Bj Szymanski Email & Phone Number

San Francisco Bay Area

• Led annual corporate forecasts, including monthly reforecasts of revenue (new ACV, churn), cash, and spend (tech, vendors, headcount). Built revenue waterfall model from scratch to account for new ACV and churn.
• Led new effort to build annual departmental budgets from the ground-up, partnering with every department executive (CFO, CTO, CMO, VP of Sales, VP of People) in order to optimize spend. Led monthly budget refreshes and.
• Drove the Finance close process, managing a team of 9 finance and accounting stakeholders to ensure timely financial reporting and trimming the close schedule by 4 days. Developed a new method to ensure 100% accuracy.
• Led company-wide COVID-19 spending response through compassionate business partnership, vendor analysis, and contract negotiation.
• Led new analysis with the Professional Services team to analyze the workflows of engineers and technical customer success executives in order to optimize billability and advise on discounting, reducing Gross Margin.
• Built from scratch a subscription management model, resulting in an ongoing reduction in wasteful spend and optimal positioning for renewal.

San Francisco Bay Area

• Reported directly to the CEO; prepared all budgets, forecasts, cash projections and financials for an umbrella of entities including a management consulting firm and 8 venture capital funds.
• Created all monthly financials, tax reporting, payroll, bill pay, and ongoing financial projections.
• Streamlined accounting processes and negotiated with vendors to create a first-year reduction of 33% in operational costs and an additional 21% reduction in the 5 years since.
• Designed dynamic cash flow model to inform end-of-year cash decisions and improved existing financial modeling infrastructure to better project cash flows and inform managerial decisions.
• Designed and implemented a private company valuation model for the venture capital funds.
• Managed financial relationships with vendors and customers.

• Worked directly with founder to build from scratch a cost accounting system that resulted in improved pricing accuracy and a 90% increase in gross profit.
• Produced quarterly financial statements and generated custom quarterly reports to assist in managerial accounting decisions.

• Directly managed all finances for the winery, including monthly financials, tax reporting, payroll, bill pay, and ongoing financial projections.
• Built wine pricing model in Excel and QuickBooks from scratch that resulted in increased cost efficiency and higher profitability.

- Fielded direct inquiries from customers in order to enhance trading platform software designed to trade Asian securities.

- Drafted in the 2nd round of the 2004 amateur baseball draft. Played professionally in Montana, Ohio,Florida, Tennessee, and Kentucky during 5 minor league seasons, reaching AAA‐level.