Kevin Jinfu Chen

Kevin Jinfu Chen

Investment Banking Analyst

Followers of Kevin Jinfu Chen590 followers
location of Kevin Jinfu ChenSan Francisco, California, United States

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  • Timeline

  • About me

    Senior Manager, Corporate FP&A | Strategic Insights | Tech & Gaming Industry

  • Education

    • Gies College of Business - University of Illinois Urbana-Champaign

      2010 - 2011
      Master of Science Finance

      Activities and Societies: Illinois Business Consulting

    • Washington University in St. Louis - Olin Business School

      2008 - 2010
      BSBA Finance, International Finance
  • Experience

    • Williams Capital Advisors, LLC

      Jun 2011 - Jul 2012
      Investment Banking Analyst
    • Pacific Crest Securities

      Oct 2012 - Jul 2015
      Equity Research Associate: Specialty Semiconductors
    • Sterne Agee CRT

      Jul 2015 - Jun 2016
      Equity Research Associate: Semiconductors
    • GSN (TV & Games)

      Nov 2016 - Oct 2018
      • FP&A Manager

        Aug 2017 - Oct 2018
      • Senior Financial Analyst

        Nov 2016 - Aug 2017
    • SurveyMonkey

      Oct 2018 - Oct 2023

      - Owned the financial model, forecasting, and budgeting, including preparing and delivering monthly and quarterly business reviews to senior executives, including the VP of Finance and CFO.- Achieved a 4x expansion of the company's profit margin YoY in FY22 by spearheading strategic initiatives and providing insights on cost efficiency gains.- Mentored and developed direct reports, fostering a culture of collaboration, accountability, and innovation.- Designed robust financial controls to eliminate financial reporting errors and ensure compliance with industry regulations and accounting standards. Show less

      • Senior Manager, Corporate Strategic Finance

        Feb 2023 - Oct 2023
      • Manager, Corporate Strategic Finance

        Feb 2021 - Feb 2023
      • Senior Analyst, Corporate Strategic Finance

        Oct 2018 - Feb 2021
    • New Relic

      Oct 2023 - now
      Senior Manager, Corporate FP&A
  • Licenses & Certifications

    • Series 63

      Financial Industry Regulatory Authority
    • Series 7

      Financial Industry Regulatory Authority
    • Series 86

      Financial Industry Regulatory Authority
    • Series 87

      Financial Industry Regulatory Authority