Skip to main content
DL
Open to opportunities

Dai Liu

@dailiu

I modernize finance systems, forecasting, and global business intelligence.

United States
Message

At Iovance Biotherapeutics, I lead FP&A and financial systems work that centralizes budgeting, forecasting, variance reporting, and executive dashboards across Planful and Adaptive Planning. I support a $400M global OPEX budget and partner with R&D and G&A on a $300M+ operational review chain.

Previously at STAAR Surgical, I deployed Planful and launched Global Workforce Planning for 1,500+ positions. I also built Power BI dashboards that helped clear a persistent two-month sales backlog and developed an NPV model that unlocked $50M in corporate capital investments.

I've modernized financial reporting and governance at Foundation Building Materials and CalPortland, from multi-billion-dollar reporting models and Planful security standards to SAP hierarchy restructuring and Business Objects data models. At CalPortland, I maintained global reporting continuity and reduced financial report runtime to under 60 seconds.

My foundation in reporting automation began at AmerisourceBergen, where I built an MS Access reporting engine for 5,000+ client accounts and reduced monthly reporting cycles from five business days to one. I bring over 10 years of public-company finance experience connecting complex operations, analytics, ERP systems, and executive decision-making.

Experience

Work history, roles, and key accomplishments

Iovance Biotherapeutics logoIB
Current

Senior Manager, FP&A & Financial Systems

Apr 2023 - Present (3 years 4 months)

Streamlined budgeting and forecasting by creating templates in Excel and Planful/Adaptive, and spearheaded the implementation of Planful/Adaptive across all departments. Designed automated variance reports and predictive models, and managed a $400M annual global OPEX budget.

Foundation Building Materials logoFM

Financial Systems Analyst

Foundation Building Materials

Mar 2017 - Feb 2018 (11 months)

Developed multi-billion-dollar sales and financial reporting models in Planful for senior executives and 200+ managers. Authored and enforced the firm's Planful Best Practices playbook covering reporting, security, and SOX compliance.

Education

Degrees, certifications, and relevant coursework

Simon Graduate School of Business, University of Rochester logoSR

Simon Graduate School of Business, University of Rochester

Master of Business Administration, Finance and Marketing

Activities and societies: Brand Management Track

Master of Business Administration in Finance and Marketing from the Simon Graduate School of Business, University of Rochester.

University of Phoenix logoUP

University of Phoenix

Bachelor of Science, Business Administration

Bachelor of Science in Business Administration from the University of Phoenix.

Tech stack

Software and tools used professionally

Get matched with your dream remote job

Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!

Sign up
Himalayas profile for an example user named Frankie Sullivan