Jennifer Sam Email & Phone Number

San Francisco, Ca, Us

Palo Alto, California, Us

Wing is an Alphabet company, originally founded within X, the Moonshot Factory. I oversaw global financial management for the rapidly expanding operations. • Analyzed first-of-kind partner deals and provide input on pricing, structure and operational execution. • Defined and embedded unit economics into the business decision-making process to drive profitability. • Interim Head of Finance with responsibility for the Accounting and Business Intelligence & Analytics teams.

New York, Ny, Us

Chief is a private network focused on connecting and supporting women executive leaders.

Helped companies with financial modeling that enabled strategic decisions. • Built a capacity model for the Customer Success team of a private SaaS company to plan hiring and implementation projects. • Built short and long range operating model for two private SaaS companies, including 3 financial statements and detailed gross margin build up, to enhance the forecasting process.

San Francisco, Ca, Us

Reported directly to the CFO, led the team responsible for the financial management of a global, high growth peer-to-peer car sharing marketplace.• Collaborated with the Executive Team and the business to drive growth, execution and scale across the company, including strategic business plans, insurance loss forecasting and risk mitigation. • Drove process improvements in forecasting, annual planning, and ongoing reporting by focusing on timely analysis that leads to actionable insights. Collaborate cross-functionally to build management and Board reporting.• Enhanced the revenue forecasting process to improve accuracy, granularity, and drivers that resulted in increased insights and action. • Supported Series E fundraising of $250 million by building company presentations and due diligence materials, as well as meeting with potential investors.

San Francisco, Ca, Us

Reported directly to the CFO, led the team responsible for the financial management of a rapidly-growing, omnichannel marketplace for the resale of luxury items. Drove business and financial performance across departments ranging from merchandising, marketing, and sales to supply chain and store operations.• Created and led the revenue forecasting process that included cross-functional input from Marketing, Merchandising, Sales, and Operations. The result was a single source of truth for historical revenue trends and projections that enabled informed actions with a direct impact on the top line. • Provided analysis to enable decisions for various investment and operational scenarios, including warehouse capacity, category profitability, pricing, and corporate development.• Developed and maintained the financial models used to manage short and long-term objectives and to communicate with investors. Own full company income statement, balance sheet, cash flow, and cohort modeling. • Scaled the team and systems - grew the team from one to eight members and implemented Xactly, an incentive compensation software.

Westlake, Texas, Us

- Business Strategy, 2013-2016Developed, executed, and managed the integration, growth, and oversight of two acquisitions - Windhaven Investment Management and ThomasPartners Investment Management.• Developed strategic and business plans to facilitate growth and the ability to scale operations. Projects included business and compensation plans, product expansion, and platform enhancements.• Informed executive management and Federal Reserve regulators of business results, trends, and forecasts via in-person meetings and presentations.- Financial Planning & Analysis, 2011-2013Led team responsible for the decision support, analytics, reporting, planning, and forecasting for the Marketing, Strategy and Product Services organizations. Marketing included offline and digital advertising and media, brand, sponsorships, and promotions.• Analyzed the lifetime value of accounts, households, and assets generated from marketing campaigns, promotions, and channels.• Modeled financial projections for business cases and growth initiatives, which influenced strategic company decisions. - Corporate Development, 2009-2011*Executed mergers and acquisitions and established strategic relationships. Led internal and external teams during the preliminary evaluation, due diligence, financial valuation, negotiations, and closing of transactions.• Completed transactions: acquisition of Windhaven Investment Management, investment advisory firm that managed global tactical asset allocation (GTAA) portfolios comprised primarily of ETFs.

New York, Ny, Us

Performed global acquisitions, divestitures, joint ventures and alliances. Coordinated with McGraw Hill's M&A integration team to transition acquired companies. Completed two company acquisitions and a strategic deal.

Montreal, Qc, Ca

- Large-Cap Banks, 2004-2007Conducted research to make investment recommendations on the large-cap bank sector, which included the largest U.S. banks by market capitalization - JPMorgan Chase, Bank of America, Citigroup, etc. - Accounting & Tax Policy, Summer 2003Supported Institutional Investor #1 ranked analyst by analyzing the impact of accounting policies and procedures on the earnings and investment performance of S&P 500 companies.

Us

Led projects to increase profitability and set operational processes for a national, commercial property portfolio of over 400 properties, totaling $15.1 billion of assets under management.

London, Gb

Performed financial due diligence of target companies' historical operating results and projected financials for private equity and strategic buyers.

Mba, Finance & Economics

Macc, Accounting

Bs, Managerial Economics