Jimmy Y.

Jimmy's Coaching Offerings

Custom hourly · $150/hr

Get help with Cover Letters, AI Fundamentals, and .

Jimmy’s Business Operations & Strategy Qualifications

Experience level: Director

10+ people coached for Business Operations & Strategy

As a consultant throughout my career, I have advised hundreds of customers on business transformation initiatives from a consultant perspective to in-house, to sales. I have enough breadth across various industries to help you get to the job that you need including upskilling and general advice on the various aspects of the job. In addition, I can help you move across careers and companies. Reach out. Happy to help!

Jimmy can help with:

Cover Letters

AI Fundamentals

Market Research

Business Strategy Development

Operations Management

Process Improvement

Interview Prep

LinkedIn Review

Project Management

Financial Analysis

Resume Review

View all of Jimmy’s categories

Work Experience

Director, Business Value Consulting

Palo Alto Networks

January 2026 - Present

Partners with Area and Regional Sales executives to identify and nurture enterprise customers whose digital transformation can result in seven figure deals totaling $30M+. Specifically, I serve as as a financial and value expert who: • Analyzes the customer's corporate strategy, strategic positioning, and market influence to understand purchasing capacity • Facilitates workshops with customer's C-suite and division leaders to identify and narrate Salesforce value proposition • Provides consultations with Enterprise Architects, Solution Engineers, and implementation partners on how product implementation and timeframe can match the customer's digital roadmap • Optimizes deal finance and strategy (e.g., cash flow, payment terms, deal levers) with Account Executives to minimize customer objections • Collaborates with Internal Pricing during negotiations to deliver a data-driven, numbers-focused deal perspective to customers • Post-sales, helps customer define and capture metrics to measure realized value from Salesforce software Overall, I’m a consultative storyteller who collaborates with the Sales team to address strategic and financial challenges, delivering solutions in a way that resonates with customers.

Senior Manager, Business Value Consulting

Salesforce

May 2022 - April 2025

Partners with Area and Regional Sales executives to identify and nurture enterprise customers whose digital transformation can result in seven figure deals totaling $30M+. Specifically, I serve as as a financial and value expert who: • Analyzes the customer's corporate strategy, strategic positioning, and market influence to understand purchasing capacity • Facilitates workshops with customer's C-suite and division leaders to identify and narrate Salesforce value proposition • Provides consultations with Enterprise Architects, Solution Engineers, and implementation partners on how product implementation and timeframe can match the customer's digital roadmap • Optimizes deal finance and strategy (e.g., cash flow, payment terms, deal levers) with Account Executives to minimize customer objections • Collaborates with Internal Pricing during negotiations to deliver a data-driven, numbers-focused deal perspective to customers • Post-sales, helps customer define and capture metrics to measure realized value from Salesforce software Overall, I’m a consultative storyteller who collaborates with the Sales team to address strategic and financial challenges, delivering solutions in a way that resonates with customers.

Senior Manager, Treasury ALM

Transamerica

November 2018 - May 2022

Built and manage a team to optimize and enhance cash and liquidity management. Projects target modeling, strategy, and system/process improvements: Cash: Created and implemented a new framework that optimizes cash usage and allows for a $1 billion cash reduction while sustaining normal operations • Framework includes changes to existing reporting and infrastructure and developing new cash forecasting and risk models • Worked with multiple business leads including PMs and Operations to execute project and presented results to ALCO and executive management Liquidity: Enhance current liquidity stress testing, modeling, and reporting by introducing a Python-based infrastructure solution. Project manager and SME that: • Delegates group leads’ divisional responsibilities • Drives progress, manages project progression, and delivers results • Creates framework for User Acceptance Test plan and directed its execution • Provides subject matter expertise on liquidity by resolving modeling, testing, and nuanced issues SIMM / Collateral Management: Managed a team and procured a 3rd party vendor to 1) onboard Standard Initial Margin Model (SIMM) sensitivity and calculation engine and 2) establish a replacement collateral management system

Manager, Risk Advisory

KPMG

April 2014 - November 2018

Project management / subject advisory: • Lead manager for multi-million projects advising global institutions in CCAR, modeling, financial risk management, and regulatory reporting. Responsibilities include project initiation, strategy development, engagement execution, and resource / deliverable / client management Project highlights: • CCAR CFO attestation compliance including regulatory rule adherence and control effectiveness measurement and data testing. Work also included the FR-Y 14A/Q filings. • SR 11-7 mandate to document FX and Investment Banking models highlighting assumptions, limitations, testing, and implementation. Models include Local Stochastic Volatility for barrier products (knockouts and touches) and Machine Learning / Random Forests for block trade discounting and new bond issue yield estimation • Projects’ successes led to clients' MRA resolution, peripheral engagements, and continuing trusted partnerships LIBOR transition: • Lead specialist in evaluating LIBOR dissolution and its issues, risks, and impacts to firms Product control assessment: • Assessed product control groups’ policies, risk thresholds, reserves, and pricing procedures around credit structures. These include emerging markets L3 extinguishing swaps and Credit Linked Notes (CLNs) Valuation: • Valued derivatives, fixed income, and structured products using Bloomberg, Excel, and IntexCalc. Compared clients’ model and valuation results with KPMG’s results to assess fair value

Education

UC Berkeley

Bachelor's, Applied Mathematics

UCLA Anderson School of Management

Masters, Financial Engineering

Life-long management consultant who will be honest and direct