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 technology.• 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. Prepared investor pitch deck and board packages.• 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, ad-hoc mgmt.); financial stewardship to sustain business; cross-departmental liaison.• 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 SOX compliance / internal controls.• Other accounting functions: financial analysis, due diligence for debt & fund raising; data room preparation; contract review / negotiation; assisted with financial model.

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 and driver for cost efficiency; cross-departmental functions.• 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 economics and key performance metrics (churn /retention, MRR, ACV, LTV, CAC, win/loss, renewals, up/down/cross-sells, growth rates, gross margin).• 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 department leading 2x increase in size.• 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, budgeting, financial planning & analysis, merger and acquisition due diligence & integration, variance analysis, and commission calculation.• Administration of audit (including preparation of schedules) and filing of tax returns (sales/use, property, income) and aid in U.K. management and statutory reporting.• Assist in preparing management reports / board packages, transfer pricing, 409A valuation and ad-hoc projects, system implementation, research accounting/tax issue (ASC, FIN, IFRS,VAT).