Lyman Yip, Cpa, Fpac Email and Phone Number
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As an FP&A professional, I produce insightful analytics and strategies that fuel organizational growth. I have extensive Corporate FP&A skills in forecasting, modeling, consolidation, and reporting to analyze and drive business performance. I enjoy collaborating with cross-functional business partners to improve strategic decision-making around revenue, expenses, capex, and cash flow.Having worked in technology companies in size from startup to multi-billion in revenue, I am adept at navigating my way through different departments and business units, partnering with team members from staff level to the C-suite.I have a powerful subset of accounting and GAAP reporting skills, having worked as a controller, CPA, and auditor at Ernst & Young. My experience in consolidation and analysis of the three financial statements, forecasts, and budgets spans several companies in both accounting and FP&A roles.My interest in technology feeds a deep appreciation for the interplay among financial software, data analytics, and reporting architecture to assess, measure, and improve business impact. This understanding has helped me successfully architect, implement, and improve scalable forecasting and reporting financial systems, tools processes, and methods. A few of the software tools I am skilled in are Essbase, Cognos, SAP, and NetSuite.In addition to the roles in the “Experience” section below, my earlier work experience includes:• Manager, Corporate Accounting – Mercury Interactive – $1B public enterprise software company, acquired by HP• Controller – Liquid Audio – public digital music delivery and SaaS startup, IPO, acquired by Anderson Media• Manager, FP&A / Financial Analyst – Insignia Solutions – public hardware emulator software company, IPO • Senior Auditor – Ernst & Young (EY) – global consulting, assurance, tax, and transaction professional services firmCorporate Finance, SQL, Tableau Desktop, Host Analytics, KPIs, Metrics, Management, Leadership, Cloud, SaaS
Carbon
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Senior Finance ManagerCarbon 2021 - PresentRedwood City, Ca, UsManage corporate FP&A function and provide finance support to R&D, G&A, and Marketing for this Hardware-as-a-Service (HaaS) company. Work closely with senior leaders and cross-functional team to forecast and analyze P&L, department spend, cash flow, headcount, and subscription / recurring revenue metrics.Prepare HaaS metrics, including ARR, NRR, churn, and subscription/install base, to highlight trends on the health and performance of the recurring revenue business.Transitioned P&L forecast model from large heavily linked and multi-source Excel model to single integrated Anaplan model, reducing time to prepare and update consolidated forecasts, budgets, and 3-year plans by 50%.Created gross margin rollup by product category for external financial reporting going back 14 quarters, and analyze revenue, COGS, and margin drivers and trends for management discussion and analysis and investors.Analyze $60M R&D expense by 22 projects across 8 departments and 5 market verticals, and present summary of investment trends to senior executives on alignment with product strategy.Craft income statement fluctuation analysis to generate insights on QoQ and YoY changes for quarterly reviews, annual audits, and audit committee materials.
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Senior Manager, Product Financial Planning & AnalysisPaypal 2019 - 2020San Jose, Ca, UsDrove decision-making for 10 financial products with up to $9B in payment volume and $150M in sales, including Consumer and Merchant products. Worked closely with product owners, marketing, sales, analytics, strategic finance, and senior executives to understand business drivers, revenue models, trends, and challenges to forecast, model, and present product revenue trends and insights.Produced lauded 5-year bottom-up revenue model for e-commerce portfolio, implying 20% less marketing spend (vs. top-down projection) with 10X YoY revenue lift in year 1 and 100X increase by year 5. Commended for enabling easy data extraction to track KPIs and gauge indirect revenue.Delivered business cases for direct deposit, 2-day deposit, and in-app switching, delineated by user personas against historical trends, to identify $2B in growth potential of Consumer Financial Services portfolio. Tapped by leadership to build similar models for Savings and Financial Goals products.Reviewed and validated Business Debit Card growth plan, expected to drive $10M (+15%) incremental revenues via cashback rewards, proactive issuance, and EU expansion.Created consolidated P&L view across PayPal Here and iZettle ($2B acquisition), integrating actuals, forecasts, budgets, and commentary to ready for iZettle’s launch into the US. -
