David leads FP&A at Pantheon Platform, a SaaS platform for Website Operations that empowers marketers and developers to create, iterate, and scale websites on the open web. • Lead team managing Pantheon's operating budget, financial forecasts, and FP&A reporting• Exec business partner for our long-range strategic planning, GTM initiatives, international expansion, and Infrastructure projects to best allocate resources for Pantheon's next stage of growth• FP&A leader for Pantheon's $100M Series E with Softbank Vision Fund, reaching unicorn status with $1B+ valuation

David led Finance for Sales & Marketing at The RealReal, an online and brick-and-mortar marketplace for authenticated luxury consignment.

David led Sales Analytics at Renew Financial, the creator of the PACE financing model. Renew specializes in providing affordable financing for renewable energy and energy efficiency projects. • Designed revenue growth strategies with data: incorporated predictive modeling to identify top customers; created competitive territory analyses; and developed optimal sales incentive programs• Spearheaded go-to-market campaigns from analytics to implementation, including new market entries, launch of product expansions, and introduction of new pricing structures• Formulated and administered company’s preferred contractor loyalty program, including economics of benefits offered, qualifying thresholds, profitability scenarios, and operational excellence criteria• Created short-term and long-range revenue forecasts for company. Orchestrated monthly and quarterly Board presentations on revenue performance, sales strategy, competitive drivers, and key operating metrics

David was the Finance lead for Sunrun's Partner Sales business. He served as the FP&A owner for sales analytics, volume forecasting, and cost metrics. • Created and managed sales and installations outlook for the Partner Sales division, providing both quarterly guidance and long-term strategic planning • Developed analytics on sales performance, operational efficiency, and marketing campaigns to drive effective sales, marketing, and pricing decisions with executive leadership• Evaluated business case reviews and financial due diligence on new strategic opportunities• P&L budget owner for revenue and cost metrics• Key team member of Sunrun's successful $252M IPO on Nasdaq in 2015

David was an experienced consultant in Accenture’s Finance & Risk practice, working with leading global financial institutions. His project experiences included: • Recommended updated corporate strategies, organizational structures, and governance processes in response to changing regulations from Dodd-Frank and global banking reforms• Developed data-driven models to assess risk factors of individual customers and business entities• Managed the technology implementation of a new statistical framework through the project lifecycle process from business requirements to architecture design and testing• Established automated project management tools to facilitate financial reporting requirements

David was an MBA intern in Accenture’s Finance & Risk Practice. Over the summer, David built forecasting models to help a major bank respond to new US banking regulations.

David performed financial analyses on major risk and marketing initiatives to provide key insights and trends on Amex's credit card portfolios. Highlights include: • Conducted quantitative research on risk mitigation strategies, illustrating financial impacts and spending patterns to provide recommendations• Analyzed impacts of interest rate pricing and fees on customer engagement• Forecasted financial impacts of collections strategies and subsequent behavior of customers• Researched industry financials and economic data to create benchmark analysis with competitors

David worked in the Financial Planning and Investment Solutions Group, developing personalized wealth management solutions for high net worth clients with $50M+ in assets. His responsibilities included: • Created customized financial plans that incorporated investment, insurance, and estate planning analysis• Constructed asset allocation and portfolio optimization tools to analyze client holdings, target benchmarks, and standard deviation of returns• Assembled daily investments summary that provided an overview of trends in world financial markets for senior bankers