Jonathan Yuen Email & Phone Number

Plano, Texas, United States

• Calculate ARR of over $100m and bookings of over $3m using Tableau to produce graphs and charts based on various metrics, including industries and product lines
• Prepare variance analysis commentary for budget vs. actual and forecast vs. actual comparisons, explaining key drivers behind financial performance deviations to senior management and stakeholders
• Review and validate over 600,000 lines of data, identifying any discrepancies or inconsistencies in revenue figures and conducting manual adjustments as necessary to align with invoices billed on Zuora
• Maintain financial models to simulate revenue outcomes under different scenarios, incorporating assumptions and inputs from sales, marketing and product teams
• Leverage Salesforce data to calculate monthly commissions of $0.5m or more based on various metrics, including contract terms and ARR growth, while addressing inquiries and ensuring clarity
• Design and implement compensation plans for sales team members utilizing historical performance data

Dallas, Texas, United States

• Conducted financial budgeting for the entire business unit, resulting in a 20% increase in cost savings and a 15% increase in revenue by removing unnecessary subscriptions and reducing cash back offers
• Ensured accurate financial reporting by reconciling over $1.5 million of monthly client spend and calculating monthly contribution margin using raw data from the payment management systems
• Collaborated with cross-functional teams, including sales, marketing, and finance, to gather and analyze 3,000 to 4,000 lines of sales data daily using HubSpot, ZoomInfo, and Excel
• Developed and implemented data-driven sales strategies and initiatives based on analysis findings, resulting in an increased sales conversation rate and market penetration
• Assisted the IT team in ensuring data integrity, data quality, and data governance, including identifying and resolving data inconsistencies and improving data capture processes on sales and payment platforms

Dallas, Texas, United States

• Led meetings with clients across a variety of business markets in different countries to identify where risks could occur and propose risk mitigation strategies to minimize potential disruptions to clients
• Prepared comprehensive reports and presentations with visual aids to convey findings effectively to both internal teams and clients
• Collaborated with other Consulting teams to gather and analyze data from various departments, identifying areas for process improvements
• Conducted timesheet variance analysis during consulting engagements to track project progress and identify discrepancies for resource allocation optimization
• Maintained great client relationships both on the job and outside of work, resulting in an increase in client satisfaction rate

Dallas, Texas, United States

• Performed detailed analysis of 20 loans a day by reviewing customer financial data including payroll documents, bank statements, and other financial documents
• Calculated maximum loan amount by using Credit Decision Platform (ICDP), Electronic Document Repository (EDR) and Excel Macro
• Elevated client relations by establishing credibility, discerning needs, and providing appropriate recommendations to maximize loan approval rate
• Researched the latest PPP program changes and government guidelines to provide accurate advice to clients

Dallas, Texas, United States

• Recorded up-to-date documentation of project activities, data sources, and analysis methodologies
• Set up 4 social events such as virtual happy hours and volunteer activities for over 85 Dallas interns