Visio Basic Automation (VBA)
Koh Seng Wei
Finance Sr Advisor (Manager Equivalent)
Permatang Pauh,07
Summary
Experienced financial professional with over 11 years at Dell Technologies, specializing in financial analysis, forecasting, and risk assessment. Demonstrated ability to coordinate cross-functional finance operations, mentor junior analysts, and drive strategic decision-making through data-driven insights. Skilled in optimizing financial processes, enhancing forecasting accuracy, and implementing automation solutions including VBA macro development, earning recognition from stakeholders and leadership. Adept at leading budget analysis, predictive modeling, and financial reporting to support business growth and profitability. Holds a bachelor's degree in accounting (Information Systems) from Universiti Utara Malaysia and is a Chartered Accountant certified by the Malaysian Institute of Accountants. A Toastmasters member, fostering strong leadership and communication abilities, effectively engaging with stakeholders and presenting financial strategies at an executive level.
Overview
2026
2026
years of professional experience
4
4
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
Financial Sr Advisor (Manager Equivalent)
Dell
Penang Bayan Lepas
07.2018 - 03.2025
- Managed and executed Annual Operating Plan (AOP) and Quarterly Forecast Reviews for multi billion-dollar server business units (GPU, PowerEdge) and services non-tied business (after-sales external warranty, training, and professional services) across the Asia Pacific, Japan, and China (APJC) region, including key markets such as Singapore, Australia, Japan, China, India, and South Korea, ensuring financial accuracy and strategic alignment.
- Conducted Mid-Year Forecast Adjustments to reassess business performance within APJC markets and developed the Annual Forecast for Next Year, optimizing financial targets for the region.
- Oversaw financial performance tracking and revenue projections for Server and Services Non-Tied Business in APJC, providing key insights to support regional business growth.
- Designed and implemented finance simulation templates tailored to APJC market dynamics, incorporating anomaly detection and historical trend analysis to enhance forecasting precision and financial scenario planning. These templates enabled accurate annual budget forecasting, ensuring well-informed financial targets. Recognized by peers and stakeholders for significantly improving the accuracy of annual target planning and strengthening overall financial strategy.
- Established structured Timeline for Forecast Completion, collaborating with regional stakeholders across Global Business Operations (GBO), Center of Competence (CoC), and Sales GM Teams to ensure timely execution.
- Partnered with APJC Regional Finance Teams to validate revenue assumptions and refine financial projections for optimal market strategy.
- Presented forecast methodologies, revenue splits, and strategic financial outlooks to Director and VP-Level Leadership, delivering actionable insights for executive decision-making within the APJC region.
- APJ annual operating plan Forecast Lead: Worked closely with Country and Business unit teams, coordinating the entire annual financial plan process from corporate guidance on target splits to final validation
- Mentored junior analysts, provided strategic guidance to multiple stakeholders on corporate financial policies, developed a forecast checklist and deadline calendar to streamline planning, cross-checked forecast target submissions to flag anomalies, and drove the process to successful completion, ensuring accuracy and alignment across teams.
- Coordinated APJ weekly phasing forecast to ensure seamless quarterly transitions with the Country & Business Unit finance planning analysis team and Global Business Operation Business Unit leaders e.g Consultant & Director.
- Provide accurate financial data and build efficiency models such as build an Server affordability model to facilitate monthly Risk and opportunities discussions.
- Incorporate Pipeline Sufficiency trending and bid/run rate analysis for meaningful historical performance discussions
- Established strong partnerships with key stakeholders Global Business Operation, center of competence, Corporate finance team consistent communication and collaboration efforts, promoting mutual success.
- Facilitated clear communication between finance and operations teams, addressing inquiries promptly and professionally.
Financial Advisor (Manager Equivalent)
Dell
- Managed the Annual Operating Plan (AOP) and Forecast Analysis for Asia Pacific & Japan (APJ) region, covering VMware, Infrastructure, and Medium Business, ensuring strategic financial oversight across key markets, including Singapore, Australia, Japan, China, India, and South Korea.
- Developed Financial Predictive Models to support business monitoring and forecasting for VMware operations, improving strategic insights.
- Integrated Pipeline Sufficiency Trends and Bid/Run Rate Analysis, facilitating historical performance discussions and enhancing data-driven decision-making.
