Yuen A.
Mid-Level Financial Planning & Analysis Manager
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Yuen A., a Certified Public Accountant, has built a robust career specializing in financial management with a focus on budgeting, forecasting, and financial planning and analysis (FP&A). During his tenure as an FP&A Planning Manager at Waiakea Inc., Yuen led integrated FP&A activities, honing his skills in sales forecasting, variance analysis, and cost performance analysis. He played a crucial role in delivering executive financial reporting that enabled strategic decision-making. At Schneider Electric and Cargill Philippines, Yuen enhanced his capabilities in financial analysis and cross-functional collaboration, often employing advanced tools like Power BI for improved management reporting. He has also demonstrated strong project management abilities by driving process improvements and minimizing risks. His earlier role as a Budget Manager at Toyota Financial Services further solidified his expertise in process improvement and compliance. Additionally, his foundational experience at Shell and Union Bank provided him with substantial knowledge in accounting and transactions analysis, grounding his versatile and analytical approach to financial management.
Experience
FP&A Planning Manager
Waiakea Inc. · 2025 — 2026Leads integrated financial planning and performance analysis, which includes sales forecasting, variance assessment, and contribution margin reporting. Monitors promotions variance and updates forecasts. Conducts operational performance analyses through reviews of manufacturing costs, oversight of warehouse and delivery expenses, and maintenance reporting. Provides executive financial reporting and forecasting support, including KPI dashboards and budgeting proformas.Business Finance Controller
Schneider Electric · 2023 — 2024Oversees financial closing processes and performance analysis, ensuring the review and communication of key insights to business partners. Leads financial planning and reporting activities, which encompass budgeting, forecasting, and management reporting, delivering accurate insights. Drives collaboration across functions while enhancing financial tools, data, and reporting, and identifies financial risks, recommending actions accordingly.FP&A Planning and Reporting Senior Analyst
Cargill Philippines Inc. · 2021 — 2023Facilitates financial planning and analysis by merging planning, budgeting, forecasting, and management reporting. Constructs accurate financial planning, budgeting, and forecasting for the assigned business group. Identifies business insights from financial data and develops complex modeling and analyses for performance evaluation. Collaborates with cross-functional teams to implement tools and reporting strategies, including Power BI dashboards, and addresses process improvements and financial risks.Budget & Management Information System Unit Head
Toyota Financial Services Philippines Corporation · 2014 — 2021Manages local finance team operations, including budgeting, forecasting, and management reporting. Empowers a team of financial analysts for effective financial communication and reporting. Provides accurate financial information and prepares monthly management reports and analyses. Reviews regulatory reports for compliance while identifying improvement opportunities in financial processes.Transactions Analyst
Shell Business Center Shared Services · 2013 — 2014Analyses transaction errors and resolves issues daily. Conducts regular international calls to address complex issues and assists with month-end closing for Accounts Payable.Subsidiaries Accountant
Union Bank of the Philippines · 2010 — 2013Records transactions and maintains general ledgers, processes accounts payables, conducts bank reconciliations, and prepares financial reports. Ensures the integrity of accounting information through transaction consolidation and verification. Compiles financial data for statements and manages the closing responsibilities on a monthly, quarterly, and annual basis while leading internal audit engagements.
Skills & Expertise
Education
- Bachelor of Science in AccountancyUniversity of the East Manila · 2003 — 2009
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