Paul Yuan

Strategic Finance Consultant

Verita AI

May 2026 - Current (6 months)

• Evaluate AI-generated financial models, forecasts, and investment analyses using corporate finance and FP&A best practices
• Validate financial assumptions and strategic recommendations across forecasting, capital allocation, and profitability analyses
• Develop structured evaluation frameworks and feedback to improve the accuracy, consistency, and quality of AI-generated financial insights

Senior Financial Analyst

ProducePay

Sep 2024 - May 2026 (1 year 9 months)

• Defined and documented advanced corporate finance workflows and scenario analysis standards for Board review, optimizing resource allocation models to lower monthly operating expenses by 22%
• Negotiated vendor contracts, delivering 35% in projected cost savings
• Created evaluation frameworks, test rules, and benchmarks to standardize chaotic cross-functional inputs, substantially driving up financial data accuracy and output quality
• Designed automated enterprise financial reporting, enhancing spend visibility, internal controls, and reporting efficiency

Senior Financial Analyst

Calabrio

Apr 2023 - Aug 2024 (1 year 5 months)

• Curated and annotated historical revenue trends across financial statements, structuring due diligence rubrics that surfaced 30% business expansion parameters
• Resolve a 5% discrepancy in billing and payment errors to reveal $20 million in missing royalties from historical contract data
• Drove a 10% lift in customer retention efforts through the modeling of SaaS KPI metrics (NNARR, NNPU, ARPU, MRR, etc)
• Engineered valuation, capital modeling, and transaction analysis workflows, building test criteria to vet funding proposal data
• Led the migration of legacy ERP systems into Workday Adaptive Planning, enhancing board reporting efficiency and accuracy

Senior FP&A Analyst

Public Storage

Jan 2022 - Nov 2022 (11 months)

• Automated processing of financial data for quarterly earnings releases and business outlook, improving SEC reporting efficiency
• Partnered across cross-functional teams to identify and test solutions, reducing operational expenses by $10 million
• Sourced and refined data sets with SQL to recommend the feasibility of reducing 300,000 labor hours across 3500+ stores
• Developed investor materials that supported executive approval of $500 million in acquisition opportunities, informing capital allocation decisions

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Financial Analyst

CircusTrix

Aug 2019 - Jan 2022 (2 years 6 months)

• Assessed reporting data capabilities to provide expert performance feedback, transforming manual processes into real-time analytical workflows with strict quality checks
• Modeled plans and scenarios for marketing efforts that drove $400 million in growth opportunities
• Led valuations that enabled 7 franchise acquisitions and $12 million in new business ventures
• Oversaw the consolidation of financial data across an external network of global franchise servers to a centralized cloud repository for more robust and systemized analysis of data trends

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Business Analyst

AMERICAN HONDA FINANCE CORPORATION

Jul 2018 - Aug 2019 (1 year 2 months)

• Designed and implemented automated workflow solutions to resolve recurring issues and compliance risks in loan-funding operations, resulting in improved efficiency and reduced errors
• Established best practices for tracking and reporting business data across the enterprise, leading to more accurate and timely business insights using tools like Google Sheets and SharePoint
• Launched and implemented 50+ system upgrades to integrate DevOps project management concepts into the existing framework, resulting in improved project delivery times and enhanced system reliability
• Formulated KPI's on tracking and measuring funding efficiency and risk

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Project Analyst

American Honda Finance Corp

Jul 2018 - Aug 2019 (1 year 2 months)

• Designed, implemented, and launched 50+ system upgrades to automate workflow solutions to resolve recurring issues and compliance risks in loan-funding operations resulting in improved efficiency and reduced errors
• Established best practices for tracking and reporting business data across 4,500+ dealerships, improving business insights

Operations Associate

Trust Company of the West

May 2015 - May 2017 (2 years 1 month)

• Coordinated over $10 billion in new account fundings using Salesforce and Excel to grow fixed-income portfolio
• Analyzed liquidity levels and adjusted risk exposures for debt portfolios valued at $144 billion

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Paul Yuan

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