Frank Estrada Email & Phone Number

San Ramon, CA, US

Pleasanton, California, US

Partner directly with the CRM project integration team and development consultants to capture the business and functional requirements for the Global Microsoft Dynamics 365 CRM project.Collaborate with internal CRM subject matter experts to drive data migration strategy and execution of multiple Salesforce production instances in to one single instance in.

Pleasanton, California, US

Partner with the HR Total Rewards Team to calculate, validate and communicate 2018 corporate bonus earnings for program eligible employees. Lead and design the 2019 corporate bonus program and distribute communication letters to participants.Collaborate with key Sales, Finance, Legal and HR stakeholders to develop sales incentive plans to roll out for.

Palo Alto, California, US

Broadcom acquired Brocade in November 2017, where I successfully led the transition of the revenue planning process as part of Day 1 post-merger integration.Managed +$650M Server Storage quarterly sales revenue forecast process through collaboration with key sales leaders.Collaborated with key sales stakeholders to develop $3B annual operating plan.

San Jose, CA, US

Managed $400M quarterly sales revenue forecast process through collaboration with key sales leaders.Developed $2B annual sales quota plan ensuring full allocation and alignment with the corporate board plan.Created Exhibit A’s for commissioned sales employees driving acceptance of sales quota plan and targets.Provided monthly attainment measurement to.

San Jose, CA, US

Administered quarterly worldwide corporate revenue forecast process.Communicated key revenue objectives to senior leaders and decision makers for use in internal and external reporting.Generated quarterly revenue attainment results for use in sales reporting dashboards, sales models and forecast models.Participated in the annual sales plan and quota.

San Jose, CA, US

Partnered with the sales organization as a financial adviser producing quarterly sales forecastsCreated a sales P&L model; providing key sales leaders visibility into profitability at each OEM partnerParticipated in revenue reporting system redesign and conversion from Business Objects to Oracle Business IntelligenceCommunicated weekly revenue performance.

San Jose, CA, US

Managed engineering’s operating spending budget to ensure it met quarterly (+$50M) and annual (+$200M) operating targets. Presented engineering leaders with monthly variance reporting highlighting actual vs. budget performance - and recommended actions to close gap to planUtilized and maintained various project accounting tools used to analyze and track.

San Jose, CA, US

Managed G&A spending budgets ensuring they remained in line with quarterly and annual operating targetsPresented functional leaders with monthly and quarterly variance analysis and provided key decision supportGenerated analysis of monthly and quarterly operating performance; P&L attainment and utilizationSupported the legal organization as the lead.

San Jose, CA, US

Analyzed and processed point of sale data for revenue recognitionPresented finance senior management with quarterly DSO modeling projectionsEffectively managed over $75 million A/R base for key strategic OEM partnersClosely worked with Sales and Operations to set up credit limits for new customers while using tools to mitigate credit risk while maximizing.

Performed G/L monthly close and distribution of profit and loss statements to executive managementPrepared and input monthly expense allocation journal entriesPrepared expense schedules for bi-monthly forecasts and annual budgetProduced expense variance reporting for executive managers – actual vs. budget