Eric D. Email & Phone Number

Kirkland, Wa, Us

Sunnyvale, California, Us

Working independently, on a full-time basis from 2008 to 2019, on a part-time basis since 2019.• Manages an equity portfolio for family and friends, using a disciplined, long-term oriented and opportunistic value investing strategy. Invested primarily in the technology, insurance and resources sectors after detailed and thorough competitive analysis and market intelligence. Portfolio is market-cap agnostic and concentrated.• Provided fundamental investment research to a variety of clients, including mutual funds and family offices. Services included recommendations on individual securities, due diligence, valuation and industry thematic pieces.• Engages in independent consulting activities, providing financial insights, budgeting, and forecasting support to a variety of small businesses, aiming to improve processes and support strategic objectives.• Serves as administrator/business manager for a family interior design business, ID by Gwen. Oversees all aspects of invoicing, managing accounts payable and accounts receivable, setting up and handling payroll processing, preparing and filing tax documents, and conducting regular financial reporting and analysis to support business decisions.

Los Altos, California, Us

Versatile is Series B SaaS startup. It uses machine learning and AI to optimize construction processes. A device mounted under the hook of any crane captures and analyzes data points, delivering real-time insights on job site performance and streamlining decision-making. As the FP&A manager, now reporting to the CEO, I provide P&L reporting and financial analysis. These responsibilities include: insight into revenue, cost, cash flow and working capital, and financial guidance and leadership. I created and now maintain financial models and dashboards for key metric reporting and tracking financial performance against identified objectives. Detailed responsibilities and select projects:• Overhauled the annual budgeting process and quarterly forecasts, helping to generate a sharp reduction in operating expenses and a 300% increase in revenue. • Developed department level reporting that enabled accurate tracking and management of spending and headcount decisions. Leads monthly BVA meetings with department heads resulting in increases in efficiency and significant cost savings. • Prepares Board presentations, investor reporting, industry/peer group benchmarking and ad-hoc opportunities.• Designed a month-end SaaS scorecard that analyzed financial results and forecasts, identifying key trends and variances, and improving decision-making.• Prepares and submits, on a timely and accurate basis, a variety of scheduled financial reports, including income statement, cash flow statement, balance sheet forecasts, SaaS metrics like revenue retention as well as business key performance indicators, providing insights to management for better business strategy.• Owns the quarterly bonus and commission payout process end to end, working with cross-functional stakeholders from data validation stage through payroll input, resulting in timely and accurate payouts.• Created and managed financial simulation models, improving strategic decision making.

Dublin 2, Ie

As Marketing Operations Manager, I was responsible for providing accurate and consistent reporting and tracking of a Marketing Operations team.Key responsibilities included:• Managed a bi-weekly global sales process in partnership with multiple and global stakeholders, identifying pipeline risks and health, ensuring accountability, driving transparency and managing acquisitions, leading to a 20% increase in revenue.• Developed and created content to help leadership partner with internal stakeholders, owning integrated reporting with cross team collaboration. Supported Ad Hoc partnerships requests, collaborating on outcomes.• Owned sales financial management, revenue and CCI results, annual planning and budgeting, making sure growth and strategy were aligned, reporting global financial results by market units, bi-Weekly scorecard review and global dashboard reporting, including growth and acquisition tracking.• Led monthly financial results and leadership cash calls, submitted monthly offering POV for GOC, partnered with market business operations leads, led quarterly business reviews, resulting in increased operational efficiency.

ProjectLine Services was a small consultancy that was acquired by Accenture in 2020. I was a vendor for Microsoft, working as a Business Manager for its IoT and Mixed Reality Sales team.• Automated and managed monthly scorecard, dashboard and KPIs, leading to error-free monthly metrics.• Conducted ROB (Rhythm of the Business) activities and ran operational expenses budgeting, forecasting, reporting and analysis for the team.• Collaborated and partnered with corporate finance for the monthly close and reporting, resulting in increased accuracy.• Created and managed a model systematically tracking partners’ investments.• Modelled, forecasted and tracked detailed headcount.• Collaborated and executed various ad hoc projects.

As an SFA, I was supporting the transportation team for North America, then I moved to the Logistics side and was promoted Finance Manager. Ultimately moved to the Retail side and to a Senior Manager role.• Financial Planning and Analysis: Responsible for financial planning, budgeting and reporting process of several divisions with over $1bn of revenue. Liaised with division heads, led monthly reviews with senior management and multiple initiatives that improved performance and visibility. • Team Management: managed a large team across several locations, including the intricacy of communicating effectively with employees from highly diverse cultural backgrounds. • Ad Hoc Analyses: built several financial models (financial statements, sensitivity analysis, pricing and profitability optimization), participated in negotiation with Canadian fulfilment provider, performed many ad hoc analyses supported by data to improve decision making.

I started in Paris and was sent to London after 2 years.• Planned, coordinated and executed legal audits of private and listed companies (primarily in the insurance sector) in both France and the UK.• Supervised audit teams of up to 6 staff members, provided technical training, performance evaluation and mentoring.

French National Service as Business Development Assistant in the Asian Headquarters of AGF Competitive review of the South East Asian insurance markets, Financial analysis and reporting of AGF Asian subsidiaries.

Ms And Ba, Risk Management, Business Studies

Master Of Business Administration - Mba, Finance, General