Lead FP&A: GTM, Product, Engineering, Marketing, G&A, Corporate functions. Lead SalesOps, RevOps, Deal DeskResponsibilties for all three business units: Consumer, Business, HealthSaaS (Direct-to-Consumer, B2B, D2C2B)▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬⭐ Report to CFO✔ Responsibilities♦ Own all aspects of Annual Plan, ARR, OpEx, COGS, Headcount, AWS; Investment allocations across all business units.♦ Oversee recurring monthly & quarterly Variance & Forecast, Annual and long-range planning processes, and financial reporting♦ Board meeting slides and overall preparation of metrics, commentary and narrative

(NYSE: FORG; Acquired by Private Equity firm Thoma Bravo)Lead Finance for GTM, Product, Engineering, Marketing, G&A, Corprate functionsEnterprise Identity and Access Management (IAM) SaaS▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬⭐ Report to CFO✔ Responsibilities♦ Managed Finance team and directed all aspects of Annual Plan, Bookings, OpEx, COGS, Headcount, Infrastructure Cloud Spend, Margin Goals & Capital allocation priorities across all business units.♦ Oversaw recurring monthly & quarterly Variance & Forecast, Annual and long-range planning processes, financial reporting, board meeting preparation and investor relations inputs.♦ Owned all corporate financial models: Income Statement, Cash Flow, Balance Sheet♦ Partnered with CFO and Investor Relations on Earnings calls, Analyst Call Backs and Board meetings♦ Board Deck, Earnings Deck, Earnings script prep and investor Q&A♦ M&A activities and due diligence

(NYSE: ZEN; Acquired by Private Equity Firm Permira)Lead Finance & Strategy for Product, Engineering, Pricing/Packaging TeamsInterim Finance Leader to all Finance teams (GTM, G&A, Marketing, Product/Engineering, etc.) during FY21 Annual Planning process thru FY21 operations.Enterprise SaaS (SMB, MidMarket, Enterprise)Partner with C-Suite & Executive team to develop and execute on global product, engineering & pricing strategies across Zendesk. Lead Product and Engineering finance teams across various product P&Ls, overseeing annual and long-range plan, goal setting, as well as pricing and packaging initiatives.▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬✔ Responsibilities♦ Finance leader responsible for GTM, G&A, Marketing, Product/Engineering during FY20 Annual Planning process thru FY21 operations.♦ Responsible for Product/Engineering/Pricing Finance teams managing all aspects ofAnnual Plan, Long Range Plan; OpEx/COGS: Headcount, AWS Cloud Spend; Pricing/Packaging strategies, Margin Goals & Investment priorities across all teams.♦ AWS Datacenter Capacity Planning♦ Lead the overhaul and creation of financial monthly packages and HC dashboards♦ Cross-Functional Projects between Finance and Procurement/Sourcing teams (ie. Streamlining contractor approval process)♦ Manage Finance and Financial Systems teams to implement Forecast planning tools and create scalable, repeatable analyses.♦ Partner with Strategic Finance & Analytics teams to generate monthly and quarterly performance and forecast reviews, board meeting and other financial review presentations.

Supporting all GoDaddy online consumer products: Domains, Security, Hosting, Email, Ecommerce, Video/Messaging.SaaS (Consumer, Business, D2C2B)Subscriptions SaaS products/services: Revenue, Bookings, Sales▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬⭐ Executive Partnership♦ US CFO▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬✔ Responsibilities♦ $3.0B Revenue/Bookings/Subscriptions/SaaS Annual Plan, P&L♦ Responsible for building out a world class strategic Product/Sales Finance team managing all Revenue/Bookings, OpEx and Headcount. Built Finance Org infrastructure to align finance with each product/business unit.♦ Strategic / Sales / Product Finance responsibilitiesSubscription Models: Freemium, Monthly/Annual, Multi-Year PlansSubscription Metrics Tracking: Top Funnel New signups, Attach/Churn Rates, Renewal rates, Cannibalization, etc..

