James Yang

James Yang

Irvine, United States
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James Yang

James Yang

Irvine, United States
Member since September 14, 2016
James is a seasoned finance professional with broad experience in strategic analysis, FP&A, investment banking, and investment management. He built a robust, complex financial model for a $100M+ global capital project and conducted a rigorous, in-depth pricing analysis for a $1B+ business unit at Capital Group. He joined the Toptal network to work on challenging projects with talented people.
James is now available for hire
Academic Highlights
Portfolio
Industry Expertise
  • Financial Services
  • Technology
Other Expertise
  • Cost Reduction & Optimization
  • Financial Modeling
  • Investor Communications
  • Market Research
  • Pricing Analysis
  • Three Statement Operating Model
Employment
  • Corporate Finance and Financial Strategist
    Capital Group
    2016 - PRESENT
    • Built a robust, complex model that runs scenario analysis for Project Falcon--a $100M+ company-wide fixed income project involving hundreds of people across IT and Investment Operations (IO)--saving the project team 400+ hours.
    • Conducted an in-depth pricing strategy analysis for retirement plan services (RPS)--a $50B+ AUM business--by analyzing revenue (management fee, administrative fee, record-keeping revenue), expenses, and contribution margin, and identifying issues and recommending solutions to the governing committee.
    • Performed five vendor viability assessments by interviewing management and conducting comprehensive research.
    • Completed an in-depth cost study across five legal entities for Strategic Sourcing and Procurement.
    Focus areas: Financial Modeling & Valuation, Pricing Analysis, Strategy
  • Head of FP&A/Corporate Finance Manager
    Spark Networks
    2015 - 2016
    • Led the development of the company’s 2016 annual plan, supporting business leaders with analytics and insight to help define financial operating priorities.
    • Built a five-year lender model and secured a new, more favorable $10M credit facility than with the prior lender.
    • Conducted due diligence and provided financial modeling and analysis for new initiatives and acquisitions. Acquired Smooch Labs, owner of JSwipe, for $7 million and successfully integrated the company’s financials.
    • Spearheaded FP&A efforts at a global public company--owner and operator of ChristianMingle and JDate.
    • Contributed key elements as the finance partner responsible for strategic and operations planning, investment planning, forecasting, insightful analysis, and timely reporting.
    • Re-engineered company-wide planning processes to significantly improve forecasting accuracy and accountability.
    Focus areas: Financial Planning & Analysis, Budgeting, Mergers & Acquisitions
  • Senior Associate
    Duff & Phelps, LLC
    2014 - 2015
    • Developed and communicated complex financial analysis through fairness opinions, solvency opinions, and other valuations to guide decision makers in corporate finance transactions.
    • Created presentations summarizing the analysis and conclusions supporting the opinion being provided to the client.
    • Performed company, industry, market, and competitor research and due diligence.
    • Mentored, managed and developed staff--analysts and associates.
    Focus areas: Transaction Opinions
  • Investment Associate
    Sirius Partners, L.P.
    2012 - 2014
    • Supported the CIO and founder by analyzing equity and credit investments across sectors with a small to mid-cap and special situations emphasis.
    • Created financial models and evaluated companies based on asset quality, normalized earnings, and free cash flow generation informed through proprietary industry research and frequent management interactions.
    • Recommended and monitored portfolio positions that included CPG companies, REITs, pharmaceutical companies, payment service providers, etc., to senior partners on a weekly basis, resulting in a 61% return in 2013.
    • Conducted industry and company competitive analysis and extensive third party research with suppliers, customers, and competitors to identify attractive investment opportunities across assets globally.
    • Developed and maintained new and existing analytical tools used for performance and portfolio analysis.
    Focus areas: Equity Investing, Credit Investing, Small Cap, Mid Cap, Special Situations
  • Research Analyst Intern
    Nuveen Asset Management
    2011 - 2011
    • Performed fundamental credit analysis on bond issues and sectors, and presented recommendations to senior research analysts and portfolio managers on a credit and price (spread) basis.
    • Analyzed financial statements, collateral, structure, competitive and industry trends, security provisions for new issues, and surveilled and updated information for current holdings.
    • Interviewed all NAM business line managers in Chicago and Minneapolis to identify specific needs and processes, and implemented changes to NAM’s firm-wide business continuity plan.
    Focus areas: Credit Analysis
Education
  • Chartered Financial Analyst (CFA) in Investment Management
    CFA Institute - Chicago, IL
    2007 - 2016
  • MBA in Finance, Accounting, Economics
    University of Chicago Booth School of Business - Chicago, IL
    2010 - 2012
  • BBA in Finance
    Emory University - Atlanta, GA
    2003 - 2006
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