Senior FP&A, Data Analytics & Reporting Leader

Helen P Ly, CPA Burlingame, CA ***** Phone 415-***-**** Email: **********@*****.***

LinkedIn: www.linkedin.com/in/helen-ly-6383b46

Professional Summary

With 20+ years of experience in financial planning, data analytics, and corporate reporting. Expert in design metrics and financial model for tracking performance measurement using BI tools, including Cognos Analytics. Proven ability to lead cross-functional teams, support enterprise-level systems and deliver actionable insights for data-driven decision-making. Broad industry experience includes Newspapers, Insurance, Investment, Banking, Finance, and CPA firms. Skills

. IBM Cognos Analytics . Salesforce . Excel

. Cognos Framework Manager . ServiceNow . Word

. Oracle Financial Analyzer . SSRS . PowerPoint

. Hyperion Essbase . SSMS . Google Sheets

. Toad for Oracle . SQL . Google Docs

. Tidal Enterprise Scheduler

Work History

May 2006 to HEARST NEWSPAPERS Newspaper Industry San Francisco, CA Mar 2025 FP&A and Data Warehouse Manager

Designed and implemented complex Cognos Analytics reports (List, Cross-tab, Charts) to support executive decision making

Built and published Cognos Framework Manager models with Star Schema design and security layers

Developed dynamic prompt pages, conditional views, and automated schedules, improving reporting efficiency

Delivered financial, operational, and strategic insights that guided executive decisions Partnered with Finance, IT, Corporate Advertising to ensure data quality and integrity Led special projects including affidavit invoicing and labeling using SSRS Developed advertising revenue and expense forecasting methods and tools Created metrics and financial models to track performance across business units Administered advertising compensation plans and monitored contract performance Delivered ad hoc and recurring financial reports for senior management Jun 2001 to LEARN IT, INC. Computer Training Institute San Francisco, CA May 2006 Corporate Controller

Produced GAAP compliant financial statements and internal reports to Board of Directors Managed forecasting, budgeting, audits, and financial close processes Provided information and assistance for year-end audit and quarterly reviews Developed policies for commissions, payroll, and accounting operations Oversaw contract reviews, HR functions, and pricing strategies Special Projects:

• Established accounting department and implemented GAAP-compliant financial policies, improving accuracy and efficiency of reporting

• Developed and maintained budgeting, forecasting, and audit processes, supporting timely financial close

• Designed capital expenditure and depreciation worksheets; implemented commission payout policies, streamlining payroll and reporting Aug 1999 to NATIONAL MEDIA TECHNOLOGIES, INC. Internet - Document Services New York, NY May 2001 Corporate Controller

Directed audit, reporting, and treasury operations, ensuring compliance and operational efficiency

Developed and implemented capital and operating budgets, aligning financial planning with strategic objectives

Led integrity controls for the general ledger and financial processes Special projects:

• Successfully refinanced company subordinated note, reducing financing costs

• Developed budgeting model

• Established accounting methods and procedures

Apr 1998 to FIRST UNION NAT’L BANK Asset Based Lender New York, NY Aug 1999 Senior Accountant

Managed financial closings and consolidations, including foreign currency adjustments, improving accuracy and timeliness

Supervised and trained staff accountants, enhancing team performance and efficiency Special Projects:

• Developed spreadsheets for reconciling tools for analyzing bad debts and recoveries, reducing month end errors

• Prepared schedules and reserves for divestiture, supporting successful division sale Apr 1997 to TIAA/CREF Insurance/Investments New York, NY Apr 1998 Investment Accounting Analyst

Analyzed real estate joint ventures and wholly owned portfolios, ensuring accurate financial reporting and compliance

Reconciled Joint Venture consolidated financial statements; supported property acquisitions and dispositions

Mentored new staff, enhancing team proficiency in Joint Venture accounting Special projects:

• Cleared old outstanding items dating back to 1993

• Developed worksheets to convert Joint Venture to Wholly Owned Properties Sep 1992 to PUBLIC ACCOUNTING EXPERIENCE New York, NY Apr 1997 (WEISSMAN & RUDNITSKY, CPA; PADELL, NADELL, FINE, WEINBERGER & CO.) Senior Accountant

Conducted audits and compilations for diverse clients, ensuring compliance with accounting standards

Prepared corporate and individual tax returns for client firms, identifying efficiencies and maintaining accuracy

Managed full cycle accounting, including pension accounts, AR/AP, and year end adjusting entries Trained client staff, enhancing accounting processes and reporting accuracy Education & Certifications

CUNY Bernard M Baruch College – B.A. in Accounting Certified Public Accountant (CPA)

Member of AICPA, Dean’s List, Accounting Society, Internship: Deloitte

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