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Financial Analyst Manager

Santa Clara, CA
May 07, 2019

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Lian Wong


Professional Overview

I am experience Senior Financial Analyst with 20 plus years in FP&A and Accounting. As a graduate from Purdue University, I pursued accounting to increase my understanding of the financial dimensions of business and enhance my leadership skills. In the past, I have had a variety of financial related work experiences with visible names such as: Oracle, Sun Microsystem and EMC. In the future, I would like to secure employment with a company that allows me to

combine both my management and financial skill sets. The best assets I have to offer your company are my ability to organize, learn quickly, and be a motivated independent self-starter.


Experience Corporate FP&A

Experience supporting multiple business units

Reporting Skills – detail Oriented

oStrong Excel, PowerPoint and Word skills, with particular focus on financial modeling and the use of advanced features of spreadsheets including vLookup, hlookup, pivot tables and graphs

Recognized for high-quality work, organizational strengths and exceptional high quality end products

Diversified experience in financial modeling. Have exposure to Consolidating companywide financials and supporting business units

Self-Motivated with ability to establish goals and meet objectives

Excelled within deadline-intensive environment, ensuring the accurate and on-time completion of all projects.

Efficient and flexible Team Player; Adapt quickly to all new programs

Experience with Oracle 11i, Essbase, Hyperion, Business planning and consolidation (BPC), EPM and SAP

Experience with


Purdue University, West Lafayette, IN Bachelor of Science in Management, 1997

Minor: International Business and Economic, Organizational Behavior Human Resources, and Asian Studies

Professional Experience

Sr. Financial Analyst – IAM Solutions

HID Global Oct, 2016 – Present

Prepares and reviews a variety of complex financial data and assists in maintaining and updating company financial models and forecasts.

oWork with the Controller for all monthly, quarterly and yearly reporting.

oWork directly with VP of Professional services on reporting cost and revenue by teams.

oWork directly with HR on new hires on monthly basis for all functions, keep track on all changes and updates.

oAssist and advises Controller in preparation of all BU strategy, including what-if scenario planning. Provides strategic recommendations based on data driven analysis.

oSupports weekly sales forecasting process, including creation of sales reports, analysis of remaining monthly forecasts and investigation of invoice and revenue recognition exception items.

oWorks closely with Global Costing Manager to ensure cost for the BU are reported accurately.

oWorking with Global FP&A and the BU Controller to support accurate reporting of all forecast and yearly plans for the business segment.

oCompletes special projects timely and accurately as assigned.

oPrepares variance analysis for review with BU Controller.

Sr. Financial Analyst – Enterprise content division (R&D, MSOD and Customer Support)

EMC May, 2015 – Oct, 2016

Prepared and reviewed a variety of complex financial data and assisted in maintaining and updating company financial models and forecasts.

oManage monthly forecast and spending for R&D, MSOD and Customer Support Organization.

oResponsible for month-end accrual process as well as B/S reconciliations.

oManage annual budgeting process from start to end.

oManage new booking, renewal booking and revenue waterfalls for annual planning.

oMaintain and build excellent working relationships with business partners and provide support in financial

and operating activities (PO process, accruals, spend recommendations).

oConsolidate all monthly/quarterly OpEx spend and variance analysis as well as management reporting.

oAssessing current and future business risk, and communicating key messages to direct manager

oBuilding deep business partner relationships to identify process improvement opportunities and drive

change within the organization

oDeveloping and enhancing existing financial models to enable more accurate and detailed forecasting

oInvestigate large variances and provide meaningful accurate explanations.

oPartner with HR to manage planned and unplanned Head Count, as well as, to ensure HC forecasting is accurate.

Sr. Solution Business Analyst – Enterprise content division (WW Services)

EMC July, 2013 – May, 2015

Provide business operational and financial analytical and statistical support.

oResponsible for developing divisional reports, business planning preparation and reporting analysis

oTracking and forecasting of divisional revenue stream

oResponsible for tracking of time/utilization within all delivery functions of a designated region

oSupport solution team on a weekly revenue tracking

oSupported all finance actives for APJ consulting and Education business for two quarters

Sr. Financial Analyst – Enterprise content division (Corporate FP&A)

EMC 2010 – June, 2013

Prepares and reviews a variety of complex financial data and assists in maintaining and updating company

financial models and forecasts; Performs analysis to support the forecast process.

