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BUDGET & FINANCE MANAGER Public Sector Budgeting | Fund Management | Financial Reporting | Procurement & Compliance | Staff Leadership & Coaching Accomplished financial executive with 15+ years of experience managing public-sector budgets, financial reporting, and strategic planning at federal and local levels. Expertise in operating and capital budgets, enterprise funds, revolving loan funds, audits, and performance-based financial management. Skilled in leading cross-departmental teams, aligning financial planning with organizational mission and priorities, and ensuring compliance with local, state, and federal regulations. Recognized for fiscal excellence, innovative solutions, and ability to manage complex multi-fund portfolios. Citizenship: US Citizenship AWARDS: * 2024, PPQ (Plant Protection Quarantine) Employee of the Year * July 2024, USDA MRP/APHIS Under Secretary's Honor Award * May 2024, USDA MRP/APHIS, Secretary's Honor Award for Excellence

Running a business comes with constant questions: Where are we really making money? How much can we reinvest in growth? What happens if the market shifts? That’s where I come in. With nearly a decade of experience leading finance functions across startups, private equity-backed ventures, and public companies, I help business leaders cut through the noise, make informed decisions, and move forward with confidence. My role isn’t just about numbers—it’s about solving problems, uncovering insights, and bringing clarity to the story your business data is telling. How I Help You Gain Clarity & Control 1) Identify what’s working—and what’s not - Pinpoint the drivers of performance and uncover opportunities to improve margins, efficiency, and growth. 2) Turn uncertainty into strategy - Build dynamic financial models and forecasts that show you what’s ahead and prepare you for multiple scenarios. 3) Bring discipline to planning & spending - Develop budgets and cost frameworks that align with your goals while protecting profitability. 4) Translate complexity into clarity - Create executive-ready reports and dashboards that explain not just the numbers—but the story behind them. 5) Strengthen decision-making - Connect your P&L, balance sheet, and cash flow into a full financial picture, ensuring every choice is grounded in reality. 6) Stay ahead of cash flow - Use 13-week rolling forecasts to anticipate needs, prevent surprises, and keep your team focused on priorities. 7) Build scalable systems - Automate reporting and design intuitive dashboards that empower your entire organization to make smarter decisions, faster. Whether you need interim FP&A leadership, a clearer view of your financial health, or forward-looking insights to guide growth, I partner with you to bring structure, strategy, and confidence to your business decisions.

I help organizations fix messy reporting processes, connect disconnected tools, and automate workflows that waste time and create confusion. Most teams do not just have a dashboard problem. They have a systems problem. Their data is often spread across spreadsheets, exports, payment platforms, business apps, and manual workarounds. Reporting takes too long, workflows break easily, and leaders do not have a clear view of what is actually happening. That is where I come in. I work at the intersection of business process improvement, reporting automation, dashboard design, and workflow integration. I help teams turn fragmented data and manual processes into systems that are clearer, faster, and easier to trust. My work often includes: Reporting automation and recurring KPI tracking Power BI and Excel dashboards built for real decision-making Power Query, DAX, and data modeling for multi-source reporting Workflow automation using tools like Zapier and Power Automate Cross-system data consolidation from spreadsheets, payment tools, and operational platforms Process documentation, handoff, and training so solutions remain maintainable Results I’ve delivered include: Reduced quarterly reporting time by 84% through automation Saved 300+ hours annually by eliminating manual consolidation work Built executive dashboards tracking $410M+ in activity across multiple entities Created systems that surfaced high-value revenue and funding opportunities Common projects I handle: Manual reporting processes that need automation Dashboards that need cleaner logic, stronger structure, or a full redesign KPI reporting across multiple tools and data sources Spreadsheet-heavy workflows that have become fragile or difficult to maintain Operational automations that reduce copy/paste work and improve consistency Reporting systems that need documentation, training, and reliable handoff What it is like to work with me: I start by understanding the process, not just the output I build around clarity, maintainability, and real business use I communicate clearly, scope thoughtfully, and keep work organized I leave clients with systems they can use, not black boxes they depend on forever My toolkit includes CLI tools, Power BI, Excel, Power Query, DAX, SQL, Zapier, Power Automate, and related workflow tools. But the real value is not just the software. It is building a system that gives you better visibility, less manual work, and more confidence in the numbers and the process behind them. If your team is dealing with disconnected tools, unreliable reporting, or repetitive manual workflows, I can help turn that into something structured, automated, and useful.

Hello, my name is Chengyi Xu. I graduate from the University of California, Davis, where I earned a Bachelor of Economics. Currently, I am pursuing a Master of Science in Finance from Johns Hopkins University, and I am also a CFA Level I Charter holder, and I passed FINRA series 7 and 63. In terms of professional experience, I have worked in various financial roles, including an Assistant Financial Manager at Sammaebong Development and an Equity Research Intern Analyst at UBS and Tianfeng Securities. I have gained experience in financial modeling and analysis, equity research, and investment due diligence, among other areas. In addition to my professional experience, I have also developed a range of analytical and technical skills. I am proficient in MS Office, Python, SAS, Wolfram, Stata, R, Matlab, and Bloomberg. I have also demonstrated my trading and analytical experience through my personal trading in the Nasdaq and A-shares and my extracurricular experiences in asset management, correlation analysis, and stock price prediction.