Strategic Leadership • Lead pre-revenue, start-up company in extensive budget reallocation and detailed financial planning to ensure solvency during period of extended funding challenges. Continual, multifaceted financial planning initiative requires balancing company runway extension and team retention.• Oversee cross-departmental process to identify new cost saving opportunities, assess project headcount needs, and develop corporate forecast for investors and BOD to accurately represent company’s risks, revenue potential, and investment rewards.• Increased product development and strategic partnership opportunities by cost control.• Manage and oversee proper allocation of COVID-19 related federal small business loan funding to maximize company’s loan forgiveness, maintain regulatory compliance, and retain employee jobs.Finance and Accounting Operations • Created organization’s operational infrastructure and processes for accounting, finance, IT, benefits administration, and office management. • Serve as mentor and manager to the G&A team to help individuals employees maximize productivity and pursue project leadership roles.• Develop and maintain corporate policies related to accounting matters and corporate spending. • Led G&A technology transformation initiative to automate processes and enhance employee experience. • Manage company’s TAX preparation, external and internal financial auditing and SEC compliance.Financing • Served as company’s financial lead in business planning and due diligence process to help the company fundraising.• Negotiated with investment bank to reduce loan fee structure by $800K based on contract terms. • Maintain strong working relationships with Board of Directors and company investors on financial planning. Continued collaboration includes providing routine updates on monthly financials, cash flow projects, and headcount totals and to responding to specific financial inquiries.

• Co-led global cost savings initiative to consolidate IT and back office functions from a decentralized operating model adding $700K to bottom line profitability in quarterly result. Presented and socialized cost save opportunities and financial impact from scenario analyses to Chief Technology Officer. • Contributed to annual strategic planning process by assessing business unit KPI / MBO performance trends and potential risks, while offering spend and investment guidance for unit’s $500M budget. • Manage funding and international capital asset transfers to build $20M data center considering tax, regulatory and currency factors.

• Managed software product launches (NextGeneration communication) in partnership with VP & product managers to stress test business model, market strategy, revenue/ROI and spend forecasts. • Support worldwide Ericsson product development finances and operations to identify cost efficiencies and control spend forecasts for North America, Europe and Asia Pacific.• Provided recommendations and data analytics to leadership for headcount, team expansion and resource allocation/investment decisions using scenario profitability analyses with international cost arbitrage. • Determined profitability and break-even pricing for new telecommunication product line to compete against similar Cisco and Huawei product bundles and price points.

• Serve as finance lead to the Sales, Marketing and Customer Support teams in designing compensation, rewards and profit-sharing programs to motivate 400 employees globally to be customer relationship focused and grow top line revenues.• Contributed to hiring over 100 sales employees to the Silicon Valley office based on creation of financial models for team expansion proposals, cost savings and funding analysis.

• Led company’s annual budget process for all business functions including headcount planning.• Supported business functions with variance analysis including expense review and rolling forecast.• Built leadership KPI dashboard for monthly performance reviews in spend, sales & marking programs.• Supported M&A strategies by creating complex business case studies, due diligence, ROI projection models and recommendations.

• Ensured accuracy of the sales pipeline forecasts on a weekly basis by creating revenue forecasts for software license (totaling $400M annually). Worked closely with regional sales teams for insights and data.• Designed sales commission plan, policies, procedures, and process to translate worldwide sales objectives into local market sales metrics and performance criteria for the US sales teams.• Assisted with quarterly and annual sales kick off presentations showcasing deals and operational health.

• Deployed knowledge of GAAP and Non-GAAP requirements to quarterly earnings call reporting with revenue metrics, product trends by market, industry analysis, and income statements summaries.• Prepared talk points and FAQ responses for CFO and investor relations group in preparation for quarterly releases.• Standardized reporting templates to consolidate monthly forecasts, quarterly board packages, and monthly business performance review reports from global offices for overall company review presentations.• Completed M&A analysis for potential business targets and compare against historical deal performance.

• Developed fiscal year $500M budget for US sales team and set sales targets and associated commission plans for 5 sales regions. • Conducted a pipeline analysis and sales forecast to monitor weekly status for sales leads, backlogs and opportunities. • Created and managed the sales credit allocation and commission recognition based on scorecard, client account ownership and coverage for Regional VPs.

• Managed division annual planning and quarterly budgeting, forecasting process to improve performance.• Provided revenue, expense, and capital transaction analysis for S&M, G&A, Operation and R&D Divisions.• Performed profitability & cost reduction analysis for existing & new products. Licensed transactional reports.• Responsible for P&L preparation; provided monthly metrics packages to Sr. Managers.• Reported ASPs, Finished Goods shipments and gross margins in detail by customer and product. • SAP system analysis for Finance and Accounting reporting. Team leader for SAP upgrades to 4.6.• Consolidated international accounts margin, assist Sales and Marketing with international sales price.

Responsible for the areas of the following:Inventory controlBill of MaterialCost of goods sold analysisPurchasing agreementProduction planning for 6 product lines