Palo Alto, California, United States
-Financial business partner for the HR department, Environmental Services department, Parks, Office of the City Manager, Library and Community Services department, and Office of the City Attorney -Manage cost of service studies and reports to council - Oversee publication of the multi-volume annual city budget and fee schedule
Financial and operational consulting for non profits (including schools), strategic business planning, project management, facilitation, benchmarking, financial modeling, etc. -Project manager for multi-year strategic turnaround transformation initiative for the Archdiocese of Chicago -With a partner, led clients through customized strategic planning processes to define and achieve their mission, concentrating on identifying areas of mission and finance-based opportunities and developing plans to achieve revitalization -Responsible for relationship management of both primary client and a diverse constituent client-base, ranging from executive directors and CFOs to volunteers and youth -Designed and deployed measurement tools to track client satisfaction and program progress and success
-Marketing Finance planner for $XX million globally for all regions and global business partner -Sales Finance business partner for all JAPAC, all Latin America and US SMB -Work with engineers/sales operations to help identify and implement scalable financial processes and system improvements for rapidly growing business -Perform opex budget v. actuals analysis and ad-hoc sales analysis -Partner with internal customers to develop, manage and present comprehensive performance analysis and reporting to senior management -Own weekly dashboard, key for senior leadership decisions -Define and calculate sales commissions for xxx reps -Approve finance language for geo/search product sales contracts, partnering with Tax/Legal/Revenue/Insurance/Billing teams
-Consultant on online advertising and AdWords account strategy and optimization, including ROI, marketing and branding initiatives for larger Retail clients, especially their e-commerce -Provided clients expertise on creating and implementing marketing/advertising strategies regarding the jewelry, gifts, and greetings industry -Analyzed advertising potential and effectiveness through website statistics, greater internet and market trends, study of competitors, etc. -Analyzed trends of industry, search and online advertising and marketing, and impact of optimizations involving large data sets to find actionable items for growing online sales -Managed optimization workflow processes with team in US and India Dedicated Client Services Shadow Program mentor for US and India associates, managing and mentoring, teaching new optimizers how to efficiently handle pod workflow and delegate work between 4 offices, while ensuring high quality optimization work and effective communication with clients
-Studied venture capital and private equity firm success in South America -Analyzed legal and regulatory framework within the Latin American countries to understand barriers to entry and growth of firms -Created with partner the first publicly available database on VC and PE firms in Latin America