Jordan Chan

Finance Manager, Amp at Amazon Music
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Contact Information
us****@****om
(386) 825-5501
Location
South San Francisco, California, United States, US

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Experience

    • United States
    • Entertainment Providers
    • 700 & Above Employee
    • Finance Manager, Amp
      • Aug 2022 - Present

    • United States
    • Software Development
    • 1 - 100 Employee
    • Senior FP&A Manager
      • Apr 2021 - Apr 2022

      • Raised $30M during Series B, interacting with 15+ VC’s and designing 3-Year financial model along with supporting metrics and data • Special Projects: Modular 2-Year Budget by Department, Sales Commission Automation via Google Sheets, Customer Cohort and Retention Analysis, Revised AP Policies • HR Activities: Processed Payroll, 401(k), State Payroll Tax Registration • Reviewed Month-End Financials in tandem with the contract Controller, revising expense coding and providing guidance… Show more • Raised $30M during Series B, interacting with 15+ VC’s and designing 3-Year financial model along with supporting metrics and data • Special Projects: Modular 2-Year Budget by Department, Sales Commission Automation via Google Sheets, Customer Cohort and Retention Analysis, Revised AP Policies • HR Activities: Processed Payroll, 401(k), State Payroll Tax Registration • Reviewed Month-End Financials in tandem with the contract Controller, revising expense coding and providing guidance to the Senior Accountants Show less • Raised $30M during Series B, interacting with 15+ VC’s and designing 3-Year financial model along with supporting metrics and data • Special Projects: Modular 2-Year Budget by Department, Sales Commission Automation via Google Sheets, Customer Cohort and Retention Analysis, Revised AP Policies • HR Activities: Processed Payroll, 401(k), State Payroll Tax Registration • Reviewed Month-End Financials in tandem with the contract Controller, revising expense coding and providing guidance… Show more • Raised $30M during Series B, interacting with 15+ VC’s and designing 3-Year financial model along with supporting metrics and data • Special Projects: Modular 2-Year Budget by Department, Sales Commission Automation via Google Sheets, Customer Cohort and Retention Analysis, Revised AP Policies • HR Activities: Processed Payroll, 401(k), State Payroll Tax Registration • Reviewed Month-End Financials in tandem with the contract Controller, revising expense coding and providing guidance to the Senior Accountants Show less

  • Various
    • San Francisco Bay Area
    • Freelance Senior Financial Analyst
      • Feb 2019 - Apr 2021

      • Clients include: Alchemic Ltd, Virtually Live UK, Mayvenn Inc, Sightcall Inc, Clearbit • Revised project budget spreadsheets to allow for modular adjustments (variable product delivery, headcount, and team role mix) • Worked with production team to adjust rolling cash forecast and actualize ongoing expenses in order to keep costs in line with contract bid • Cleaned-up financial records to align closer to GAAP and reworked existing balance sheet reconciliation documents • Assisted… Show more • Clients include: Alchemic Ltd, Virtually Live UK, Mayvenn Inc, Sightcall Inc, Clearbit • Revised project budget spreadsheets to allow for modular adjustments (variable product delivery, headcount, and team role mix) • Worked with production team to adjust rolling cash forecast and actualize ongoing expenses in order to keep costs in line with contract bid • Cleaned-up financial records to align closer to GAAP and reworked existing balance sheet reconciliation documents • Assisted with training new staff accountant to take over role, covering fundamental accounting policies and best practices • Built a Financial Analysis Spreadsheet for CFO to produce monthly variance analysis and forecasting reports Show less • Clients include: Alchemic Ltd, Virtually Live UK, Mayvenn Inc, Sightcall Inc, Clearbit • Revised project budget spreadsheets to allow for modular adjustments (variable product delivery, headcount, and team role mix) • Worked with production team to adjust rolling cash forecast and actualize ongoing expenses in order to keep costs in line with contract bid • Cleaned-up financial records to align closer to GAAP and reworked existing balance sheet reconciliation documents • Assisted… Show more • Clients include: Alchemic Ltd, Virtually Live UK, Mayvenn Inc, Sightcall Inc, Clearbit • Revised project budget spreadsheets to allow for modular adjustments (variable product delivery, headcount, and team role mix) • Worked with production team to adjust rolling cash forecast and actualize ongoing expenses in order to keep costs in line with contract bid • Cleaned-up financial records to align closer to GAAP and reworked existing balance sheet reconciliation documents • Assisted with training new staff accountant to take over role, covering fundamental accounting policies and best practices • Built a Financial Analysis Spreadsheet for CFO to produce monthly variance analysis and forecasting reports Show less

    • United States
    • Hospitality
    • 100 - 200 Employee
    • Accountant
      • Nov 2019 - Apr 2020

      • Independently managed the entire month-end close process and reduced close timeline for the three outlets under purview • Re-introduced monthly meetings with key managers for each outlet to review variances, notate extraordinary events and highlight any irregular line-items • Reviewed daily sales, identifying any potential anomalies and uploaded to accounting system • Independently managed the entire month-end close process and reduced close timeline for the three outlets under purview • Re-introduced monthly meetings with key managers for each outlet to review variances, notate extraordinary events and highlight any irregular line-items • Reviewed daily sales, identifying any potential anomalies and uploaded to accounting system

    • Senior Financial Analyst
      • Jan 2018 - Feb 2019

      • Coordinated with management to generate project-length budget tables in order to guide production decisions • Integrated online services (e.g. Expensify) to improve accounting accuracy and reduce manual processing for staff • Managed both month- and year-end closes, producing relevant financial reports for the executive teams • Coordinated with management to generate project-length budget tables in order to guide production decisions • Integrated online services (e.g. Expensify) to improve accounting accuracy and reduce manual processing for staff • Managed both month- and year-end closes, producing relevant financial reports for the executive teams

    • Senior Financial Analyst
      • Mar 2017 - Feb 2019

      • Assumed additional roles (including payroll management, HR, and other support portfolios) during the company restructuring • Acted as the US contact during 2017 and 2018 internal audits providing requested documentation and analysis • Took ownership of the US office budget process, coordinating with relevant departmental and foreign office stakeholders

    • Financial Analyst
      • May 2016 - Mar 2017

      • Generated weekly cash flow reports for management, including variance analysis and projected spend • Assigned projects by the CEO to assist Commercial & Marketing Teams (e.g. excel template to translate dev labor costs into prospective bid for an international sports organization)

  • ZeroCater
    • San Francisco Bay Area
    • AP Analyst
      • May 2015 - May 2016

Education

  • University of California, Berkeley
    Bachelor of Science (BS), Environmental Economics and Policy
  • Springboard
    Data Analytics

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