Marcus Lo

Marcus Lo Email and Phone Number

Chief Financial Officer at Crunchbase @ Crunchbase
Marcus Lo's Location
San Francisco, California, United States, United States
About Marcus Lo

Marcus Lo is a Chief Financial Officer at Crunchbase at Crunchbase. He possess expertise in cross functional team leadership, forecasting, strategy, analytics, financial analysis and 23 more skills. Colleagues describe him as "Marcus is a talented and dedicated finance professional. He has been instrumental in ensuring that Walmart.com is making sound financial/investment decisions with his insightful analyses and well-supported business recommendations. Over a several-month period with a vacancy in the CFO position of our company, I had the pleasure of interacting with Marcus directly almost daily and I can, without hesitation, say Marcus is an integral part of the success of Walmart.com", "Marcus is a wonderful Finance business partner. He works closely with the Merchandising and Planning teams to create thoughtful financial analyses. Additionally, he has a great understanding of other functions' priorities, and as a result keeps you up-to-date on any Finance initiatives that might impact your group. I will miss working with him!", and "I highly recommend Marcus and his work. He brings great thought and organization to everything he does. He maintains a calmness in the face of challenging circumstances. His team loves him and he does a great job in developing them. Oh yes - he is also pretty smart!"

Marcus Lo's Current Company Details
Crunchbase

Crunchbase

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Chief Financial Officer at Crunchbase
Marcus Lo Work Experience Details
  • Crunchbase
    Chief Financial Officer
    Crunchbase May 2019 - Present
    Remote First, Us
  • Indiegogo
    Chief Financial Officer
    Indiegogo Dec 2015 - May 2019
    San Francisco, Ca, Us
  • Metamarkets
    Vp Finance
    Metamarkets Apr 2014 - Dec 2015
    San Francisco, Ca, Us
  • Walmart.Com
    Vp Finance, Operations & Supply Chain Strategy
    Walmart.Com Jan 2012 - Apr 2014
    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.
  • Walmart.Com
    Senior Director, Merchandise Finance & Strategy
    Walmart.Com Apr 2010 - Jan 2012
    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
  • Walmart.Com
    Director, Financial Planning & Analysis
    Walmart.Com Nov 2008 - Apr 2010
    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
  • Banana Republic
    Director, Finance & Company Planning
    Banana Republic Mar 2006 - Oct 2008
    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)
  • Banana Republic
    Manager, Company Planning
    Banana Republic Sep 2003 - Mar 2006
    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
  • Safeway
    Strategic Pricing Analyst
    Safeway Jul 2002 - Sep 2003
    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
  • Houlihan Lokey
    Associate
    Houlihan Lokey Jul 1996 - Apr 2000
    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

Marcus Lo Skills

Cross Functional Team Leadership Forecasting Strategy Analytics Financial Analysis Business Strategy E Commerce Finance Management Retail Financial Modeling Pricing Analysis Strategic Planning Budgets Crm Budgeting Pricing Strategy P&l P&l Management Income Statement Team Leadership Mentoring Situational Leadership Supply Chain Analytical Skills Supply Chain Finance Investment Banking

Marcus Lo Education Details

  • Harvard Business School
    Harvard Business School
    Business Administration
  • University Of California, Berkeley
    University Of California, Berkeley
    Business Administration - Acctg & Finance

Frequently Asked Questions about Marcus Lo

What company does Marcus Lo work for?

Marcus Lo works for Crunchbase

What is Marcus Lo's role at the current company?

Marcus Lo's current role is Chief Financial Officer at Crunchbase.

What is Marcus Lo's email address?

Marcus Lo's email address is ma****@****ets.com

What is Marcus Lo's direct phone number?

Marcus Lo's direct phone number is +141596*****

What schools did Marcus Lo attend?

Marcus Lo attended Harvard Business School, University Of California, Berkeley.

What are some of Marcus Lo's interests?

Marcus Lo has interest in 27 Dresses, Aloha Tennis Open, Lord Of The Rings Trilogy (Film), Drop Dead Diva, Business And Economy Website, Ryan Reynolds, World Of Warcraft, Father Of The Bride, App Page, The Big Bang Theory.

What skills is Marcus Lo known for?

Marcus Lo has skills like Cross Functional Team Leadership, Forecasting, Strategy, Analytics, Financial Analysis, Business Strategy, E Commerce, Finance, Management, Retail, Financial Modeling, Pricing.

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