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Work Background
RevinateDirector, Finance and Business Operations
Jul. 2020San Francisco Bay Area
Vision CriticalVP Finance
Jun. 2018 - May. 2020San Francisco Bay AreaI provide financial leadership for a SaaS CX (Customer Experience) global start-up company that creates cloud-based intelligence experience platforms. I am proud to oversee team of 12 financial professionals in budgeting, planning, forecast modeling, management and financial reporting, corporate accounting, operational finance, and cash management. Drive overall company success and operational efficiency through process improvement and system integration efficiencies. Streamline CPQ to cash, record to report, and other operational finance areas. A few of my achievements including collaborating with other executive to plan key initiatives and business strategies, leading due diligence teams for acquisitions, debt, and equity financing strategies, and streamlining process and systems.
SalesforceDirector, Finance & Strategy + Revenue + Commissions
Jun. 2009 - Jun. 2018San Francisco Bay AreaI accepted a series of increasingly responsible financial positions with Salesforce. I began my career with them as the Senior Manager of Accounting Operations in 2009. I was promoted to Director of Revenue in 2013, and then to Director of FP&A in 2015. In all positions, I championed key areas of the company including Global Revenue & Commissions, FP&A, and Acquisition Integrations. I managed a 14-member staff of revenue and commissions accounting professionals and oversaw a growth in revenue from $1B to $5B. I partnered with other departments on order to cash operations, acquisitions, deferred revenue, and sales analytics, and I collaborated with other teams to create the vision and system enhancements for cash, accruals, bad debt, deferrals, reserves, reporting, and analytics. My key achievements included reducing revenue and commission close to less than three days. I created and owned projects for global CFO revenue & deferred revenue analytics, earning schedules, and 10Q/K, as well as developing deferred revenue forecast model and methodology. I led the expansion of key sales metrics to incorporate acquired companies and other changes in the business. Finally, I drove conversion of lookback financials into new management reporting systems to comply with 606 standards for capitalizing sales commissions.
Robert HalfManager, Accounting Operations
Feb. 2005 - May. 2009Pleasanton, CAI led accounting operations for RHI’s Protiviti Internal Consulting subsidiary and oversaw a team of talented accounting professionals. I ensured compliance with Sarbanes-Oxley in the production of timely, accurate, period/month/quarter-end processing and reporting for contract to cash cycle. In addition, I supervised the accounting and reconciliations for domestic and international intercompany activity, as well as developed reporting for time & expense, projects, AR, billing, and revenue recognition. While at Robert Half, I designed and led a streamlining project and hours revenue recognition system enhancement that increased productivity by 5-10% for a group of 200+ consultants. Finally, I was responsible for a major software implementation project of PeopleSoft 8.4 Asia Pacific, in six countries.
OracleFinance Manager, Accounting Manager, Senior Financial Analyst, Accounting Supervisor, Accounting Ana
Jan. 1997 - Jan. 2005Pleasanton, CAI moved through increasingly responsible financial positions for PeopleSoft, a company that provided human resource and financial management systems on a global scale. I started my career as an accounting analyst in 1997, was promoted to accounting supervisor in 1998, and then to senior financial analyst in 2000. In 2002, I accepted the accounting manager position, then later was promoted to Finance Manager. Throughout my career, some of my key achievements included managing revenue recognition for software licensing, maintenance, consulting, and training systems. I supervised employee related accounting including bonus/benefits accruals, payroll, stock and reconciliations. I frequently prepared reports for senior management, including quarterly revenue/customer analytics package, and earnings release revenue/customer KPI analytics for earning release calls, as well as provided forecasting and analysis reports for industries and product lines; created product line/industry revenue & operations review analytics package. And finally, I collaborated on budget planning process for assigned product lines and functions.
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