Manage month and quarter end close reporting on revenue metrics and prepare Executive board deck to provide insights on key revenue drivers of change in pricing and consumption usage. Deep dive into causes of variances between actual and target. Drive weekly consumption report review to provide timely performance and trend updates on accounts; user; ingest and compute. Support M&A process by providing timely analysis and participate in FY25 planning to propose organic growth assumptions.Timely support CFO & SVP for making critical business decisions through comprehensive analysis on pricing; usage and growth. Perform case study and design daily prediction model to forecast large account’s usage based on seasonality and trend in Python. Drive weekly meetings with data and engineering teams to get updates on upstream data implementation and critical changes.Work closely with data analytics team to streamline close reporting by providing guidance on integration between SQL and Python. Set up weekly meetings to track automation progress and clear roadblocks. Perform testing on new consumption metrics to verify the validity of logics and identify issues to fix to ensure data quality.

Managed transaction expense budgeting and forecasting for 1.3bln RCORE and 0.4bln Braintree portfolios at Product; Merchant; Segment and Regional levels with focus on volume mix; funding mix; card/non-card rate and initiatives. Worked closely with cross-functional teams to align on assumptions and methodology for baseline and initiative. Prepared presentation slides with highlights on drivers for variances against prior forecast, top merchant trend and R&O.Built volume rate variance model to explain impact of merchant mix, regional mix, rate mix and external drivers on transaction expense for mid-month and month end Act vs. Forecast variance analysis. Built and evaluate multivariable regression model to predict transaction expense rate at global level. Built time-series model in Python to predict daily active users split into first time and existing users for invoicing product line.Created dashboard and R&O flash for top global account merchants to highlight trend and drivers from IC/assessment; funding mix; regulated/unregulated; domestic/cross boarder and business/consumer perspectives. Collaborated with BFIT and data analytics team to build Braintree TFC data structure and mappings with goals to integrate multiple data source pulled from different data repository and portal. Full P&L reporting using Power Query on invoicing product for Revenue; Transaction Expense; Transaction Loss and Margin. Reviewed invoicing looker’s dashboard and provide feedback to improve metric views for financial health and funnel KPI.Supported Product and Business Team with financial impact sizing; scenario and sensitivity analysis for new product launching. Managed relationship with external partners from GlobalPay; WorldPay and OmniPay and led monthly meetings to review scheme changes for sizing financial impacts and understand critical drivers for charges. Weekly invoicing meeting to review financials and funnel performance trends with product; marketing and analytics teams.

Managed forecast for top performing product categories with focus on Gross margin and volume/rate impact analysis. Established forecasting process including building forecast model, proposing growth assumptions on ASP and unit based on historical trend; promotion & pricing; consumer trend; marketing insights and funnel trend, performing sensitivity and scenario analysis based on impacts of headwinds/tailwinds to business. Presented weekly financial results vs. forecast to VPs/Directors with highlights on business drivers and proposed outlook changes to timely actualize beat/miss based on analysis of variances and revenue projections. Managed strategic plan to drive incremental revenue and EBITDA on a realistic investment in Customer Experience, Assortment and Marketing. Provided corporate FP&A and OPEX teams with high level revenue targets.Effectively developed strong partnership with GMs and leaders of Finance and E-commerce; Marketing and Supply Chain. Influenced cross-functional teams by providing in-depth business performance analysis and insights including evaluation of product strategies and profitability across top product lines. Led weekly review to enhance decision making by highlighting upside & risks to achieve full quarter forecast.Led development of forecast models to streamline process per seasonality and trend. Enhanced existing financial models to enable more accurate forecasting for revenue and margin. Built statistical model on key revenue drivers to improve long-range forecast accuracy.Designed Executive Dashboards with highlights on product performance; variance analysis Act vs. Fcst; revenue projection for balance of quarter based on different scenarios. Timely provided insights to business leaders. Published product performance and metric reports by key product drivers to support quarterly business review. Performed capacity analysis to timely advise business leaders on shift in resource allocation to generate optimal margin.

Calculated and reviewed quarterly standard cost for entire product lines , Performed actual cost calculation and analysis. Published management reports on cost, yield metrics to Engineering & Operations VPs/Directors. Reports are used to measure and drive improvements in product yield and cost spending.Performed month end close activities. Prepared quarterly balance sheet package for inventory reconciliations , maintained compliance excellence in SOX and internal controls.Identified areas for improvement in current standard costing database , consolidated and fixed historical standard cost issues , built SQL queries in standard cost database to capture issues in key mapping and calculation tables. The root causes of previous costing issues were analyzed and fixed in costing database successfully. New queries were tested and used for future standard costing cycle.Explored opportunities to cut down standard costing calculation and validation time and created procedures to increase accuracy and consistency of standard cost calculations. Reviewed output to check standard cost reasonableness and performed timely troubleshooting to fix costing issues.Worked with roadmap costing team and Ops team to revisit test cost historical trending and grade mapping assumptions ,improved standard and actual costing structure and calculation that drive the Actual vs . Forecast variance analysis.Continuously drove the RTV project to ensure better control over Fab Yield variances related to wafer return, worked closely with Operation business partner to recover $1.2M out of the $1.4M outstanding RMA from FY15. Achieved better control over wafer return yield variance for FY16.

