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Skilled and accomplished financial leader with experience directing corporate financial systems, operational strategies, and staff development. Diverse financial and operational experiences – ranging from entrepreneurial to Fortune 500 environments. Keen business acumen; able to develop and implement strategic processes and systems to propel efficiency and productivity. Effective at operationalizing disparate data sets and driving analytical-based outcomes.

A driven professional, with a solid background in accounting and financial management, information analysis, and departmental oversight. Demonstrated capacity to revitalize and streamline financial processes and procedures. Acute desire in developing staff and mentoring their financial and business skills.

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Skills

Beginner

Intermediate

Advanced

Semi-Pro

Expert

  • Financial Modeling

  • KPIs and Metrics

  • Strategic Business Support

Awards

Apr 2019

2018 Business Partner of the Year

Americas Geography

WORK EXPERIENCE

Jul 2015 - Present

DIRECTOR OF BUSINESS & SALES FINANCE

Hitachi Vantara (Hitachi Ltd.)

Santa Clara, CA, United States

A trusted advisor to the SVP and GM of the Americas Geo, and functional P&L owner for Americas Sales & Services businesses.  Lead Sales planning inclusive of organizational design, GTM optimization, quota management, and incentive design.  Drive strategic initiatives related to cost optimization, deal pricing, and Sales team measurement (analytics & KPIs).  Cross-functional lead co-developing a finance Center of Excellence in India and implementing reporting and planning system modules (Anaplan).  Managing a team of 4 (Sr Mgr and 3 Sr Analysts).

Awarded Business Partner of the Year in 2018

Dec 2010 - Jul 2015

FINANCE MANAGER

EMC Corporation

Santa Clara, CA, United States

Responsible for annual planning, monthly forecasting, business unit reporting, and decision analysis. Directly managed a staff of 3 financial analysts. Areas of support included WW Sales and Marketing, along with controller responsibilities for the Americas. Prior responsibilities include Revenue, COGS, Consolidation, Services, Manufacturing, and G&A.

  • Created and implemented Excel-based business support model to automate data integration, forecasting, and reporting. This streamlined and standardized the support function for the division.
  • Developed a cohesive interlock of reporting and analysis standards between divisional and corporate partners for the worldwide finance operations of Sales & Marketing.
  • Created a commission and bonus modeling tool; currently used as the basis for the worldwide quarterly forecasting and accrual calculation.
  • Led the development and implementation of a division-wide travel & entertainment efficiency program targeting non-customer spend; generated a 28% reduction to the current run rate spend.
  • Successfully managed the finance and accounting integration of three business units representing over $250M in annual revenue and 448 employees.
  • Key Finance Lead during an ERP transition from Oracle to SAP (BPC v7.5).
  • Developed, with sponsorship by the Division CFO, a training forum to act as a focused, centralized resource for professional development and learning.  The program includes internally and externally provided content, small group case studies, a feedback/review cycle, and an oversight committee.

Feb 2010 - Dec 2010

FINANCE MANAGER

NES Financial, Inc.

San Jose, CA, United States

Reporting directly to the CFO, I was responsible for company-wide financial reporting, forecasting, project analysis, and process improvement. In addition to FP&A responsibilities, I developed several Excel-based automation modules leveraging VBA to support revenue validation, sales commission calculation & reporting, and interactive marketing presentation tools.

Mar 2001 - Feb 2010

DIRECTOR OF FINANCE & OPERATIONS

West Coast Yellow Pages, Inc.

San Mateo, CA, United States

Education

Jan 2003 - May 2006

MBA, Finance

Lucas Graduate School of Business

San Jose, CA, United States

Aug 1993 - May 1997

Bachelor of Science in Business, Finance

San Jose State University

San Jose, CA, United States

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