Alan Huang Email & Phone Number

San Francisco, Ca, Us

Redwood City, Ca, Us

Received CFO's Lead by Example award, 2020 and 2024.R&D Finance Business Partnering and OPEX Forecasting- Support Chief Product Officer with financial and operational planning.- Manage $0.3B OPEX budget and forecast. Reduced quarterly forecast variance from 8% previously to 1% within one year in role.- Supported R&D in reorganization and two reductions-in-force initiatives.Cloud Business Partnering and Subscription COGS Forecasting- Manage $0.1B SaaS COGS budget and forecast. Developed detailed model of complex global cloud hosting infrastructure across all SaaS product lines and four major cloud hyperscalers (AWS, Azure, Google, Oracle). Achieved 1% quarterly forecast variance.- Led cloud hosting spend negotiations with AWS, Azure, and Google Cloud from Finance side.- Analyze deal profitability of high-cost deals to support CFO approval.- Report on complex deals to migrate on-premises customers to cloud. Track customers throughout their migration lifecycle. Developed deal structuring template to facilitate accurate reporting and collaboration across 4 deal ops teams.Expense Forecasting of Privitar Acquisition- Developed expense forecasting model for acquired company. Identified and mitigated $2M of cloud hosting spend not included in acquisition model.

Redwood City, Ca, Us

Long Range Financial Modeling- Created and managed corporate long-range 5-year financial model to support 2014 private equity due diligence, business model transition from perpetual license to SaaS, annual strategic planning, 409a valuations, and debt issuances.Revenue Forecasting and Analysis- Consolidated $1.3B company-wide revenue forecasts for SaaS and Maintenance recurring revenue streams, Perpetual License sales, and Professional Services.- Developed and managed highly accurate forecasts for $0.6B of SaaS and Perpetual License revenue, utilizing bookings forecasts and deferred revenue. Updated SaaS forecasts to reflect complexity of new GAP ASC 606 rules, which differentiates revenue recognition for on-premises subscription and cloud delivered software.Software Bookings and ARR Reporting- Managed reporting of $0.6B software bookings reporting for nascent SaaS business and Perpetual License for board reporting and sales commissions purposes. Collaborated with Sales Operations and Strategy, Revenue Accounting, Sales Order Operations, Pricing, and Sales Commissions to improve order process efficiency and accuracy.- Developed ARR calculation methodology based on sales bookings data.- Developed SaaS bookings reporting methodology to differentiate net new bookings from renewal bookings, and allocate subscription support to software business units at root level of SKU data.- Initiated and led project to revamp product reporting taxonomy, driving cross-functional collaboration with Product GMs, Pricing, CFO, and Corporate Strategy. Resulted in clearer understanding of product-level sales.

Redwood City, Ca, Us

Chicago, Il, Us

Waterstone is a management consultancy serving clients in the high tech industry.Advised clients in enterprise software, technology services, electronics hardware, analytical instruments, and payments, with annual revenues of $5M to $60B. Simultaneously managed upwards of 3 client engagements.Operational/ Financial Modeling and Forecasting- Analyzed, forecasted, and reported financials/KPIs for new offering launches, incl. a now-$100M business.- Built detailed financial/ operating models to support investment decisions and management of ongoing operations; models evaluated sales channels, customer acquisition, and subscription revenue. - Created management dashboards and implemented forecasting/ reporting processes.Growth Strategy- Developed opportunity prioritization framework, weighting revenue, investment, and execution risk. - Improved sales strategy via segmenting customers and creating segment-specific growth plans.- Identified partnership opportunities, including evaluating offering workflows of potential partners.Product and Marketing Strategy- Identified market opportunity through competitive research, customer interviews, and sales force discussions. Analysis shaped next-gen software direction and was key to gaining executive buy-in.- Drove cross-functional team alignment by creating software architecture diagram to document decisions.- Created requirements gathering framework by reviewing/ documenting existing product specifications, collaborating with SMEs, and interviewing customers. Framework adopted by product marketing team.Talent Recruitment- Revamped firm’s campus recruiting strategy, analyzing firm's value proposition to MBA candidates.- Lead campus recruiting for class of 2011, resulting in 100% offer acceptance on 5 offers. Recruiting process praised by firm partnership and candidates for professionalism and smooth execution.

Boston, Ma, Us

Received full-time offer following completion of internship- Analyzed acquisition target for diversified industrial client. Identified $600M of cost synergies.- Developed revenue growth strategy for for-profit private school client to achieve $200M revenue growth.- Contributed to development of internal knowledge management system. Researched best practices in management consulting industry.

Dearborn, Michigan, Us

Marketing & Sales, Profit Reporting (2007)- Performed profit reporting and forecasting for $900M of variable marketing annual expenses.- Documented and improved financial reporting processes to comply with Sarbanes-Oxley.Product Development, Special Studies (2005-2007)- Performed financial feasibility studies on $650M of investment projects, estimated to yield $850M in profits; products include Sync and EcoBoost engine family.- Drove formalization of newly created budgetary approval process for investments spanning multiple vehicle teams. Documented process steps, developed process improvements using feedback from process customers, and drafted proposal for process approval.- Launched internal departmental file sharing website serving 300+ customers globally. Owned technical design decisions, interfaced with web design team, engaged customers in developing business use cases, and developed/ implemented associated business processes.Manufacturing Division, Twin Cities Assembly Plant (2003-2004)- Prepared cost accounting reports to support weekly plant operating team meetings.- Analyzed and forecasted plant material costs, as part of monthly financial reporting process.- Implemented improved reporting process and software, including training 80+ unionized assembly line staff, auditing process, and troubleshooting process and software issues.

M.B.A., Strategy & Management, Marketing, Analytical Consulting

Mba, Student Exchange Program

B.S., Economics (Finance, Information Systems)