Yi Jie Tan

Novartis
1. Oversee the entire account's client Facility Management budget, involving 58 countries from 6 different regions
2. Build and restructure new year's budget from an old format for the entire account. Present and align with the client at global level, work closely with Regional Team's leaders to sign off the budget regionally.
3. Consolidate and analyse client spend forecasts for every region
4. Analyse, query and gather commentaries to explain variances to the client.
5. Manage and maintain administrative works in the reporting system - Adaptive Analytics. Ensure accurate and concise reportings are produced, especially during client month end closing.

6. Currently leading a senior analyst with assisting role in the tasks mentioned above, and gradually grooming her in taking over the entire portfolio seemingly in the future.

Novartis

• Work closely with Regional Operation Leaders on Region and Countries specific Actual Spending and Budget variance number
• Provide and consolidate commentaries on Actual vs Budget variance for monthly FM Baseline review call with the client
• Month End Corporate closing for SEA+Pacific countries
• Assist Finance Director in dealing with queries from client counterparts (services in scope or out of scope, charge to baseline or separate PO) and ad-hoc tasks
• Monitor and lead the senior analyst in his daily deliverables
• Overseeing all Change Control Request (budget movement/budget addition/reduction) on a monthly basis for all countries
• Review, instruct and approve billings for Pacific and SEA cluster
• Maintain trackers on staff related cost for Pacific and SEA cluster, key data in performing Intercompany Billings among clusters in APAC.

1. Firmenich

• Assist site leaders and facility managers on vendor POs and invoices issues via the platform Coupa/myBuy
• Assist site leaders and facility managers in managing and tracking of their site's spend trending via a tracker
• Prepare month end revenue and cost accruals & deferral post site spending alignment with site leaders
• Prepare and initiate billing request to billing team to issue client invoices
• Prepare cost reforecast every quarter

2. Novartis

• A cost-plus module account, mainly handle tasks related to the AP side of the account for 10 countries in APAC, assistance role for India China
• Month end closing journal entries preparation: Vendor Spend cost, Staff cost, Managing Agent cost accrual, Reclasses and Quarter Management Fees True up for APAC + India
• Prepare Site Spend Tracker for APAC countries + India every month end closing in excel (a tracker I developed myself) to be used to monitor site spend trending, Actual vs Budget Variances Analysis and Commentaries
• Roll-out reforecasting template and consolidate inputs from Site Managers at high level format
• Assist and advise site facility coordinators and managers on issues involving vendor POs and invoices via the platform Coupa/myBuy
• Self-developed a template to help monitor the client billing status on Ad-hoc works performed (not covered in the baseline) and reconcile them against respective vendor billing status

1. CBRE SSC Account Receivable eam

• CBRE Client and SSC invoice issuance (data entry)
• Revenue reconciliation for countries, which utilize Fapiao or local invoices

2. Pacific Finance Controller Assistant

• Balance sheet reconciliation
• Month end accruals and deferral Journal entries
• Prepare and update management report in PowerPoint format to provide an overview on CBRE Pacific client account's performance
• Staff cost management report preparation and update

3. Regional Finance Director Assistant

• Roll-out savings tracker to CBRE Client Accounts' Leaders to gather inputs
• Track progress on savings initiatives, flag out risks and highlight opportunities; consolidate inputs into a PowerPoint slide for global presentation

• Process customers' requests to make changes on their bank payroll token details via hardcopy forms submitted to us via mail
• Instruct internal teams to make changes on the token and mail it back to the customers
• High volume and somewhat complex requests at times