Helen Na, Cfa, MBA
About Helen Na, Cfa, MBA
Helen Na is a Vice President and Controller at Breakthru Beverage Group, with over 20 years of experience in financial planning and analysis. She has held various roles in prominent companies, specializing in global operations, supply chain finance, and controllership.
Current Role at Breakthru Beverage Group
Helen Na serves as the Vice President and Controller at Breakthru Beverage Group, a position she has held since 2020. In this role, she oversees financial operations and ensures effective financial management within the organization. Her responsibilities include financial planning, analysis, and reporting, as well as implementing controls to enhance operational efficiency. Based in Linthicum, Maryland, she has contributed to the company's financial strategies and operational improvements.
Previous Experience at Stanley Black & Decker, Inc.
Helen Na worked at Stanley Black & Decker, Inc. as the Global Cost Controller from 2012 to 2020. During her eight years in the Baltimore, Maryland area, she focused on global costing centralization and transformation. Her role involved managing cost controls and enhancing financial processes across the organization. This experience contributed to her expertise in supply chain finance and controllership.
Education and Expertise
Helen Na holds a Master of Business Administration (MBA) from the Indiana University - Kelley School of Business, where she studied Finance from 1998 to 2000. She also earned a Bachelor of Science in Economics from the University of International Business and Economics during the same period. In 2022, she completed the Women In Leadership Executive Education Program at Columbia Business School, further enhancing her leadership skills. Her educational background supports her specialization in global operations and financial analysis.
Career Background in Financial Management
Helen Na has over 20 years of experience in financial planning and analysis, controllership, and strategic planning/M&A with Fortune 500 companies. She has held various roles, including Manager of FP&A at United Technologies from 2004 to 2012, and Associate at A.T. Kearney from 2000 to 2001. Her career also includes a managerial position at Ernst & Young in Hong Kong and a financial analyst role at Whirlpool Corporation in Shanghai. This diverse background has equipped her with a comprehensive understanding of financial operations.
Skills and Specializations
Helen Na specializes in global operations and supply chain finance, with a strong focus on controllership. She possesses expertise in global costing centralization, transformation, and controls. Her skills extend to data analytics, technology, automation, and ERP implementation. Additionally, she has experience in new product development and R&D financial analysis. Helen is also involved in employee coaching, talent development, and performance management, highlighting her commitment to fostering growth within her teams.