1. Phoa William has over 15 years of experience in finance and accounting roles at PT. Ponny Ekspress Suksestama and PT. Formula Bisnis Indonesia.
2. At PT. Ponny, his roles included Finance Director from 2008-2011 where he managed cash flow, reporting and analysis, cost accounting, funding, budgeting, policies and procedures, and served as a business partner.
3. He has a degree in Management of Informatics from Bina Nusantara University and skills in financial literacy, accounting, tax, business analysis, people skills, and project management.
Good rock solid business plan for Indian offshore trying to make a presence in USA organically. Many of the same cliche' statements that my other slide shows have but centered/focused on market capture with in the offshore model.
Financial Business Plan and Slides by Natalia HerbertNatalia Herbert
Partaking in the Sports Management course, SM 485, we learned throughout the semester everything one would need to create a business plan. The goal was to develop a business plan for a specific market of interest and explain why the plan would be justified. With a minor in sports communications, the chosen focus was on financial services assisting those in the sporting industry. Many people do not realize that the although athletes make more than the average working class individual, the scope of their financial literacy knowledge acquired is minuscule. In creating the plan, the goal was to simulate a service that would show athletes how to grow their money, become financially savvy, and remain financially secure.
Good rock solid business plan for Indian offshore trying to make a presence in USA organically. Many of the same cliche' statements that my other slide shows have but centered/focused on market capture with in the offshore model.
Financial Business Plan and Slides by Natalia HerbertNatalia Herbert
Partaking in the Sports Management course, SM 485, we learned throughout the semester everything one would need to create a business plan. The goal was to develop a business plan for a specific market of interest and explain why the plan would be justified. With a minor in sports communications, the chosen focus was on financial services assisting those in the sporting industry. Many people do not realize that the although athletes make more than the average working class individual, the scope of their financial literacy knowledge acquired is minuscule. In creating the plan, the goal was to simulate a service that would show athletes how to grow their money, become financially savvy, and remain financially secure.
A business plan is a formal statement of business goals, reasons they are attainable, and plans for reaching them. It also contains background
information about the organization or team attempting to reach those goals.
A remarkably focused, proactive, and motivated Financial professional and Chartered Accountant, with 7 years experience in implementing operational and process improvements to reduce costs and increase revenue. Demonstrates a proven track record in managing financial operations, also well versed in stakeholder liaison. Exemplifies excellent judgment and decision-making skills, complimented with the ability to provide insight and initiative in order to support the development of internal processes. Displays strong skills in simplifying and communicating complex financial scenarios, whilst multi-tasking to a high standard. Able to influence decision makers at senior and executive management level.
Webinar - What your accountant may not tell you!Nathan McDonald
This webinar was presented on 19th April to rave reviews by the attendees. No it do not end up being an accountants bash, but a very good insight to what questions you should be asking your accountant.
The forecast for the Singapore economy in 2017 paints a challenging picture. To help you navigate and support your business through the slower economy, we have put together some insightful tips to share with you. You will learn the essentials on how to manage late payments, maximising your tax return, as well as available grants that your business can tap into.
1. Phoa William
Jl.Mangga XXblokE 123 C
Kepaduri – KebonJeruk –Jakarta Barat
DKI Jakarta– Indonesia
11510
08159690690 (Mobile)
Phoa.william@pes.co.id
Personal Details :
Gender : Male
Date of Birth : 18 Dec 1977
Nationality : Indonesian
Marital status : Married
Religion : Christian
Work Experience
PT. Formula Bisnis Indonesia (FBI)
FormulaBisnisIndonesiaisacompanywho focus on Business, Management and People development.
We call it “BusinessCoaching”,anduntil now we hadservedseveral major clients (corporate and retail
clients) such as Bank Indonesia, INDOFOOD, PT. PHAROS, HP Indonesia, MASPION, Bank MANDIRI, PT.
TELKOM Indonesia, Bina Nusantara University (BINUS), etc
There are several program in our business :
- Business Coaching
Guiding,consultingandmentoringstartup business and business owner to run their company,
in a one on one or team session, so they become “ON the business”, not “IN the business”
- Inhouse Training
This program developed especially for company who would like to upgrade and develop their
employee in their skill and mindset, to bring greater result to the company, some of the
example are : Exploring Human Excellence, Customer Service Excellence, Leadership, Super-
Team Building, Easy Selling, Easy Marketing,
- Event (Workshop and Seminar)
Run a workshop and seminar, consist interesting topics, that will benefit in mastering the
businessandhelpthe businessownertocontrol theirbusinesses,thisconsistseveraltopicslike
: “CASH IS KING”, “SUPERTEAM”, “BUSINESS PLAN”, “EASY MARKETING”, “MASTER BUSINESS
CLASS”
As a (CFO) Finance Director (Nov 2011 – Apr 2015) in PT. FBI
Work as a team with all C-Level, Functioning as a Director, as well as partners and shareholders,
responsible for :
1. Making sure the companygenerate and manage enough cash flow to fund business operation,
and/ or expansion
2. Converting numbers in Financial Reporting into information, conclusions and make a strategic
suggestion/ decision for BOD to implement
3. Applying “business diagnosis/ business check up” needed, to make sure that things, such as
COGS and margin are calculate dan set correctly, according to business plan, and ready to
support target achievement
4. Responsible of findinganexternal source of fundfor the company, to get a reliable and trusted
source, and make sure the company get the best deal.
