Sam Willoughby Email & Phone Number

New York, Ny, Us

New York, Ny, Us

Murray Hill, New Jersey

- Creation and implementation of a revenue forecasting, planning, and reporting tool focused on maximizing Operating Income and driving appropriate investment decisions both short and long term ($2B annual Revenue, $300M annual OPEX).- Long Term Strategic Financial Planning analysis, scenario creation, and process implementation.- Develop, implement, and manage an investment planning and forecasting process aimed at driving a consolidated R&D and CAPEX plan ($300M+) and forecast across a multi-site global R&D community.- Global R&D Headcount planning, tracking and management (1525 Employees, 400 Outsourced) ensuring appropriate staffing levels available for prioritized feature development and network management control.- SOW / MSA Contract review for Global Third-Party Outsourcing including terms and conditions, milestones, and rates (~$60M annual spend).- Global Third-Party Professional Services management by vendor and discipline ensuring annual spend remains within budget, accurate forecasting, accruals, and annual spend optimization. - Lead Director for Merger and Acquisition Financial Scenarios, Business Case Creation, Support and Analysis including NPV, Cash Flow, multi-year trend, and cost benefit analysis. - Strategic priority process creation, coordination, and implementation focused on driving senior leadership to make priority feature and technology decisions optimizing return on investment. - Market share analysis and executive presentation focused on driving technology investment decisions.- Present and discuss Executive financial and operational counsel as part of the Optics Senior Leadership team.- Analytical and problem solving proficiency with the ability to dig into the details while always maintaining the larger Global Vision.- Exceptional track record of achievements built upon an ability to develop global cross functional relationships.

Murray Hill, New Jersey

- Analyze and synthesize financial information focused on providing timely accurate feedback and recommendations, including the interpretation of performance information as a predictive tool for attainment of full year performance expectations ($1.8B annual revenue).- Major catalyst in shifting culture from investment to performance management. - Increased product level spend visibility focused on driving expense efficiency and affordability, including outsourced management, NRE negotiation, and global prototype build and budget adherence. - Creation and implementation of a P&L scenario reporting tool focused on maximizing Operating Income.- Five Year strategic planning focused on gaining share and increasing profitability.- Transitioned portfolio to an industry leading 100G-Centric portfolio through R&D investment optimization.- Financially engineered legacy product turnaround to profitability. Creation, development, and analysis of product level income statements, inventory analysis, reserve analysis, and warranty costs.- Built a world class global financial management and operations team. Successfully recruited, coached, and motivated direct and “dotted line” staff to effectively develop processes to support the entire division from a full financial and operations perspective. Leveraged relationships to meet the goals of the organization.- Financial support and analysis for M&A activities, legal activities, competitive analysis including market share, and new product initiatives (feature and product launch/gate reviews) including scenario analysis, market share forecasting, and valuation modeling.- Impairment analysis / discounted cash flow analysis and input.- Global Product Division Operating and Capital expense plan development and execution ($300M ), including financial forecasting and implementation of mitigation strategies to attain plan.

Murray Hill, New Jersey

- Provide financial counsel and operational support to the DWDM business unit ($700M annual revenue) through scenario planning, financial modeling, and analysis.- Established a process to produce product level revenue and margin reconciling to “official” reported numbers (HFM report), utilizing a cross section of regional databases, SAP, Blue Planet, factory shipment information, demand plan, pricing factors, product management input, field inventory, and Orion forecast. - Revenue and variable margin analysis and forecast including the impact of price erosion, cost reduction, and exchange rates utilized for planning, reporting, and gaining increased visibility into annual market changes and customer trends. - Develop, implement, and manage a consolidated R&D and CAPEX planning ($100M+) and forecasting process across a multi-site global R&D community. - Product level R&D reporting including full stream reconciliation to purchase orders and interlock agreements using Blue Planet coupled with local databases.- R&D headcount planning, tracking, and synergy management (700+ headcount including outsourced workers).- Develop five year product level strategic plans focused on market share and optimizing the DWDM portfolio.- Monthly accrual process creation, submission, and management ensuring timely recognition of expenses.- Financial and business operation assimilation of business acquisitions (TROPIC).- Perform all quarterly product impairment analysis.- Initiated Product Line Portal process targeted at driving timely and accurate release reporting.- Executive review coordination, creation, preparation, and presentation.

