WEI JIAN SOO

• Financial Planning & Analysis (FP&A)
• Develop, monitor, and update budgets, forecasts, and long-range plans.
• Analyze variances between actuals, budget, and forecast; explain key business drivers.
• Support month-end close with journal entries, accruals, and reporting adjustments.
• Business Partnering
• Collaborate with commercial teams (e.g., Sales, Marketing, Operations) to support data-driven decision-making.
• Provide financial guidance on pricing strategies and promotional spend.
• Influence non-finance stakeholders with clear financial insights and recommendations.
• Revenue & Margin Analysis
• Analyze revenue performance.
• Evaluate gross margin trends and identify cost-saving or profit-maximizing opportunities.
• Support customer and product profitability analysis to guide strategic decisions.
• Reporting & Insights
• Prepare regular dashboards and financial reports for internal stakeholders.
• Deliver insights on key KPIs including sales performance, EBITDA, margin, and ROI.
• Automate and streamline reporting tools using Excel, Power BI, or similar platforms.
• Financial Modelling
• Build and maintain financial models to evaluate new business opportunities, pricing changes, or commercial strategies.
• Conduct scenario and sensitivity analysis for strategic planning or investment decisions.
• Commercial Strategy Support
• Assist in business cases for market expansions, or contract renewals.
• Support tender and bid processes with financial analysis and profitability modeling.

• Conduct financial analysis of supply chain operations, including cost analysis, variance analysis, and budget forecasting
• Collaborate with cross-functional teams to identify opportunities for cost reduction and process improvement within the supply chain
• Prepare monthly, quarterly, and annual financial reports for senior management, highlighting key performance indicators and trends
• Business partner with supply chain leader on a monthly forecasting process as well as the annual budgeting process, including preparation of budget deck and templates for regional submission
• Business partner with sales team to drive margin projects
• Prepare annual standard cost roll for following year
• Conducted variance analysis to identify discrepancies between budgeted and actual results, and implemented corrective actions as needed.
• Supported management with ad-hoc financial analysis and reporting requests.

• Revenue & Subscription Analysis
• Analyze MRR (Monthly Recurring Revenue), ARR (Annual Recurring Revenue), churn, upsell/cross-sell metrics, and customer lifetime value (CLV).
• Support revenue recognition.
• Partner with Sales and Customer Success teams to analyze pipeline health and revenue forecasts.
• Financial Planning & Forecasting
• Build and maintain rolling forecasts for revenue, headcount, and operational expenses.
• Support the annual budgeting process, aligning with company growth objectives and KPIs.
• Conduct variance analysis vs. budget/forecast to identify key performance drivers.
• Business Partnering
• Work closely with GTM (Go-To-Market), Sales Ops, and Marketing teams to provide financial insights and performance metrics.
• Advise on pricing strategy, discounting policies, and sales compensation planning.
• Evaluate financial impact of customer acquisition strategies and partner/channel programs.
• Data Migration & Systems Integration
• Led or supported data migration projects during ERP/CRM implementations or upgrades.
• Ensured integrity, accuracy, and consistency of financial and customer data across systems.
• Collaborated with IT, Finance, and RevOps teams to map, validate, and reconcile data sets.
• Customer & Product Profitability
• Analyze profitability by customer segments, regions, or subscription tiers.
• Support strategic decisions around product bundling and retention initiatives.
• Help determine the ROI of product features and roadmap investments.
• Financial Modelling & Strategic Support
• Develop models to support business cases (e.g., new product launches, territory expansion, partnerships).
• Perform scenario analysis to assess business impact under different growth assumptions.
• Support M&A activity or market entry analysis if applicable.
• Reporting & Insights
• Deliver dashboards and performance reports to commercial and executive leadership.
• Monitor SaaS metrics such as CAC (Customer Acquisition Cost), CLTV, NRR (Net Revenue Retention), and ARR growth.
• Automate and enhance reporting processes using CRM data integration.

• Extracted, transformed, and consolidated data from multiple reporting systems to support accurate and timely financial reporting.
• Prepared and delivered management reports and executive dashboards for stakeholders across Philippines, Vietnam, and Thailand, ensuring alignment with regional finance standards.
• Consolidated quarterly reports across the South-East Asia medical devices business, supporting strategic performance reviews and planning cycles.
• Performed Compensation & Benefits computations during annual planning, ensuring compliance with local HR and finance policies.
• Led data reconciliation and cleanup across systems, ensuring consistency, accuracy, and audit readiness.
• Participated in data migration projects, supporting system transitions with thorough validation and cleansing of financial data.
• Designed and maintained budgeting templates for Profit & Loss (P&L) and Balance Sheet (BS) across supported markets.
• Handled budget submissions using enterprise systems (TM1, TM1 Bravo, Bravo) for regional business units.
• Acted as a finance business partner, collaborating closely with Business Unit Finance teams in Philippines, Vietnam, and Thailand to support decision-making.
• Partnered with the technology team to improve dashboards and reporting tools, translating finance requirements into actionable enhancements.
• Identified opportunities for automation and process optimization, leading initiatives to enhance reporting efficiency and accuracy.

