Shawn Li

Finance Director, FP&A

Role
Finance Director, Fp & a at HappyCo
Location
San Jose, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Shawn Li

Finance experience: Across both Corporate FP & A and BU Finance roles, over 15-year experience spans FP & A, CFO earning prep, three-statement analysis, full corporate P&L management, corporate target setting and short/long-term planning, forecasting and budgeting, C-suite/Board reporting, SaaS metrics reporting, product pricing, sales quota/commission, modeling/analyzing business cases and ROIs, M&A deals and integration, and advising on go-to-market strategies• Industry experience: SaaS/Software, Hardware/Manufacturing, Internet • Financial Systems: Expert on Anaplan/Tableau integrated with Oracle, and Adaptive Planning integrated with NetSuite • Advanced degree: MBA, UCLA Anderson School of Management

Experience

  1. Finance Director, Fp & a

    HappyCo

    Jul 2023 — Present · San Jose, CA, US

Education

  • University of International Business and Economics

    BE, International Finance

  • CFA Institute

    Passed CFA level I exam

  • UCLA Anderson School of Management

    MBA, Finance and Strategy

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Shawn Li — Finance Director, Fp & a at HappyCo in San Jose, CA, US | Unifers