Robbie Potter, Mba Email & Phone Number

Provo, UT, US

West Jordan, Utah, US

South Jordan, UT, US

• Oversaw annual plan, P&L performance, financial modeling, and other ad hoc analyses for the SaaS/Cloud Operations, Engineering, PM, & IT teams using Adaptive Insights
• Drove process for R&D Product P&L creation to influence management decision making on next year investment
• Collaborated with Cloud Ops team to managed SaaS expenses flat YoY while delivering 61% more customers

Palo Alto, CA, US

• Oversaw annual plan, P&L performance, financial modeling, and other ad hoc analyses for the Technical Account Management (TAM) and PS Engineering teams
• Managed pricing updates for portfolio of SKUs improving global TAM margin
• Managed creation of monthly PSO bookings and revenue deck for CAO
• Standardized P&L and headcount models from three geo-centric models to one world-wide model to drive global synergies and ease of management
• Managed reporting rollup of CIO division, created quarterly business review (QBR) decks, developed and consolidated monthly forecasts, and highlighted key risks and opportunities for CIO discussion
• Supported VPs of Information Security and IT Operations, led all month-end close, planning, forecasting, and reporting activities

Palo Alto, CA, US

• Architected financial structure for new Rubicon division, including intercompany arrangements for service-provider agreements
• Drove all stages of forecasting and analysis for Rubicon and developed unique month-end reports for senior management review (improved forecast accuracy to less than 2% variance)
• Managed COGS expenses to increase gross margin by 20% in under a year and a half
• Transitioned accounting and forecasting packages from Oracle to SAP

Palo Alto, CA, US

• Saved company $3M by collaborating and performing analysis with Tech Ops management on mid-year budget reviews
• Developed KPI’s such as $/GB and $/Support Case reports to track progress to financial goals
• Performed Balance Sheet and P&L analysis to ensure accurate reporting, along with monthly variance/commentary reports and quarterly financial bridges

Draper, UT, US

• Budgeted, analyzed, and reported on all of COGS, Marketing, IT, BI, and Bus Ops
• Modeled new service offering, Data Seeding, to determine profitability for management and successfully implemented the model resulting in new cash flows for the company
• Created models for Bus Ops financial planning, Customer Support headcount growth, and Sales compensation packages
• Reduced close cycle from 5 days to 3 by streamlining close activities
• Implemented new purchase requisition software to shrink multiple-day approval process down to a few hours
• Worked with CEO, COO, and Director of Finance on ad hoc analysis and reports

Draper, UT, US

• Employee #14 at start-up
• Handled day-to-day accounting duties including: fixed assets (tracked, depreciated, managed), treasury activities, prepaid expenses, accounts receivable, deferred revenue, accounts payable, reconciling credit cards and.
• Compiled due diligence for Series-B funding and later acquisition by EMC
• Transitioned accounting software from QuickBooks to NetSuite and then to Oracle

Master Of Business Administration (Mba)

Education record

Bs, Business Management: Corporate Finance, Music Minor, Graduated Cum Laude