Andrew Pease Email & Phone Number

Los Angeles, Ca, Us

Seattle, Wa, Us

Atlanta, Ga, Us

- Acquired from PayPal in November 2023- Happy Returns combines B2B SaaS with Best-In-Class Consumer Technology to revolutionize Reverse-Logistics for Omnichannel/eCommerce merchants- In the COO role, I manage all aspects of Finance, Strategy, Legal and Infosec for the independently run subsidiary of UPS

San Jose, Ca, Us

- Finance and Strategy Lead for sale to UPS, delivering $465M sale price- Led all financial forecast, planning, and analysis activities- Utilized Data Science team to drive product and operation improvements- Built largest box-free drop-off network in America to 12k locations, while managing the partnerships- Created and grew Channel Reseller Program for Return Bars (driving 15%+ of 2023 revenue) - Created Preferred Partner 3PL program and significantly enlarged partner ecosystem - Led Pricing Strategy and management of rate cards (including enhancing gross margin)- Drove significant cost efficiencies with Ops through detail analysis and strategic problem solving - Designed Free Portal Strategy - Built post-acquisition business plan approved by PayPal Board- Managed all Shared Services Integration upon acquisition by PayPal

West Palm Beach, Florida, Us

- Innovative technology platform changing the way retailers sell excess inventory

West Palm Beach, Florida, Us

San Francisco, California, Us

- Smart SaaS Shipping Platform combined with physical sensors to drive data and sustainable shipping for retailers

Auckland, Nz

- Generative AI leaders for research revolutionizing the world of insights with game-changing AI products.

Santa Monica, California, Us

- Sold Company to PayPal, deal closed June 2021- Directly oversaw all Administrative functions including Finance, Accounting, Treasury, HR, Facilities, Legal, Sourcing, IT Operations and Security - Directly oversaw all business development partnership opportunities, building out Happy Returns Partner Ecosystem- Directly oversaw all Logistics and Warehouse operations (50+ employees)- Worked closely with Sales and Marketing, Operations, and Product/Technology departments- Managed the process of raising equity and debt capital, including a $11 mil equity raise in April 2019

Santa Monica, California, Us

- Prior to acquisition, Brighter was the Leading B2B2C SaaS platform for Consumer Dental and Dental Insurance Experience- Sold Brighter to Cigna on December 14, 2017- Lead for all Finance, Accounting, HR, Facilities, IT Operations and Security integrations with Cigna- Directly oversee Finance, Accounting, HR, Facilities, IT Operations and Security. Work closely with Sales and Marketing, Operations, Product, and Technology departments- Oversee all operating / financial reporting to executives, directors & investors. Develop dashboards and key funnel metrics to track the business and inform strategy- Plan capital structure, budgets, pricing, compensation planning, synchronizing operating and financial strategy- Served as a partner to the CEO during period of high growth- Drove the customer deal negotiation process from high level terms agreement to contract signature - Owned sourcing process and lead negotiation with all vendors- Established managerial systems (Finance, IT, Security) suitable for a healthcare technology company- Managed the process of raising equity and debt capital, culminating in a $21 mil equity raise in April 2016- Managed cash flow, banking relationships, insurance and liability strategies- Created and oversaw policies, procedures and administrative controls required for a healthcare technology company

Los Angeles, California, Us

- Telescope is the leader in Tech Enabled Services for TV Voting (the Voice, Idol) and Interactive Engagement- Managed all financial aspects of the Company plus HR and Facilities through significant business model transition and digital revenue growth - Prepared the annual budget and long range plan, with monthly re-forecasting- Delivered driver based investment plans to fuel digital growth, partner with Board and Sr. Management on strategic decision making- Installed and prepared the Company's monthly financial reporting package for Sr. Management, Lenders, and the Board- Implemented analytic frameworks (benchmarks, financial metrics, KPI's, dashboards) to measure financial/operating performance and evaluate business decisions- Implemented and oversaw procedures that produce accurate and timely monthly, quarterly, and annual financial statements prepared in accordance with current accounting principles- Lead facilitator of Audit, Tax, and Corporate Lending- Negotiated and coordinated customer and vendor agreements- Lead Accounts Receivable collection and managed company cash flow- Implemented new pricing scheme for various different licenses and new custom work rate card to ensure target margins mixed with competitive customer pricing - Created UK subsidiary legal entity and all necessary tax and legal items required to operate

Burbank, Ca, Us

- Performed financial consolidation of Annual Operating Plans (AOP), Five Year Strategic Plans (5YP), and bi-quarterly forecasts of 8 DI segment business units with consolidation of nine international regions - Performed analysis and provided insight to DI senior management team- Finance lead for Business Shared Services, including Business Intelligence, Technical Operations/Hosting, Shared Game Tool/Engine Development, Identity/User Experience, Publishing, IT, HR, PR, Facilities (totaling $170 mil exp)- Created and led Sourcing/Procurement organization, driving strategic cost savings (over $10 mil in 2012) and effective processing of transactions across DI- As a member of Disney Infinity product team, developed and executed the monetization and product release strategy for the August 2013 launch, with specific focus on retail marketing- Managed, audited, analyzed and process improved vendor development of Disney Infinity physical items, including factory site visits- Owner of the localization green-light process for console and mobile releases- Drove DI CFO initiatives aimed at achieving cost savings and revenue growth- Built presentations for AOP’s, 5YP’s, forecasts, ad-hoc initiatives, and game franchise approvals and presented them to Disney CEO and CFO- Led integration of acquisitions including acquisition modeling, due diligence, financial setup, and systems- Performed Gaming title level production and revenue analysis - Implemented COGNOS planning/reporting solution. Further transitioned system from COGNOS 8.3 to TM1. Drove new reporting structure/database as common platform for DI Finance/Accounting teams- Project Lead for January 2011 DIMG Gaming reorganization- Financial Lead for 2011 Gaming business strategy and slate from FY11-FY15 - Streamlined Central Finance team while improving output and increasing scope- Created and taught “Pathway to Profitability: Building Business Savvy” training course for DI managers and above