Financial modeling

oDeveloped tools for improving the forecasting and actual results reporting processes

oPerformed analysis to support forecast for several aspects of the company’s financial performance

oPrepared and managed annual planning models

oSupported CEO and CFO by preparing monthly and quarterly package effectively and timely

Perform ad hoc requests for analysis of financial data

oSet up templates for monthly forecast reviews and monthly close meetings

oHelped to resolve issues that arise between various groups

oAssisted in communicating re-forecast procedures and parameters to functional controllers.

oCreated product portfolio financials for deeper insight into each product’s ROI; a very well received project that attracted wide attention from Sr. executive management and helped make decisions that formed basis for a complete re-organization

Prepare quarterly reports

oCommunicated and worked with functional controllers to gather information for each individual groups

oLead coordination and preparation of quarterly White book

Monthly and quarterly Close process

oBalance sheet Reconciliation

oBonus accruals for ECD AMER region

Sr. Financial Analyst – World Wide Operations

Oracle / Sun Microsystems 2005 – 2010

Responsible for financial support for 2 large divisions within the supplier management organization

including budgeting, forecasting, and month end close activities for OCOGS, product cost savings, and

operating expenses. (With total operating expenses of approx. $60M and 350 employees)

Financial analysis and decision support – Provided fiduciary oversight; Supported ad hoc analysis to drive business decisions

oValidated and forecast Purchase Price Variance/Inventory Revaluation

oSupported supplier claims and provide closure

oSupported forecasting for material spend, headcount and Operation Expense

oCost Reductions – Identified key parts for cost savings review and analysis; Support deep analysis of key parts on Bill of Material audit

oResponsible for the global financial support of Excess and Obsolete and tooling

Participated in the monthly close including review, booking Journal Entry, balance sheet and variance analysis


oDesigned and implemented Claim trending report, and presented Claim trending report to Director and Management every quarter.

oSucceeded on decreasing claims aging by 73%, worked with Supplier Program Manager and Accounts Payable on all Supply Management Claims

Financial Analyst – Corporate FP&A

Sun Microsystems 2003 – 2005

Provided high profile analysis and reporting for Executive Management. Focuses are on Operating Expense, Headcount and CAPEX for the company worldwide.

Responsible for the Corporate Financial budget and planning processes

oReported in quarter flash and earnings projection for senior executives' decision-making; initiated and facilitated budget transfer process among divisions.

Managed executive financial dashboard (A website that Corporate used to publish the financial for executive which provided key numbers for executives to monitor the financial of the company)

Managed and technically enhanced corporate financial planning database (Hyperion Essbase Cube) resulting in high integrity and accuracy for corporate historical FP&A data

Prepared quarterly reports

oPrepared quarter revenue report by using Essbase cube

oCompiled Operating Expense fluctuation reports for individual divisions

oProduced slides for Quarter End and Board of directors packages and completes various ad hoc analysis

Reviewed and implemented internal control procedures and processes as required by Sarbanes-Oxley Compliance

oCompleted the testing and remediation activities for Corporate FP&A

Assisted on acquisition between Sun Microsystems and Pixo Inc

oWrapped up the closing balance sheet before the close; Reconciled all the financial statements

oResponded and Monitored all finance inquiries regarding the close of Pixo Inc

oHelped Contract and Purchasing manager for all Sales and NDA matters

oSet up the record retention for Payroll, Accounts Payable, Tax & bank statements

oMapped all chart of accounts, uploaded to Sun's General Ledger using Staroffice (Sun’s spreadsheet)

Accounting Manager

Pixo Inc. (Software Startup Company) 2000-2003

With total operating expenses of approx. $10M and 200 employees

General ledger and monthly closes using Oracle Small Business suite on line

oResponsibilities include bank and balance sheet reconciliations, accounts payable, accounts receivable, expense allocations, filing quarterly sales tax returns

oWorked closely with Purchasing, Controller and CEO

oInterfaced with foreign entities, booked their financials, reconciled inter-company accounts

Responsible for day to day operation

oResponsible for all check signing, deposits and incoming and outgoing wire transfer

oPrepared timely and accurate reconciliation regular cash flow forecasts for responsible areas ensure financial transactions are in compliance with GAAP

oBroad view of the accounting cycle and monitored all expenses & revenue with great detail (managing cash and liabilities on the balance sheet was a high priority)

Played a key role during the year-end audit by preparing schedules and responding to the auditors inquiries

Intermediate Accountant

Amira Medical (Medical Startup Company) 1998-2000

General ledger and monthly closes using Great Plains - Responsibilities include bank and balance sheet reconciliations, accounts payable, accounts receivable, expense allocations, filing quarterly sales tax returns.

*Reference available upon request

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