Chase Thompson Email & Phone Number

Seattle, Wa, Us

Directs and oversees global cash management and investments, managing a team of analysts responsible for optimizing liquidity, investment strategies, payment processes, bank account structures, and intercompany transactions across a multi-national organization. Leverage advanced tools including Kyriba, Reval, Power BI, and Oracle to deliver actionable insights, streamline operations, and support data-driven decision-making across the treasury function. Acts as treasury representative for merchant and payment partners, driving efficiencies and cost savings by designing settlement processes that not only meet but exceed targets. Which resulted in successfully negotiating additional discounts and credits.- Led the successful launch of two Seperately Managed Accounts (SMA), conducting rigorous due diligence, formulating strategic recommendations, and implementing audit and SOX controls. Integrated these investments into Clearwater for enhanced reporting and transparency.- Key leader in orchestrating the seamless migration from Kyriba to Reval, driving significant improvements in treasury management efficiency and ensuring compliance with evolving industry standards.

Seattle, Wa, Us

Directed financial planning, analysis, and reporting for multiple brand portfolios, ensuring alignment with corporate financial objectives and driving profitability. Delivered accurate, timely financial forecasts that informed strategic decision-making. Analyzed financial performance across brands, identifying key trends, risks, and opportunities. Provided actionable insights to senior leadership to guide investment decisions and resource allocation. Partnered with cross-functional teams, including marketing, operations, and product management, to support business strategies and ensure financial alignment across the organization. Oversaw the preparation and delivery of detailed financial reports, including monthly forecasts and reconciliation. Lead the development of long-term financial strategies, supporting the company's growth objectives through detailed financial modeling and scenario analysis. Utilized advanced financial planning and analysis tools, such as Tableau, Power BI, and Hyperion, to deliver robust financial insights and support data-driven decision-making.

San Francisco, California, Us

Finance Lead and Business Partner for the Regional and Global Go-To-Market (GTM) and G&A Organizations, which includes the Chief Customer Officer, SVP of GTM Operations, Chief Marketing Officer (from GTM) in addition to the CAO, CFO, CTO, Head of People and Head of Legal (from G&A) along with each of their respective business lines. Lead a team of analysts and managers responsible for complete P&L ownership of each business, in addition to annual planning & long range planning processes, forecasting revenue and opex, and monthly business reviews. Partnered with Regional Business and Finance leaders to review investments and expected returns while ensuring central functional leaders have insights into regional and global investments and performance.• As the financial owner for Professional Services and Support, recommended and led the project of bringing business lines and financial planning back to central ownership, while creating a flexible funding model that will allow each team to own its own destiny for driving growth. This included getting buy in from leadership of said changes and creating a mechanism and set of metrics that tracked the efficiency and utilizations of each team which acts as a set of controls for when additional investments are needed or being requested.• In partnership with Professional Services leadership, drove the process to take over the revenue forecasting for Professional Services from the revenue finance team. This process involved getting buy in from stakeholders across the business and finance organization while also developing and implementing a new forecasting model that historically was a tops down exercise to a dynamic, bottoms up model that was flexible, easily updated, and driven by opportunities closed and in the sales pipeline.

Seattle, Wa, Us

Global Finance Lead for a new to world product, partnered directly with GTM, Product, hardware and software engineering to develop financial models for pricing and adaptations of the first generation product as well as subsequent versions. Stood up P&L from early concept into a fully functional P&L that required cross-functional partnership with Corporate FP&A, Tax, Accounting, and other downstream stakeholders. Responsible for vetting content and licensing agreements as well as providing strategic framework for how these new to world agreements for this product would need to function now as well as in the future.

Seattle, Wa, Us

Global Finance Manager for the Outcome Driven Engineering team (a new business in 2020) that includes the first Co-Development between AWS/VW, where I partnered with AWS Proserve & Leadership along with VW Executives to develop, track and report financials. Single threaded owner for all co-development analysis, which includes infrastructure cost modelling, resourcing requirements and revenue forecasts. Responsible for tracking investments and building out the finance team, in addition- to standardization of templates, reports, and all rhythm of the business activities.• Developed a new mechanism to forecast and track revenue driven from the VW Co-Development. This mechanism included a full P&L that is easily updated each month to show month over month and Actuals vs. plan. Resulted in a template to be used for all future co-developments and drove strategic conversations between AWS and VW.• Led the creation of financial models and narratives, in partnership with the business that resulted in approval of multiple co-development partnerships that will increase AWS’s growth and profitability.Global Finance Manager supporting the IoT Device Software leadership, product and engineering teams. Was a strategic partner for the GM of the business, that included a portfolio of launched and unlaunched products. Led global consolidation, analysis of business financials in addition to owning global IoT Headcount and OPEX spend along with finance staff of two financial analysts.• Led the bottoms-up creation of a cost model for the Greengrass product, to determine the usage for each of the 100+ API’s in order to understand the marginal cost as well as the cost drivers. Resulted in the fundamental changing of the product pricing dimension.• Restructured global headcount and T&E planning and reporting processes to drive increased visibility, reduce errors and improve automation by leveraging centrally sourced data that feeds directly into data visualization software.

