Casey Schmitt Email & Phone Number

United States

San Jose, California, United States

Santa Clara, California, United States

• Served as a key business partner to Intel's AI leaders and Data Center CTO/CSO while acting as Chief of Staff to the Data Center CFO/COO. Managed a team comprising a controller with direct reports and senior.
• Led business case formation and execution of the decision to spin off and create Articul8, an independent company offering enterprise customers a full-stack, vertically-optimized, and secure generative artificial.
• Drove creation of new Intel AI business models, including SaaS, PaaS, and vertical software solutions, contributing to the successful market launch of the Intel Developer Cloud and the Intel AI Enterprise SW stack.
• Developed and managed short- and long-term revenue models for Intel AI product lines, creating comprehensive executive reporting packages for informed decision-making.
• Took ownership of the data center business incubation investment portfolio, implementing robust business guardrails and milestones to monitor and ensure progress toward business objectives.
• Orchestrated a strategic pivot in Data Center technology investments, resulting in a major reallocation of resources towards higher-priority goals, enhancing overall business efficiency and focus.

• Controller and Finance business partner to Cloud/Data Center and Edge FPGA business unit leaders, overseeing all financial operations while leading a team of seven direct reports focusing on strategic business planning.
• Held direct ownership of all financial closing, forecasting, and operational finance activities, ensuring accuracy and efficiency.
• Led and helped reshape the strategic and long-range planning process for all market segments, fully responsible for the FPGA business unit's 5- and 10-year P&L forecasts, demonstrating strong financial foresight and.
• Managed a comprehensive portfolio of approximately 100 unique R&D investments, effectively overseeing a portfolio of significant size and ensuring each investment aligned with the business unit's strategic objectives.
• Implemented rigorous ROI safeguards and operated within a balanced budget framework, creating a new business unit portfolio process based on Geoffrey Moore's 'Crossing the Chasm' and 'Zone to Win' operating model.
• Supported M&A and divestiture efforts in business units, leading finance team in three M&A analyses and a divestiture.

San Francisco Bay Area

• Finance lead for multi-billion Tier 1 PC OEM master pricing agreements and all deals; Responsible for creating & recommending financially optimized open, goal, walk negotiation positions for top Intel customers
• Led 3x/year worldwide retail PC budgeting cycles with full ownership of contra revenue forecast; Ensure retail budgets are met and have good ROIs; assist in major retail customers (BestBuy, Walmart, etc.) pricing.
• Worked with Bain, business unit, marketing and legal to develop a Board of Directors pitch recommending radical changes to Intel’s Client pricing strategy; identified path to >$200m incr. ROI and received CFO award for.
• Constructed pricing regression models to estimate how product features impact price and consumer willingness to pay
• Undertook temporary assignment covering the Sales & Account Manager for 2 Cloud accounts; Responsibilities included cultivating new relationships with key individuals, discovering customer needs and pain points.
• Supported ad hoc requests for market and competitive roadmap financial analysis, pricing and deal flow strategy, inventory tradeoffs and business risk analysis

Santa Clara, CA

• Owned worldwide sales and business relationships for 2 data center network and storage customers and multi-hundred million dollars of revenue
• Cultivated relationships with key individuals and discovered customer needs and pain points
• Worked with customers across many functional areas including procurement, engineering, marketing and product planning to remove barriers to adoption of Intel products and solutions
• Negotiated with internal and external stakeholders to close a number of multi-million dollar design wins for Intel
• Manage supply chain and inventory flows between customer and Intel

San Francisco Bay Area

• Owned pricing models for new hardware technologies such as companion accelerators for wearables, drone light shows, 3D depth perception camera compute accelerators and GPUs
• Partnered across finance, marketing, strategy and BU organizations to help form holistic deals desk and roadmap pricing process for an Intel start up BU, allowing for stronger financial controls and streamlined day to.
• Used market trends and data, advanced analytics and supply constraint trends to influence executives to introduce a price premium strategy on legacy commercial products, yielding significant revenue upside and $XXXm.

Santa Clara, CA

• Guided a team of three analysts through financial reporting procedures for a multi-billion $ inventory business
• Analyzed and explain material variances between actual and forecasted gross inventory, absorption, COGS and reserves balances, including impacts to the balance sheet and PnL, on a monthly basis
• Ensured cost and inventory valuation accuracy and SOX compliance through execution of rigorous controls

Santa Clara, CA

• Helped drive $1B in operating profits savings year over year, receiving the CFO Excellence Award for efforts, the highest Finance achievement award Intel offers
• Built a complex customer priority model to help prioritize pricing investment and strategy across and fragmented customer base with limited resources; used model to influence BU customer enablement and pricing strategy.
• Used Monte Carlo techniques to highlight sell-up and sell-down uncertainties on creation of new brands in Intel’s Business Client and Tablet Divisions, leading to $500M in financial revenue risk avoidance

·Manage and consolidate 5 year P&L forecast for mobile business line ·Drive long-term ASP forecasts through industry analysis and competitive bench marking·Evaluate new customer opportunities by understanding long-term impact to the P&L·Build quarterly pro-forma P&L models with estimates for top competitor’s financial performance ·Perform scenario and.

• ·Drove capital investment quarter close and forecasting processes for a team of 8 analysts; made budget trade-off recommendations to senior mgmt.·Partnered with Intel Procurement to create a unified, volume-based.
• Drove analysis of the BU’s fragmented site location strategy through competitive benchmarking and unrealized colocation synergies, which influenced the BU GMs to implement a new low geo strategy and close a # of.

·Forecasted annual and quarterly department budgets and analyzed budget verses actual variances; Delivered results to senior management with recommendations for improvement areas ·Coached new financial analysts on budgeting, accruals, purchase requisitions requirements, and GAAP accounting methods

·Researched and completed a large scale project analyzing the stock option exercising behavior of key Silicon Valley corporate accounts·Analyzed numerous executive accounts to determine cost basis on each of their trades in order to establish capital gains/capital losses for tax purposes·Worked with teams to help send checks and wires, journal entry stock.

·Created a marketing campaign for Santa Clara University that resulted in a more than 3000% increase in students from the university who used the company's services·Helped to create the firm’s first-ever University Relations & Representatives Program, which is now being used across the US

·Researched and purchased individual stock positions to contribute to the company's overall employee retirement portfolio·Used Programs like Quicken and Sema4 Financial to balance weekly checks and keep track of each employee's monthly financial statements

Master Of Business Administration (Mba), Business Administration And Management, General, 3.84

Activities and Societies: Beta Gamma Sigma Honors Society

Bachelor Of Science In Commerce, Finance

Awards: Jesuit Scholarship Award, Certificate in Entrepreneurship Award, Dean's List Related Coursework: Technical Accounting, Managerial.

High School Diploma