Julius Bong, CPA

Finance Manager, Finance Analytics & AIJune 2026 – Present

Leads finance analytics and the application of AI across planning, reporting, and accounting — building the platforms and models that connect the general ledger to the operating data that explains it.

Financial Planning & Analysis ManagerJune 2021 – May 2026

• Led the organization-wide conversion to Microsoft Dynamics 365 Business Central, coordinating cross-functional teams to keep operations running through implementation.
• Designed and built a new centralized budgeting platform that replaced spreadsheet submissions with department workflows, historical actuals, and capital requests in one place.
• Designed and built an executive analytics portal connecting the general ledger with attendance, labor, pricing, retail, and food & beverage information.
• Built a ticketing revenue model linking price, product mix, bundled products, and attendance to the revenue plan.
• Developed attendance forecasting — including weather- and holiday-driven models — to support pricing and planning decisions.
• Implemented automated daily revenue journal entries from ticketing and point-of-sale data into Business Central, with reconciliation and human review built in.
• Enhanced the budgeting and planning process with new forecasting models and performance-tracking tools that improved accuracy and strategic alignment.
• Spearheaded a paperless accounts payable initiative, streamlining workflows across departments.
• Built and maintained complex financial models; delivered monthly and ad-hoc performance reporting using Power BI and Tableau.
• Guided and mentored a small team, ensuring accuracy and development in core financial activities.

Assistant ControllerApril 2017 – May 2021

• Directed the month-end close, journal entry approvals, tax accruals, and financial reporting.
• Led annual audits and inventory reviews, working with external auditors and consultants on regulatory compliance and best practice.
• Directed internal controls and compliance projects with cross-departmental teams to streamline accounting operations and improve reporting accuracy.
• Held monthly financial performance reviews with department heads, advising on financial management and process improvement.
• Administered the company retirement plan and ensured payroll compliance.

Senior AccountantDecember 2013 – March 2017

• Designed financial models and dashboards in Excel, Tableau, and Power BI for leadership across business units.
• Advised on best practices and change management as part of enterprise system migration projects.
• Led sales and use tax (SALT) compliance and audits, and maintained tax data in point-of-sale systems.
• Supported audit preparation and budget planning as a trusted advisor to internal stakeholders.

Senior AccountantMarch 2013 – December 2013

• Managed CAPEX tracking, depreciation, and fixed-asset schedules.
• Maintained health, liquor, and building licensing compliance across 13 states.
• Assisted with annual audits and income tax filings.

Accounting ManagerJanuary 2005 – February 2013

• Built the department's training and standard operating procedures, and mentored accounting staff.
• Led IT and process-improvement initiatives with leadership: paperless workflows, PCI compliance, and intranet development.
• Maintained server infrastructure, desktop support, and disaster recovery systems.