Director, Financial Planning And AnalysisWestern Digital 2018 - 2019San Jose, Ca, UsHired to deepen Corporate FP&A capabilities in analyzing and forecasting cash flow, capital expenditures (capex), shares, and interest for this large hard disk drive and data storage solutions company.Produced cash flow scenarios to drive down $1B in forecasted cash outlays through 7 levers involving inventory, A/R, A/P, assets, and expenses. Analyzed cash capex forecast vs. guidance, historical, and benchmark data, and facilitated meetings with senior executives, business partners, and financial analysts to cut $100M+ nearly overnight.Drove implementation of new capital governance process to more closely manage $1.6B capex. Architected data strategy to capture and synthesize data from G/L, PO, and Oracle forecasting platform. Contributed to consolidation of cash flow processes into Oracle Enterprise Planning & Budgeting Cloud Service (EPBCS) platform, creating a single source of truth and reducing processing time 20%. -
Director, FinanceGenesys 2012 - 2018Menlo Park, Ca, UsLed Corporate FP&A for this $1.4 billion enterprise software and SaaS company, taking leadership over 5 analysts supporting high-level decision-makers in R&D, Marketing, Product Management, and G&A across EMEA, Asia-Pacific, and the Americas.Analyzed margins across all Lines of Businesses (LOBs) with emphasis on growing cloud service, and provided as-needed analyses around strategic deals, investment opportunities, and other corporate initiatives. Gathered metrics for corporate scorecard to monitor and improve revenues, margins, customer relationship quality, employee satisfaction (eNPS), retention, and management effectiveness.Managed monthly/quarterly financial forecast consolidations across 50+ wholly owned entities and delivered regular reports to leadership team, board, and investors. Integrated reporting, forecasts, and budgets of 15 acquired companies (7 SaaS, revenues up to $400M) and identified product-specific trends across Genesys’ array of licensing, cloud, service, maintenance, and hardware revenue streams.Continuously improved financial processes, including revamping monthly P&L forecast consolidation process for greater flexibility and speed of analytics/reporting while accommodating increased business complexity and data volume. Also introduced quarterly meetings with department heads and played critical role in implementing ERP and Business Information SaaS solutions. Led crucial redesign of cost center coding structure, leading to much quicker updates and more accurate tax reporting. -
Senior Manager, FinanceGenesys 2007 - 2012Menlo Park, Ca, UsDelivered financial analyses and monthly reporting/forecasting rolling up to (then) parent company, Alcatel-Lucent, working in close quarters with CFO, Controller, consultants, private equity firms, rating agencies, and investment banks. Directed annual planning of $650M budget, informing headcount strategy and capex programs, in partnership with senior managers, analysts, and upper executives.Generated executive dashboards as well as ad hoc analyses illustrating revenue and cost trends across specified products, time periods, geographies, channels, teams, and normalized earnings. Planned budget for transformation initiatives such as headcount changes and capex programs, and conducted due diligence on eventual spinoff from Alcatel-Lucent, leading to promotion.From a process perspective, replaced manual report submissions with automated uploads, revamped data collection policies, and set up travel/expense-tracking procedures, including directing Concur implementation.
Lyman Yip, Cpa, Fpac Skills
Lyman Yip, Cpa, Fpac Education Details
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University Of California, BerkeleyBusiness Administration: Finance And Accounting -
Corporate Finance Institute® (Cfi)Financial Modeling & Valuation Analyst (Fmva)
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General AssemblyData Analytics
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University Of PennsylvaniaBusiness Analytics Specialization (Via Coursera)
Frequently Asked Questions about Lyman Yip, Cpa, Fpac
What company does Lyman Yip, Cpa, Fpac work for?
Lyman Yip, Cpa, Fpac works for Carbon
What is Lyman Yip, Cpa, Fpac's role at the current company?
Lyman Yip, Cpa, Fpac's current role is Corporate FP&A | Financial Modeling | Data Analytics | Business Partnering | Process Improvements | Financial Reporting | Consolidations | Former Big 4.
What is Lyman Yip, Cpa, Fpac's email address?
Lyman Yip, Cpa, Fpac's email address is fl****@****pal.com
What is Lyman Yip, Cpa, Fpac's direct phone number?
Lyman Yip, Cpa, Fpac's direct phone number is +165074*****
What schools did Lyman Yip, Cpa, Fpac attend?
Lyman Yip, Cpa, Fpac attended University Of California, Berkeley, Corporate Finance Institute® (Cfi), General Assembly, University Of Pennsylvania.
What skills is Lyman Yip, Cpa, Fpac known for?
Lyman Yip, Cpa, Fpac has skills like Leadership, Financial Systems, Oracle Fusion Applications, Reporting Architecture, Host Analytics, Oracle Planning And Budgeting, Accounting, Capital Allocation, Financial Forecasting, Corporate Finance, Scenario Analysis, Board Presentations.
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