SUMMARY:

• Creative, internationally experienced and innovative management reporting problem solver delivering timely, efficient and easy to read financial and what - if decision useful reports to start-up, corporate and functional management for: Deep-dive process and data analysis, key business decisions, system integrations, upgrades, divestitures, mergers, and acquisitions.

TECHNICAL SKILLS:

BUSINESS SYSTEMS: Oracle 11i and R12 GL, PO, AP, Project and Fixed Asset modules, Workday, Fund E-ZREPORTING TOOLS:SQL, OBIEE, Oracle FSG, Hyperion Planning, HFM, Essbase, Business Objects, QlikView

MICROSOFT: Access, Project, PowerPoint, Word and Excel Black Belt with Pivots and Macros

PROFESSIONAL EXPERIENCE:

Confidential, Mountain View, CA

Director, Finance, ERP and Business

Responsibilities:

• Bridged the divide between Finance and Information Technology to translate user requirements into accounting and management reporting technical specifications, conduct CRP, UAT, validate conversion and provide
• Completed Veritas Consulting Ops and GL teams’ Oracle R12 Project Accounting system conversion and (Singapore, China, Dublin, Mountain View)
• Partnered with IT to test and deliver “Gold” OBIEE and Business Objects reports to Finance
• Delivered time-critical comprehensive GL, Close and External Reporting process documentation
• Created understandable documentation for extremely complex Japan Buy-Sell processes

Confidential

Sr. Finance Manager, Data & Business Intelligence (Promoted)

Responsibilities:

• Completed VeriSign and several other M&A product integrations into Oracle and Business Objects
• Business Objects, Essbase and QlikView reporting implementation: User requirements, CRP, UAT and
• 11i to R12 GL/PO/FA/PA upgrade: User requirements, CRP, UAT and (Singapore, Dublin, Mountain View)
• Wrote the corporate finance systems and reporting section to the M&A integration playbook
• Spearheaded and delivered “Finance 101” onboarding to all new CFO team employees
• Bookings and billings systems and reporting integration tiger team member
• Discovered quote to cash reporting issues from complex SKU systems and suggested simple solution saving the Revenue team hundreds of hours of work
• Developed deep dive statistical analysis into VeriSign bookings and billings trends and SKU pricing to identify several areas of untapped revenue sources and drivers
• Identified as CFO organization’s Excel and Management Reporting expert problem solver and point person

Confidential, Mountain View, CA

Owner

Responsibilities:

• Provided initial finance, accounting and reporting services to start-ups, documented processes and trained FTEs in Silicon Valley, Vancouver Canada, Switzerland, and London UK
• Prepared financial analysis and packages for Funding, Board Meetings, Operational Reviews, and CFO ad hoc requests
• Automated and supported monthly, quarterly and annual reporting including dashboards, outlooks and variance analysis and commentary
• Built bookings and revenue forecasting models for short and long term business analysis and management based on deferred revenue waterfall, bookings, open orders and other business specific inputs
• Provided financial analysis and built automated standardized reports using Hyperion Essbase, IR (Interactive Reporting), Planning, Pillar, Oracle 11i, TM1 data
• Created Excel based sales commission expense forecasting model for Security Services BU
• Coordinated initial VeriSign SOX section 404 Finance RTR process and compliance documentation
• Created what-if models for Jamba and Jamster acquisition due diligence, and VCS, Payments, DBMS and SSL divestitures

Confidential, San Francisco, CA

Director of Finance and Administration

Responsibilities:

• Reported to the US CEO and the UK Parent PLC CFO, and managed 8 staff in Payroll, HR, IT, and Accounting
• Delivered all US/Almaty/Moscow Division accounting, budgeting, treasury, and management reporting
• Coordinated and managed annual financial statement audit with BDO Seidman and UK Parent
• Wrote internal process and control documentation for SOX section 404 compliance and ISO 9001
• Created custom FRx, Excel, Access, and Crystal models and reports to automate monthly variance analysis

Confidential, Santa Clara, CA

FP&A and Sales Finance Contractor

Responsibilities:

• Coordinated and prepared year end and quarterly management reporting packages with variance analysis and commentary for Audit Committee
• Responsible for managing cross-functional consolidation of SAP, Hyperion Pillar, and Excel files for weekly Corporate FP&A dashboard

Confidential, Mountain View, CA

Reporting Manager and Assistant Controller

Responsibilities:

• Reported to the Controller and managed 3 Accountants
• Compiled and delivered month end close, payroll, board and bank reporting
• Managed implementation and conversion from Peachtree to Oracle 11i AP/PO/FA/GL and Inventory modules

Confidential, San Jose, CA

Finance Manager

Responsibilities:

• Reported to CFO and provided post IPO cross functional financial support to Customer Support & Product Marketing VPs and managed 3 Financial Analysts
• Wrote footnotes for SEC filings and participated in quarterly analyst calls
• Participated in due diligence for Yahoo merger and Half.com acquisition
• Responsible for worldwide (NAM/APJ/EMEA) Customer Care and Product Marketing month end reporting, review, accruals, journal entries, and variance analysis
• Created simple but sophisticated Excel based business plan and ROI template to partner with Product Managers for what-if scenario analysis of proposed new site features
• Participated in location planning and analysis for US, European, Australian, and Japanese customer support centers
• Converted Business Objects site and page view metrics into Excel queuing theory model to forecast HC needs
• Corporate Finance and Planning Hyperion Pillar administrator (backup) responsible for monthly FP&A consolidation and management reporting
• Represented Finance on SAP implementation team; defined business unit structure, allocation bases, and reporting needs for conversion from Solomon ERP

Confidential, Santa Clara, CA

Sr. Business Planning Analyst

Responsibilities:

• Reported to ASIC SBU VP, cross-functional liaison between ASIC SBU, Strategic Planning, and Accounting, and managed 3 Financial Analysts
• Created custom Excel based business plans with competitive benchmarking and ROI analysis for R&D funding
• Negotiated new bulk purchase discount for EDA software contracts that resulted in over $10m annual savings
• Represented ASIC SBU on PeopleSoft implementation team; defined SBU structure and management reporting business requirements

Confidential, Kansas City

Sr. Financial Analyst

Responsibilities:

• Envisioned, built, trained and maintained Corporate Excel based budget model for the Nationwide PCS network buildout
• Participated in initial West Coast Sales Distribution channel and incentive modeling and planning