Julia Lim is a Senior Principal Consultant at P&C Global, contributing her expertise to the Digital Transformation, Corporate Performance, Data & Cognitive Science, and Organization and Human Capital practice groups. With a career spanning the Financial Services, Retail, High Tech, and Travel & Hospitality industries, Julia has earned a reputation for her transformative work in Financial Planning & Analysis (FP&A), Human Capital Management (HCM), and Customer Relationship Management (CRM) software solutions.
Julia earned her Bachelor of Science in Computer Science from Stanford University, where she developed a passion for using technology to solve complex business problems. She holds a Master of Science in Finance from the London School of Economics (LSE), focusing on financial strategy and analytics, and an Executive MBA from the Kellogg School of Management at Northwestern University, emphasizing leadership and digital transformation.
Her professional certifications reflect her dedication to technical mastery and innovative problem-solving:
- Certified Corporate Financial Planning & Analysis Professional (FP&A): Recognizing her expertise in FP&A processes, awarded by the Association for Financial Professionals (AFP).
- Certified Human Capital Strategist (HCS): Focusing on human capital solutions, granted by the Human Capital Institute (HCI).
- Salesforce Certified Application Architect: Demonstrating her proficiency in designing scalable CRM solutions.
- Google Cloud Professional Data Engineer: Showcasing her expertise in building and managing cloud-based data analytics systems.
- Kellogg Executive Program in Leadership: Focusing on leadership for digital transformation, awarded by Northwestern University.
- MIT Sloan Certificate in Business Analytics: Highlighting her expertise in using analytics to drive strategic decision-making.
- Lean Six Sigma Black Belt: Reflecting her ability to optimize processes and improve operational efficiency, earned through Villanova University.
Julia began her career at Salesforce as a CRM Solutions Analyst, where she helped clients optimize customer engagement strategies. She then joined Visa as a Senior FP&A Analyst, where she developed data-driven insights to enhance global financial performance. Before joining P&C Global, Julia served as Vice President of HCM Strategy at Oracle, leading initiatives to innovate and expand their HCM cloud solutions.
At P&C Global, Julia combines her technical acumen and strategic insight to guide clients through transformative initiatives that improve financial performance, optimize human capital, and enhance customer engagement.
For example:
- CRM Modernization for a Global High-Tech Company
Julia guided the redesign of the company’s customer relationship management (CRM) platform, transitioning from a legacy system to a cloud-based Salesforce solution. By implementing AI-driven customer insights and automation tools, the engagement resulted in a 25% increase in customer retention, a 30% improvement in sales conversion rates, and a 20% reduction in CRM-related operational costs. Additionally, the transformation enabled the client to enhance customer satisfaction scores by 15%. - HCM Cloud Implementation for a Leading Financial Services Firm
Julia led a comprehensive initiative to modernize the client’s Human Capital Management (HCM) system, integrating Oracle HCM Cloud with their existing IT infrastructure. This effort streamlined talent acquisition, onboarding, and workforce analytics processes. The project delivered a 35% reduction in HR operational costs, improved time-to-productivity for new hires by 40%, and enhanced employee engagement scores by 22%. - FP&A Transformation for a Luxury Retail Brand
Partnering with the client’s finance leadership, Julia spearheaded the implementation of a data-driven financial planning and analysis (FP&A) platform. The engagement included integrating predictive analytics and cloud-based dashboards, enabling real-time performance monitoring and strategic decision-making. The initiative achieved a 25% improvement in forecasting accuracy, a 30% reduction in budget cycle times, and a 15% increase in overall financial efficiency.
These engagements highlight Julia’s ability to integrate technical expertise with strategic vision, consistently delivering impactful and transformative outcomes for her clients across industries.
Julia lives in Beverly Hills, California, where she balances her fast-paced professional life with her passion for yoga, exploring local art galleries, and volunteering with organizations focused on financial literacy for underserved communities. Known for her approachable demeanor and sharp sense of humor, Julia often jokes that her favorite challenge is making spreadsheets as exciting as a Hollywood script.
Julia’s journey to P&C Global was driven by the firm’s culture of collaboration and its dedication to solving complex challenges. “At P&C Global, I found a place where creativity meets analytics,” Julia shares. “The firm’s ability to approach every problem as an opportunity to innovate is what drew me in—and keeps me excited every day.”
Reflecting on her time with P&C Global, Julia credits the firm’s people as her greatest inspiration. “The talent here is unparalleled, and the mutual respect and camaraderie make every project a joy to tackle,” she says. “It’s rare to find a place where you’re constantly learning, growing, and laughing all at once.”
Julia’s work is fueled by her passion for meaningful impact. “Whether it’s helping a client reimagine their business strategy or mentoring a colleague, I love seeing the tangible results of our work. That’s what makes P&C Global not just a job, but a community I’m proud to be part of.”
