Nick Louie

Finance Manager

San Francisco, California, United States13 yrs 2 mos experience
Highly Stable

Key Highlights

  • Expert in financial forecasting and budgeting.
  • Strong background in financial operations and compliance.
  • Proven ability to lead cross-functional financial initiatives.
Stackforce AI infers this person is a Financial Analyst with expertise in Nonprofit financial management.

Contact

Skills

Core Skills

Financial AnalysisBudget ManagementFinancial OperationsAccounting ManagementProperty Management

Other Skills

ForecastingBudgetingAnalysisBusiness PartnershipsSystemsAccounting OperationsPersonnel OperationsHuman ResourcesPayrollProject ManagementPublic SpeakingTeachingDocumentariesVideo ProductionVideo

About

I'm an experienced Financial Analyst with a history in technology-based organizations. I earned a Master of Business Administration (M.B.A.), focusing on corporate strategy and financial theory through UC Davis.

Experience

13 yrs 2 mos
Total Experience
2 yrs 6 mos
Average Tenure
3 mos
Current Experience

Far.ai

Finance Manager

Feb 2026Present · 3 mos

Confluent

3 roles

Manager, FP&A

Jan 2022Jan 2026 · 4 yrs

Senior FP&A Analyst

Promoted

Apr 2020Dec 2021 · 1 yr 8 mos

FP&A Analyst

Apr 2019Mar 2020 · 11 mos

Khan academy

2 roles

Senior Financial Analyst

Promoted

Dec 2015Apr 2019 · 3 yrs 4 mos

  • Forecasting: Led financial forecast for all entities (two in the United States and one in India) that served as a baseline for the following year’s budget, increasing engagement from senior leadership over financials.
  • Budgeting: Produced multi-year financial plan against revenue and lead creation of financial plan across all entities and teams, setting targets and resource goals for the following year.
  • Analysis: Analyzed hosting costs versus usage for backend engineering teams to track key performance indicator of cost per user, identifying periods where current rates deviated from historical rates.
  • Business Partnerships: Consulted as business partner between Finance and Product Teams to achieve usage and financial sustainability goals for organization. Developed engagement of multiple managers across functional groups to own parts of each team’s budget.
  • Systems: Implemented new payroll systems, Paylocity and Ceridian, and partnered with Human Resources to roll out software for use across operations teams, reducing time to process each employee as organization scales. Also, led 401(k) plan transition to new recordkeeper, Fidelity, to facilitate automation of retrieving compliance data.
  • Accounting Operations: Led first-time 401(k) audit, managing auditors and deliverables including reconciliations for organization to maintain compliance with Department of Labor standards. Also, oversaw financial operations of Khan Academy India entity, and collaborated with accounting consultants to align internal financial standards of organization to statutory requirements. Reviewed and managed work of external accountants to complete group financial audit consolidation for Khan Academy India and converted financial numbers from India GAAP to United States GAAP.
ForecastingBudgetingAnalysisBusiness PartnershipsSystemsAccounting Operations+2

Finance Assistant

Dec 2014Dec 2015 · 1 yr

  • Analysis: Led discussion of financial benchmarks for leadership for operating budget.
  • Personnel Operations: Oversaw lifecycle of 100+ independent contractors, including drafting, executing and paying contractors to achieve product priorities.
  • Accounting Operations: Processed and recorded of monthly financial transactions and kept accounts payable aging schedule to less than a month old. Reduced close period from 20 business days to 10 business days.
  • Human Resources: Supervised in core and retirement benefits, stewarding renewal and billing for company.
  • Payroll: Owned processing of annual payroll across the United States and Canadian.
AnalysisPersonnel OperationsAccounting OperationsHuman ResourcesPayrollFinancial Operations+1

Kiva.org

Finance Intern

Jun 2014Oct 2014 · 4 mos

  • Forecasting: Constructed forecast for loan volume in 2015, driving revenue estimates.
  • Analysis: Analyzed allocation of organization’s resources within budget against estimates to evaluate planning process and informed leadership of how the company spent toward internal initiatives.
ForecastingAnalysisFinancial Analysis

Kinry & associates

Assistant Property Manager

Jan 2013Jun 2014 · 1 yr 5 mos

  • Accounting Operations: Handled cash receipts and receivable deposits to maintain healthy accounting controls.
  • Personnel Operations: Supervised 20+ building projects under San Francisco regulations.
  • Project Management: Managed maintenance projects by coordinating contractors and tenants.
Accounting OperationsPersonnel OperationsProject ManagementProperty Management

Starting arts

Financial Analysis Intern

Aug 2012Nov 2012 · 3 mos

  • -Forecasting: Created multi-year forecast model for funders so that they understood the long-term plan for organization and their role its future.
ForecastingFinancial Analysis

Education

University of California, Davis

Master of Business Administration (M.B.A.)

UC San Diego

Bachelor of Arts (B.A.) — Political Science and Government

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