Yao (Alan) Lu
Chatswood,NSW
Summary
A disciplined and self-motived CPA qualified professional with a demonstrated background of success in demanding financial and management functions within FMCG and Healthcare industry. Strong technical expertise in commercial and accounting, specialised in budgeting & forecasting, pricing & rebate, public & private tender, analysing business performance and provide commercial insights for strategic decision making.
Overview
12
12
years of professional experience
Work History
Senior Finance Business Partner/FP&A/Commercial Finance
Care Pharmaceutical (Prestige Consumer Healthcare Inc, NYSE: PBH)
09.2022 - Current
- Leading the development of annual budgets & participating in business reviews and planning cycles (LBE) reviews.
- Conducting performance reports including Pricing and Cost analysis, volume and price mix analysis, brand P&L, Customer P&L, etc
- Setting up dashboard reporting for better decision making by using Power BI
- Collaborate with cross-functional teams to evaluate commercial strategies including pricing models, and cost models
- Improving the New Product Development process, including setting up a better flow step by step, benchmark for SKU and detailed P&L analysis
- Enhanced financial reporting accuracy by streamlining data collection and analysis processes.
- Assist in new budgeting & forecasting system implementation initiated by Prestige Consumer Healthcare, in charge of APAC region.
Commercial Analyst
Abbott Vascular (Abbott Laboratories, NYSE: ABT)
07.2019 - 09.2022
- Managing customer pricing and rebate
- Implement pricing strategy when negotiating contracts
- Develop best practice rebate accrual and reporting processes
- Analysis and co-ordinate the submission of public and private tenders to ensure financial viability meets local reporting requirement
- Set up monthly, quarterly and annual contract performance reporting, including forecasts of business potential
- Support the Regional Controller to execute the Strategic Accounts commercial strategy
- Preparing presentation packs for internal and external customers, showing graphs, trends, insights and opportunities to drive business growth
- Ensure market share data is analysed to ensure it is being used to identify incremental revenue opportunities and drive contract performance
- Developing compelling financial modelling and pricing templates to drive ease of financial analysis and provide greater insight into the deal metrics, profitability and viability
- Develop rebate tracking tools to maximise the existing agreements
- Analysis and forecast sales performance in current contracts for internal and external stakeholders
- Work across various departments and systems, including quality, regulatory, governance and legal to meet the tender requirement
- Participate in global rollout project for SAP system, expert in rebate and pricing models
Finance Manager
Key Pharmaceuticals Pty Ltd
05.2017 - 06.2019
- Leading the annual budget and forecast process, working with each department for the new year budget and review forecast numbers each number
- Preparing Cost Analysis and Variance Analysis
- Managing minor entities’ activities including legacy business, charity, trusts and SMSF
- Preparing varies reports including Channel Analysis, Brand P&L, and Customer Profitability
- Preparing monthly cash flow analysis
- Preparing CAPEX, OPEX and working capital analysis
- Managing Accounts Payable & Accounts Receivable
- Helped the business to improve product mix
- Implemented new pricing policy and pricing governance to protect business margin
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
Financial & Management Accountant
Perrigo Australia (Perrigo Company PLC, NYSE: PRGO)
02.2012 - 05.2017
- Assist the annual budget and forecast process
- Managing global intercompany schedule
- Assisting both internal & external audit process
- Restructuring New Zealand booking and contribute in project to migrate New Zealand book from MYOB to SAP
- Preparing monthly variance analysis
- Overseeing Month end process, reviewing actual vs budget, providing commentary for any variances
- Preparing & lodging monthly BAS/IAS return, withholding tax & FBT return
- Managing Accounts Payable & Accounts Receivable.
Education
Bachelor of business in accounting -
University of techonology, Sydney
01.2008
Diploma of business -
Insearch Institution
01.2005
Skills
Pricing strategy
Affiliations
CPA Qualified Full Membership of the Certified Practising Accountant
Timeline
Senior Finance Business Partner/FP&A/Commercial Finance
Care Pharmaceutical (Prestige Consumer Healthcare Inc, NYSE: PBH)
09.2022 - Current
Commercial Analyst
Abbott Vascular (Abbott Laboratories, NYSE: ABT)
07.2019 - 09.2022
Finance Manager
Key Pharmaceuticals Pty Ltd
05.2017 - 06.2019
Financial & Management Accountant
Perrigo Australia (Perrigo Company PLC, NYSE: PRGO)
02.2012 - 05.2017
Bachelor of business in accounting -
University of techonology, Sydney
Diploma of business -
Insearch Institution
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