Open to opportunities

Daniel Lin

@daniellin1

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Driven analyst with expertise in operations and financial systems.

United States

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What I'm looking for

I am looking for a role that fosters collaboration, innovation, and growth opportunities.

I am a driven and adaptable analyst with a solid background in operations and accounting, specializing in Workday and Oracle systems administration. My experience includes overseeing shared services, data conversions, data governance, and process improvement. I have a proven track record of creating and executing test scripts, coordinating with cross-functional teams on complex projects, and implementing effective changes to meet key corporate objectives.

During my tenure at Cloudkitchens, I successfully launched total annual compensation visibility in Workday HCM, significantly reducing related Jira tickets and manual calculations among HRBPs and managers. My analytical skills led to a proposal that saved potential costs of $56M by addressing issues with terminated employees vesting units in Shareworks. I am committed to achieving results that ensure long-term success for my organization.

With extensive experience as a Senior Financial Systems Analyst at Jamf, I managed the transformation of job requisition headcount files and led a $15M Oracle ERP and EPM Cloud transformation. My ability to document integration designs and gather requirements has been instrumental in driving process improvements. I am passionate about leveraging my skills to contribute to innovative projects and help organizations thrive.

Experience

Work history, roles, and key accomplishments

Compensation Analyst

Cloudkitchens

Jul 2024 - Present (11 months)

Launched TAC visibility in Workday HCM, reducing related Jira tickets by 45% and non-systemic e-mails/Google Sheets calculations among managers, HRBPs, and the Comp Team by 30%. Reduced error rate on quarterly equity distribution process by 20% since taking over by cross-referencing data sources between equity platform and historical agreements.

Workday HCM Jira Google Sheets Shareworks SOPs Data Analysis Root Cause Analysis UAT

Senior Financial Systems Analyst

Jamf

Mar 2022 - Present (3 years 3 months)

Managed the transformation and transfer of job requisition headcount files between Workday HCM and Adaptive Planning, and trained a successor as backfill. Led $15M Oracle ERP and EPM Cloud transformation, including requirements gathering, data conversion, system integration testing, and gap analysis for program deliverables.

Workday HCM Adaptive Planning ERP Oracle EPM Scrum Stakeholder Management Functional Testing Data Conversion Integration Testing Gap Analysis

Business Systems Analyst

Wasserman

Jan 2020 - Present (5 years 5 months)

Managed the transition of financial data from NetSuite to Workday Financials, including the management of training sessions and documentation to support each BU’s workflows. Developed Business Requirements Documents and UAT test scripts and delegated to Marketing and Finance for iterative testing rounds.

NetSuite Workday Salesforce UAT Data Migration Business Requirements Document Training

Accounting Operations Consultant

Ruggable

Jun 2019 - Present (6 years)

Implemented reporting using SQL and an operational dashboard in Looker to display on-hand inventory and shipped orders for Plant Operations Manager and Accounting department. Reconfigured Expensify T&E process flow for grouped reporting, gathered new ERP requirements, implemented AfterPay with Shopify, and launched Canada shipping and sales tax calculations.

SQL Looker Expensify Shopify Afterpay ERP Month End Close Sales Tax

Senior Revenue Accounting Analyst

TaskUs

Jan 2018 - Present (7 years 5 months)

Oversaw monthly revenue of $30M, utilizing FloQast for account reconciliation/review and analyzing P&L reports for stakeholder presentations. Spearheaded BPO end-to-end billing automation project, collaborating with FP&A, Client Services, and PMO to standardize billed hours reporting and reduce revenue recognition time by 3 days.

Floqast Account Reconciliation Revenue Recognition Team Management Training Stakeholder Management Financial Reporting

Senior Accountant

Ocean X

Jan 2015 - Present (10 years 5 months)

Automated a weekly cash forecasting report by collaborating with EBS developers to merge a custom report and weekly bank activity, reducing processing time from 4 hours to 30 minutes. Led on 12+ beauty brands’ A/R aging under Guthy-Renker umbrella, disputed six-figure chargebacks, and created payment plans for overdue invoices.

EBS Cash Forecasting Chargebacks UAT Financial Record Separation Custom Reports Inventory Management Collections

Education

Degrees, certifications, and relevant coursework

California Polytechnic University, Pomona

Bachelor of Science, Business Administration, Accounting

Completed a Bachelor of Science in Business Administration with a focus on Accounting. Gained foundational knowledge in financial principles and business operations.