Michael Chan
Data Enthusiast || Serial Learner || Key Finance Partner
- Role
- Senior Financial Analyst at Thumbtack
- Location
- Alameda, CA, US
- LinkedIn followers
- 500 followers
About Michael Chan
Intellectually curious and results oriented, I continually identify and execute on opportunities to improve financial reports, processes and procedures in alignment with department and organizational priorities.My goal is to be the best finance business partner I can be. A trusted adviser and collaborator to a diverse population of stakeholders ranging from Business Unit Financial Analysts to Corporate Leaders in Marketing, IT and Operations.Being an effective financial story-teller will get me to my goal.Be it in a finance, accounting or compliance role, I tease out the context and meaning dormant within large amounts of financial data. So that stakeholders can make insightful, impactful and data driven decisions to drive the organization forward.Skills- Financial Analysis- Accounting- Advanced Excel (VLOOKUP/Index Match, SUMIFS, Indirect, pivot tables)- Learning agility to quickly learn new subject matters ( Industries, Systems, Procedures )- Empathetic Active Listening - Synthesizing complexity into simple to understand narrative- Attention to Detail- Training & Onboarding- Process Improvement- Project Management- Effective Communication- Cross-Functional CollaborationIndustries- Public Transportation- Pharmaceutical- HealthcareAreas of Focus- Corporate Financial Planning & Analysis (FP & A / Controllership)- Financial Shared Service Center ( Financial Operations - Compliance & Control)- Enterprise Risk Management (Internal Audit & Regulatory Project)- External Audit Assurance ( Financial & Internal Controls Testing)Duties including- Budgeting & Forecasting (Annual Operating Plan)- Financial Reporting (Income Statement, Balance Sheet, Special Projects)- Variance Analysis (Budget to Actual, Actual to Actual Fluctuations)- Management Reporting (Volume Collection, KPIs, Labor Headcount)- Month-End Close ( Accruals, Expense Reclasses, Prepaid Amortization)- Year-End Close ( Consolidation Packages, Transfer Pricing Schedule, Internal Controls)- Audit Requests ( External Audit - Sales and Expense Detail Testing)Current interests (in process of learning about)- Data Analytics- Microsoft VBA- Python / SQL
Experience
Senior Financial Analyst
Sep 2022 — Present · San Francisco, CA, US
Education
California State University, Los Angeles - College of Business and Economics
Master of Business Administration - MBA
2019 — 2020
University of Washington
Master of Professional Accounting, Auditing & Assurance
2010 — 2011
University of Washington
Bachelor of Arts (B.A.), Accounting
2006 — 2010
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