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Freezia J. Cao, Finance Expert in Irvine, CA, United States
Freezia J. Cao

Finance Expert in Irvine, CA, United States

Member since January 23, 2018
For over 18 years, Freezia has led $2+ billion in business planning processes for the world’s leading consumer brands, Coca-Cola and Monster Energy, in China and the US. He managed the financial operations of Coca-Cola’s $140 million investment in the Olympic Games in Canada and the UK. He joined Toptal to share his rich knowledge in finance, planning, and strategy with entrepreneurs, investors, and business operators to add instant and measurable value.
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Career Highlights

Education

Select Certifications

Case studies

Industry Expertise

  • Accounting Services
  • Advertising & Marketing
  • Financial Modeling
  • P&L Forecasting
  • Taxation

Other Expertise

  • Asia-Pacific (APAC)
  • Board Presentations
  • China
  • Financial Modeling
  • Strategic Planning
  • Strategy
  • Value Chain

Employment

  • Business Development Director

    2016 - PRESENT
    Monster Energy Company
    • Prepared P&L targets for business in 14 international markets with total annual revenues of over $250 million.
    • Built full business value chains from consumer prices to operating income for ~10 international markets.
    • Designed and built Excel-based monthly reporting, forecasting, and contingency plan templates for ~40 internal reporting units.
    • Designed and built Excel-based key performance indicators template, assigned weights for bonus calculation, and kept on-going monitoring of the KPIs.
    • Wrote investor and board presentations for Asia markets for 10 quarters to date.
    • Participated in the market entry and relaunch project for 12 international markets over a period of 2 years.
    Focus areas: Key Performance Indicators (KPIs), Revenue Modeling, Value Chain, Board Presentations, P&L Forecasting, Financial Modeling, Business Planning, Pricing Strategy, Asia-Pacific (APAC), Investor Presentations, Consumer Products

  • Senior Manager, Planning & Revenue Growth Management

    2015 - 2016
    Coca-Cola Refreshment
    • Led $2+ billion annual revenue business planning process in a major region of Coca-Cola business in North America.
    • Developed and managed by channel Price-Package Plans for a portfolio of 20+ brands and over 300 SKUs.
    • Cascaded overall regional annual target by package to 10+ national customers and 6 market units.
    • Designed and improved regional sales forecasting and performance tracking routines and processes.
    • Empowered and developed a team of 3 business analysis managers.
    Focus areas: Business Planning, Executive Reporting, Competitor Analysis & Profiling, Strategic Planning, Pricing Strategy, Revenue Generation Matrix, Revenue Management, Revenue Optimization, Revenue Modeling, Consumer Products

  • Head of Finance

    2008 - 2015
    The Coca-Cola Company
    • Led the overall project budgeting process for total investment in excess of $140 million for Coca-Cola's 2 Olympic Games projects in UK (London 2012) and Canada (Vancouver 2010).
    • Built financial control model from scratch to manage the Olympic Games project revenue and expenses in UK and Canada.
    • Managed financial procedure and policies for 9 project functions across the Coca-Cola brand company and its franchise bottlers in UK and Canada.
    • Oversaw accounting, tax planning, procure-to-pay, and contract negotiation process. Passed 4 internal audits and 2 external audits. Achieved $5 million in cost savings via strategic indirect tax planning.
    • Designed, recruited and developed finance, IT and accreditation teams of 6 subordinates.
    Focus areas: Sales Expense Forecasting, Revenue & Expense Projections, Operating Expenses (OPEX), Capital Budgeting, Budget Controls, Controller, Financial Planning & Analysis (FP&A), Finance Shared Services Management, Financial Systems, Project Finance, Financial Management, Consumer Products

  • Executive Assistant to Business Unit President

    2000 - 2007
    The Coca-Cola Company
    • Participated in the development of 10-year strategic plan for Coca-Cola business in China.
    • Prepared the Business Unit President for executive communication with CEO of the bottling groups, The Coca-Cola Company CEO, COO and CMO, routine investor calls, and board meetings in Coca-Cola bottlers.
    • Designed and implemented consolidated financial/operational metrics scorecard to keep BU President well informed on business dynamics, and enable executive decision-making.
    • Built an Excel-based financial model for vending machine business in China with full financial projection, valuation and capital budgeting that led into a pilot testing in selected China markets.
    • Led the business plan development for the biggest business region of China business with $1+ billion annual revenue for 2004 and 2005.
    Focus areas: Business Intelligence (BI), Business Advisory, Financial Reporting, Business Planning, Budgeting, Pricing Strategy, Strategy, Investor Presentations, Consumer Products

Education

  • Master of Business Administration (MBA) degree in General Management
    2013 - 2015
    Emory University - Atlanta, GA
  • Bachelor's degree in Business Administration
    1994 - 1998
    Shanghai International Studies University - Shanghai, China

Certifications

  • Certified Public Accountant (CPA)
    JULY 2012 - PRESENT
    CPA Canada

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