Mark Dunham Email & Phone Number

Santa Barbara, Ca, Us

New York City, New York, Us

Corporate FP&A role within fast-growing Series D SaaS company providing KPI reporting, financialanalysis and long-term planning.Own and maintain forecast model and support monthly close process through cross-functional partnerships with FP&A business partners, accounting, data analytics and IR.Build, automate and refresh financial reporting packages for Execs & Board including commentary and analysis of KPIs and Actuals v Budget variance reporting.Support creation of net new metrics within KPI dashboards and financial reporting systems. Own relationship with IR, Business Analytics and Tax for all external reporting.Built Bookings/ARR-to-Revenue forecasting model through partnership with GTM team, data analytics and FP&A.

Santa Barbara, California, Us

Business partner to Sales, Marketing and Corporate FP&A departments for $400M revenue company. Support short and long-term financial planning, budgeting, and implementation/maintenance of forecasting processes across verticals and investment areas. Build and maintain complex models to support critical decisions for Finance and other business stakeholders.Provide financial leadership to Sales & Marketing departments and partner with other stakeholders to assist with headcount and operational expense planning. Track SaaS metrics and other KPIs on monthly, quarterly and annual basis, providing executive leadership with reporting and forecasting. Support VP of Finance with financial modeling of key strategic initiatives. Working with Accounting to ensure accurate accruals and adherence to policies.

Slough, England, Gb

Provided expertise in investment management and financial advisory industries for this start-up.Improved customer engagement and sales efficiency through analysis of KPIs, working with leadership to identify profitable customer subsets and successfully target these groups.Price company products and model different attach rates for customer subsets for the firm’s Software-as-a-Service (SaaS) offerings.Perform due diligence and financial analysis of strategic initiatives and customer acquisitions in the asset management and financial advisory spaces.

Paris, Fr

Investment manager for bank's $4B investment portfolioLead analyst for SaaS and cyber security industries, independently performing all aspects of due diligence involved in investment decision. Built discounted cash flow models quantifying various scenario analyses, growth rates, expense management, and other factors.Provided thought leadership for ASC 606, GDPR, and GAAP accounting as it related to both tech companies and the broader market overall.Mentored junior colleagues in financial modeling, critical thinking, and presentation skills.

Paris, Fr

Analyst covering credit, equity valuation, and convert-specific features for bank's €3.5B convertible fund.Dedicated analyst for all US issuers, composing ~45% of total fund's exposure.Prepared financial forecasts and operating metrics for use in valuing technology, consumer product, and health care bonds.Created and analyzed financial projections, operational metrics, cash flow, P&L, expense management, and valuation, with a special emphasis on sub-investment grade securities.Developed a dashboard to monitor credit risks, automate credit decisions, and highlight opportunities.Collaborated with overseas colleagues on cross-functional projects and performance reporting.

Paris, Fr

Rotational program for high-potential graduates, with rotations in European, Asian, and US markets. Responsible for the credit analysis of leveraged loans from US issuers.Forecasted capital expenditures, income statements, balance sheets, and key financial metrics.Produced variance analyses of budget vs. actuals.Performed company valuations using DCF as part of the bank’s investments in Asian equities.

Brussels, Belgium, Be

Ma International Finance & Economics, Finance

Bachelor Of Arts (B.A.) With Honors, International Economics

Education record