Experience

Webflow

• United States
• Software Development
• 500 - 600 Employee

• Senior Manager, FP&A

  • Aug 2023 - Present

  San Francisco, California, United States



Hinge Health

• United States
• Software Development
• 700 & Above Employee

• Senior Manager, Strategic Finance

  • Mar 2022 - Jul 2023

  San Francisco Bay Area • Lead corporate FP&A, finance business partnering for R&D and facilities, and centralized headcount and payroll planning • Led the implementation of Adaptive Planning 1 month ahead of schedule; trained the strategic finance team to successfully leverage the tool for FY23 annual planning and monthly departmental BvA reviews • Created an inventory forecast process in collaboration with hardware and accounting, reducing forecast variance from 20% to less than 5% despite uncertainties from… Show more • Lead corporate FP&A, finance business partnering for R&D and facilities, and centralized headcount and payroll planning • Led the implementation of Adaptive Planning 1 month ahead of schedule; trained the strategic finance team to successfully leverage the tool for FY23 annual planning and monthly departmental BvA reviews • Created an inventory forecast process in collaboration with hardware and accounting, reducing forecast variance from 20% to less than 5% despite uncertainties from the global supply chain crisis and constant changes in Hinge Health’s hardware strategy • Co-led the implementation of CaptivateIQ and created quarterly commissions calculation for health services and partnerships teams; provided workshops and 1-on-1 education to quota carrying employees

• FP&A Manager

  • Mar 2021 - Mar 2022

  San Francisco, California, United States • Led corporate FP&A, finance business partnering for R&D, operations, HR and facilities, and collaborated with teammates to manage weekly revenue forecast updates • Created end-to-end financial planning, analysis and reporting processes from the ground up, including annual planning, monthly and quarterly forecasts, monthly P&L and departmental BvA reviews, board reporting, and headcount planning and reporting • Partnered with 15+ business leaders to create Hinge Health’s first annual… Show more • Led corporate FP&A, finance business partnering for R&D, operations, HR and facilities, and collaborated with teammates to manage weekly revenue forecast updates • Created end-to-end financial planning, analysis and reporting processes from the ground up, including annual planning, monthly and quarterly forecasts, monthly P&L and departmental BvA reviews, board reporting, and headcount planning and reporting • Partnered with 15+ business leaders to create Hinge Health’s first annual budget for R&D, Operations, HR and Facilities teams with 1,000+ full-time employees, $70m+ COGS and $150m+ OPEX in FY22



Realtor.com

• United States
• Technology, Information and Internet
• 700 & Above Employee

• Associate Manager, Revenue FP&A

  • Aug 2020 - Mar 2021

  Santa Clara, California, United States • Got promoted in 6 months • Managed financial planning, modeling and reporting for Referral business, Realtor.com’s fastest growing business unit with $130m+ revenue and 50%+ growth in FY21 • Rebuilt the revenue model in Excel, and created a new model in Adaptive Planning; established an add-on process for month-end revenue flash, reducing variance vs. actual results from 5%+ to 0% • Provided finance partnering to strategy, operations, business development, and product teams; created… Show more • Got promoted in 6 months • Managed financial planning, modeling and reporting for Referral business, Realtor.com’s fastest growing business unit with $130m+ revenue and 50%+ growth in FY21 • Rebuilt the revenue model in Excel, and created a new model in Adaptive Planning; established an add-on process for month-end revenue flash, reducing variance vs. actual results from 5%+ to 0% • Provided finance partnering to strategy, operations, business development, and product teams; created models and reports from scratch in support of their strategic planning, financial and business reviews, and OKR setting

• Senior Analyst, Corporate FP&A

  • Jan 2020 - Jul 2020

  Santa Clara, California, United States • Consolidated full P&L including revenue, expenses, headcount and KPIs; delivered weekly communications and monthly/quarterly presentations to CFO and executive leadership team • Managed FP&A-wide tools and processes, and migrated the full consolidation and management reporting processes from TM1 Cognos to Adaptive Planning • Realigned department hierarchy in payroll and financial planning systems with the new organizational structure, in collaboration across FP&A, operations, HR and… Show more • Consolidated full P&L including revenue, expenses, headcount and KPIs; delivered weekly communications and monthly/quarterly presentations to CFO and executive leadership team • Managed FP&A-wide tools and processes, and migrated the full consolidation and management reporting processes from TM1 Cognos to Adaptive Planning • Realigned department hierarchy in payroll and financial planning systems with the new organizational structure, in collaboration across FP&A, operations, HR and accounting



