Amy Lo Email & Phone Number

California, United States

• Finance business partner to Marketing and R&D with focus to optimize spend and budget management including project spend tracking
• Liaison between R&D, Order Management and Accounting in capturing and reporting milestone deliverables for non-recurring engineering (NRE) reimbursements and government grants
• Perform variance analysis at the department and project levels to identify and understand variance drivers, assess associated risks and opportunities
• Partner with functional leaders to translate corporate strategies into an Annual Operating Plan
• Support Product Management in annual development of new pricing strategies
• Developed revenue reporting models with analytics in product lines, market segmentation, pricing, and regional top accounts

• Managed annual operating budget through collaboration with department leaders
• Developed financial models in Adaptive Planning to enhance budgeting and forecasting accuracy
• Executed long range planning with focuses on change management, revenue growth, and profit improvements
• Structured P&L, Balance Sheet and Cash Flow forecast reports and scenario planning
• Analyzed financial results and delivered executive and board-level reports
• Prepared and published monthly dashboard and budget vs actual (BvA) reports

Belmont, CA

• Financial Planning & Analysis
• Led the implementation of expense, capital, and headcount planning from Excel to Adaptive Planning
• Prepared annual operating budget, quarterly and monthly forecasts, and accounting analysis
• Financial planning and analysis for department expenses including capital expenditures for Sales and Marketing, Corporate, and Technology groups
• Analyzed expenses for accounting close
• Formulated corporate cost allocations and intercompany charge-backs

Santa Clara, CA

• Americas Sales and Marketing | January 2004 – May 2004
• Finance business partner to Americas Sales and Marketing team and actively managed monthly budget vs. actual expenditures
• Supported management in budgeting forecast
• Reviewed and approved expenditures to ensure expenses were within allocated budget
• Facilitated with regional sales managers in the development of individual goals for sales engineers
• Calculated the sales incentive payout to sales engineers