Leona Ko
Tainan, Taiwan | [email protected]
Finance Manager｜Investment Analyst｜Project Manager
Qualification Summary
1. Finance professional with 10+ years of experience, specializing in FP&A, investment planning, BI automation, and cross-functional project execution.
2.Designed cross-border intercompany financial workflows and performed financial analysis across six jurisdictions (China, Taiwan, Singapore, Samoa, the U.S., and Vietnam).
3.Spearheaded analysis of two strategic investments annually, allocating $70M + in capital and cutting portfolio risk by 10 % to maximize capital efficiency.
4. Facilitated cross-border collaboration with China, Taiwan, and Vietnam teams, aligning with engineering, PM, legal, and other functions to improve communication efficiency and project execution.
Work Experience
07/2022 – 05/2025
Bac Giang, Vietnam
Financial Planning & Analysis Team Lead
Foxconn Technology Group
- Led a 6-person team to coordinate cross-functional greenfield project execution and legal entity setup, ensuring timely launch and operational readiness of the new business unit.
- Optimized $70 M+ in global investments by closely analyzing revenue and ROI cycles, cutting capital exposure by 5 %—roughly $3.5 M saved per project.
- Improved intercompany transaction workflows, reducing accounting and operational risk by 10% leveraging experience from Taiwan and China operations.
12/2019 – 07/2022
Tianjin, China
Financial Planning & Analysis Specialist
Foxconn Technology Group
- Drove BI automation to reduce manual workload by 30% and deliver real-time financial insights for executive decision-making.
Synthesized product- and client-level financial data to analyze margin trends and uncover profit optimization opportunities.
Reviewed and aligned 3–5 sales contracts monthly with finance, legal, R&D, and sales teams to ensure compliance and reduce contract-related risk.
07/2018 – 12/2019
Shenzhen, China
Financial Planning & Analysis Specialist
Financial Planning & Analysis Specialist
- Developed and refined SOPs for key finance processes, reducing handover errors by 50% and increasing team productivity by 10%.
Led annual budgeting and conducted monthly variance and P&L analysis, providing timely insights and strategic recommendations to operations.
Improved financial workflows and delivered data insights to cross-functional teams to support strategic analysis.
09/2014 – 07/2018
Tainan, Taiwan
Audit Team Lead
Deloitte & Touche
- Audited diverse clients quarterly, assessing business models and internal workflows under strict deadlines.
- Assessed financial statements and controls to ensure data integrity and relevance, providing insights to internal and external stakeholders.
- Facilitated IPO preparation for a listed client, overseeing audit coordination and validating regulatory documentation.
- dentified potential insolvency risk by comparing financial trends with executive statements, helping prevent audit exposure
Educational Background
Southern Taiwan University of Science and Technology
Master’s Degree, Accounting Information Major, 2014
Top Skills
Financial Planning & Analysis Investment Assessment Process Optimization Project Coordination
Language
Chinese — Native Enlish — Intermediate