Murray Hill, New Jersey

- Provided financial counsel and operational support to multiple Business Units.- Performed full stream product income statement analysis generating margin improvement recommendations and action plans for implementation, focused on increasing contribution to Lucent (Legacy product margin improvement of more than 50% points over a three year period).- Generated and presented Product Unit financial results analysis and prepared strategic plans with Senior Management.- Established annual financial plans for OPEX (M&S and R&D), Headcount, and Capital.- Developed a budgeting package used across the Entire Optical Networking Portfolio to aggressively drive costs.- Acted as factory interface for manufacturing, assembly, and product cost.- Created detailed OPEX, Headcount, Warranty, and Capital financial projection analysis focused on driving increased controls, meeting annual objectives, and identifying risks and opportunities.- Performed detailed biweekly revenue and margin forecast focused on achieving revenue, market share, and growth targets as well as identifying incremental revenue opportunities and stimulating the appropriate action to capture the opportunity.- Coordinated factory forecasting (demand planning) and monitor inventory levels ensuring appropriate action is taken to minimize inventory exposure and maximize cash flow.• Results analysis focused on ensuring the integrity of financial data which provides the backbone of product viability, portfolio planning, and budget allocation.• Supported the development of an OEM business model with the goal of producing a Next Generation Optical Product using Joint Development Agreements and a creative Supply Chain business model.- Planned, reported, and forecasted all Telcordia expenses (in excess of $20M per year across the Optical Networking Portfolio)using a financial package created to provide product level spend, plan, and forecast fostering cost and cash saving decision making.

Murray Hill, New Jersey

- Financial planning, reporting, and forecasting for the Optical Networking Group ($196M OPEX, $304M COGs excluding material cost). - Financial scenario planning for the Optical Networking Group Portfolio (Target 15% OPEX Reductions).- Created Expense/Headcount Planning Tool utilized across the Optical Networking Group Portfolio. - Developed financial presentations and provided support for all Executive Level Operations Reviews.- Planned, reported, and forecasted all Telcordia expenses (in excess of $20M per year across the Optical Networking portfolio).- Created a financial reporting package focused on driving individual product units to achieve objectives.

Murray Hill, New Jersey

- Planned and tracked revenue commitments, margin improvement activities, contract terms and conditions, headcount, capital, M&S, and R&D expenditures (Five Year View $2 Billion Revenue, 20% Operating Income).- Business Restructuring Reserve (BRR) creation, implementation, and audit support (Exceeded $45M). -Analyzed business cases for customer offers. - Developed presentations and provided support for Executive meetings on an as needed basis.- Established an inventory tracking process to monitor levels and ensure appropriate action is taken to minimize inventory exposure and maximize cash flow.- Initiated and managed a process and reporting package to track all shipments and ensure appropriate and timely revenue and cost recognition.- Analyzed target costs for product releases, prioritized cost reduction activities and aggressively drove realization.

Murray Hill, New Jersey

Murray Hill, New Jersey

Piscataway, New Jersey

Responsible for all areas of General Ledger processing and reporting including G/L maintenance, cost collection, and cost allocations. Interface with auditors regarding cost collection or cost allocation procedures. Coordinate / reconcile the monthly production and electronic distribution of standard corporate reports and maintain Corporate Financial reporting databases.

Piscataway, New Jersey

Piscataway, New Jersey

Bridgewater, New Jersey

Doctor Of Business Administration - Dba, Organizational Leadership

Master Of Business Administration - Mba, Finance

Bachelor Of Science - Bs, Marketing And Management