Shawn Li
Finance Director, FP&A
- Role
- Finance Director, Fp & a at HappyCo
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
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
Finance Director, Fp & a
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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