Jie L. Email & Phone Number

San Francisco, Ca, Us

Seattle, Wa, Us

Massy, Paris, Fr

• Head of FP&A team; manage actuals, forecasting and planning of headcount, revenue & expenses • Manage all vendor SaaS agreements, lease agreements and marketing events including price negotiations and contract terms to reduce expenses by 30% • Implemented Hyperion Planning & Budgeting Cloud tool to provide more accuracy in forecasting & budgeting• Set up Etrade Equity Edge for over 600 employees to manage their RSU grants

San Francisco, Ca, Us

• Head of FP&A team with 1 finance manager and 2 financial analysts; manage sales (ARR, ACV, TCV), revenue and expense actuals, forecasting and planning for the company• Support the sales organization by rolling out new pricing model to help the company achieve $100M ARR• Responsible for all investor communication, financial metrics (CAC/LTV, churn), capital raise, and board presentations

Oakland, Ca, Us

• Support Sales Organization with GTM strategy; rolled out new pricing strategy and commission structure to help grow the international market by 25%• Implemented standard financial metrics such as net sales, MRR/ARR, and pipeline reporting through Salesforce and Hyperion

Toronto, On, Ca

• CFO for $170M business in China leading the finance operations for four BU’s in China including Financial & Risk, Intellectual Property & Science, Legal and Tax & Accounting • Partner with the Managing Director of China to double the revenue in three years by increasing sales effectiveness, driving strategic initiatives and creating go to market opportunities for the sales team

Toronto, On, Ca

• Established the Asia financial operating rhythm by coordinating reports for 18 countries in Asia including monthly management meetings, scorecards, heatmaps, and business reviews • Developed market intelligence in the financial industry by collecting competitor information, M&A activity, and market analysis in support of business development and sales account planning

New York, Ny, Us

• Managed $130 million of expenses for the Architecture group within IB Technology including responsibilities for actual, forecasting and planning• Spearheaded the capital investment process by measuring performance against plan and forecast; wrote business cases and tracked production milestones, risks and issues for 42 technology projects across the Architecture group

Toronto, On, Ca

• Owned P&L for Core Technology and Business Systems Group. Responsible for close, forecast and planning for the two businesses totaling $70 million in expenses• Implemented cost cutting initiatives to reduce $50 million of expenses from the real-time market data technology infrastructure through consolidation of headcount and data centers

Us

• Performed valuations and merger impact analyses utilizing equity/debt trading company comparable, accretion/dilution models, discounted cash flows and other financial analysis tools• Developed transactional experience in M&A, IPO and debt offerings in the healthcare industry; specifically in large pharmaceutical, specialty pharmaceutical, and device companies.

Master Of Business Administration (Mba), Finance

Education record