Aaron K. Email & Phone Number

Park City, UT, US

San Ramon, California, US

San Ramon, California, US

San Francisco, CA, US

Sunnyvale, CA, US

Miami, Florida, US

Bellevue, WA, US

- Currently managing a team that is responsible for the planning, reporting, analytics and sales operations for the Enterprise Americas sales team- Initiated, led and built a complete redesign of the Enterprise Americas territory planning process for FY18. This involved the building of a completely new territory planning model, the account scoring model.

Bellevue, WA, US

- Managed a team of five people that was responsible for:The data analytics, Tableau dashboards and ad-hoc reporting for Concur’s senior sales and marketing leaders.The development of the annual bookings and revenue planning for the Global sales teams.The development of the quotas and compensation plans for the Enterprise and SMB sales reps.- Used Tableau.

Bellevue, WA, US

- Managed a team that was responsible for data analytics using Tableau, sales revenue forecasting, sales quota planning and headcount planning for Concur’s SMN and Enterprise sales teams.- Developed a driver based revenue-forecasting model, using the web-based software Anaplan, which would allow the business to forecast our revenue sources for FY15. This.

Bellevue, WA, US

- Partner with the head of SMB Sales Strategy to develop analyses related to revenue forecasting, sales expense forecasting and product profitability.- Perform scenario modelling and sensitivity analysis for strategically important products. - Introduced forecasting with Monte Carlo simulations to the company and created forecast models for revenue and.

Santa Clara, CA, US

- Finance business partner to the head of US Banking Sales.- Managed the revenue forecasting and financial analysis for all of the business segments within US Banking, including: All life stages of Venture Debt Financing, Leveraged Buyouts & Private Equity.- Developed sales compensation plans and modelled out revenue and expense impacts on the business..

New York, New York, US

- Reported to the head of EMEA Trade Sales and managed the team’s financial analysis, sales forecasting and compensation planning.- Responsible for market and industry analysis within the EMEA region.- In depth knowledge of working capital financing, including Supplier Financing, Buyer Financing, and Risk Mitigation in emerging markets.- Managed a project.

Newark, New Jersey, US

- Responsible for developing client relationships and providing equity research to institutional investors through the firm's research analysts, company management road shows, industry specific conferences and proprietary idea generation. - Client coverage focus was on re-developing business with existing client base whose trading activity had fallen..

New York, NY, US

- Reported directly to the Vice President of Finance and the CFO. - Responsible for meeting with CEO, President and Chairman for review and approval of new capital projects. - Handled projects directly from the CFO, which could be anything from expense cutting analyses to verification of another area’s analysis. - Developed new process to audit capital.

Mba, Finance

Bba, International Business