Chris E. Email & Phone Number

San Francisco, CA, US

Providing financial, analytical, and strategic consulting services to multiple companies and non-profits; work supports business case development (international and domestic), payments, marketplace risk, process improvement, KPI definition, and M&A advisory.

San Francisco, CA, US

President (3yrs), Treasurer (1yr), Board Member: Recruited to serve on governing board of non-profit preschool with 155 students, 45+ staff, and $5M budget. Selected to serve as board President in 2019 and partnered with school management to lead school through pandemic shutdown including cash flow modeling, reopening risk management, and HR management..

San Francisco, California, US

Responsible for company-wide financial planning processes, key financial and KPI reporting, including weekly and monthly business reviews, board presentations, 3 year plan, annual operating plan, and quarterly outlook cycles.

New York, NY, US

• Outlined buyer/seller payment methods and foreign exchange strategy as the creator of the company’s first global payment initiative. Generated recurring loss updates and forecasts in concert with finance team. Directed.
• Crafted a long-term global trust strategy, detailing product and operational enhancements to avert transactional losses from fraud and seller error.
• Lowered deferred revenue balance by $4M by creating a forecasting methodology and coordinating product fixes, strengthening forecast accuracy (variance dropped from $1M-$2M to <$500K). Diagnosed fundamental need for.
• Raised seller penalty from 40% to 60% (and eventually 100%) of order value in alignment with market standards, tightening seller performance and securing $2M in annual loss recoveries. Identified additional.

New York, NY, US

• Managed team of 3 in leading budget, long term planning, and monthly forecasting processes. Reported to Sr. Director Global Functions and worked side by side with CFO. Oversaw financial budgeting and planning team in.
• Decreased shortages and prioritized reinvestment earnings through strategy development. Tracked viability of business and strategic initiatives through weekly and quarterly business reviews. Updated stakeholders on.
• Strategized various scenarios and refined 3-year strategic plan.
• Assisted controllership with post-acquisition integrations.

New York, NY, US

• Supported Product & Technology, Customer Service, Trust & Safety, and Field Ops organizations as finance partner. Analyzed and forecasted expenses/contra revenue encompassing fraud loss, bad debt, and other staffing.
• Delivered a transparent daily view of business metrics and transactional expenses through close work with business, analytics, and accounting teams. Formulated new key performance indicators (KPIs) to stimulate.
• Created models and defined thresholds for fee structure/pricing, seller incentive programs as well as monthly fraud loss estimates. Pinpointed savings for a customer guarantee program.

New York City, New York, US

Supported senior analyst in initiating coverage of machinery companies; primary coverage included 9 companies in truck, farm, and construction subsectors. Wrote primary research notes and reports, including creation and maintenance of three statement financial models, end market and competitive landscape analysis, business strategy and operational.

New York, NY, US

Responsible for primary coverage of eight companies in the aerospace industry; Analysis included creation and maintenance of three statement financial models, DCF analysis, and sum-of-the-parts analysis; Wrote primary research reports about aerospace industry, markets, development programs, and events.Major projects included: Initiation of coverage on.

Mclean, VA, US

Provided capabilities-based analysis and program management services to variety of DoD clients;Project Lead for Joint Explosive Ordnance Disposal study; responsible for modeling project cost and staffing projections, financial tracking, analytic methodology, and authoring final report with cost estimates;Other roles included Lead Analyst for USMC Vertical.

Suitland, Maryland, US

Managed Naval Intelligence relationships with multiple partners; analyzed political feasibility and practical benefit of potential relationships; developed and executed international agreements and exchanges; prepared talking points for senior officials; participated discussions with international partners.

Washington, DC, US

Researched threats and vulnerabilities in homeland security, created presentations, organized events, and contributed to development of wargame, focused on US port and container security.

JP

Developed and implemented dynamic team-teaching lessons at the middle school of a semi-rural town of 7,000.

Ba, History

Ma, International Relations