David Lee Email & Phone Number

Denver, Co, Us

Belmont, Ca, Us

Belmont, Ca, Us

• Part of the GTM team and helping with managing the GSS side of the business.• Managing the Enterprise Support P&L and helping scale this fast growing business. Forecasting for bookings, MRR, headcount, pricing increases, and allocations. Additionally, assisting in improvement of gross margin from ~20% to a ~40% gross margin business. • Assisting in managing the Professional Services P&L. Forecasting one-time revenue and assisting in transition to % completion revenue. Analysis work on backlog conversion, book to bill, attach rates, and discounting. • Other responsibilities include: Month end close review, controllable spend forecasting, PO & hiring approvals, HC requisition solves, and ad hoc analysis.

Irvine, California, Us

Broomfield, Co, Us

Broomfield, Co, Us

• Reviewing, planning, forecasting, and analyzing company spend for all entities.• Reviewing and approving all purchase requisitions in the procurement process.• Budget planning and forecasting for G&A, Marketing, and R&D departments.• Reviewing month end close for accounts payable.• Providing chargeback responses and issuing credit card refunds.• Planning, forecasting, and loading of capitalized fixed assets.• Updating actual spend at a vendor level detail.• Providing true-ups for company spend.• Taking on most of the responsibilities of my direct manager while she is on maternity leave.

Broomfield, Co, Us

• Use of programs such as HostAnalytics and QlickView. • Update forecasted expenses with actual expenses for all departments.• Extensive use of Microsoft Excel.• Meeting with budget owners to discuss expenses.