Jay Yoo

Jay Yoo is a Financial Planning and Analysis Manager at Loftware, responsible for end-to-end integration with the ERP InTacct and developing customized P&L reports, while also providing training on ARR modeling in the SaaS industry. Previously, Jay served as a Senior Financial Analyst at Syntellis Performance Solutions, focusing on renewals budget models and forecasting renewal rates. Prior experience includes a Financial Analyst role at Optiv Inc, where detailed Salesforce data analysis and efficient financial modeling were key responsibilities, and an Investment Associate position at SunTrust Investment Services, which involved trading financial securities and managing investment strategies. Educational qualifications include a Master of Science in Investment Management and Financial Analysis from Creighton University and a Bachelor of Science in Entrepreneurship from The University of Tennessee at Chattanooga.