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Jeff Daniel Lin

Finance | Data Analysis

Summary

Finance and planning professional for hardware and software consumer technology companies that scale to billions of dollars of revenue. Five years of experience in leading financial and data discussions among cross functional teams in order to build better management practices that can deliver actionable insights. 

Work experience

June 2016Mar. 2018

Finance & Operations Manager

HTC Vive (San Francisco)
  • Led creation and maintenance of dashboards connecting user data with financial measures which allowed management teams with meaningful KPIs to drive decision making
  • Collaborated with product managers in launching financial systems supporting three hardware products, four games, and two platform updates which command $1B+ in revenue per year
  • Forecast quarterly and annual financial statements for HTC's VR application store and VR application publisher, responsible for delivering long-term plans and KPIs around headcount and resource planning 
  • Led formation of HTC's VR/AR Accelerator entity to begin strategic finance process of investing in the VR/AR ecosystem
  • Established multiple student groups with developer community, which increased deal flow and applications by 300% 
  • Established financial diligence & legal process for strategic finance arm and executed over 30 startup investments in two years
  • Achieved an unrealized IRR of 20% on investment portfolio 
  • Assisted C-level management in building Discounted Cash Flow model for strategic divestment of HTC’s smartphone assets to Google
Oct. .2017Present

Advisor

CALA (San Francisco)
  • Evangelized investment thesis with angel investment community which led to founders raising $1.5 M+ in seed funds
  • Provided insights on product evolution and roll-out given timing of hardware constraints 
Dec. 2017Present

Advisor

Kura Technologies (San Francisco)
  • Assisted founders in raising $500K+ from 1517 Fund, House Berkeley Fund and Crunch Fund
  • Established quarterly and annual budgets given capital constraints in order to meet milestones for future fundraising, which in the worst case scenario increased runway from four to ten months 
  • Conducted target addressable market and customer analysis to discuss revenue targets and potential exit opportunities
Aug. 2014June 2016

Senior Financial & Operations Analyst

HTC (Taipei, Taiwan)
  • Analyzed sell-in & sell-through data, revenues, R&D expenses, and reverse logistic costs by model to determine which models should be cut from production, which boosted portfolio gross margins by 10%
  • Built revenue models to forecast future sales targets based on inventory levels, demand and past performance resulting in improved sourcing and procurement practices (smartphone)
  • Analyzed and controlled marketing and operating expenses to ensure optimal profitability among regions (smartphone)
Jan. 2013May 2014

Business Development Director (Hong Kong/Macau)

Hotel Quickly (Hong Kong, Hong Kong)
  • Developed sales targets and strategies for hotels across Hong Kong and Macau which led to 30 signed hotels and conglomerates across the region
  • Helped develop PR and marketing strategies to gain over 100,000 downloads within the first three month of launch
  • Troubleshot new features with potential clients and IT managers in order to deliver a more customer-friendly product
  • Initiated and tracked customer acquisition campaigns which resulted in investing in proven and efficient marketing which yielded the highest profit per marketing dollar
May 2011Aug. 2012

Risk Associate

KGI Securities (Taipei, Taiwan)
  • Monitored market risk of front office to ensure positions were within risk limits and helped produce end of day reports
  • Performed analysis of data capture to track timeliness and accuracy of trades
  • Accumulated and organized historical returns of Foreign Exchange trading strategies to determine value at risk
  • Presented risk factor analysis to managers and traders in order to facilitate strategic decisions

Education

2013Present

CFA Level 1

Certified Financial Analyst
20122013

Master of Science, Financial Engineering

City University of Hong Kong
20052009

Bachelor of Business Administration, Finance Concentration

University of Southern California, Marshall School of Business

Systems

Excel SQL Python
Alteryx Java VBA