Director, Fp&A And Business Intelligence
Santa Clara, California, Us
- Played a key role in a successful IPO- Promoted from Senior Manager to Director- Built and mentored a team of that oversaw the following areas:1) Budgeting and Financial PlanningProvided reliable forecasts for company wide revenues, expenses and key metrics used for IPO pricing and earnings guidanceDefined publicly disclosed metrics, contributed write ups for the S-1 filing and assisted in investor relationsAssisted the CEO and CFO in preparation for quarterly earnings calls and Board of Directors presentationsSoftware selection and implementation of Oracle/Hyperion Planning and workforce planning2) Business AnalyticsImproved profitability by providing product, channel and customer analytics. Improvements were made in product pricing, optimizing marketing spend and negotiating business partner fees/expensesAnalyzed marketing campaign performance and ROIProvided insights on trends in health insurance for Public Relations (data has been published in numerous publications including the NY Times, CNN and quoted by the White House)Company and Executive dashboardsData mining and report automation utilizing SQL and/or Business Intelligence toolBusiness Intelligence tool selection and implementation (Qlik)Monitored website traffic, conversions and cost of acquisition3) Sales OperationsDeveloped and administered Sales team incentive and compensation plansDeveloped staffing plans that aligned with strategic plan an seasonal trends of the business