Tim So, CPA, CMA

Experience

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  Hewlett Packard

  Jan 2006 - Jan 2007

  Event Planner Sales Representative
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  Match Marketing Group

  Jan 2007 - Jan 2008

  Financial Coordinator
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  Gap Inc.

  Jan 2008 - Jan 2010

  Financial Analyst II

  In addition to performing the standard FP&A tasks (monthly forecasts, management reporting and annual operating budgets), I was the finance project lead for implementing all divisional projects for Gap Canada which included the Brand Specific Productivity Reporting and Indirect Alignment Reporting projects. These projects enhanced brand visibility and allowed for more accurate divisional benchmarking for senior leadership, ultimately improving strategic decisions.

• 

  Lyreco

  Jan 2010 - Jan 2012

  Sr. Business Analyst / FP&A Manager

  Reporting to the finance director and senior management team, provided financial and business analytics support which included developing financial models for reporting/forecasting/budgeting to identify risk areas, analysis for all director project requests, capital budgeting as well as end to end execution of the budget process.• Quarterly Forecasts – Developed forecasting models for sales, personnel, productivity, marketing, rebates and travel to generate more accurate forecasts, which consistently resulted in a +/-2% accuracy to actuals. Provided detailed explanations for all P&L forecast numbers for senior management and Group Corporate.• Annual Budget/5 Year Plan - Coordinated, trained, prepared and reviewed budget numbers/strategies/projects for all ten departments with the senior management team. • Reporting - Created and continuously improved the company and sales division strategy map and scorecards. This resulted in better communication, focus and alignment of the company's mission across all departments. • Sales Bonus Compensation / Productivity Models - Facilitated/recommended sales bonus compensation changes to drive sales, which resulted in a significant increase in sales. Also designed complex productivity and rebate models to generate monthly manpower requirements and provisions respectively. Show less

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  Target

  Jan 2012 - Jan 2015

  Sr. Business Partner, Business Intelligence & Analytics

  Leveraging technical, data and business knowledge, I provided Target Canada leaders key business insights that support the development of actionable initiatives and solutions to address business challenges.Key Achievements:• Leading Cross Functional Projects - Led many cross functional team projects from the reporting aspect to resolve company wide issues including the “Get Clean” and Future NOP initiatives which included teams from Store Ops, Merch Ops, Merchants, MP Ops, MPD, MFA, IAA as well as the ELT. This resulted in actionable insights such as purges at the stores/DC’s to clear backroom space, $5 Get Clean initiative, inventory write-downs/shrinkage in IAA/MFA and merchant markdowns before end of life. • Creating a Suite of BI Reporting Solutions & Insights - Partnered with other businesses to understand their business needs and design/build/test actionable BI reporting solutions. Produced over 10 critical reports for day 1 reporting as well as over 20 ad-hocs and insight decks (basket analysis, space productivity analysis, shrinkage analysis, etc.) for senior leadership after store openings. Once the reports were in run state, they were successfully transitioned to Target India for execution through documentation and training.• Plan and Forecast Reporting Production - Collaborated with multiple teams (MFA, Merchants, BSS) and led the end to end execution of creating the Plan and Forecast reporting for Target Canada Merchants (requirements collection, design/development, testing, production).• Key Contributor to SAP Implementation - Conducted R2/R3 testing for the SAP implementation in Target Canada prior to store openings, and successfully trained over two hundred headquarters team members in using SAP BEx, SAP BPC and Master Data.• Basketball Club Network Captain - Became one of the first network captains for Target Canada and created the Basketball Club which included 80+ members. Show less

• 

  PwC Canada

  Jan 2015 - now

  As part of the leadership group, I drive the business development, people/practice development and project deliveries. Led integrated teams across different competencies to deliver 20+ client engagements. Highlights below:• Finance Transformation Assessment & Roadmap Development Engagement (global engineering & construction client) - Led the current state assessment, roadmap and business case development of a global finance transformation impacting 1,300+ employees across 30+ countries, 20+ BUs and 10 Finance processes. Over 30 projects were defined, detailed and aligned with the CFO and SVPs as part of the $50M+ benefit transformation over 5 years• Finance Transformation FP&A Design and Implementation Engagement (global engineering & construction client) - As the engagement lead, provided oversight to a team of 15+ resources and collaborated with the CFO, SVPs and over 100 employees to deliver the FP&A initiatives over the course of a year. With the objective to improve insights, enable better decision making and realize ~$5M benefits, the initiatives included:1) Aligning KPIs to drive consistent performance management 2) Eliminating, consolidating, standardizing and automating 700+ management reports to shift time for decision support and analysis 3) Establishing leading practice PB&F calendars, guidelines/policies, processes and templates to reduce iterations, level of effort and cycle time • PwC Point of Views on Future of Finance, PB&F and IBP - Led the development of PwC’s PoV on Future of Finance, PB&F and IBP with Global teams to help clients understand the digital disruption impacts and how PwC's Integrated Solutions can help • Business Development - Led and supported 50+ RFP's/BD opportunities, generating $30M+ sales. Led R&C and T&L industry sector account opportunities• People / Practice Development - Led recruitment strategy & interviews, developed new offerings & assets, managed JBRs with firms/vendors, mentored coachees/team members Show less Key Engagements Led:• Integrated Business Planning Assessment, Design and Roadmap Development (Global Energy Client)• Finance Transformation Business Case (Global Engineering Client)• FP&A Assessment, Design, Roadmap and Implementation (Global Engineering Client)• Capital Planning Solution Design (Global Retail Client)• Anaplan Sales Planning Implementation (Canada Professional Services Client)• PB&F Future State Design & Roadmap Development (Global Retail Client)• PB&F Assessment & Roadmap Development (Global Automotive Client)• Anaplan Financial Budgeting and Forecasting Implementation (Professional Services Client)• FP&A Functional Model Restructure (Canada Financial Services Client)• Long Range Planning Financial Modelling (US Retail Client)• Billing & Collections Transformation Assessment and Roadmap (Canada Professional Services Client)• Billing & Collections Transformation RPA Design and Implementation (Canada Professional Services Client)• Financial Segmentation Modelling (Canada Telecommunications Client)• Reporting Design and Visualization (Canada Financial Services Client)• OTC Digital Transformation (North America Oil & Gas Client)• Invoice Centralization (Brazil Oil & Gas Client)• Cost Allocation Restructure (Yellowknife Mining Client)• Non-OHIP Process Optimization (Ontario Healthcare Client)• Data Exchange Design (Canada Financial Services Client) Show less

  • Director, Management Consulting

    Jan 2022 - now

  • Senior Manager, Management Consulting

    Jan 2020 - Jan 2022

  • Manager, Management Consulting

    Jan 2017 - Jan 2020

  • Senior Associate, Management Consulting

    Jan 2015 - Jan 2017