Erik Hellman Email & Phone Number

Menlo Park, California, United States

I work in corporate FP&A in support of multiple functional organizations at Corcept. I support the monthly preparation reporting packages for executives and the BOD, in addition to regular forecasts and annual budgets.

I worked in conjunction with the accounting team to reconcile outstanding liabilities and payments for domestic & international partners participating in 10+ Oncology studies.

San Jose, California, United States

Responsible for all Corporate financial modeling and forecasting, working closely with CFO and CEOPrepared 2020 Budget and extended forecast, working closely with key executives and decision makersManaged supply chain management, with oversight of company procurement and processesNetsuite administrationWork closely with CFO and accounting team to facilitate smooth financial reporting and day to day operations.

San Jose, Ca

Supported Sales Ops Finance team with year-end close activitiesPerformed year-end audit of 2018 bookingsAnalyzed year over year bookings/performance by regionReconciled and prepared daily bookings for distribution to team leads

Extensive financial modeling - AOP, Forecasts, BvAs and HeadcountCreated BvA process for monthly reporting for department leadersAd-hoc financial support for CFO, Controller and Finance Director

Menlo Park, Ca

Monthly close support; expense forecasts and accrualsPreparation and distribution of weekly management reporting packageSupported Q1'18 forecast updates

San Jose, Ca

Preparation of monthly/quarterly reports and presentation packages for executives and BODFinancial modeling experience - P&L, Balance Sheet, Cashflow, Headcount, and Budget/ForecastAnalytical skills - variance analysis, trended, KPI's, Ad Hoc researchExcellent communications skills - highly effective in both team and individual rolesOversight of various Global finance consolidations activitiesManaged and distributed internal Corporate Finance calendar/schedulesCPM System administrator - Host Analytics - forecast and budget (40 Intl Finance team members)Systems: MS Office (Adv Excel, Word, PPT), Oracle, Hyperion Essbase and SAP

Santa Clara, Ca

Financial Analysis - in-depth bottoms up, multi-year analysis of customer renewals and retentionDocumentation of modeling processes

Redwood City, Ca

Financial Modeling - Sales Quota, Headcount, Bookings, Operating Expenses and AnalyticsFY15 Budget and Planning Support.Streamlined and automated financial models with vlookups/logic functions to improve ease of use, functionality and to foster more efficient and timely analysis.

Cupertino, Ca

Manage analytical models that utilize both financial and non-financial data to forecast operating results.Perform adhoc SaaS analysis to anticipate trends, explain actuals and forecast results of operations.Prepare monthly/quarterly presentation packages for the CFO and BOD.Analyze current SaaS metrics trends, and communicate observations and findings to management.Provide financial analytic business support for sales and marketing.

Managed FP&A responsibilities for Worldwide Sales, Marketing and Customer Support departments.Built quota/commissions model for NA, EMEA and APAC. Reviewed and analyzed monthly regional bookings .Prepared and reviewed monthly/quarterly commission calculations.Consolidated daily bookings, review, analysis and report distribution to the Executive Staff.Performed monthly financial close analysis, variance analysis and reporting to the CFO.Utilized Adaptive Insights for Annual budget and planning preparation.Prepared weekly cashflow forecast.Utilized Salesforce for in depth opportunity analytics – win/loss, sales cycle, forecast accuracy at sub region and rep level.Performed monthly customer and competitor analytics.Frequent ad hoc analysis for the CFO which included analyzing regional bookings performance, sales rep performance, win/loss ratios and product gross margins.

Consolidation, review, and delivery of monthly financial and engagement reports to broadband partners – ATT, Verizon and Comcast.Prepared and presented review packages to broadband partners – AT&T, Verizon, Comcast, and Rogers.Led annual budget and planning preparation for executive review and submission to corporate finance.Performed monthly forecasting, reporting and variance analysis of Display Advertising and Search.Managed external partner revenue share tracking, reporting and distribution of payments.Managed approximately $500M in annual sales. Grew Mobile revenues from $20M to $120M in 5 years, through the negotiation of favorable contractual terms with tier 1 wireless carriers and operations management.Integral contributor to BusDev/Corp Dev partnership evaluations, modeling and contract negotiations.Monthly/quarterly revenue bookings, forecasting, reporting and variance analysis.Actively managed mobile revenues - Transaction fees, Premium services, Display Advertising and Search.Weekly analysis of revenue drivers and KPIs to validate and insure a high integrity of monetizable data and timely reporting.Prepared and presented executive level presentations for monthly/quarterly business reviews.Worked cross-functionally with partner managers, product managers, engineering and marketing.Managed external partner revenue share tracking, reporting and distribution of payments working closely with revenue recognition and accounting.

Sell side analyst covering wireless equipment manufacturers - Mobile devices, infrastructure and RFICs.Prepared/delivered presentations to internal sales force, buy-side clients and industry conferences.Authored two industry publications; "2003 Global Wireless Projections" (May 2003) and "The Global 3G Report" (Apr 2002).Worked closely with Investment Banking in support of IPOs and M&A activity.Extensive worldwide travel meeting with wireless companies and attending Mobile conferences.

Sell-side coverage support of high profile global wireless corporations.Conducted primary and secondary research of wireless companies.Daily communication with sales force, buy-side clients, and executive management teams (public and private).

Complex revenue modeling (8 year forecast) and market analytics. Global market - 100+ countries.Developed financial models/business plans for 46 prospective strategic international partnerships.Extensive travel in support of partnership development - Russia, France and Iceland. Acquired financial, economic, technical and regulatory knowledge of worldwide emerging and developed telecommunication markets.Researched and evaluated alternative pricing plans, demand sensitivities and vertical market opportunities.

Master Of Business Administration (M.B.A.)

Bachelor Of Arts (B.A.), Business Economics