australia -

2005

Skills

  • Financial Analysis & Reporting
  • Strategic Pricing & Revenue Management
  • Cost Optimization & Budgeting
  • Data Analysis & Financial Modelling
  • Risk Management & Compliance
  • Financial Planning & Forecasting
  • Cross-functional Collaboration
  • Stakeholder Engagement
  • Advanced Excel
  • SDM
  • IBM Cognos

Affiliations

Member, Certified Practising Accountant (CPA)

Attributes

I am a results-driven and detail-oriented finance professional with a passion for strategic pricing and financial innovation. My ability to analyse complex financial data and provide actionable insights has consistently contributed to the financial success of my teams at IBM. Committed to continuous learning and professional growth, I strive to stay at the forefront of industry trends and best practices to drive sustainable business success.

CPA member

9385055

References

Available upon request

Timeline

Complex Transaction Pricer

IBM
2022 - Current

Finance Lead

IBM
2019 - 2021

Finance Analyst

IBM
2012 - 2018

Certified Practising Accountant (CPA) -

Master of Applied Finance – Monash University, Melbourne, Australia -

Bachelor of Accounting – Curtin University of Technology, Perth, Australia -

Candy Luo