Seattle, Wa, Us

Financial controllership over the Amazon FreeTime business, which includes the end-to-end management of the teams P&L and allocation of all related revenue and costs to product line P&L’s. Responsible for all short and long-term planning cycles, including month end close and monthly updated guidance. Assists cross-functional team in decision support by performing financial analysis on pricing, risks and scenario modeling. Provides recommendations and guidance to the business through in-depth understanding of business fundamentals, market conditions, and effects of current strategies. Acts as subject matter expert for subscription services across the Amazon eco-system by providing guidance and supporting outside teams in the development of financial models for potential business opportunities. Responsible for developing financial models that analyze new business ideas and initiatives that go up to Amazon Leadership for approval. Owns all month end performance commentary and bridging, that includes presenting to leadership team.• Created and implemented an allocation model based on usage for all revenue and cost line items across multiple Product Line P&L’s.• Led a project that migrated all contract management, payments and accruals into Salesforce while simultaneously creating an automated reporting dashboard in Tableau that provides easy tracking, forecasting and the creation of payments.• Developed an automated model that will forecast the lifetime value of a customer based on their purchase date in order to help the sales/marketing teams determine how deep discounts can go during promotional periods.

Seattle, Wa, Us

Owned the cash positioning process in all regions along with all related operational tasks and stakeholder support. Is a mentor to other analysts, internal and external, and assists management in reinforcing the leadership principles. Manages the bank guarantee workflow, which involves continuous management of the requesting businesses, Amazon legal, and our banks to negotiate terms and pricing. Ensures policy and best practices are being met, while delivering for businesses, which are often leaving bank guarantees as the final step in their projects. Responsible for the bank fee analysis and negotiation of pricing, including review of new counterparty and product pricing. The bank fee analysis and negotiation work required tools to be built, an understanding of complicated bank fee statements and the ability to implement negotiation strategies. Planned and implemented long term solutions in order to get in front of these challenges, which provides better controllership and customer service. • Negotiated new bank fee pricing with Amazon’s main domestic bank partner which includes a 26% reduction in bank fees and delivers a simplified billing model. • Developed a tool which provides analysis used to validate bank charges, calculate ECR, negotiate fees and track key performance metrics. • Negotiated new pricing with Amazon’s two main Bank Guarantee issuers that reduced fees by 38% and 32%, respectively.

Minneapolis, Mn, Us

Independently structure, underwrite, and close commercial credit transactions, manage ongoing customer relationships within assigned credit portfolio, and partner with relationship managers in efforts to develop new commercial relationships. Expertise working with specialized borrowers including; Commercial Real Estate Developers, Non-Profit Organizations/Universities, General and Specialized Contractors

New York, Ny, Us

Act as the day-to-day point of contact for two client managers’ book of business in Commercial Banking, working with clients that have $5 to $350 million in annual revenue. Proactively identify, research, and call new prospect targets by leveraging available tools and internal/external sites. Gauge and enhance client satisfaction, and identify client needs through proactive, coordinated and structured outbound pulse calls. Proactively review and coordinate monthly and quarterly client contact strategies. Create quarterly relationship reviews for clients, and participate and/or lead those face-to-face meetings. Take ownership of on-boarding processes for new clients and current clients expanding their services. Partner with the Credit and Treasury teams to develop, pitch, and implement products and services that the bank offers to clients. Proactively take ownership and accountability for ongoing personal development and growth to stay current with changes in or new product offerings that can add value to my clients.

Basking Ridge, Nj, Us

Managed accounts for 20 mid to large-size businesses; conducted quarterly account reviews, identifying savings potential and increasing efficiency. Advertised discounts to clients’ employees via customized marketing collateral; increased personal account penetration. Prospected for business utilizing Dun & Bradstreet, Hoover’s and internal resources. Set up appointments with prospects and clients, learned client’s wireless needs and developed quotes for service solutions. Negotiated product and service contracts for new and existing customers. Demonstrated product use and explained service offerings in conjunction with client’s IT, Finance and Executive teams. Reviewed bills and facilitated online account access.• Chosen for “First Class Award in Customer Growth” in recognition of sales 156% of quota, the region’s highest; selected for “Winner’s Circle Award” for sales exceeding 115% of quota.• Drove service delivery improvements for company’s largest single-state account by implementing dedicated customer service representatives and reorganizing account structure to increase client savings. Changes saved account management time while increasing customer loyalty.

Master Of Business Administration (M.B.A.), Finance & Marketing

Ba, Finance