Terry Chen

Head (Director), Financial Planning & Analysis @Mastercard Foundation

Toronto, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2024 — Present

Head (Director), Financial Planning & Analysis @Mastercard Foundation

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Lead enterprise-wide annual budgeting and quarterly forecasting across 9 countries and 90+ cost centres with $1.5Billion+ disbursement throughout African countries and $200M+ operating expenses.• Prepare enterprise financial reports quarterly to the Board and monthly to Executive Committee.• Established budget benchmarks/assumptions and published enterprise-wide planning guideline and timeline• Successfully designed and implemented Workday Adaptive Planning system in 6 months on time on budget as a key project leader.• Improved consolidation and reporting efficiency by 70% by automation and standardizing planning templates.• Led the team to successfully delivered multiple high profile projects while maintaining high-quality standards, despite handling double the workload with a reduced team.

EDUCATION

N/A

HuaZhong University of Science & Technology

Financial Management

2003 — 2005

Schulich School of Business - York University

Master of Business Administration (MBA), Financial and strategic management, International business

SKILLS

Financial ModelingMarket ResearchFinancial PlanningTeam LeadershipFinancial AnalysisFinancial AuditsBusiness IntelligenceInternal ControlsFinancial ReportingCash FlowStrategic Financial PlanningBusiness AnalysisSupply Chain ManagementStrategyFinancial ForecastingValuationCorporate FinanceCapital BudgetingHyperion HfmFinancial AccountingProcess ImprovementPharmaceutical IndustryBusiness Process ImprovementForecastingManagerial FinanceCognosProject ManagementCross-Functional Team LeadershipReportingPricing StrategyCompetitive AnalysisInternational BusinessCost AccountingBusiness PlanningOperations ManagementSarbanes-Oxley ActMarket AnalysisEssbaseAnalysisSap

ABOUT TERRY CHEN

Lead enterprise-wide financial planning (annual budget, monthly forecast) in multi-billion global organizations across multiple divisions and up to 12 entities and 9 manufacturing sites.A strategic financial advisor to senior management, a trusted finance partner to business operation, and a respected mentor to direct reports. A leader who leads and a team player who works with cross-functional teams to improve performance and efficiency.Specialized in- Business Partnering | Value-Added Advice- Financial Planning | Budgeting | Analysis | Modeling- Financial Reporting | Consolidation | Accounting- Financial Management | Internal Control | GAAP | SOX- Costing | Manufacturing | Supply Chain- Project management | System Implementation- Process Improvement | Financial Transformation

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Terry Chen — Head (Director), Financial Planning & Analysis at Mastercard Foundation in Toronto, CA | Unifers