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Jason Tsui - CFO Consultant (Contract Basis; Part-time) in Orange, CA

Jason Tsui

Executive Finance Leader specializing in FP&A, BI, and cash flow optimization

Shaxon Industries, Inc.California State University, Los AngelesOrange, CA14 Years ExperienceExecutive Level

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About

Founder and financial-operations-focused consultant who builds FP&A/BI frameworks for early-stage and legacy businesses, including KPI systems tied to month-end close and integrated manufacturing/distribution datasets (BOM, PPV, rolling forecasts). Drove a 400% cash-position increase for a distribution client by redesigning collections analytics (customer-level DSO + proprietary PTC ratio) and has coached PE-installed executives through U.S. operational/legal and cultural nuances.

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Key Strengths

  • Built scalable FP&A/BI operating frameworks using month-end close trial balances and integrated datasets (BOM, PPV, forecasts)
  • Improved a distribution client's cash position by 400% via customer-level DSO tracking and a custom PTC ratio in a BI platform
  • Strong change-management approach to analytics adoption (automated engagement tracking + incentive/bonus structures)
  • Mentored CEOs/C-suite on budgeting, legal/liability considerations, culture, and sustainable growth in PE-backed cross-border contexts
  • Connects company strategy to market/regulatory context through deep vertical/horizontal research

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Experience

CFO Consultant (Contract Basis; Part-time)Shaxon Industries, Inc. · Apr 2024 – Presentcontract
FP&A (with Managerial Reporting emphasis)Westways Staffing · Jun 2023 – Feb 2024
Financial & Cost Analysis (Consulting Contract)Connelly Machine Works, Inc. · Apr 2022 – Feb 2023contract
CFO (FP&A & BI)CM Percy Blake - Real Estate & Mortgage · Mar 2011 – Mar 2022

Education

California State University, Los Angelesbachelor, English (Emphasis); Business (Minor)

Languages

English

Certifications

NMLS #1021047DRE #01978380

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Connect with Jason

Jason already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

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Jason TsuiExecutive Finance Leader specializing in FP&A, BI, and cash flow optimization