Burbank, Ca, Us

- Implemented reorganization of Walt Disney Internet Group and Disney Interactive Studios into the new DIMG organization with the two global product lines Disney Online (DOL) and Disney Interactive Studios (DIS) and DIMG Corporate Management in region.- Transitioned Mobile Finance operations in London and Munich to DIS Finance.

Burbank, Ca, Us

- Built and presented AOP’s, 5YP’s, and monthly forecasts- Member of EMEA management team, providing financial insight and analysis on a daily basis- Managed a team of five staff, manager to senior analyst level, based in London and Munich- Managed all product lines in EMEA, including Mobile Content, Mobile Services, Premium Online, and Free-Site- Performed detailed production analysis for games and websites- Submitted financial presentations for global consolidation and responded to ad hoc requests- Built entirely new finance team within 3 months of role start- Designed and implemented weekly and monthly metric reporting for all lines of business- Redesigned entire AOP, forecast, and monthly actuals process to provide budget owners with information and accountability and enable finance team to provide detailed and accurate analysis to management- Designed and implemented new European corporate structure, including intercompany agreements for tax purposes- Implemented financial operations for Italy MVNO joint venture, completely new business line for the company- Implemented all financial and real estate operations for Club Penguin European expansion- Implemented reorganization of Walt Disney Internet Group and Disney Interactive Studios into the new DIMG organization with the two global product lines Disney Online (DOL) and Disney Interactive Studios (DIS) and DIMG Corporate Management in region

Burbank, Ca, Us

- Performed financial consolidation of AOP’s, 5YP’s, monthly forecasts, and variance analysis of international regions and submitted to corporate. The regions comprised both mobile & online operations- Provided comparative and analytical analysis to management on AOP's, 5YP's, and monthly forecasts- Managed finance operations of North Hollywood Executive, Central Content Mobile (a shared global content resource), and International online games development including building AOP's, 5YP's, and monthly forecasts- Created AOP's, 5YP's, and monthly forecasts for China and India operations due to lack of finance support in the region. Trained new finance heads in regions upon placement- Analyzed all contracts to ensure proper revenue recognition by accounting and forecasting in region- Created monthly detailed mobile operations analysis process and implemented it into the monthly accounting procedures

Charlotte, Nc, Us

- Financial liaison between subsidiaries in India and the United Kingdom and management at corporate - Financial Controller for India BPO Subsidiary. Reviewed and approved India cash distributions and journal entries Knowledgeable of India Tax and regulatory matters, especially related to corporate inception- Performed management analysis and financial reporting including P&L and Balance Sheet level commentary - Created and maintained information link and process for importing subsidiary results into corporate reporting templates- Created the cash flow model and perform continual cash flow forecasting for all global entities - Analyzed client contracts and test financials for accuracy (which generated $1.6 million to the bottom line in 2003) - Set goals and metrics for strategic planning including company award winning environmental scans; created budget methodology and templates for 2004 budgets- Modeled business logistics including new business ten year forecasts, breakeven analysis- Built financial 5-year model for startup India BPO operation for cost prediction and service pricing- Coordinated the creation of India startup company and continuously create new process for finance operations- Performed Financial and KPI analysis with solution oriented conclusions performed for management- Created Pro-forma forecasts of business operations- Created journal entries for month end close and perform general ledger reconciliations

New Britain, Ct, Us

- Performed audits both domestically and internationally for Stanley Doors, Stanley Fastening Systems, Stanley Assembly Technologies, and Stanley Hand Tools and Hardware- Initiated and completed audits of multiple business cycles including Payables, Inventory, Production, General Accounting, Sales and Receivables, and Fixed Assets- Coordinated planning of audits with management to ensure audit efficiency and proper communication- Created Audit Reports and gave presentations which were received by the Audit Committee, CFO, and CEO

- Served SEC and other clients in real estate industry (brokerage, owner/operator, investment funds, property mgmt).- Created Pro-Forma Financial Statements and vital calculations, designed document format and client agreements with legal representatives and investment bankers for Public Debt Offerings, a Registration Statement (S-1), and a Publicly Registered Debt Exchange (S-4) for client's leveraged management buyout. - Excelled as an experienced staff auditor in all aspects of audit engagements including planning, budgeting, executing, researching, reporting, and wrap-up for large scale engagements.- Supervised and trained staff personnel. Participated extensively in staff recruiting.

Ba, Business Ecomomics With Emphasis In Accounting

High School