Clifton Leung
Granada Hills
Summary
Senior finance and operations executive with 20+ years of experience driving scalable growth, operational discipline, and strategic transformation across consulting and corporate environments. As Head of Finance & Operations at Analytica Consulting, led ~90% revenue growth and boosted margins to 29% by building robust forecasting, revenue recognition, and compliance infrastructure.
Secured COVID relief funding to protect operations and reinvest in scalable systems.statewide contracting platforms (IT MSA, CMAS), opening access to sole-source public sector opportunities. Oversaw audit-ready financials, captured R&D tax credits, and transitioned the firm to a lean, remote-first model.
Former Deloitte and PwC leader with Big Four pedigree and deep expertise in FP&A, strategic planning, pricing, and executive reporting across $250M+ portfolios. Known for data-driven decision-making, growth optimization, and building high-performing finance teams.
Overview
21
21
years of professional experience
Work History
Senior Director – Head of Finance & Operations
ANALYTICA CONSULTING LLC
Southern California
01.2020 - Current
- Executive leader responsible for finance, operations, HR, legal coordination, and compliance at a high-growth consulting firm.
- Serve as strategic advisor to the CEO, architecting the financial and operational infrastructure that enabled ~90% revenue growth and increased operating margins to 29% during a period of rapid expansion.
- Designed and scaled end-to-end finance operations, including FP&A, treasury, audit, and controls, positioning the firm for sustainable growth across public and private sector accounts.
- Built a dynamic forecasting and revenue recognition model that eliminated leakage, improved resource planning, and enhanced forward visibility for leadership.
- Directed all audit and tax relationships; maintained GAAP-compliant, audit-ready books; and successfully captured recurring R&D tax credits.
- Led treasury and cash strategy, optimizing burn rate management, vendor payments, and banking partnerships to preserve liquidity and ensure operating resilience.
- Established and led the firm’s legal contracting operations, managing MSAs, SOWs, and NDAs with zero compliance issues under my oversight, while accelerating risk review and negotiation timelines through streamlined processes.
- Partnered with HR and benefits advisors to oversee insurance renewals and ERISA-aligned policy compliance, while supporting end-to-end employee lifecycle and talent operations.
- Defined and enforced SOPs and internal controls across systems, workflows, and shared documentation libraries, enabling consistent, secure growth.
Senior Finance Manager – Product/Project
SOUTHERN CALIFORNIA EDISON
Los Angeles
01.2017 - Current
- Led financial planning and strategic support for cross-functional energy and regulatory programs at one of the country’s largest utilities, including oversight of forecasting, capital planning, benchmarking, and workforce resourcing.
- Led support for the evaluation, development, and implementation of multiple cross-functional projects and business cases that have major financial or operational impact to the business units and overall company.
- Prepared monthly and quarterly forecasts to be used for estimating benefits and costs included within our Operating plans during General Rate Case and annual five-year budget development cycle, respectively.
- Maximized profitability by providing strategic insights applying different colors of money into business unit’s G&A and capital projects.
- Managed the development and analysis of the annual benchmarking study of utilities in US.
- Managed the capacity and demand of work across individual contributors by defining roles and responsibilities; oversee performance management, employee development, and talent planning..
Manager – Operations Finance
Deloitte Consulting LLP
Los Angeles
01.2016 - 12.2017
- Led internal finance strategy and operations reporting for Deloitte’s executive leadership.
- Partnered directly with the Consulting ExCo, CFO, and COO to drive margin expansion and enterprise-level cost optimization.
- Partnered with Deloitte Consulting ExCo and Operations Group to identify and assess operational issues impacting the business, which drove strategic decisions resulting in improved operating margins by $35M for Fiscal-Year 2016.
- Managed the internal reviews of the financial reports and client contracts to ensure compliance with Consulting’s strategies and goals.
- Identified key risk factors and investment viability for corporate strategic initiatives and alignment to market strategy, which preserved the assets of the corporation.
- Prepared forecast and budget reports, detailing Consulting’s year-to-date financial results and insights by Industry, Service Area, and Service Line.
- Provided insightful monthly variance to budget analysis to help shape strategy and enhance business decision-making.
Manager – Finance
Deloitte Consulting LLP
Los Angeles
01.2014 - 12.2016
- Directed financial planning and analysis for a $250M+ regional consulting portfolio across multiple industries.
- Built and scaled a global finance team and led strategic initiatives to improve engagement profitability and reduce delivery costs.
- Expanded client accounts to twenty-two across the Pacific Southwest Region.
- Grew regional finance team from one to seven resources in the U.S. and India.
- Fostered organizational development of resources, which included leading five firm-wide financial leadership trainings.
- Mentored and counseled two practitioners in the firm.
- Created and approved multi-year pricing model and consolidation tool to manage proposal financials, develop statement of work, develop client budget, forecast engagement margin, and maximize profitability.
- Managed financial and pricing models that included oversight of revenue recognition, process compliance, and staffing.
- Partnered with executive leadership and client accounting teams to identify and improve client engagement profitability by an average of 16% YOY.
- Presented in-depth variance analysis, planning and forecasting, and business reporting reviews for client and engagement leadership, ultimately reducing operations costs by $1.7M annually.
- Conducted interviews with engagement leadership team to develop pricing, initial budget, and standardize financial process plan for the upcoming fiscal audit year.
Senior Consultant – Finance
Deloitte Consulting LLP
Los Angeles
01.2011 - 12.2014
- Provided hands-on financial leadership for high-risk, high-value client engagements.
