Xiao Yu

Finance Manager @ Salesforce / Career coach for college students / Big Four Alum (PwC) / Public Speaker

Role
Fp & a Manager, Customer Success at Salesforce
Location
Indianapolis, IN, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Xiao Yu

I’m a licensed CPA with over ten years of progressive experience in the areas of FP & A, business analytics, SEC reporting, and SOX compliance. In 2020, I graduated from Indiana University (Bloomington) with a Master\'s in Business Analytics. Currently, I am a FP & A manager for Salesforce. I take great pride and enjoyment in taking labor intensive data reports and developing simplified management summaries that can easily be refreshed with \"a click of a button\". In addition, I am a two-time public speaking contest winner as a member of Toastmasters International. During my free time I am deeply committed to mentoring college students. Over the past nine years, I have helped over 200 college students with their transition from the classroom to the professional work environment. I have received more than 60 LinkedIn recommendations for my work in this area. Lastly, a quote that best represents my attitude on professional and personal development: “If there is no wind, row.”

Experience

  1. Fp & a Manager, Customer Success

    Salesforce

    Mar 2022 — Present · Indianapolis, IN, US

    Finance business partner for Salesforce Success Plans Business Unit. This function generates over $2.5B of annual revenue with a global team of over employees. Partnership with ELT includes monthly reporting of P&L, headcount, and strategic initiatives.

Education

  • University of South Florida

    Accounting

    2005 — 2009

  • Indiana University Bloomington

    Master's degree, Business Analytics

    2019 — 2020

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Xiao Yu — Fp & a Manager, Customer Success at Salesforce in Indianapolis, IN, US | Unifers