日本語は英語の後です。
I have started my career in an accounting department of event organizer and worked for insurance company & KPO (Knowledge Process Outsourcing) that gets me experienced accounting/managerial accounting/equity research/ERP implementation/audits, also business process re-engineering/management/reporting to internal/external and stake holders which makes their best decision-making properly at a right time that contributes to company surviving and growth.
Worked in Shanghai,China and multinational company experiences, view for the work is becoming global & bold yet subtle, team-work is the most important one to do the business.
Brief self-introduction:
1. Effectively/flexibly working with diversified teams, cultures and clients with mutual respect.
2. Think individually and work with self motivated.
3. Wide range experience of finance and accounting (IFRS, US/J GAAP) as a generalist.
4. Management and reporting to several lines with well understanding of business itself.
5. International and multi national company experiences.
Motto:
Accountability:
- Accuracy, financial soundness, planning/strategy visibility
Business support that is to provide decision-making:
- Minimize risks, maximizing opportunities through analysis, reporting, counter measures and execution.
Cash is KING:
- Share with current/forecast cash flows and provide financial strategy.
イベント事業会社の経理部門からキャリアをスタートし、保険事業会社、知的業務委託会社(KPO)に就業する過程で財務会計/管理会計/株式調査/ERP導入/監査対応と幅広い経験を得る。併せて業務改善/マネジメント/レポーティングを通じて社内/社外/利害関係者に適切かつ的確な意思決定資料を提案/提供し、会社の存続かつ成長に貢献。
中国(上海)での就業/多国籍企業での経験を持ち、視点はグローバルであり行動は大胆かつ繊細、チームワークを最重視するスタンスを取っている。
活かせる経験・知識・技術
1. 多様な人種、文化、顧客と相互尊重を持って柔軟に業務を遂行
2. まず考え、そしてすぐ行動
3. 財務/会計の幅広い経験(IFRS、US/JGAAP)
4. ビジネスモデルを理解した上でのマネジメント及びレポーティング
5. 中国(上海)での就業/多国籍企業での経験
業務を行う際に心掛けている事は下記となります
1. 説明責任 (Accountability)
:決算の正確性、財務の健全性、予算/事業計画の実行可能性を評価・説明
2. ビジネスサポート(Business Support、意思決定資料の提供)
:経営成績及び目標を数値で明確に示し、かつ改善案の提示
3. 現金が全て、という真実を徹底 (Cash is KING)
Regional Senior Analyst (FP&A) @ 1. North East & South Asia FP&A (10 countries incl. Japan, head office)
2. Analysis & Reporting to managers, directors and Asia head office
3. Forecasting, Planning and Budgeting
4. Business improvement
5. Liaison with all the dept. From October 2013 to Present (2 years 3 months) Equity Research Manager. @ (Leading KPO industry - Knowledge Process Outsourcing)
Financial Services.
Equity/Fundamental research, Corporate Finance and Business and Market Research on behalf of the client (most of them are listed on Fortune 500, Bulge Bracket; investment banks)
Analyst tasks: provide best investment decision-making to the clients with current/forecast analysis.
1.1. Data gathering/management.
: Sector/company/competitors/news.
: Manage indices/market news/macro/trend.
: Understand leading/coincident/lagging and its cycle (early/middle/late).
: Prepare/update financial modeling.
: Start analysis with unbiased.
1.2. Analysis/forecast.
: B/S, P/L, C/F and KPIs.
: Research and understand corporate/business outline, profitability/competitor activity/market
conditions and position/share in the sector.
: Valuation (Enterprise/Equity value up to price target) based on assumptions,
past/current/future/risks and analysis
: Reporting with concise to the point and visualized e.g. graph/table to understand this easily.
: Explain/provide with concerned and stakeholders.
2. Management: allocate company assets, staffing and evaluation to achieve company's mission based on vision/value.
2.1. Span is usually about 3-5 people (team composed of Chinese & Japanese).
: Responsible for manpower planning, recruitment and thought leadership for the group.
: Develop the group and build expertise in new domains and processes.
: Take initiative and ownership of training modules and provide thought leadership to analysts.
: Provide teams with target/stretch to enhance their skills/experience with well understanding of
their talent/motivation/career process that enables them to get success and confidence.
: Make a decision/execution and share with current status/ideas with colleagues/company and
clients as a manager.
2.2. Client focus.
Other initiatives: From June 2012 to June 2013 (1 year 1 month) Assistant Manager @ (Global insurance/assistance company - joint venture: Tokio Marine Holdings with Allianz)
Finance & Planning Department.
1. Accounting:
1.1. Supervise three staffs in daily operation.
1.2. Manage closing and prepare statutory reports in accordance with IFRS and J-GAAP.
1.3. Audit dealing with internal (SOX) and external (KPMG).
1.4. Tax return - corporate income, inhabitant, enterprise, office and consumption tax.
2. Managerial accounting:
2.1. Prepare budget/forecast & mid-long term business plan and report to the both headquarters and Asia Pacific region.
2.2. Analyse Financials, actual vs. budget & forecast, on going basis and report.
2.3. Provide decision-making propsal with CEO & heads of department with a finance view.
2.4. Develop new business scheme with related departments.
3. Financial modeling, analysis and reporting:
3.1. B/S, P/L, C/F and KPIs
3.2. Maintain and gather related data/news from the competitor(IR), association and Government.
3.3. Valuations, forecasts and brief write-ups.
4. Other initiatives:
4.1. Establish insurance subsidiary.
4.2. Implement and maintain ERP: SAP and OBiC.
4.3. Awarded best employee of the year. From June 2007 to April 2012 (4 years 11 months) Within 23 wards, Tokyo, JapanAccountant @ (Event organizer)
Accounting department
Bookkeeping, fixed assets control, accounts receivable/payable and closing in JGAAP. From June 2003 to December 2006 (3 years 7 months) Within 23 wards, Tokyo, Japan
Bachelor of English, English Language and Literature, General @ Meikai University From 1998 to 2002 Wataru Kobayashi is skilled in: Financial Modeling, Valuation, Data Analysis, Financial Analysis, Analysis, Business Strategy, Corporate Finance, Business Analysis, Equity Research, Analytics, Management Consulting, Market Research, SAP, Microsoft Excel, Microsoft Word