Sam Lin Email & Phone Number

Castro Valley, Ca, Us

San Francisco, California, Us

Waltham, Ma, Us

- Assisted in driving the company transition from a perpetual license model to primarily a subscription business model by modeling revenue, EBITDA, and cash flow impacts based on various license/subscription ratio scenarios- Established and maintain SaaS business metrics and KPI’s such as ARR/MRR, renewal/churn rates, and cross-sell/attach rates to gauge the health of the business- Support the SaaS and Maintenance General Manager in managing and monitoring the performance of the SaaS and Maintenance P&L’s- Collaborate with Network Operations leaders in quantifying financial impact from projects such as data center/colocation/node consolidation and platform unification- Coordinate with Sales and Renewal teams to forecast SaaS and maintenance bookings- Responsible for forecasting and budgeting of total company Subscription COGS which includes Network Operations, Customer Support, Renewals, and the Insights business unit- Partner with operation leaders in using operational metrics (ie., Support ticket volumes, customer growth, contract volumes, etc.) to drive strategic investment decisions- Prepare monthly financial and operations review slides for Board of Directors and weekly financial updates for Executive staff- Assist in reconciling and resolving product revenue discrepancies through utilizing data sources from multiple systems

San Mateo, Ca, Us

- Managed the company-wide monthly forecasting, annual budget, and multi-year planning process for revenue, bookings, and expenses- Established process to provide CFO with preliminary bookings, revenue, and P&L flashes in order to identify potential notable issues early in the monthly close process- Responsible for monthly Board of Directors financial reporting package (contains detailed revenue, bookings, P&L, cash forecast, AR/AP, and various other financial reports)- Significantly improved and streamlined the internal and external monthly financial reporting process enabling timely and accurate financial results to the Board of Directors, C-level management, various business units, and operational functions- Drove the reduction of two days from the monthly close schedule by collaborating with Accounting, Revenue, and business functions to establish earlier preliminary result reviews, enabling earlier close cycle adjustments and accruals- Assisted in facilitating the merger of Keynote Systems with Dynatrace and in forming the Digital Experience Monitoring SaaS business unit- Performed monthly variance analysis and summarized monthly results and key variance drivers to C-level management- Worked closely with C-level management and business leaders in developing decision and investment models and analysis- Assisted Sales leadership in structuring variable plans to incentivize desired behavior and focus for achieving targets- Managed 2 reports: one Senior Sales Operations Finance Manager and a Corporate FP&A Manager

Redwood City, California, Us

- Managed consolidated company P&L and capital monthly forecasting and reporting process- Managed and coordinated the company strategic planning and annual budgeting processes- Improved the accuracy and integrity of reporting by implementing procedures and controls- Worked with various business unit managers and executives to develop reports and metrics that enable effective monitoring of product and business performance- Assisted in the development and maintenance of the EBITDA model used in the sale of the company- Developed and maintain a revenue model to support the Mobile banking SAAS business- SVP of Services & Support shifted technical maintenance functions to India based on my offshore cost saving analysis and recommendation- Collaborated with Product Management and Marketing regarding pricing decisions, customer targeting for campaigns/promotions, and bundling strategies- Performed ASP analysis on the SAAS flexible bundle offerings to assist in establishing appropriate bundle pricing that would provide profitability similar to their stand-alone component product offerings

Santa Clara, California, Us

- Developed and managed a combined annual operating expense budget of approximately $170M- Collaborated with the business leads to develop monthly expenditure forecasts and create key financial business metrics- Performed ROI analysis of engineering projects and marketing campaigns/programs- Developed product P&L’s and impact/scenario analysis to help drive resource and investment allocation decisions by executives- Prepared and presented results and variance analysis at quarterly business reviews to the COO and CFO- Lead and mentored a team of 5 analysts- Responsible for total company product revenue reporting; collaborated and coordinated with Product Management, Fulfillment, and Sales Ops to ensure accuracy of product revenue data and hierarchy- Worked closely with Product Marketing/Management in analyzing customer line of business data to measure market penetration and determine success of strategies

San Francisco, Ca, Us

- Responsible for the financial oversight of the SAAS business within Autodesk- Partnered with the business to develop short and long term revenue and operating plans- Worked closely with Sales to develop monthly bookings, billings, and revenue forecast- Managed and coordinated multiple projects in support of financial reporting, analysis, compliance, and decision support- Provided support for mission critical business processes such as M&A integration and product introductions including due diligence analysis- Provided P&L reporting and quarterly results and variance analysis presentations to senior and executive management - Developed and maintained business performance key metrics- Streamlined and improved financial reporting for the all divisions by developing a standard process and templates- Developed a pricing model to project future revenue based on SRP changes

Oakland, California, Us

- Performed variance analysis and prepared presentations to Senior and Executive Management that identify variance issues and trends- Responsible for annual budget and quarterly forecast coordination, including scope development, communication of general assumptions, roll-out, implementation, and evaluation of departmental compliance with divisional targets, strategic objectives, and company guidelines and policies- Performed ROI, break-even point, and scenario analysis for the development of project justifications and business cases and produced ad hoc analysis as needed by Senior and Executive management- Monitored project expenditures and capital purchases to ensure accuracy of charges and to determine performance based on scheduled savings and returns as proposed in project justifications/business cases- Developed costs and benefits for investment project business cases and justifications by utilizing cost assumptions and project requirements- Assisted in the preparation of investment project documentation and presentations prior to approaching investment committees for funding requests by reviewing project financials to ensure accuracy, compliance with corporate accounting policies and procedures, and that all committee requirements are met- Assisted in PeopleSoft budget tool application implementation and UAT

Chicago, Illinois, Us

- Performed financial and business analysis used for decision support- Performed operational and financial process change assessment and analyzed metric drivers to determine the financial impact from the conversion of a proof environment to an image environment- Developed and implemented a budgeting and forecasting process for a $40M operational department- Evaluated possible efficiencies for mergers and acquisitions and performed cost savings analysis based on various scenarios- Participated in vendor RFP, contract negotiations process, and performed contract comparison analysis to evaluated pricing differences and long-term impact for vendor selection process- Responsible for assessing and communicating the financial, structural, and support needs of operational managers as the finance liaison to the Department of the Controller in order to effectively facilitate corporate organizational, accounting, finance, and operational process changes