Santa Clara University

University of Portland

Building Strategic Partnerships

Encinitas, California, United States

Zego (Powered by PayLease)

VP, Strategic Partnerships and Finance at Zego (Powered by PayLease)

NSUR, Inc

Chief Executive Officer

VP, Finance & Payment Operations at Zego

PayLease

Senior Director Finance

Director, Finance

Akamai Technologies

Senior Finance & Sales Operations Manager

SOASTA, Inc.

Finance Director

Finance Manager

- Automated commission reporting and executive dashboards by implementing commission attainment software tools, leveraging knowledge of <a href="http://Salesforce.com">Salesforce.com</a> platform.
- Created SaaS modeling for subscription products, measuring MRR/ARR, LTV, Churn and Revenue waterfall.
- Created and systematized SaaS revenue modeling in company ERP which assisted in determining annually recurring revenue per customer and allowed for ROI analysis on a deal by deal basis.
- Automated BvA reporting through web based templates which allow all business partners to review real time information regarding budget, headcount and goal progress in an easy to follow and understand form.
- Developed and published all BOD, investor, revenue meeting and QBR slide decks with assistance of Financial Analyst.
- Automated market analysis utilizing ThomsonOne/Nasdaq IR Insights platform, providing insight to Executives about stock performance against peers and information for EOQ calls.

Vocera

- Created commission and compensation model supporting the Sales team with automated sales attainment reports.
- Constructed compensation plans and developed key performance indicators to be measured against for Sales, Professional Services and Technical Support.
- SEC and audit reporting and analysis, flux analysis, and create P&L, BS and CF forecasts.
- Built SaaS model forecasting revenue and expenses for subscription based products.
- Support project and headcount budgeting and reporting tasks for 10 business units.
- Built inventory forecast modeling helping Operations develop better forecasting methods.
- Constructed integrated financial model forecasting expenses and revenues by product line.
- Perform M&A valuations of strategic purchases, determine where synergies exist, execute with business partners.
- Perform analysis for new product launches and forecast sales and expenses.
- Assist in quarterly and yearly accounting functions helping with audits of financial statements.
- Developed Marketing ROI models for demand generation, customer reference and customer pipeline.

Senior Financial Analyst

- Prepared integrated 3 statement model forecast utilizing scenario modeling techniques, including changing market conditions, CAPEX purchase and detailed margin analyses.
- Report on and support 60+ product lines with sales crossing 16 international geographic regions. Performed P&L and gross margin analysis on product level basis.
- Worked with digital marketing to develop customer life time value, acquisition cost, and promotion/coupon models.
- Assisted in acquisition of strategic business partner, creating new brands driving strong growth.
- Developed weekly and monthly dashboards providing a company snapshot to Exec staff.
- Performed contractor/employee labor efficiency analyses used to negotiate contracts.
- Created revenue and standard cost model for 45 product lines to assist COGS analysis.
- Performed market studies for product launches and presented recommendations to executives.
- Developed and automated forecasting models supporting production and OPEX divisions.

Zazzle

Financial Analyst

Prepared forecasting models that allowed for analysis of expected profitability for potential stock & mutual fund purchases.
Prepared, audited and analyzed district, region and divisional Profit and Loss statements.
Developed forecasting models supporting 15 business units within the sales division.
Performed a feasibility study for taking financial instruments to market. Determined the products showed needs, were economically feasible, and profitable.
Separately managed a market industry analysis study, comparing  proprietary financial instruments to competitors and formally present findings to executives.

Country Financial

Financial Representative

Prepared forecasts allowing for profitability analysis of potential stores.
Prepared, audited and analyzed store, district, and divisional Profit and Loss statements.
Developed forecasting models supporting 5 business units within the team sports division.
Performed a feasibility study for taking four new baseball products to market. Determined three of the products showed needs, were economically feasible, and profitable.
Separately managed a market industry baseball bat analysis study, providing comparison of Nike’s products against competitors and presented Team Sports Department Executives the findings.

NIKE

Assisted in securing $25 million in investment funding
Created corporate plan detailing appropriate market moves and IPO steps
International experience working out of Bristol, England
Worked with company financial statements and created IPO plan based on NYSE Euronext platform
Product Sales forecasting analysis on new semiconductor chip coming to market

Motia Limited

General Finance / Intern

Mark D Peters