Prepared financial forecasts and presentations with main focus on costing, headcount, booking, shipment and revenue. Provided analytical support for long-range strategic planning and modeling. Ensured accurate consolidation, analysis and reporting of financial data. Analyzed financial statements in varying circumstances and articulated accurately key business drivers and implications to business partners.Acted as a liaison with business functions. Worked closely with operations, sales and marketing, and service team. Communicated with various levels of management, and effectively explained and interpreted data and provided value through solutions. Anticipated financial challenges and timely provided recommendations based on study of data and analysis to business partners.Managed financial close to ensure accurate and timely close of the financial statements. Prepared analysis and reporting packages for management to support period end reporting requirements (balance sheet review, forecast vs. actual variance analysis on expense and headcount, Ops and Executive review) Assisted with SOX compliance and auditing. Maintained and improved policies, procedures and controls related to the business and its specific challenges.Drove quarterly ad hoc projects, created and implemented process improvements for efficiency by working cross-functionally with business partners. 1. Close monitoring of bookings, shipment and revenue. 2. Forecasting gross margin and revenue by product and monitoring forecast per targets. 3. Working with senior management team to improve the inventory process which allowed better control on spending. 4. Designing and maintaining financial models for Gross Margin Analysis; cost saving initiatives; inventory modeling.SAP expertise: Costing (GL to Perpetual inventory reconciliation and tracking for global locations; E&ND reserve analysis; work order variance analysis; PPV analysis; Book/Ship/Revenue; expense trending analysis, headcount tracking).

Managed financial automation projects to ensure successful acquisition procedures and to optimize efficiency for financial reporting by developing comprehensive quantitative analysis and recommendations. Performed ad-hoc financial analysis and published month and quarter end financial reporting package by utilizing Oracle ERP, SAP Business Objects and Access database. Managed four worldwide acquisition programs from end to end ensuring the accuracy of monthly booking and revenue distributions. Worked with cross-functional team and IT to trouble shoot and timely resolve financial data discrepancies. Performed monthly and quarterly reconciliation and auditing of acquisition booking data to track revenue deferrals and discrepancies. Coordinated financial meetings with Regions to explain monthly and quarterly financial result. Collected and analyzed business intelligence data for financial reports to assist management in driving critical business actions. Consolidated large data sets to provide trend analysis and metric reporting to management for program improvements. Collaborated with Revenue and Sales Operations groups to help reach weekly and monthly deadlines and deliverable.

Performed month end close, balance sheet account reconciliation and variance analysis. Financial and accounting analysis of monthly revenue, expense and cash flow metrics for enhanced decision making. Assisted Finance manager to develop forecasting models, provided monthly/quarterly corporate forecast and analyzed budgeting trend. Provided Strategic Planning support using analyzed data to create strategic profiles for 150 global customers and collaborated with cross-functional groups to maintain and update financial data in Oracle financial database. Created General Ledger month-end and quarter end journal entries and posted journal entries using Oracle Financials.

Performed fundamental and quantitative analysis of common stocks, mutual funds, as well as municipal bonds. Assisted Portfolio manager to collect and analyze financial data related to selected companies for making critical investment decisions. Performed daily profit & loss analysis and processed daily cash balance control/monitor. Created month end reports, envision reports and settlement reports for daily trading transactions and cash management using Smartstation trading software. Assisted Portfolio manager to prepare expense reports and maintained cash, debit and interest schedules for bank accounts.Created performance reports, prepared journal entries and schedules for accrued income, interest income, purchases and sales. Assisted Portfolio manager to main financial valuation models and calculated daily risk & return on portfolio investment. Forecasted & tracked earnings and cash flows. Analyzed daily financial and market indicators and timely informed Portfolio manager of any significant market changes.

Ran queries in financial database to collect financial data for worldwide segments and performed comparative/trend analysis to identify financing levels for each segment and identify priority of strategic partnership.Collaborated with marketing team to create strategic investor financial profiles for 300 strategic business partners including detailed financial trend analysis. Completed a range of financial analysis and statistical modeling for senior management review and decision making. Timely identified and resolved financial data discrepancies in financial system to ensure financial reporting accuracy and data consistency. Independently wrote financial reports for research analysis and findings.