San Francisco Bay Area
- Dynamic and well-rounded FP&A professional experienced in the tech industry, with specialty in SaaS - Management of financial forecasting cycles, financial systems and tools, and KPI dashboards to lead the business in strategic and data-driven decision-making - Proven ability to create and lead a top-notch financial analyst team to drive towards trusted and strategic partnership with the business I have two favorite components of every season in my career and that is, the meaningful relationships I build and an eternal thirst for learning. Building trust and meaningful relationships in the workplace happens inadvertently for everyone and is a direct result of you trying to bring your best to the table while always seeking to understand every other person who is at the table with you. My emotional intelligence and natural empathy has allowed me to become an effective leader and business partner. Secondly, the opportunity and space to constantly learn and be challenged is also a major motivation for me in every step of my journey. Work seems less like work when you welcome the opportunity to truly understand the tools and people that they affect, with humility and curiosity. Being an effective business partner also means assessing every problem/project, not just from a financial lens, but multiple lenses that allow you to see the business as the sum of all its parts. My other core competencies are priority management and diligence to see projects through to the finish line, ability to train and motivate direct reports, and ability to discover the story behind the data. Adaptive Insights: Introduction to Planning and Reporting, Planning Fundamentals, Advanced Sheet Design Certified Anaplaner: 102 Introduction to Model Building, 201 Intermediate Model Building Looker Analyst Training and Lynda SQL Essential Training
- Within 5 months, transitioned into the Corporate FP&A function to own entire P&L and oversee all FP&A reporting and forecasting cycles - Hired, developed, and managed Corp FP&A team of 2 Sr. Corporate FP&A Analysts - Create monthly close decks for review of Exec & VP team, including key business insights, QTD and YTD financial performance, forecast vs. actuals bridges, and SaaS unit economics - Manage the quarterly FP&A forecast from start to finish by validating all assumptions, and facilitating and reviewing all inputs from the revenue team and all budget owners - Design Corporate FP&A roadmap to clearly lay out priorities and timing for FP&A systems and process improvements - Designated as the primary system admin for Anaplan, managing user roles and access, dashboards, modules, and API data processes - Provide direct Board meeting support, including quarterly deck preparation on forecasted financials, SaaS metrics, and commentary for executives on key narratives - Performed detailed cost analysis that allowed the Prod Ops team to complete full migration from co-lo servers to cloud hosting - Own and supervise headcount finance, req approval, PR approval, cash management, cash flow forecast, and capex spend
- Within 16 months, role was expanded to support Chief Revenue Officer and own all revenue modeling/forecasting and KPIs across the full customer journey - Expanded team from 1 to 4 Financial Analysts (2 Senior and 2 Staff) as role and responsibilities expanded to leading the finance support for all Sales, Partner Channels, Marketing, Revenue Expansion, and Customer Success - Enrolled by senior leadership on quick turnaround and mission critical projects such as: 1) Presenting directly to and facilitating discussion with board member on the revamped revenue retention reporting methodology 2) Delivering ad-hoc analysis and reports for debt covenant renegotiations and/or compliance - Managed the forecasting for all subscription, services, promo, and add-on revenue, including new pricing initiatives, for the quarterly forecasts and in-month projections - Presented in weekly business reviews on MTD revenue performance to support action items and course correction to meet monthly goals - Lead the monthly quota-setting process with all channel leaders by consolidating bottoms-up analyses to reach optimal unit and AMRR goals
- Primary finance and strategic business partner to the Chief Customer Officer and led all planning and forecasting for the organization, which includes Retention, Professional Services, Support, and Training and Assurance, while managing 1 supporting Financial Analyst - Constructed the company’s first bottoms-up churn forecast model which started with a baseline of weighted average historical rates based on product usage, sales channel, and tenure, then factored in estimated impact from company initiatives such as product roadmap - Heavily involved in customer journey reporting and analysis, including understanding cancel reason and competitor data, detailed product usage metrics, Net Promoter Score insights, and testing funnels (such as free trial, events, or service redesign) - Learned SQL and LookML and acted as an early builder and key stakeholder during the company’s transition to Looker as its main business intelligence software and data visualization tool, while maintaining reporting in and creating a smooth transition from Tableau - Close collaboration with Director of Analytics, BI and Ops teams to promote data culture, by establishing automated dashboards and teaching the Looker interface across the business to promote adoption of the new tool - Performed various ROI and cost analyses on external call centers, partner service fulfillment, and internal sales and external partner commissions plans - Developed staffing models across departments, tracked productivity metrics and pipeline management, and forecasted contact rate and alternative help
- Acted as primary Finance OpEx support for all functions of the company (R&D, S&M, G&A, and COS) by partnering with departmental budget owners in completing their quarterly forecasting, budgeting, and long-range planning - Utilized Adaptive Insights software to manage, maintain, and develop all forecasting templates/formulas, consolidation reporting, and variance analyses - Took full ownership of and significantly improved capital and SaaS project forecasting processes by rebuilding model, revamping BvA process and reporting, promoting transparency and accountability, and revamping presentations to CFO and CEO - Managed headcount forecasting process which included: maintaining a bottoms-up forecast approach, reviewing and approving all job requisitions and outgoing offers for the company, tracking all terms and transfers, and frequent reconciliation to HRIS system/Workday - Fulfilled full administrative responsibilities for the Adaptive Insights tool including: direct training and support for budget owners, troubleshooting system issues and working directly with Adaptive support team to resolve, managing forecast version control and issuing user access - Led monthly Budget vs. Actual meetings for all departments by preparing reports via Tableau and Adaptive, researching variances, and presenting findings to budget owners - Analyzed run-rates for OpEx and vendor spending for forecasting purposes, continually reviewed Adaptive forecast assumptions to validate reasonableness by department and account, identified forecasting methodologies that can be improved, and approved all PRs
- Effectively managed entire Americas License Compliance targeting program for net bookings amount that doubled within a year - Successfully designed and trained the compliance operations team in 3 months, consisting of the Financial Manager, Targeting Analyst, and Prospect Analyst - Strategized with high-level management to set quarterly forecast plans for Enterprise, Commercial, and Mid-Market segments - Remotely managed and developed license compliance support team in Bangalore by reviewing work, designing process and documentation, and providing training and feedback on conference calls - Served as subject matter expert on company research, license entitlement analysis, and review of license agreements to target complex candidates for audits - Owned financial and operating reporting package of the License Compliance program, including metrics such as hit ratios, and the revenue recovery impact of audits, for presentation to finance and sales executives - Implemented the monthly close calendar to report financial results which involved extensive data manipulation and facilitation of multiple input deliverables from several owners - Established and sustained consistent pipeline of audit targets to meet program goals of audit and upsell revenue, while maintaining budget compliance