Regional Scope: Singapore, Malaysia, Thailand, Vietnam, Philippines, India, Taiwan, and Hong Kong

• Acted as a strategic finance partner across Emerging Asia, providing financial and analytical insights to support data-driven decisions across eight countries.
• Prepared and delivered monthly financial reporting, including P&L reviews, variance analysis, and commentary on business drivers.
• Communicated a clear and concise financial narrative to explain trends, risks, and potential impacts on future results.
• Led the annual budgeting process, integrating market-specific strategies, macroeconomic conditions, and operational KPIs.
• Aligned financial plans with business objectives, securing buy-in from regional stakeholders and cross-functional teams.
• Developed and maintained financial models to support scenario planning, investment cases, and profitability analysis for regional markets.
• Conducted market and competitor analysis to provide actionable insights and support commercial strategy.
• Synthesized complex data sets into strategic recommendations, influencing business leaders using strong analytical and business acumen.
• Partnered with demand planning and commercial operations on inventory reconciliation, sales forecasting, and intercompany transactions.

• Team Leadership & Training
• Supervised a team of 2 analysts and coached interns to strengthen operational capacity and knowledge retention.
• Conducted structured onboarding and training programs for new hires across finance functions.
• Oversaw the transition of ERS (Employee Reimbursement System) processes to the Kochi (India) team and reviewed entries for quality assurance.
• Financial Planning & Analysis
• Led annual budgeting and forecasting for OpEx, aligning financial plans with business objectives.
• Conducted monthly variance analysis (Actual vs Budget) and provided strategic insights to management.
• Prepared detailed OpEx and cash flow reports to support regional decision-making and cost control.
• Financial Reporting & Compliance
• Prepared monthly and annual statutory reports for government bodies, ensuring regulatory compliance.
• Managed quarterly GST reporting for timely and accurate tax submissions.
• Performed balance sheet reviews to ensure account accuracy and integrity.
• Participated in SOX compliance testing and documentation to support internal audit requirements.
• Supported both annual and interim audits, including audit schedule preparation and reconciliations.
• Operational Finance
• Managed Accounts Payable processes (Trade, Non-Trade, and Staff Claims): invoice verification (LIV), payments, reconciliations, and confirmations.
• Oversaw third-party Accounts Receivable functions: receipt processing, reconciliation, and customer confirmations.
• Maintained and updated foreign exchange rates to ensure accurate reporting and intercompany alignment.
• System & Process Improvements
• Played a key role in the data migration from legacy finance software to a new system, ensuring smooth transition, data integrity, and minimal disruption.
• Supported the financial system migration for Malaysia entities, including data mapping, validation, and post-migration reconciliation.
• Identified process gaps and drove automation and efficiency improvements in financial reporting and transactional workflows.

Assigned to: Global Logistic Properties (Jun 2016 – Dec 2017)

• Focus: Accounts Payable, General Ledger (Handling US and Japan entities)
• Performed monthly bank reconciliations for multiple entities, ensuring alignment with financial records.
• Filed GST returns for 6 GST-registered entities, ensuring compliance with local tax regulations.
• Managed the monthly and quarterly accruals process, ensuring accurate financial reporting and timely adjustments.
• Adjusted over and under accruals, ensuring financial records reflected the most accurate projections.
• Recorded prepayments and accurately expensed them over the relevant periods.
• Created fixed assets in the system, ensuring proper categorization and compliance.
• Managed the depreciation of fixed assets, ensuring accurate accounting in accordance with company policies.
• Prepared financial statements for entities, consolidating data and presenting clear reports to management.

Assigned to: Fish & Co (Jun 2016 – Sep 2016)

• Focus: Accounts Receivable and Accounts Payable Leadership
• Led and mentored interns in Accounts Receivable and Accounts Payable processes, overseeing daily operations and ensuring accuracy.
• Completed monthly bank reconciliations, ensuring balances aligned with the financial records.
• Conducted monthly sales reconciliations, verifying and resolving discrepancies between sales and payment records.
• Identified and resolved variance issues, ensuring accurate financial reporting and timely adjustments.

Assigned to: Home Team NS (Jun 2016 – Dec 2016)

• Focus: Cash Handling, Security and Process Auditing
• Led the cash count procedures for jackpot machines, ensuring proper handling and reconciliation of cash inflows and outflows.
• Audited cash handling processes, ensuring adherence to secure storage and transportation practices.
• Assessed and evaluated the security measures for cash management, including surveillance systems and access controls, to mitigate fraud risk.