Daniel Tong's Location
San Jose, California, United States, United States
Daniel Tong's Contact Details
Daniel Tong work email
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About Daniel Tong
A finance professional with over 15 years of experience in progressive, fast-paced corporate positions in driving financial results and providing performance clarity to business operators. Utilizing financial and technical skills to continuously improve reporting, analysis, and forecasted information.Specialties:• Business partnering• Forecast, Planning and Analysis at Corporate and business unit levels• Project management of complex company-wide finance projects• Financial Modeling & Financial Analysis• Board of Director and CFO Financial Packages• Business Case and Deal Analysis• Reports & Dashboards Design using BI Tools• Partner with Business to provide Financial Support• Financial and Technical Background• Master Data Management (MDM) • Business Objects, Oracle, Hyperion Essbase & Planning Expertise• Customer-focused, Analytical Problem Solver• Excel & MS Access Expertise
Daniel Tong Work Experience Details
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Finance ManagerNetapp Oct 2020 - PresentSan Jose, California, Us• Develop regular corporate reporting and presentations to the CFO• Manage monthly forecast cycles for all finance teams• Liaise with all finance leads on forecast assumptions and results• Manage company overall company headcount (12,000) and operating expenses ($2B+)• Designed and financial model for company’s bonus compensation plan for forecasting and scenario modeling• Develop new reporting and analysis for CFO• Run monthly forecast meetings• Adept to working in an intense environment -
Finance ManagerNetapp Apr 2015 - Oct 2020San Jose, California, Us• Key financial business partner supporting G&A (HR, Legal, CFO, Corp Group, and benefits programs)• Partnered with BU VP’s on financial analysis, modeling, forecasting, and budgeting to provide insight on performance and accelerate future business planning decisions• Managed team of 4 analysts on monthend / quarter end close and monthly forecast activities• Designed and financial model for company’s bonus compensation plan for forecasting and scenario modeling• Managed the WW benefits model for forecasting of benefits rates• Streamlined the forecast process with biz partners to accommodate tight deadlines and few resources• Part of large Transformation project lead by McKinsey to identify spend efficiencies and help biz partners attain their transformation goals• Partnered with finance systems team on recommending changes to fringe calculations, allocations, org structures and tool enhancements• Bottoms up annual planning• Headcount reporting, analysis, reconciliations• Performed adhoc analysis for Corp and biz partners • Developed staff on FP&A processes; hired two additional offshore analysts
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Finance Systems ManagerPaypal Jan 2013 - Apr 2015San Jose, Ca, Us• Primary representative for PayPal FP&A and systems on the $40M Finance Transformation project to implement SAP BPC and revamp all FP&A processes, data dimensionalities, data sourcing, models, reporting• Leading finance systems projects for new management and statutory reporting, dashboards & process improvements• Partner closely with the FP&A community to develop reporting, process, and tool requirements• Partnering with IT systems teams to obtain access to new data streams and tools• Own the in-house Expense Management system supported with an offshore team of 3• Launched new regulatory reporting tool (FRS) after one year in planning and development with the EU teams -
Senior Finance Manager, Corporate ControllershipYahoo! Inc May 2008 - 2012Sunnyvale, Ca, Us• Led finance-related systems projects to enhance management reporting to reduce manual reporting efforts• Launched global centralized system to track all monthend close-related activities and provide management with real-time updates on close process (Blackline Systems)• Managed direct report for the handling for Blackline support tickets• Led continuous improvement projects for Hyperion Planning via working with FP&A groups to obtain understanding of changing forecast processes and requirements• Developed entity-based forecast model and automation process and worked with regional controllers for input• Supported FP&A groups, Taxation and Corporate Accounting in reporting, financial modeling, and new Hyperion reporting• Liaised between finance and IT communities to formalize finance requirements and worked closely with developers create systemized solutions in Hyperion and Business Objects• Developed automated financial reports within Hyperion Financial Reporting (ie. standardized global P&L reports)• Managed the reporting outline dimensions as per the changing needs and organization of the business• Developed and provided user training in Essbase, Hyperion Planning, and Business Objects -
