Lance Taylor Email & Phone Number

Sydney, NSW, AU

San Jose, CA, US

• Prepare executive level summaries, analyze emerging trends, and provide valuable insightsand recommendations to drive business results.
• Partner closely with the Sr. Director of Product Marketing, working in collaboration with product engineering teams, sales, marketing, legal, and finance to contribute towards achieving our shared goals.
• Deliver insights on key business metrics using data visualization and analytics to advisebusiness performance and drive action plans.
• Support the long range strategic financial plan, annual operational plan and the quarterlyforecasting process.
• Build driver-based financial models to support the forecasting process, and financial reporting. Run sensitivity analysis, provide data analytics to assess risk and opportunity.
• Drive operational excellence through automation, standardization to improve efficiency,consistency, and accuracy to help scale the business.

San Jose, CA, US

• Led a team of 2 analysts supporting the VP of Consulting Delivery and the VP of Consulting Sales for the Americas professional services organization, ~$350M in revenue.
• Set the financial targets for the Americas professional service organization, driving +10% margin improvement Y/Y. Provided strategic insights on the business, developed mitigation plans when necessary, drove execution.
• Created and implemented a worldwide bottoms up cost rate framework, which helped us develop a pricing strategy for our service offerings and ultimately increased worldwide business unit profitability.
• Created long-range financial plans, in-depth financial modeling, and sensitivity analysis of business drivers to model P&L impacts.
• Drove cross collaboration with accounting department to automate our worldwide sub-contractor expense accruals.
• Created and drove the implementation of key financial planning processes across multiple stakeholders with the goal of automation and scalability. Utilizing software such as TM1, SFDC, Anaplan, SQL, Alteryx, Tableau.

San Jose, CA, US

• Promoted through multiple roles on same team; Manager>Sr. ManagerLed a team of 3 Sr. analysts, consolidating the worldwide P&L for a $500M professional services and customer support organization, supporting the Sr..
• Created in depth financial modeling including productivity/utilization analysis, capacity planning, bookings backlog burn analysis, and sensitivity analysis of business drivers to model P&L impacts accordingly.
• Drove the implementation of key financial planning processes across multiple stakeholders with the goal of automation, scalability, and profitability. Utilizing systems such as TM1, SFDC, SAP Hana, Anaplan, Alteryx.
• Set plans/budgets and tracked KPIs across bookings, revenue, COGS & operating expenses, margin, and headcount. Providing strategic insights influencing the profitability of the organization.

San Jose, CA, US

• Joined FP&A. Promoted through multiple roles on same team; Sr. Analyst>ManagerManaged a team of 3, driving insights, recommendations, and optimization of the Worldwide Sales Organization.
• Drove all aspects of headcount planning and operating expenses (OPEX) budgeting for the WW Sales Organization. Cross collaborating with the regional controllers, corporate accounting, and the corporate FP&A team. This.
• Streamlined the consolidation of $1.3B of annual operating budget and 5,200+ headcount for the VP of Sales Finance by implementing new processes and establishing reporting cadences.
• Drove the implementation of Anaplan, an expense planning tool for the worldwide sales organization.
• Finance partner for the Sr. Director of Sales Operations and her direct reports. Driving operational efficiencies for approximately 320 headcount and $60M in budget.
• Created and implemented a new global sales business certification process, utilizing e-signatures resulting in reduced completion time for 3,000+ sales representatives. A SOX requirement certifying accurate SEC revenue.

San Jose, CA, US

• Promoted through multiple roles on same team; Analyst>Sr Analyst>Team Lead
• Established frameworks and processes for Enterprise (SaaS) sales operations managers, allocating over $1B subscription bookings quotas to 500+ sales representatives and sales support specialists.
• Worked closely with the VP of Sales and the Director of Sales Operations providing business insights and strategy driving compensation plans and incentives for the sales team.
• Created processes tracking bookings attainment (pipeline health, ACV/ASV and ARR growth), renewable book of business growth, churn analysis, LTV of customers, and productivity of reps. Demonstrating achievements across.
• Led a team of 3:o Creating compensation plans for sales representatives and managerso Developed sales incentives (SPIFS)o Provided monthly compensation sheets to the payroll teamo Established sales new hire quota and.

Ottawa, Ontario, CA

Menlo Park, CA, US

MX

Ottawa, Ontario, CA

Masters Of Science (Msc), International Management

Bachelor Of International Business Honours, Concentration In International Investment, Finance And Banking. Minor In Spanish

Bib, International Business