Jesse Lucas Email & Phone Number

Uber's first finance hire, built from scratch and lead Uber's global finance function during first 2.5 years. Role and titles have evolved over the 5 years I’ve been here. Most recent role is leading the FP&A / Strategic Finance team globally, currently taking a break.Teams / functions I’ve built and lead at Uber:- FP&A, forecasting, financial planning - FP&A is Uber's crystal-ball and is responsible for owning the business model. company-wide strategic and financial planning for Uber’s full P&L, capital allocation for billions of dollars annually. business model optimizations, strategic financial efficiency initiatives- international expansion: drove strategy, design, and implementation of uber's international corporate and tax entity structure. oversaw teams responsible for setting up international finance org in amsterdam- tax strategy and compliance including VAT strategy/compliance- financial systems and reporting, including involvement in ERP and EPM selection and implementation- accounting operations and audit, including monthly internal city P&L reporting across all Uber cities- payments and currencies, banking, and fraud prevention- accounts payable including all partner-driver payouts globally- equity: 409a valuations, options planning, and equity administration including rollout of early exercise program- compensation: built model and drove performance-based compensation process for first 2 years we did this- fundraising: point-person on all of series b, forecast and due diligence involvement in subsequent rounds- payroll and benefits- insurance: established company’s first set of insurance policies, domestic and international- real estate: executing leases, letters of credit, facilities planning- legal in the early days: early immigration work, primary liaison with external counsel on corporate matters prior to formation of internal legal team, coordinated formation and structuring of first several subsidiaries

Co-founded e-commerce company with CEO, where I lead finance and operations. - Corporate finance: performed incorporation and cap table work, bridge note financing, established banking relationships, payment processor relationships, outsourced HR and payroll provider, executed Series A equity financing. - Drove financial strategy and planning, managed all non-engineering employees. - Financial Operations: tax compliance and filings, accounts payable, accounting operations with external accountants, etc. - Managed through strategic shift in company's direction and ultimately wound down the company.

Sunnyvale, California, Us

Company runs a service and manufactures a device sold to consumers through retail which together provide free VOIP telecom service.Sole FP&A person, worked directly with CEO and executive team, as during much of my tenure there was no CFO. - Ran process and built all models for company-wide financial forecasting and planning, including sales, headcount, marketing, manufacturing, support, etc. - Built and maintained weekly inventory build schedule and cash payments and runway.- Assisted with process to raise $42m in equity financing over 2 rounds- Built models supporting ooma's retail launch and rollout, change in pricing strategy, strategic cost-savings initiatives, outsourcing support to Philippines- Worked closely with new CEO to revamp company's business model and develop new operating budgets

Foster City, California, Us

Team was responsible for interchange pricing strategy in the visa system across the US. My role included:- building detailed scenario models to guide product and merchant-level pricing decisions. - building tools to automate administration of custom interchange deals with strategic merchants and worked alongside software developers to build first-of-kind competitive pricing model - designing and implementing custom OLAP cubes for automating regular financial reporting and ad hoc analysis