Senior Business Intelligence Manager, Corporate Applications, ItYahoo! Inc May 2006 - Apr 2008Sunnyvale, Ca, Us* Launched Yahoo!’s first finance data warehouse with standardized reporting and eliminated 32+ manual reports* Managed a team of report developers and collaborated with finance groups in understanding their management reporting needs* Deployed Hyperion Master Data Management (MDM) application to centrally maintain all dimensional reporting hierarchies and eliminated manual updates to 3 downstream systems, saving 3 man days of work monthly* Developed automated solutions and new sources of data needed for analysis* Development of governance thru steering committee discussions on project prioritization, strategic direction, funding and resourcing* Led data integration and reporting initiatives; worked closely with the business, data architects, and ETL & report developers to deliver management reporting solutions to customers* Evangelized and trained on new Business Objects reporting and processes to the users and drove adoption * Developed SLA’s with other IT groups to utilize finance data warehouse as single source of truth
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Finance Manager, Corporate Financial Planning & Analysis, Corporate Financial Planning & AnalysisYahoo! Inc Jan 2005 - Apr 2006Sunnyvale, Ca, Us• Analyzed the financial and operating performance of Yahoo! Globally ($6.4B annual revenues, 21% y/y growth)• Partnered with business units to provide financial leadership in forecast & planning processes, reporting standards, and analytical approaches• Developed and rolled out financial process and reporting standards• Developed revenue and headcount models for scenario analysis• Managed the Board of Directors reporting process and delivered quarterly BOD financial presentation decks• Developed and automated the monthly forecast package for senior executives • Deep dived into results and forecasts at the global with the business units and regional operators to provide a financial picture to the CFO office• Performed various adhoc analysis & reporting for the CFO• Developed various models by working closely with other financial groups (ie, financial outlook, organic growth, five year growth mode, hiring resources required, free cashflow, etc.)• Worked closely with IT on determining solutions for finance’s reporting tool requirements
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Senior Finance Manager, Corporate Financial Planning & AnalysisMts Allstream Jan 2001 - Dec 2004Winnipeg, Manitoba, Ca* Developed automated monthly reporting on revenues, bookings, margin, churn and re-price for all products to improve forecasting ability and enabled detailed product performance tracking* Collaborated with marketing & sales to determine their information needs; formalized requirements and delivered management reporting solutions* Reduced monthly reporting cycle time by average of 4 days through automation of manual reports* Managed team of six report analysts* Led project to build a centralized finance datamart using SQL Server to consolidate and automate all data feeds; migrated manual reports into self-serve web reporting environment using Cognos ReportNet* Managed and maintained monthly production of an automated suite of reports -
Senior Financial Analyst, Financial Planning & Analysis, Wholesale Business UnitMts Allstream Jan 1999 - Dec 2000Winnipeg, Manitoba, Ca* Developed monthly forecasts by partnering closely with the business operations groups to incorporate outlook drivers into forecast models ($300M annual revenues)* Reviewed financial performance with business operators; advised and challenged assumptions on forecasts and plans* Performed monthly variance analysis on actuals, forecast, and Plan* Formulated and integrated the financial plans for the merger of AT&T Residential and ACC Tel * Developed financial plans for the Wholesale business unit through the creation of sophisticated Excel financial forecast models
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Financial AnalystMts Allstream Jan 1998 - Dec 1998Winnipeg, Manitoba, Ca* Evaluated marketing initiatives by developing custom financial models* Presented recommendations to senior management based on their projected financial viability* Performed post-program evaluations and communicated results to marketing senior management* Analyzed monthly performance of sales channels and provided monthly write-up for Marketing* Used NCR’s Information Warehouse for data and information by designing customized queries and reports
Daniel Tong Skills
Financial Modeling
Essbase
Financial Analysis
Business Intelligence
Finance
Business Analysis
Hyperion
Microsoft Excel
Financial Planning
Analysis
Management
Strategic Financial Planning
Hyperion Enterprise
Master Data Management
Forecasting
Variance Analysis
Analytics
Financial Reporting
Team Management
Microsoft Office
Business Process Improvement
Strategic Planning
Managerial Finance
Corporate Finance
Mergers And Acquisitions
Project Management
Process Improvement
Product Management
Report Development
Access
Mergers
Financial Forecasting
Business Objects
Microsoft Access
Sap Businessobjects
Hyperion Planning
Daniel Tong Education Details
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University Of WaterlooAccounting And Finance -
University Of WaterlooAccounting And Finance
Frequently Asked Questions about Daniel Tong
What company does Daniel Tong work for?
Daniel Tong works for Netapp
What is Daniel Tong's role at the current company?
Daniel Tong's current role is Finance Manager at NetApp.
What is Daniel Tong's email address?
Daniel Tong's email address is da****@****app.com
What schools did Daniel Tong attend?
Daniel Tong attended University Of Waterloo, University Of Waterloo.
What skills is Daniel Tong known for?
Daniel Tong has skills like Financial Modeling, Essbase, Financial Analysis, Business Intelligence, Finance, Business Analysis, Hyperion, Microsoft Excel, Financial Planning, Analysis, Management, Strategic Financial Planning.
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