- Specialized in turning around underperforming projects, optimizing budgets, and mentoring junior team members.
- Turned around high-risk client engagement by designing and implementing improved financial management tracking models reducing costs ~$1.1M annually.
- Increased engagement profitability by 7% year-over-year through effective resource budget-to-actual analysis, resource expense tracking, and effective pricing strategies.
- Coached, mentored, and developed seven junior reports through cross-training, inclusion, and job rotations resulting in three promotions.
Consultant – Finance
Deloitte Consulting LLP
Los Angeles
01.2009 - 12.2011
- Supported pricing, billing, and engagement financial planning across a portfolio of client projects.
- Played a key role in improving cash flow and efficiency through process optimization.
- Prepared pre-engagement pricing analysis and comprehensive reports for project leadership to set up project codes, which improved planning and efficiency.
- Supported Finance Operations Manager through complex engagement lifecycles and multiple change orders that resulted in efficient financial management tracking.
- Streamlined billings and collections and minimized outstanding invoices by an average of 10 days to improve engagement profitability.
Analyst – Finance
Deloitte Consulting LLP
Los Angeles
01.2007 - 12.2009
- Served as the go-to resource for financial analysis, forecasting, and reporting across large financial services accounts.
- Drove early cost-saving initiatives and gained foundational experience in operational finance.
- Prepared detailed analysis for two large financial services client engagements.
- Assigned to prepare all management reporting, forecasting, and planning.
- Conducted and researched ongoing cost-savings analysis to minimize costs.
- For example, reduced resource travel expenses across all projects by 11%.
Financial Analyst
PRICEWATERHOUSECOOPERS
Boston
01.2005 - 12.2007
- Delivered financial and operational support for major financial services clients in the Northeast region.
- Focused on cost tracking, budget analysis, and engagement profitability for high-volume audit teams.
- Analyzed YTD revenue results for the Northeast Financial Services Partners meeting each period ($60M+ in annual revenue).
- Monitored project expenditures (time and expense) and ensured compliance with documented engagement and firm policies for Northeast Insurance Firm Audits that reduced costs by ~25%.
Education
Master of Business Administration - Finance and Management Science
University of California Irvine, Paul Merage School of Business
Irvine, CA06.2015
Bachelor of Business Administration - Finance and Insurance
Northeastern University D’Amore – McKim School of Business
Boston, MA09.2005
Skills
- Excel
- PowerPoint
- Word
- Outlook
- SAP
- PeopleSoft
- Financial Reporting & Planning Tools
- Budgeting & Forecasting Systems
- QuickBooks
- Copper
- Avaza
- Tableau
- Financial operations
- Financial modeling
- Project management
- Budget management
- Cost optimization
- Data analysis
- Problem solving
- Team leadership
- Effective communication
- Performance management
- Operational excellence
- Team building
- Team management
- Policy development
- Organizational development
- Pipeline development
- Policy implementation
- Human resources management
- Team building and motivation
- Key performance indicators
- Culture transformation
- Marketing
- Contract negotiation
- Reporting expertise
- Government relations
- Client relations
- Budget control
- Charismatic leader
- Financial analysis
- Program management
- Problem-solving
- Vendor relationship management
- Contract and vendor management
- Business strategy
- Staff management
- Team collaboration
- Operations management
- Hiring and retention
- Business development
Awards
- Recognized as a top-performing executive at Analytica Consulting for exceptional leadership, operational execution, and company-wide impact; awarded multiple merit-based promotions and performance bonuses.
- 5x award recipient for excellence in new client growth and team leadership for the Deloitte West Region.
- Selected for Deloitte’s National Practice Director’s Advisory Council for top-performing Senior Financial Controllers across the U.S.
Technical And Financial Systems
- Excel (Certified)
- PowerPoint
- Word
- Outlook
- SAP (HANA, DPS, Global Financial Systems, BeX)
- PeopleSoft
- Financial Reporting & Planning Tools
- Budgeting & Forecasting Systems
- QuickBooks
- Copper
- Avaza
- Tableau
Accomplishments
· Recognized as a top-performing executive at Analytica Consulting for exceptional leadership, operational execution, and company-wide impact; awarded multiple merit-based promotions and performance bonuses.
· 5x award recipient for excellence in new client growth and team leadership for the Deloitte West Region
· Selected for Deloitte’s National Practice Director’s Advisory Council for top-performing Senior Financial Controllers across the U.S.
References
References available upon request.
Timeline
Senior Director – Head of Finance & Operations
ANALYTICA CONSULTING LLC
01.2020 - Current
Senior Finance Manager – Product/Project
SOUTHERN CALIFORNIA EDISON
01.2017 - Current
Manager – Operations Finance
Deloitte Consulting LLP
01.2016 - 12.2017
Manager – Finance
Deloitte Consulting LLP
01.2014 - 12.2016
Senior Consultant – Finance
Deloitte Consulting LLP
01.2011 - 12.2014
Consultant – Finance
Deloitte Consulting LLP
01.2009 - 12.2011
Analyst – Finance
Deloitte Consulting LLP
01.2007 - 12.2009
Financial Analyst
PRICEWATERHOUSECOOPERS
01.2005 - 12.2007
Master of Business Administration - Finance and Management Science
University of California Irvine, Paul Merage School of Business
Bachelor of Business Administration - Finance and Insurance
Northeastern University D’Amore – McKim School of Business
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