⭐ Head of Corporate FP&A: Functions Finance & Real Estate Finance ⭐▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬⭐ Executive Partnership♦ VP Technology & Corporate Functions (G&A) Finance▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬✔ Responsibilities♦ Manage finance team of 3 (2 Sr. Finance Leaders, 1 Sr. Financial Analyst) responsible for $280M Annual Plan: Annual budgets, quarterly & monthly forecasts, while conducting budget vs. actuals variance analysis reviews.♦ Collaborate with the Senior Finance Leadership Team in developing OKR dashboards and drive analytics to enable business decision-making.▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬🏆 Business Operations1) FP&A Forecast Planning Tool Search/Implementation♦ Co-Lead cross-functional tiger team in search of a new Intuit wide Forecast Planning Tool: Search, Experiment, Proof of concept, Selection and Implementation of a new Cloud-based tool. (Adaptive Insights, Anaplan, Tidemark, Oracle).2) Benchmark Initiatives♦ Lead cross functional finance team in partnership with 3rd party firm to benchmark Headcount, OpEx, Contractor spend, etc.. across 8 finance departments against industry peer groups. (FP&A, CorpDev, Audit, Tax, Procurement, Supply Chain, Facilities, etc).3) Strategic Initiatives (Change Management/Transformation)♦ CEO #1 Initiative: "One Intuit Forum"​ Metrics/KPI Dashboard - Responsible for spearheading key metrics capabilities & infrastructure across all business units and functional groups within Intuit.♦ Reporting: Consolidate dashboard business metrics and wrote executive commentary across Intuit for CEO bi-weekly meeting.

⭐ Head of Technology Finance: Operations, Engineering (R&D), IT Global Infrastructure ⭐▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬⭐ Executive Partnership♦ Sr. Finance business advisor/partner to SVP Production/Infrastructure Operations (IT, Datacenters, Infrastructure, Security, Operations) & SVP of Engineering (R&D, Dev).▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬🏆 Accomplishments♦ Datacenter $100M savings: Spearheaded $300M business case analysis and formally presented to CEO and Executive Team on 5yr Datacenter investment project and overall global technology footprint. Colocation Equinix DCs >>> Wholesale DCs.♦ Datacenter Capacity Planning/Cost-to-Serve modeling.♦ Built $2M business case with IT team on the migration of company telephone system from ShoreTel to Cisco.▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬✔ Responsibilities♦ Managed finance team of 2 (finance managers) responsible for preparing/maintaining: Annual budgets, quarterly & monthly forecasts, while conducting actual vs. budget variance analysis reviews.♦ Reviewed projects & duties performed by team: creation of cost templates, developed standardize headcount dashboards, and monthly reporting packages.♦ Established monthly budget review cadence with all Engineering & Operations business unit (SVP - Sr. Directors).♦ Partnered with Corporate Development teams to model financial impact of M&A integration (Cardmunch, Esaya, & Mumbo).▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬✰ KPI Dashboards & Reports♦ Developed standard weekly/monthly reporting, performance management KPI dashboards and models, and conduct ad-hoc analysis of key opportunities for business partners on the Engineering & Operations team.♦ Created Weekly Headcount Dashboard to showcase metrics such as: YTD Hiring, Hiring Ramp, Attrition, etc.

⭐ Toys Retail Category: Merchandising & Promotion/Pricing Strategy & Analytics ⭐▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬👍 Responsibilities♦ Managed digital promotional marketing, merchandising and traffic strategies for Toys & Games (Transformers, Star Wars, Nerf, R/C toys.) brand category.♦ Developed 20+ brand/promotional campaigns with Buyers/Inventory Planners/Vendors (Hasbro, Mattel) to ensure inventory capacity to support campaigns.♦ Promotional Pricing Campaigns: determining ROI on various promotions (% off, $ off, BOGOs).♦ Site merchandising, optimization and Paid/Organic Advertising▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬🏆 Business Operations♦ Improved the end-to-end Amazon Toys customer experience (i.e. relevant search results, accuracy of pricing/promotions, etc.)♦ Led the overall site design and development of the Hobby R/C Category, Action Figures, Halloween Holiday pages)♦ Created best in class metrics dashboard highlighting actionable items for management that was eventually adopted by other Amazon categories. 1) Promotions Reporting Dashboard – Insight into promotional success/challenges by category page and by page positioning. Analyzing metrics such as Impressions, Revenue, Units, Click-thru-Rate (CTR %), Sessions, Glance Views. 2) Email Reporting Package – Allowed management to better understand email contributions and performances by category by brand. Managed critical email metrics such as Open Rate %, CTR %, Revenue per Email, Opt Out/Unsubscribe rate.♦ Developed an Excel-based tool that increased SEO/SEM rankings & enhanced customer experience for products while increasing vendor marketing funding. This tool allowed toy manufacturers to contribute richer product descriptions enhancing overall customer experience & increased site engagement.▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬✰ Site/Customer Usability Tests♦ To ensure relevant customer engagement and navigation. Usability testing on the Amazon Halloween Store increased Revenue by 25%, Clicks by 58%, Impressions 58% YoY.

