FINANCE / STRATEGY / CONTROLS

Thomas Chen

Corporate Finance & FP&A Director

thomas.chen@example.com+1 212 555 0191New York, NYlinkedin.com/in/thomas-chen-fpa

Profile

Finance leader with 12 years building reliable planning, reporting, and decision-support systems for global technology businesses. Combines rigorous controls with practical commercial partnership to help executives allocate capital and understand performance.

Experience

Director, Financial Planning & Analysis04/2021 – Present

Aster Cloud · New York, NY

Lead a 10-person FP&A team supporting a $1.1B subscription business across North America and EMEA.
Rebuilt the rolling forecast around customer cohorts and capacity drivers, reducing forecast error from 9.4% to 3.1%.
Partnered with sales and customer success leaders on territory and renewal plans that protected $28M in gross retention.
Automated monthly reporting and close commentary, reducing preparation time by 60% while strengthening review controls.

Senior Finance Manager06/2017 – 03/2021

Harborline Payments · New York, NY

Owned budgeting and performance analysis for a 430-person product and engineering organisation.
Developed unit-economics views for three payment channels, informing a pricing change that improved contribution margin by 4.6 points.
Coordinated annual planning across 11 departments and presented investment scenarios to the executive committee.
Designed reconciliations and approval controls for a new usage-based billing model ahead of external audit.

Finance Manager08/2013 – 05/2017

Kestrel Advisory · Boston, MA

Prepared monthly management accounts and variance analysis for a portfolio of 18 mid-market clients.
Built cash-flow models and diligence schedules for acquisitions ranging from $20M to $150M.
Supervised three analysts and standardised client reporting templates across the technology practice.

Selected Finance Initiatives

Planning Model Modernisation2022 – 2023

Aster Cloud · Global FP&A

Moved 14 disconnected spreadsheet models into a driver-based planning environment with documented assumptions, scenario controls, and auditable ownership.

Margin & Pricing Review2019 – 2020

Harborline Payments · Commercial finance

Mapped acquisition and service costs across payment rails to identify loss-making customer segments and support a staged, retention-tested pricing change.

Finance Expertise

Education

MBA, Finance2015 – 2017

New York University, Stern · New York, NY

Merit scholarship; concentration in corporate finance and strategy.

BS, Accounting2008 – 2012

Northeastern University · Boston, MA

Beta Alpha Psi; co-op placement in transaction advisory.

Credentials

Certified Public Accountant (New York) · CFA Institute Certificate in ESG Investing

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