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 Dynamics 365.Assist with development of content for conference room pilots with business users focused on Use case and scenario-based testing of object workflow: Lead, Contact, Account and Opportunity.Manage user set up for testing in the Dynamics System Integration Test (SIT) environment. Assist with the delivery of user facing training, ranging from platform to functional trainingParticipate in planning sessions with external vendors, Dun & Bradstreet and Marketo, to ensure that their application functionality is integrated into Dynamics CRM to support business process requirements.

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 commission planning for fiscal year 2019.Work with HR business partners, Sales leadership and Finance to ensure that all sales commission eligible employees are on a commission plan where revenue objectives are tied to each plan.Perform adhoc modeling and design of supplemental bonus programs for retention of key talent.

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 ensuring alignment with corporate and market growth expectations.Created quarterly sales quotas for commissioned sales employees; driving acceptance and execution of their revenue plan.Commission measurement and reporting to Sales VP and key stakeholders.

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 sales teams and accounting for commission payment consideration.Create pipeline reporting from Sales Force for opportunity visibility; highlighting key metrics and trends influencing the decision making process for Sales leadersPrimary support to sales leadership team; building strong cross functional and executive level relationships.

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 setting process.Provided quarter-end revenue reporting to senior leaders and key Sales and Finance leaders.Led integration of key revenue processes resulting from strategic acquisitions of Foundry Networks & Vyatta Corporation.

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 to key sales leaders

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 key financial metrics such as project spending and contribution margin for a given engineering projectPerformed monthly/quarterly and annual close processes including accruals and fluctuation analysis for internal and external auditorsPartnered with Product Finance to ensure engineering programs have gone through the Life Cycle Management approval process prior to investing R&D dollars Participated in the integration of key FP&A processes as a result of the acquisition of McData Corporation

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 finance representative during the companies SEC litigation processCollaborated with the IT director and functional leaders to create an IT project council where key IT initiatives were presented and then reviewed by the governing body Created business cases for all IT projects going through the IT project council; highlighting project profitability and return on investment

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 sales and revenue growthActively participated in monthly/quarterly close activities

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