Autodesk

• United States
• Software Development
• 700 & Above Employee

• Senior Financial Analyst - Corporate FP&A

  • Aug 2016 - Nov 2019

  San Francisco • Led short-term forecast and long-range strategic planning for free cash flow totaling $1.35B; collaborated and triangulated with 100+ people across functions and levels to drive achievement of FY20 free cash flow target, Autodesk’s #1 financial goal • Facilitated, led, and participated in regular meetings, presentations and written communications with CFO and VPs (FP&A, controller, sales finance, investor relations, treasury) on P&L, cash flow, quarterly close, earnings and guidance… Show more • Led short-term forecast and long-range strategic planning for free cash flow totaling $1.35B; collaborated and triangulated with 100+ people across functions and levels to drive achievement of FY20 free cash flow target, Autodesk’s #1 financial goal • Facilitated, led, and participated in regular meetings, presentations and written communications with CFO and VPs (FP&A, controller, sales finance, investor relations, treasury) on P&L, cash flow, quarterly close, earnings and guidance review • Performed scenario modeling on long-range P&L, spend and cash flow for communicating strategic roadmap to investors, planning capital structure, evaluating M&As, and assessing impact from possible recession • Co-led a robotic process automation (RPA) project in collaboration with treasury and financial transformation to automate key processes in cash flow forecast and management, saving 20+ manhours per quarter Show less



Autodesk

• United States
• Software Development
• 700 & Above Employee

• Finance Intern - IT and G&A

  • Jun 2015 - Aug 2015

  San Francisco • Created a 4-year trend analysis of IT spend (totaling $211M annually), enabling CIO to visualize the strategic transformation of IT organization under his new business model and to showcase his model and the transformation to C-suites • Diagnosed, revamped, and automated quarterly spreadsheet analysis of IT spend, streamlining the analysis by 70%, making the key results more visible to finance director and CIO, and reducing manual work for model owners • Built first pass outlook for… Show more • Created a 4-year trend analysis of IT spend (totaling $211M annually), enabling CIO to visualize the strategic transformation of IT organization under his new business model and to showcase his model and the transformation to C-suites • Diagnosed, revamped, and automated quarterly spreadsheet analysis of IT spend, streamlining the analysis by 70%, making the key results more visible to finance director and CIO, and reducing manual work for model owners • Built first pass outlook for FY17 spend in 6 business groups in collaboration with 4 finance business partners, helping finance director and VP to plan ahead for the potential risks and opportunities before annual budgeting process Show less



PwC

• Professional Services
• 700 & Above Employee

• Senior Associate - Assurance

  • Oct 2012 - Apr 2014

  Hong Kong • Worked cross-functionally with PwC's non-audit teams and client management from various departments in annual audit, interim review, and M&A-related projects for $1.5B+ public companies • Led 10+ persons in multiple teams for internal control reviews and field audit of public companies; mentored 20+ associates and interns in projects and training • Conducted extensive research and analysis of financials, market, industry, and competitors information as an integral part of daily… Show more • Worked cross-functionally with PwC's non-audit teams and client management from various departments in annual audit, interim review, and M&A-related projects for $1.5B+ public companies • Led 10+ persons in multiple teams for internal control reviews and field audit of public companies; mentored 20+ associates and interns in projects and training • Conducted extensive research and analysis of financials, market, industry, and competitors information as an integral part of daily responsibilities; presented analysis and findings both orally and in writing to managers and partners • Instructed an accounting workshop for a public MNC and led an accounting seminar for another public company

• Associate - Assurance

  • Oct 2010 - Sep 2012

  Hong Kong • Supported and collaborated with managers and senior associates to complete 10+ annual audit, interim review, and M&A-related projects before compressed deadlines • Detected long-standing accounting problems in 3 audit projects; convinced management to make adjustments by presenting detailed explanations and concrete evidence