- Delivered Accurate, Up-to-Date, and User-Friendly Financial Data to business owners, including Daily Order Download Trending Reports, ensuring real-time financial visibility.
- Designed and automated the journal analysis tool using VBA to streamline quarter-end closing, reducing manual processing time from several hours to just a few minutes. This improvement earned recognition from stakeholders and leadership for enhancing financial accuracy and efficiency.
Financial Sr. Analyst
Dell
05.2016 - 07.2018
- Managed financial forecasting and business outlook analysis for the Asia Pacific & Japan (APJ) and US regions, specifically focusing on telecom circuit expenses, ensuring financial accuracy and cost efficiency.
- Managed forecast related allocations, distributions, cross-charge transactions, and conducted an annual financial study, optimizing resource alignment and cost recovery strategies.
- Managed financial close support, including variance analysis and journal entry preparation, ensuring accurate reporting and reconciliation at quarter-end.
- Monitored accounting transactions and prepared quarterly accruals, amortization, and intercompany reports, ensuring profit & loss (P&L) statements correctly accounted for incurred expenses.
- SQL macro system support. Created a macro system to easier the process of retrieve info from database storage.
Financial Analyst
Dell
08.2014 - 05.2016
- Managed quarterly financial budget analysis for Software & Peripherals (S&P), assessing vendor funding risks and ensuring financial alignment with business objectives across the Asia Pacific & Japan (APJ) and US regions.
- Conducted profit & loss (P&L) analysis to validate vendor funding claims, ensuring approved amounts were recorded in the correct account codes, cost centers, and total amounts, while maintaining compliance with company accounting standards and policies.
- Monitored and managed the receivable aging report, successfully achieving zero aging, ensuring vendors made timely payments and optimizing cash flow efficiency.
Auditor
BDO
12.2013 - 08.2014
- Prepared audit working papers, planned and executed audit procedures, including fieldwork, conflict checks, vouching, S&P testing, tax filing, and provision computation, ensuring compliance with audit standards for listed and non-listed company
- Conducted statutory audits to listed and non-listed company to verify changes in company motions and board member structures, ensuring regulatory compliance.
- Maintained finance databases, audit software systems, and manual filing processes, ensuring accuracy in financial records and reporting.
- Drafted audit reports for manager-in-charge (MIC) review, providing comprehensive financial analysis and documentation for final audit approval.
Education
Bachelors Degree - Accounting (Information Systems)
Universiti Utara Malaysia
Malaysia Kedah 01.2009 - 01.2013
Skills
Financial advising
Analytical thinking
Data interpretation
Relationship building
Time management
Decision-making
Written communication
Accomplishments
- FY26 Dedicated in supporting Annual operating plan
- Contribution on Non Tied Services FY26 annual operating plan
- Wining Together Award (ISG services Non-Tied)
- Innovative recognition RUM Journal Analysis Entries (JAT) Automation
- The Great Race Automation competition participant award
- Great support in VMWare business
- Amazing support for VMWare Business Unit
- 2HFY23 Non Tied Services Revenue Alignment
- Exceptional Partnership in FY21 (Boomi)
- Outstanding Support Award (VMware)
- MY CFO CSR - Thank You for a Great FY23!
- Successful Completion of 2H Forecast for Business Unit VMware & Services
Software
PowerBI
Microsoft Excel
Oracle System
Certification
Chartered Accountant - Malaysian Institute Accountant
Interests
Coffee Lover
Mountain Climbing
Additional Information
OOI PEI FANG:
Former Position: Director, Dell
Email: ooipeifang@gmail.com
Phone: +60 11 1885 2702
TEH POEY SANG:
Former Position: Director, Dell
Email: poeysangteh829@gmail.com
Phone: +60 12 420 0776
CHRISTINE LEE:
Position: Senior Manager, Dell
Email: christine_lee@dell.com
Phone: +604 6044106
Timeline
Chartered Accountant - Malaysian Institute Accountant
01-2019
Financial Sr Advisor (Manager Equivalent)
Dell
07.2018 - 03.2025
Financial Sr. Analyst
Dell
05.2016 - 07.2018
Financial Analyst
Dell
08.2014 - 05.2016
Auditor
BDO
12.2013 - 08.2014
Bachelors Degree - Accounting (Information Systems)
Universiti Utara Malaysia
01.2009 - 01.2013
Financial Advisor (Manager Equivalent)
Dell
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