Stephen Chang

About Stephen Chang

Experienced exec at startups through Fortune 500 companies optimizing processes, financial systems, and financial models. Dedicated towards driving team and company success through scalable and intuitive solutions.Currently a financial systems consultant at a manufacturing firm optimizing an Adaptive Planning implementation along with facilitating streamlined integration with JD Edwards. Designed a new excel based sales forecasting model launched companywide designed to assist a sales team with varying degrees of excel skills.Previously at a E-commerce cosmetics startup with broad experience deriving sales and consumer insights from both Google Analytics / Shopify and retail business channels. Generated customized analysis reports, and modules on NetSuite and business intelligence tools such as Looker that led to stronger department ownership of financial metrics; increased profit margins by 10% and reduced excess inventory. Advised on retailer partnership, international growth expansion, and rebranding strategy in partnership with cross-functional and international partners.Specialties: account reconciliation, accountancy, act, advertising, approach, as/400, asset management, balance sheet, budgeting, capital markets, concise, customer relations, database administration, directing, equities, finance, financial, financial modeling, macros, management reporting, mandarin, marketing, process engineering, record keeping, recording, reports, research, sales, sap, spreadsheets, sql, strategic, tables, Google Analytics, Shopify, Looker, NetSuite, Adaptive Planning, Adaptive Insights, Workday

Experience

1. Workday Adaptive Planning Consultant

   Rehrig Pacific Company

   Sep 2025 — Present

Education

• Loyola Marymount University, Hilton Center for Business

  Bachelor of Business Administration, international business and accounting

• Loyola Marymount University, College of Business Administration

  Bachelor of Business Administration (BBA), Finance

  2002 — 2006

• Harvard Business School

  Global Business Certification

Skills

• Corporate Finance
• Financial Analysis
• Analytics
• Financial Accounting
• Equities
• Accounting
• Strategic Financial Planning
• Capital Markets
• Credit
• Financial Modeling
• Cash Flow
• Portfolio Management
• Mergers
• Mergers & Acquisitions
• Data Analysis
• Financial Planning
• Microsoft Excel
• Budgets
• Finance
• Sap
• Due Diligence
• Valuation
• Management
• Internal Controls
• Project Planning
• Access
• Private Equity
• Investments
• Risk Management
• Essbase
• Analysis
• Sarbanes-Oxley Act
• Microsoft Office
• Financial Forecasting
• Variance Analysis
• Economics
• Asset Managment
• Financial Reporting
• Forecasting
• Account Reconciliation