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Specialties: M&A Transactions, Financial Due Diligence, Licensing, Forensic Accounting, Auditing
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Finance And AnalyticsUpstart Aug 2023 - PresentSan Mateo, Ca, Us -
Fp&AMoloco May 2022 - Jul 2023Redwood City, California, Us• Established the FBP supporting and reporting structure• Improved consolidation accruacy and update frequency by 50%• Partnered with leaders across several function teams and enhanced forecast precision -
Director Of Finance, Fp&AVisa May 2019 - May 2022Foster City, California, Us• Acted as mini-CFO for the Global Risk function, building strong partnerships with senior leaders• Administered month-end and quarter-end close processes• Provided financial leadership across budgeting that improved planning accuracy (<3% variance)• Owned the consolidation of the entire Corporate Functions -
Finance Manager, North America Region Fp&AVisa Dec 2015 - Apr 2019Foster City, California, Us• Managed forecasting and reporting for the North America region• Led as project manager to supervise work products for 2 team members• Maintained and improved financial models, reducing prep time by 30% -
Senior Financial Analyst, Corp Fp&AQualcomm Aug 2013 - Nov 2015San Diego, Ca, Us▪ Handled the preparation and reporting for the budget, strategic plan, and quarterly forecasts▪ Upgraded the EPS model that serves as the focal point of executive reviews▪ Modeled short-term Balance Sheet and Cash Flow forecasts used for capital structure planning▪ Supervised the Bonus pool through close interactions with HR and Accounting teams▪ Created financial models to determine areas of risk/opportunity for Qualcomm’s portfolio businesses -
Teaching AssistantUcla Anderson School Of Management Apr 2013 - Jun 2013Los Angeles, Ca, Us▪ Assisted professor with instructional responsibilities for 231C Corporate Valuation -
Summer Associate, Investment Banking DivisionNomura Jun 2012 - Aug 2012Tokyo, Jp▪ Oversaw live IPO for an industrial company with the deal size of approximately USD$200m▪ Executed sell-side M&A transaction for a first-tier Vietnamese retail company ▪ Formulated business opportunities in the tech sector and drafted pitch books for deal promotions -
Senior AssociatePricewaterhousecoopers Sep 2008 - Jul 2011Gb▪ Led 10 complex M&A transactions in automotive, technology, healthcare, and other industries▪ Conducted financial due diligence on qualities of earnings and assets used for EBITDA calculations ▪ Collaborated with global teams from Greater China, Belgium, UK, and the US ▪ Initiated a new business line in forensic investigation for cross-country litigations -
AssociateDeloitte Sep 2007 - Aug 2008Worldwide, Oo▪Managed audit services to Carrefour, Eli Lilly, Payless ShoeSource, and other corporations▪ Examined internal control processes to identify areas of inefficiency and recommended improvements
Connor Chen Skills
Connor Chen Education Details
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Ucla Anderson School Of ManagementAccounting And Finance -
Michigan State University - Eli Broad College Of BusinessAccounting & Information Technology
Frequently Asked Questions about Connor Chen
What company does Connor Chen work for?
Connor Chen works for Upstart
What is Connor Chen's role at the current company?
Connor Chen's current role is Finance @ Upstart, Ex-Visa | Qualcomm.
What is Connor Chen's email address?
Connor Chen's email address is ch****@****isa.com
What is Connor Chen's direct phone number?
Connor Chen's direct phone number is +131099*****
What schools did Connor Chen attend?
Connor Chen attended Ucla Anderson School Of Management, Michigan State University - Eli Broad College Of Business.
What skills is Connor Chen known for?
Connor Chen has skills like Financial Modeling, Due Diligence, Corporate Finance, Valuation, Financial Analysis, Mergers And Acquisitions, Auditing, Financial Reporting, Competitive Analysis, Finance, Strategy, Mergers.
Who are Connor Chen's colleagues?
Connor Chen's colleagues are Vicente Canaveras, Yasmeen Karachiwala, Lucas Jackson, Tyler Boyle Hoban, Armen Balushian, Darneisha Higgins, 元肯纳.
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