Millbrae, California, United States
A finance leader with 15+ years driving GTM planning, and scale FP&A operations across enterprise software companies. Known for improving planning accuracy, partnering with executives to drive results, and building scalable processes. Have a can-do attitude with a keen eye for details. A well-respected business partner, team player, coupled with strong modeling, financial planning, and system expertise.
• Led forecasting and planning for a 400+ GTM org, supporting and enabling 3 E-suite members, and 10+ VPs to make data driven decisions. Review and approve hiring, capital spending, and purchase requests. • Improved commission forecast accuracy by building and maintaining a scalable forecast model supporting complex compensation plans across global sales. • Provided key performance metrics in quota attainment, sales productivity, and capacity planning. • Improved ARR accuracy by redeveloping the ARR model from the ground up; leveraging Snowflake to automate data ingestion and custom calculations. • Collaborated with Marketing on developing ROI metrics on various marketing activities. • Implemented Fintastic to scale up our forecasting infrastructure for long-term efficiency.
• Led financial modeling, LRP P&Ls, and scenario planning presentations for potential investors. • Led quota planning, sales compensation, provided deal support and was a Salesforce administrator. • Consolidated multiple SFDC price book and reduced redundant product codes to drive sales cycle efficiency. • Wore multiple hats and deep in the weeds with month-end close activities and financial audits.
Consulted on revamping pricing and packaging on current product portfolio with an emphasis on offering more flexibility to consume the software licenses. Provided industry best practices, discount guidance, and pricing know how.
• Led cross-functional collaboration on pricing, packaging, discount policy, and configuration requirements for Software as a Service (SaaS) product. • Focus on value benefit drivers, competitive positioning analysis, cost margin analysis, and customer segmentation as key attributes to price setting. • Define consistent pricing measures, entitlement, and packaging on portfolio products to enable better upsell and scalability. • Modeled discount thresholds with respect to unit price, unit cost, and gross margin targets
Focused on optimizing revenue and profits on a $200M business P&L inclusive of 6 product lines. Led Engineering $100M annual budgets with 900 plus FTEs across 8 regions from annual operating plan, forecasting, budgeting and resource management.
Developed strong business relationships with executives to effectively manage budget spending, annual operating plan, forecasting cycles, resource management for Engineering, Marketing, and Professional Services. Prepared variance analysis, financial reporting and participated in monthly and quarterly accounting close.
Partnered with Marketing business partners to effectively developed annual operating plan, forecast, and managed spending. Team up with delivered directors to recognize professional services revenue. Provided regional services revenue forecast, backlog, and utilization. Partnered with accounting on monthly and quarterly close
Responsible for 400+ projects revenue forecast, revenue recognition, and margin analysis. Provided project financial reporting to senior management highlighting both business opportunities and risks.