David Dai Email & Phone Number

San Francisco, CA, US

San Francisco, California, US

• 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

San Francisco, CA, US

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

Oakland, California, US

• 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

SAN Francisco, CA, US

• 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

Dublin 2, IE

• 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

Dublin 2, IE

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.

New York, NY, US

• 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

New York, New York, US

• 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

Mba, Finance And Marketing

Bachelor Of Arts, Economics And Political Science