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Work Background
Left Field ConsultingPrincipal Consultant
Sep. 2021Raleigh-Durham-Chapel Hill Area · RemoteConsulting engagements to drive analytical rigor and operational efficiency to improve business outcomes.
Focus areas include strategic planning, customer analytics, pricing optimization and driving operational maturity in hyper growth companies.
Sip TequilaVice President Strategic Finance and Analytics
Jul. 2022 - Nov. 2023Raleigh-Durham-Chapel Hill Area · RemoteEstablish Strategic Finance and Analytics function for $10M DTC tequila producer and reseller to drive Go To Market strategy based on data and insights.
Palo Alto NetworksSr Director, FP&A
Aug. 2015 - May. 2021Santa Clara, CALead teams across Sales, Marketing and Professional Services to optimize key levers in $4B+ P&L. Extensive partnering with senior leaders to enable effective decision making at 25%+ annual growth rates. Focus includes:
- Management P&Ls to enable geography, service and product leaders to optimize for both growth and profitability
- Long range planning to inform multiple product segment strategies
- Increase sales productivity & channel leverage
- Effective comp plan design
- Optimize customer acquisition cost and overall ROI
SymantecDirector, Business Analytics
May. 2010 - Aug. 2015Responsible for identifying data driven customer insights and turning these insights into targeted strategies that drive new customer acquisition and minimize customer churn. This has been enabled via 3 major tracks – integration of numerous disparate data sets, deep customer behavioral analysis and implementation of a customer segmentation framework. The outcome has enabled us to personalize uniquely relevant content and offers specific to customers and prospects as well as optimize marketing investments to deliver maximum revenue growth and return on investment.
SymantecSales Controller
Apr. 2007 - May. 2010Lead a team of analysts managing P&L for $2B Consumer Business Unit to maximize revenue and profitability. Partner with business unit leaders to highlight important trends and opportunities and recommend effective strategies and tactics to maximize revenue and profitability all while ensuring financial compliance and control.
SymantecFinance Manager
Nov. 2004 - Apr. 2007Manage $380M annual budget for Marketing organization. Provide strategic planning and analysis to maximize return on Marketing spend. Direct partnership with 6 VPs and Chief Marketing Officer.
Kaiser PermanenteSr Financial Analyst
Sep. 2002 - Oct. 2004Managed $230M annual budget for San Francisco Medical Center. Provided strategic planning and analysis to maximize both profitability and patient access.
The Mercury NewsDivision Finance Manager
Nov. 1997 - Sep. 2002
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