Jack Yehl
San Francisco,CA
Summary
I am a finance professional specializing in FP&A with a background in mathematics and data science. I’m seeking a dynamic and challenging finance manager role at a high-growth SaaS company.
Overview
6
6
years of professional experience
Work History
FP&A
PayPal
Global & Strategic Accounts FP&A
Senior Financial Analyst
04.2022 - Current
- Supporting both Sales and Commercial organizations
- Forecasting full P&L across all product lines for company’s largest and most complex merchant relationships (~30% of PayPal Inc. revenue)
- Deal sizing for most impactful revenue sales motions to Inc. P&L, driving over $1B in incremental revenue per year for last 3 years
- Share of Checkout analysis to determine most effective methods to increase share via sales / marketing / product actions
Braintree FP&A
Financial Analyst III
04.2020 - 04.2022
- Standardized forecasting and reporting processes for PayPal’s unbranded product, Braintree
- Led effort to integrate Braintree financial data systems with PayPal architecture, enabling self-service across the org.
- Enterprise, MM, and SMB segments forecasting (~60% of Braintree revenue)
Product Finance
Financial Analyst II
08.2019 - 04.2020
- Budgeted the company’s key product initiatives including new product launches, customer experience improvements, and presentment optimizations
- Established a tracking framework for each initiative, working cross-functionally across Product, Finance, Analytics, and Risk organizations
Customer Experience & Technology Finance
Finance Intern
05.2018 - 08.2019
- Created predictive Principal Component Analysis model in R in effort to improve forecasting process using top 40 macro-economic indicators
- Developed end-to-end business case for Pay with Venmo QR codes with 5-year plan beginning with go to market through product scale
Education
Bachelor of Arts - Applied Mathematics
University of California, Berkeley
05.2019
Skills
Excel
SQL
PowerPoint
Essbase
Tableau
Financial Modeling
Contra Revenue forecasting
Data Visualization
Project Management
Pricing Strategy
SalesForce
Python
Personal
Interests include fantasy & sci-fi books, fitness, dungeons & dragons, hiking, board games, movies
Achievements
Braintree Revenue reporting
Brought first executive level daily & weekly performance reports to organization
Net Margin forecasting & analysis
Responsible for first complete relationship merchant P&Ls to Sales org up to CRO
Contra Revenue transparency
Standardized top merchant's contractual incentive structures (over 90% of PayPal Inc. contra revenue) for Accounting organization by product and incentive type
Sales Quota setting
Developed quota framework and set targets for 50 person Sales team based on margin
Timeline
Global & Strategic Accounts FP&A
Senior Financial Analyst
04.2022 - Current
Braintree FP&A
Financial Analyst III
04.2020 - 04.2022
Product Finance
Financial Analyst II
08.2019 - 04.2020
Customer Experience & Technology Finance
Finance Intern
05.2018 - 08.2019
FP&A
PayPal
Bachelor of Arts - Applied Mathematics
University of California, Berkeley