Online Children's Retail Toy Store🏆♦ Startup/Entrepreneurial venture: To pay for MBA school tuition, Founded and successfully launched an online retail e-commerce company. Gross revenues: FY07 = $200K, FY09 = $700K, FY10 = $900K▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬♦ Proactively worked with vendors/supplies (Mattel, Hasbro) to plan proper procurement of product stock as relates to merchandising programs and seasonal goals. Developed top-level vendor relationships to facilitate and reinforce partnerships.♦ Spearheaded strategic and business development partnerships with Amazon.com, Buy.com, and eBay to broaden customer reach.♦ Fully incorporated into Amazon.com Merchant Marketplace, Amazon Webstore, Associates Program, Amazon Checkout Payments, & Amazon Product Ads.♦ Utilized eBay Marketplace & eBay Store to diversify customer reach and increase sales.♦ Implemented marketing web campaigns, pay-per-click advertising with (Google, Yahoo, Shopzilla). Implemented software to track and analyze site analytics using Urchin 5, Google Analytics. Routinely monitored and analyzed competitor best practices.

✰ FOX Audience Network (MySpace) ✰Acquired by The Rubicon ProjectWorked here while attending MBA school▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬♦ Executive Dashboards: developed and created key performance metrics (KPI’s) and plans for cost budget decision-making. Ex) Impressions, Revenue, Effect Cost Per Impressions (eCPM), Unique Visitors & Pageviews. ♦ Track report on Revenue Monetization of Display Advertising and Traffic Impressions & Clicks.♦ Assisted Display Ad Sales team in developing persuasive analytics supported sales materials to highlight the unique promotional opportunities provided by online network.

✰ Disney Character Voices International (Post-Production) ✰ Division of The Walt Disney Company with primary responsibility for the provision of translation and dubbing services for all Disney productions/properties.▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬♦ FP&A, Forecasting & Budgeting of Worldwide International Dubbing (Asia (Japan, Hong Kong), Mexico, Brazil and Canada).♦ Analyzed, reviewed and approved all international dubbing budgets for all Disney business units and vertical groups (i.e. Theatrical, Consumer Products, Home Video, TV, Theme Parks, Airlines, etc.)♦ Managed 1 Sr. Financial Analyst and 1 MBA Intern

♦ Analyzed restaurant profitability and owner/operator current financial health via P&L’s, Cash Flow & Balance Sheets.♦ Improves franchisees' financial position by analyzing monitoring and reporting overall business results.♦ Consulted with franchisees on business transactions (new stores, rebuilds, remodels, etc.) that will affect their organization.♦ Participated in the financial planning process with franchisees and provides recommendations to meet or exceed cash flow and equity goals.♦ Responsible for all PowerPoint presentations Executives & Sr. Management during executive meetings and conferences.♦ Worked with Sr. management in creating owner/operator financial rent restructure deals and rewrite packages.♦ Conducted cost benefit analysis of 24hr locations

♦ "Birth of the DVD": Not only witnessing but participating in the media industry disruption of Home Entertainment of the VHS >>> DVD innovation. Out of the box creative ways to forecast DVD household penetration & VHS cannibalization. Understanding correlation between DVD player sales vs. DVD disc sales. "Warren Lieberfarb, The Father of the DVD"♦ FP&A, Forecasting & Budgeting for Warner Home Video library VHS & DVD titles. Ex) Rental, Direct-to-Sell Thru titles. The forefront and witness to the initial creation of DVD format and the challenge of forecasting software & hardware penetration.

♦ Contract Accounting: Prepared royalty & participation financial statements for motion pictures titles in compliance with contractual provisions and terms.