Peter Wolfman Email & Phone Number

Austin, Tx, Us

Santa Barbara, Ca, Us

Austin, Tx, Us

Austin, Tx, Us

- Lead high performing Sales Operations team supporting over 750 Sales and Sales Engineering professionals across all regions globally, with responsibility for a portfolio of both software and hardware offerings in a rapidly growing industry.- Serve as primary point of contact within Sales Operations for regional Sales leadership and Business Unit general managers.- Partner closely with Sales leadership to develop go-to-market strategies and the required organizational structure to enable success. Focus on driving standardization while allowing for flexibility in select regions or markets, as necessary.- Design and implement compensation plans to drive corporate level strategic initiatives, while maintaining a balance with core design principles, operational feasibility and proper governance. Work jointly with IT to develop systems to operationalize. Set quotas and work closely with Commissions team to administer. - Manage business requirements, rules and hierarchies for customer relationship management software (Salesforce.com). - Coordinate ongoing sales forecasts and analysis globally, leveraging close working relationships with all levels of Sales and Corporate stakeholders.- Support M&A activity through the integration of sales data, sales compensation and processes.

Round Rock, Texas, Us

- Served as controller for sales organization delivering revenue in excess of $1B annually associated with desktop virtualization solutions.- Led team responsible for compensation, financial planning & analysis and operational reporting. Ensured appropriate processes, controls and engagement with cross-functional teams were in place and were successfully implemented.- Drove key activities to support integration of newly acquired salesforce with legacy Dell team; primary challenges included separate compensation plans, order management systems, leadership teams and coverage models.

Round Rock, Texas, Us

- Participated in the due diligence phase of one of Dell’s largest acquisitions, leading the development of the operational plan that became the basis for the Board Plan. Leveraged information provided by the target company and partnered with representatives from across Dell to fully understand the baseline, incremental investments and both positive and negative synergies.

Round Rock, Texas, Us

- Served as financial lead to analyze strategic investments and benefits and coordinate their inclusion in planning cycles focused on annual, quarterly and multi-year horizons.

Round Rock, Texas, Us

- Managed cash for Latin America and Canada by monitoring and positioning cash by geography, currency and balance. Absolute value of transactions by quarter exceeded $5.5B USD equivalent within 59 accounts across 13 countries.- Served as primary liaison with banks for Accounting, Accounts Payable, Accounts Receivable and Treasury teams representing Latin America and Canada.- Forecasted cash receipts and disbursements across region, reported actuals and analyzed variances. Developed enhanced reporting tool to increase accuracy and efficiency of reporting through automation.

Round Rock, Texas, Us

- Prepared executive level corporate reporting, which served as the basis for SEC filings and Investor Relations materials.

Round Rock, Texas, Us

- Reviewed all special pricing requests for three regions, covering 25 states, 60 sales people and over $800 million in revenue. Utilizing a broad spectrum of reporting, created 3-5 year pro-forma P&Ls to evaluate opportunities and to optimize current and long-term benefit of sales deals. Responsibilities included revenue recognition evaluation and contract review.- Developed complex P&L forecast and outlook models for $2.6 billion segment. Monitored progress against goals and provided executive management with periodic analysis of the state of the business.

Round Rock, Texas, Us

- Served as Business Controls Representative. Responsibilities included coordinating Control Self Assessments; responding to all requests during a successful departmental evaluation by Internal Audit; developing reporting which identified and prevented internal fraud, monitored abuse of marketing campaigns and confirmed compliance with pricing guidelines; participating on the SOX 404 team and completing associated testing.- Held primary finance role in support of international employee purchase program for a highly visible customer that generated $50+ million in revenue. Responsibilities included financial planning and analysis, accounting, reporting and foreign exchange. Awarded Americas Finance Q3’03 Above and Beyond Award.

Round Rock, Texas, Us

- Supported cost centers with quarterly budgets exceeding three million dollars that focus on areas ranging from mechanical engineering to program management. Provided forecasting and outlook support for operating expenses, headcount, capital and project spend. Assisted in monthly/quarterly close.

Round Rock, Texas, Us

- Provided comprehensive accounting support for global Treasury investments. Verified accuracy and completeness of approximately five billion dollar portfolio. Collaborated with Treasury Operations on forecasts and outlooks.

Gb

Bachelor Of Business Administration (Bba), Accounting

Master In Professional Accounting, Accounting