Derek Yang, CPA, MBA
Cupertino,CA
Summary
A well-rounded, meticulous, and tech savvy revenue analyst with international perspective. Over 10+ years of experience in financial data modeling, accounting data analysis, and proven working knowledge in various ERP systems (including UAT / Patch Testing, etc.)
Overview
15
15
years of professional experience
Work History
Senior Revenue Accountant
Proofpoint
06.2022 - Current
- Accomplished Goals 135%, Recognized for Teamwork & Dedication
- Collaborate on process improvements for SFDC / D365 / RevPro leading to +35% efficiency
- Champion cross-functional projects (e.g. Pricebook Simplification)
- Review over 1,700 deals ($400M+) on pricing, structure, and terms
- Mentor junior staff, optimize sales order reviews, and recommend corrections that prevented 97% downstream booking errors
- Adjust revenue allocations to ensure accuracy and integrity
Revenue Analyst
Arm Ltd
09.2021 - 05.2022
- Recognized as Active, High Performing Teammate (entrusted with large deals with TCV over 450M+)
- Applied IFRS 15 / ASC 606 to create more reliable revenue models adaptable to evolving product roadmap (corrected 50M+ variances)
- Compiled regulatory/management summaries, resolved audit queries, and supported SOX documentation
- Conducted accelerated monthly close activities, ensuring accurate revenue recognition in accordance with GAAP standards
Tax Analyst (Transfer Pricing)
Oracle
12.2017 - 06.2021
- Collaborated on global transfer pricing calculations for tax compliance, forecasting, and FIN48 reserves (*models: cost plus, net profit margin method, commissionaires, and M&A integration)
- Managed automated calculations and validations for 190+ entities worldwide for booking accuracy
- Mitigated risks associated with audits via maintaining thorough schedules and supporting documentations for reported figures
- Led internal team trainings on new system implementations enabling 50% faster close
Senior Manager (Investment)
CDIB & Partners
11.2014 - 06.2017
- Conducted deal sourcing, forecasting, investment proposals, and DD processes (completed 7 investments)
- Managed 3M+ projects spanning over Biotech/Pharma/Medical, High Tech, and Consumer Goods sectors
AVP (Financial Advisory)
SinoPac Securities
04.2013 - 11.2014
- Developed business plans, guided pre-IPO financing, and advised on investment and M&A strategies
- Analyzed IPO market options, completed valuation appraisals, compiled department budget, and nurtured customer relationships
Model Risk Management Analyst
Union Bank
09.2012 - 02.2013
- Diagnosed data and credit model issues of Expected Loss Models (PD x LGD x EAD) in SAS
Financial Data Analyst
Moody's Analytics
09.2008 - 01.2009
- Established Deal Library – a predictive model with real-time data of over 1M+ ABS/MBS deals
Education
CPA -
California Board of Accountancy
01.2020
MBA (Accounting and Information Systems) -
University of California, Riverside
06.2012
Skills
- RevPro
- Microsoft D365
- Salesforce
- SAP
- Essbase
- Smart View
- SAS
- QuickBooks
- Microsoft Office Suite
- SQL
- Contract Review
- Revenue Recognition
Timeline
Senior Revenue Accountant
Proofpoint
06.2022 - Current
Revenue Analyst
Arm Ltd
09.2021 - 05.2022
Tax Analyst (Transfer Pricing)
Oracle
12.2017 - 06.2021
Senior Manager (Investment)
CDIB & Partners
11.2014 - 06.2017
AVP (Financial Advisory)
SinoPac Securities
04.2013 - 11.2014
Model Risk Management Analyst
Union Bank
09.2012 - 02.2013
Financial Data Analyst
Moody's Analytics
09.2008 - 01.2009
CPA -
California Board of Accountancy
MBA (Accounting and Information Systems) -
University of California, Riverside