Stephanie Phan

About Stephanie Phan

Over 15+ years of financial planning & analysis, system implementation and Accounting…

Experience

1. Finance and Project Management

   WD

   Aug 2017 — Present · San Jose, CA, US

   December 2018 - CurrentSenior Business Analyst• Reviews quarterly revenue projections with Finance for MDF calculation• Owns the MDF budget calculations and additional releases based on revenue• Reviews MDF budget with management to obtain their approvals for MDF releases • Owns the quarter-end reporting packages and provide MDF ROI analyses to management • Leads the annual KPMG Walk-Thru for Channel Marketing and provide audit documentations to Legal and Auditors • Provides Qtrly MDF forecasts to Finance and Accounting to properly close the books at each quarter-end • Part of the BU and implementation teams to implement and enhance the 1MDF tool in Salesforce for deployment at WDC• Manages all activities of loading and moving MDF budgets in Salesforce platform• Drive and participate in the UATs with in-house IT team and on enhancements to improve Salesforce tool• Support all stakeholders with daily operations, including troubleshooting Salesforce technical issues• 1:1 Training to new and existing users on the use of MDF tool in SalesforceAugust, 2017 - December 2018Corporate FinanceSupport G&A/Sales Finance teams building financial forecasting models, management reporting and drive process improvements: Build corporate fringe models for HGST, Sandisk and Western Digital and improve forecast accuracy and insightfulness Partner with HR, Legal and Channel Marketing teams to develop a budget spend of $200M across US, APAC, and EMEA Build operating expense financials to improve tracking of spend, enhance forecast accuracy and management reporting Drive month-end close process and approve all new hire reqs. and expenses for HR, Legal and Channel Marketing teams Prepare and calculate marketing development funds and distribution for Channel Marketing to utilize to generate revenue

Education

• University of Phoenix

  Bachelor of Business Administration (B.A.)

Skills

• Sap
• Microsoft Office
• Budgeting
• Consolidation
• Teamwork
• Essbase
• Peoplesoft
• Account Reconciliation
• Business Intelligence
• Cash Flow
• Dashboards
• Microsoft Excel
• Powerpoint
• General Ledger
• Financial Modeling
• Cross-Functional Team Leadership
• Hyperion Planning
• Documentation
• Budgets
• Financial Planning
• Finance
• Planning
• Strategic Financial Planning
• Strategic Planning
• Data Analysis
• Corporate Finance
• Outlook
• P&L
• Erp
• Accounts Payable
• Variance Analysis
• Reconciliation
• Word
• Accounts Receivable
• Hyperion
• Management
• Accounting
• Financial Analysis
• Forecasting
• Financial Accounting