Hao (Howard) Sun Email & Phone Number

Union City, Ca, Us

San Francisco, Us

Seattle, Wa, Us

Drove Revenue/Financial Analysis• Spearheaded a project to validate the ROI of Public Sector partner programs. Assessed a wide variety of data and developed model. Resulted in uncovering issue with Revenue Attribution which was shared with team and became the focus of project. • Charged with solving Revenue Attribution issues. Became a subject matter expert on Partner Programs (within the finance team). Created a team with the expertise to address issues and develop solutions. Collaborated with PM, Business Intelligence, and Econometric Teams. Resulted in developing multiple pilots to assess financial performance within different scenarios. Pilots launched.• Clarified the root causes of the Revenue Attribution issue. Met with over 20 internal customers and stakeholders to understand their needs and gain deep knowledge needed for me to assess the business problems and possible solutions. Via this research, uncovered issues that needed to be addressed which shaped the execution of the pilot programs. • Collaborated cross-functionally. Connected and coordinated with Finance, Product, BI, and other stakeholders on multiple occasions to keep the project on track. Routinely answered questions, relayed information, and proposed next steps. Gained alignment in order to move forward. Resulted in aligning multiple teams on a very complex issue.• Authored and presented to upper management an in-depth paper detailing the revenue attribution problem, financial and customer data to illustrate and back up the claim, and proposed solutions involving a cross-functional team.

San Mateo, Ca, Us

Financial Analysis/Met Internal Customer Needs• Led deep-dive into the evaluation of income statement, balance sheet, and other financial information for a $1.4B business. Collaborated with cross-functional teams to gather data and present it in a user-friendly format for the C-Suite. This resulted in a revised presentation to better illustrate insights uncovered from deep analysis to enable business decisions.• Routinely analyzed complex data to identify future issues/problems. Performed IS/BS variance/fluctuationanalysis to recognize financial discrepancies and potential errors.• Stewarded understanding and validation of Cash Account – a complex, active account with over 30K transactions/month worth $100M. Skilled in identifying opportunities to streamline processes. This resulted in owning/managing the largest ledger and full adoption of new processes with a 60% increase in efficiency.•Recognized the need to provide improved financial insights to Senior Management. Collaborated with a cross-functional team to gather data and present it in a user-friendly format suitable for the C-Suite. Resulted in 100% adoption of a new approach to a more efficient process. • Provided thought leadership on issues relevant to mortgages and public bond issuance. Routinely met with internal stakeholders to understand their concerns, questions, and issues. Partnered with them to gather the appropriate data and make a business case for how to proceed and forecast budgets. Responsible for due diligence of multiple real estate development investments averaging $25-50M.Leader/Team Player•Routinely collaborated cross-functionally with internal and external stakeholders to drive progress. Set the plan then communicated across all groups and levels to ensure alignment. Managed people, projects, and expectations. Resulted in leading multiple engagements for clients.

Boutique Accounting Firm for clients in various industries- restaurants, high-tech startupsAnalytics/Problem Solving• Owned analysis and interpretation of complex tax laws. Applied knowledge of customers’ business operations/financial status in order to demonstrate potential scenarios and financial impact. Routinely performed research in order to develop customized approaches for clients. This resulted in developing recommendations that were accepted by customers 100% of the time and hundreds of thousands of dollars in savings.Leader/Team Player• Serve as team lead for payroll preparation for 5 associates; responsible for payroll training, reviewing all payroll filings and related tax forms, and client coordination.

Boutique Accounting firms for clients in small business, high tech startupsAnalytics/Problem Solving• Routinely vetted and evaluated financials. Processed payroll, AR/AP function, and Bank Reconciliation for small businesses. Reviewed general ledger accounts monthly for appropriateness of tax accruals and month-end transactions. Resulted in 90% repeat business/loyalty among clients.• Regularly met with clients to understand their needs. Conducted financial analyses and prepared periodic Cash Flow Analyses, P&L, and Balance Sheets for business owners, including providing data-backed recommendations to enable clients’ business growth.

• Maintained internal control over physical inventory at San Jose headquarter warehouse and performed a quarterly inspection of inventory at five U.S. branches.• Created and reconciled monthly prices and quantity reports of materials used in the production of Flash Memory from contracted producers.•Posted records of inventory received from the Purchase Order Department to the electronic accounting system.• Investigated claims of incorrect shipment received from customer service representatives. • Reconciled physical inventory with the electronic inventory system and resolve any mismatched inventory.

• Contributed as a team in achieving over $62,000 in tax returns for low-income families in the Woodland community.• Certified with IRS basic tax law training upon course completion and exam.• Recognized by California State Assembly for Community Contribution.• Conducted interviews with taxpayers to clarify financial situations and provided high-quality tax returns.

New York, Ny, Us

• Completed over 100 internship hours and received mentorship from the Senior Vice President of Morgan Stanley.• Presented a small group research project on commercial banking industries.• Compiled and prepared a project on investment trends and options for international companies.• Conducted research on stocks, companies, mutual funds, and commodity futures.

• Assisted student-athletes in Agricultural Resources Economic Department on upper-division courses: Intermediate Microeconomics and Intermediate Macro Theory. • Coached three students with day-to-day class materials/homework during Winter 2009 and Spring 2010. •Stimulated all students to pass the course with at least a letter grade higher than before.

Master Of Business Administration - Mba

Graduate Certificate, Accounting

Bachelor Of Sciences, Managerial Economics, Japanese