Evan Wolf Email & Phone Number

Indianapolis, In, Us

Palo Alto, California, Us

• Primary Finance Business Partner to the co-founder and President of Customer Success and Product providing business insight, thought leadership, and guidance on the performance of the organization, along with strategic direction for the future• Own financial management of Customer Success and Product organizations (300+ employees) through budget planning and monthly forecasting• Work directly with functional leaders within Customer Success and Product to develop appropriate resourcing based upon growth metrics and performance• Created and implemented forecasting models for ARR, GRR, and NRR to track US and International churn and retention to establish annual and long range goals• Analyze trends in product consumption, pricing, ARR, GRR, and NRR across multiple attributes using customer data and forecasted growth within the company• Work cross-functionally to drive connected analysis between Finance, RevOps, Accounting, and Product on pricing and product usage• Manage one headcount in India to provide business insight, guidance, and career growth

San Jose, Ca, Us

• Owned financial management of Customer Success organization (200+ employees) through budget planning and monthly forecasting• Provided business partnership and financial advice to Chief Customer Officer and other executive leaders• Partnered with management to establish strategic plans and objectives for the Customer Success organization • Ensured proper financial management and controls are in place to accurately report monthly, quarterly, and annual financial performance• Developed forecasting models for company renewals to track performance of recurring customer business utilizing current and historical data• Established processes to report monthly renewals performance and curated executive reporting decks and dashboards• Managed one headcount in the US to help execute daily deliverables and provide career coaching

San Francisco, California, Us

• Managed team of seven analysts and senior analysts to standardize and scale variable budget planning, forecasting, and execution at scale using in-house platform• Leveraged the reporting and dashboard capabilities of in-house platform to manage the support structure of monthly, quarterly, and annual spend status and analysis• Led team in monthly and quarterly reconciliations of budgets to within 1% variance of Plan/Outlook• Worked cross-functionally with Finance & Strategy, Accounting, Sourcing, and other business partners to ensure alignment and expense accuracy• Supported teams in developing their annual business plans by providing required data trends, reports, and insights for various department functions and regions• Developed repeatable business, operational, and financial process improvements to drive scalability• Managed Shared Services relationship to ensure all SLAs are being met and own decision-making around resource utilization

San Francisco, California, Us

• Developed customer retention planning for acquired businesses (M&A) and led process integration• Produced annual plan and quarterly outlooks to forecast company-wide customer retention metrics that guide revenue and long-range planning• Shaped key performance indicators shared between Customer Renewals, Sales, and Finance teams• Guided Sales and Renewals on complex deal structures and implications they have on company metrics

San Francisco, California, Us

• Evaluated the attrition of recurring customer business based on contract terms and historical attainment• Analyzed monthly, quarterly, and annual results to determine attrition trends, impacts to revenue, available to renew amounts, and future renewal performance• Curated executive dashboards using Tableau CRM, Tableau, Business Objects, and basic SQL

Indianapolis, Indiana, Us

• Compiled and reviewed all financial statements to analyze revenues, costs, expenses, and contractuals for two hospitals with over $1B in revenue on a monthly, quarterly, and annual basis• Delivered monthly presentation of all financial data and findings to hospital management and CFOs• Developed detailed spreadsheets to analyze financial trends and identify key issues causing variances from the budget• Created annual budgets for all revenue and expense aspects of the hospitals

Springfield, Missouri, Us

• Conducted quantitative analysis of financial statements and performed cash flow analysis to assess company risks and analyze trends in revenues and expenses• Reviewed and compiled financial data on companies across various industries• Performed due diligence work for potential acquisitions