5. Supports business performance, to review and monitoring monthly, quarterly performance,
analyze anddecide if there isa need of change or adjustment to get company closer for annual
target achievement.
6. Taking part as business partner, consultant and sparring partner for business owner, to
exchange knowledge,insights,andpointof view inManagement,BusinessandFinance matters.
7. Treat and manage tax issues as a part of business and government policies, to implement it
wisely, and support to boost up Business performance and growth
8. Developstrategicandthoroughlyanalysis,tocreate annual businessforecasting and budgeting,
and then implement, monitor and review periodically
9. Making decision and policies that support financial functions, as well as supporting business
targets and company’s goal
2. 10. Develop and Preparing successor in finance team (especially Head/ Manager Level), to make
sure regeneration is being done and apprentice is ready
PT. Ponny Ekspress Suksestama (Ponny)
Ponny Ekspress Suksestama is a service company who focus on outsourcing services, whose clients
consist of (Local and Foreign) Banks, Financial Institues, Leasing, Multi finance, Telecomm Services
Provider,andrightnow,withourcoverage in8 differentcity nation-wide, there are about 30 clients
in our 15 years experience in the business.
The two thingsthatwe focuson is:
- BusinessProcess Outsourcing/ BPO(InvestigatingServices)
The part isto investigateandcollectdatafromthose who apply credit/ credit card/ personal
loan to our clients, and our job is to provide certain/ unique information needed about the
potential customer, so our clients can decide whether it is a potential or not potential
customer?
- ManpowerOutsourcing
SimilartoBPO,thisunitfocus onsupplying manpower/employee candidatestoourclients.
Our jobis to recruitandthenplacingthe candidatesaccordingtotheirpotential andstrong
point,andto meetthe criteria/qualificationrequestedbyclients
As a Finance Director (Jun 2008 – Oct 2011) in PT. Ponny
Takingrolesas businesspartnerbymanagingthe whole areaof Finance,Accountingandtax,as to
supportbusinessandorganizationperformance andgrowth,throughthiskeypoints:
1. MANAGING CASHFLOW
- Predicting cashflow pattern
- Monthly Cashflow Simulation
- Do n Don’ts (Policies and Procedures)
- Managing AR and AP
2. REPORTING and ANALYSIS
- Monthly Financial Report (P&L, Balance Sheet and Cashflow report)
- Monthly, Quarter, Semester or Annual Review (compare with target/ budgeting)
- Report Analysis, and provide suggestions/ Inputs for management and BOD
3. COST ACCOUNTING
- Calculating new Project (Cost, Benefit and Risk)
- Calculating COGS and margin
- Project Review
- Pricing (top to bottom range)
4. FUNDING (SOURCING n MANAGEMENT)
- Managing fund effective and efficiently, for daily operation and project-based
- Find and get connected with source of fund (Banks or third parties)
- Find opportunity to optimize and “empower” trust fund
(“how to generate cash from cash”)
5. BUDGETING and TARGETING
- Create Budgeting, based on annual trends and external/ internal situations
- Simplify and execute (coordinate with other division)
- Monitor and Review, to make sure it is on the track
6. POLICIES and PROCEDURES
- Do and Don’ts
- Simplify process, to create cost efficiency
- Calculating bonuses and incentives to support reward and punishment programs
- Vendor and Supplier Management (PROCUREMENT)
7. TEAM and SUCCESOR
- Mentoring and coaching team member, as well as to coordinate them for supporting
business process and financial functions
3. - Prepare and setting apprentice for regenerations
- Create a fun and enjoy environment, as well motivates to be more result-oriented and
productive
- Align team with company’s goal, vision and mission
8. TAX OPERATION and PLANNING
- Tax calculation and compliance (with new policies/ government rules)
- Managing cost from tax implementations and policies
- Tax planning
- Align with management and BOD for implementing tax strategies
9. BUSINESS ROLE
- “Sparring partner” for brainstorming with Heads, BOD and business owner
- Expansion and Business Plan
- Risk and Potential Analysis
- Coordinate with other division to optimize functions and results (business performance)
Finance and Accounting Head
PT. Ponny Ekspress Suksestama
Agust2006 – May 2008
Finance and Accounting Supervisor
PT. Ponny Ekspress Suksestama
Apr 2004 – Jul 2006
Finance Supervisor
PT. Ponny Ekspress Suksestama
Apr 2002 – March 2004
Finance Staff
PT. Ponny Ekspress Suksestama
Jun 2000 –Mar 2002
Education
1995 - 1999
Bina Nusantara University, Degree (major: Management of Informatics)
Skills :
1. Financial Literacy and mastery
2. Accounting and Tax
3. People skill and team work
4. Business Analysis
5. Project Management
Trainings attended :
1. Personal Power Training, 2005
2. NLP Practitioner Training, 2006
(1 and 2 by INDONLP)
3. Cash is King Workshop, 2010
4. Master Business Workshop, 2011
5. Superteam Workshop, 2011
6. Keys to the Vault Workshop, 2011
(3-6 by PT. Formula Bisnis Indonesia)
7. DISC Profiling Workshop, 2012
8. Graphology Workshop, 2013