Fong Tan Email & Phone Number

San Francisco, CA, US

San Francisco, California, US

• Finance role reporting to co-founder / CEO for this +$20M enterprise SaaS company in influencer marketing technology.
• Lead and completed strategic fund-raising initiatives to strengthen financial position for further critical stability and growth in 1st 12 months.
• Increased operational efficiency and assisted sales, leading to top line growth 280% during pandemic.
• Management of monthly finances: ownership of finances: financials & budgets, reporting (financial, unit economics, utilization, ad-hoc mgmt.); financial stewardship to sustain business; cross-departmental liaison.
• Accounting leadership: management of financial/ statutory audits / tax & regulatory filings, and line of credit / debt compliance, receivables management, business risk mitigation.
• Administration of G&A functions: human resources management, payroll, stock options, regulatory compliance, accounting applications, etc.

San Diego, CA, US

• Strategic financial advisor to executive management, working closely with CEO, and reporting to CFO at Percolate division - worked on fundraising and financial planning for+30M ARR enterprise SaaS company in marketing.
• Co-lead $32M financing in 2018/19 and merger of Percolatw with +$120 ARR company ( Seismic Software) in Q4 2019. Analyzed spin-off of services business and conducted management discussion & analysis with investors..
• Implement ASC 606 revenue recognition; finished 2 annual audits in first 14 mos. during dept. transition; prepared investor pitch deck and board packages.
• Pursued operational excellence: formalized procedures / processes; measured productivity; improved cost efficiencies.
• Management of monthly finance cadence: flash reporting; 5-day close cycle with finance team of 3 for 200+persons org. and ownership of finances: financials & budgets, reporting (financial, unit economics, utilization.
• Accounting leadership: management of financial/ statutory audits / tax & regulatory filings, investment bank & investor liaison, and debt compliance. Draft and implement policies / procedures; write up memos; deploy.

San Francisco, California, US

• Management of 5-day month end close cycle and ownership of financial reporting for this Alphabet / Google - incubated SaaS/hardware startup: reporting (financial, unit economics, ad-hoc mgmt.); operational excellence.
• Accounting leadership: Draft and implement policies / procedures; write up memos; management of financial audit / tax & regulatory filings / bank & investor reporting.
• Reporting to CFO, co-lead accounting team of 11 in USA and Bangladesh.
• Other accounting functions: due diligence for debt & fund raising; internal controls; budgets and forecasts.

Armonk, New York, NY, US

• At IBM Commerce marketing solution division (with +$450M annual revenues) as finance lead reporting to unit C.F.O., management of SaaS signings and on-premise /fixed term license bookings and reporting including unit.
• Operational excellence: consolidated and streamlined operations (acquired 2 team members’ roles) to reduce expense; formalized and improved month-end cycle through teamwork and consensus for better 4-day close.
• Financial analysis and planning, administration of sales incentive, and strategic / executive reporting. Finance due diligence and integration during IBM acquisition of Tealeaf.
• Audit compliance and internal controls (SOX 404): Established and implemented (and documented) processes/procedures to meet IBM compliance standards. Teamwork across international regions/ time zones.
• At Tealeaf Technology (a SAP spin-off company), co-lead finance/accounting during growth from fledgling, $10+M startup to profitable, nearly $100M revenues leader in online customer engagement market and the growth of.
• Preparation and consolidation of financial statements, international management accounts, accounts receivable cycle, treasury management including f/x currency, intercompany accounting, completion of month-end close.