Lyman Yip, Cpa, Fpac Email & Phone Number

Redwood City, Ca, Us

Manage 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.

San Jose, Ca, Us

Drove 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.

San Jose, Ca, Us

Hired 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%.

Menlo Park, Ca, Us

Led 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.

Menlo Park, Ca, Us

Delivered 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.

B.S., Business Administration: Finance And Accounting

Financial Modeling & Valuation Analyst (Fmva)

Certificate, Data Analytics

Certificate, Business Analytics Specialization (Via Coursera)