Marcus Lo Email & Phone Number

Remote First, Us

San Francisco, Ca, Us

San Francisco, Ca, Us

Bentonville, Arkansas, Us

• Provided financial, strategic, and analytic support for the Supply Chain, Customer Service, and Reverse Logistics areas for the $5B+ Walmart.com US business.• Led a 12-person Operations Finance team and oversaw the forecasting, planning, and expense management functions for $700+ million in annual expense.• Led the development of financial business cases supporting nearly $1B in e-commerce supply chain investments. Presented multiple investment business cases to Walmart executives and Board members over the course of a year, gaining unanimous approval for a new network of e-commerce distribution facilities.

Bentonville, Arkansas, Us

• Functioned as the head of the Walmart.com Finance team in the absence of a CFO / VP of Finance between Nov 2010 and Jan 2012• Developed financial targets, gained executive alignment, and led a 20+ person finance team in building long-range financial plans, annual operating plans, and weekly forecasts • Quantified sales, margin and expense risks and opportunities and recommended actions to guide Executive Committee decisions; Led business analyses to inform investments in pricing, free shipping, marketing and site enhancements• Led the development of the 2011 three-year strategic plan, including leading the planning process for site-level, multichannel, and merchandise department-level strategies; Evaluated strategic business opportunities for growth initiatives including Marketplace, Online Layaway, Threshold Shipping and Pick Up Today • Built a team focused on forecasting, planning and business analysis of key site metrics (e.g. sales, visits, conversion, average order size, etc) to diagnose and understand customer behavior• Designated “top talent” and selected to participate in a two-year Finance Excellence leadership training program for high potential directors and senior directors

Bentonville, Arkansas, Us

• Led a team responsible for the Merchandise Finance, Marketing Finance, Corporate Reporting & FP&A functions within the $4B Walmart.com US e-commerce business• Created an analytical framework to identify key “levers of profitability” of the business and presented insights and recommendations on strategic priorities for long-term profitable growth to senior leadership and all directors+, and at multiple functional all-hands meetings

San Francisco, Ca, Us

Led a 10-person team responsible for financial analysis, forecasting, planning, and guiding brand strategies to deliver sales and financial margin goals for the $2 billion revenue Banana Republic North America businessInventory Management: Directed brand investment strategies and articulated risks and opportunities to senior leadership team to ensure exceptional management of sales, margin and inventory; Developed and communicated financial targets to ensure the development of merchandise plans aligned with brand strategies and financial deliverablesMerchandise Finance: Led a team responsible for managing, forecasting and budgeting merchandise-related expenses, including driving cost savings initiatives in product costing, air freight, shrink and adoption costsStrategic Testing: Created the processes, methodologies and team to lead the centralized execution of all in-store testing initiatives· Led cross-functional project teams in the design, execution, and analysis of over 25 tests annually, including assessments of pre-season product acceptance, promotional performance, and visual merchandising strategies· Developed and communicated insights and recommendations to key functions and to the senior management teamStore Sales Planning: Built and led a team responsible for store-level forecasts and analyses to support field investment decisions; Developed analytical algorithms and Essbase database design specifications to enable store-level forecasting of sales components (e.g. traffic, conversion rate, average transaction size)

San Francisco, Ca, Us

Business Analysis / Forecasting: Measured effectiveness of brand strategies and provided insights into customer behavior through the analysis and reporting of sales component metrics; Built sales comp component forecasts to identify risks / opportunities to guide business strategies and actionsConversion Initiative: Served as project manager for a team tasked with evaluating key customer purchase drivers to identify opportunities to drive business performance, and co-led an initiative team aimed at improving in-store size availability, an estimated $50M revenue opportunity

Us

Member of a strategic pricing team responsible for developing and implementing demand-based pricing initiatives· Utilized statistical regression analyses in complex demand forecasting and price optimization models· Developed category pricing strategy recommendations for presentation to senior management· Managed a cross-functional team in the implementation of a large-scale price optimization software system; Oversaw process review/redesign, systems integration, pilot tests and user training

Los Angeles, Ca, Us

Performed corporate valuations for clients from diverse industries; Managed all aspects of 30+ financial advisory projects, performing due diligence, designing analytical approaches, leading production teams, and managing client relationships· Developed models for valuations, transaction fairness / solvency opinions, and venture financing opportunities· Presented financing strategies, valuation methodologies, and conclusions to client management teams· Managed the highest revenue financial advisory project for the office in 1999, leading to subsequent promotion· Managed project staffing for a team of six financial analysts

Mba, Business Administration

Bs, Business Administration - Acctg & Finance