Sam Cox Email & Phone Number

San Jose, Ca, Us

Milpitas, California, Us

- Subscription Growth- Customer Lifecycle- Services Promos- Subscription Onboarding and Journey- Services Product Offering - Legacy customer plan migration- Services Pricing - Worldwide services plan pricing increase

Milpitas, California, Us

Product and Services Finance - Managed the entirety of the services business financials including weekly forecasting of paid accounts, revenue, and cost working closing and developing a relationship with the product and cloud operations teams- Developed a highly automated multi-dimensional services forecasting model to forecast the full services P&L, forecasting accuracy was consistently within 2% across all metrics- Lead the development of a segmented services P&L coordinating the efforts between the data analytics team, finance, and cloud operations to better understand the services business and ultimately share with investors additional insights into current performance and future potential of the business- Worked with the executive team to establish services KPI’s and define service metrics to both track performance internally and to also share externally with investors- Lead the cross-functional discussion for go-to-market strategies for numerous hardware and services new product offerings- Established and presented data driven multiyear financial forecasts for hardware and services new product offerings aiding the cross-functional effort to develop financially viable products and aid the executive team in their decision making- In conjunction with the services product and cloud operations teams brainstormed and modeled numerous growth and services optimizations to improve attach, reduce churn, and optimize cost- Managed a FP&A team of four individuals with responsibilities covering nearly all aspects of the business including operations, engineering, product, and G&A in addition to managing the reporting of the POS and Inventory Analyst- Responsible for the full company wide OpEx rollup, reporting and speaking to movement vs forecast and potential savings

Milpitas, California, Us

FP&A- Managed the day-to-day role of the POS and Inventory Analyst, through leadership and guidance helped to improve overall reporting resulting in numerous executive dashboards and other forms of reporting which aided executive decision making- Managed all aspects of the Strategic Accounts team including forecasting sales and marketing along with operating expenses, additionally aided in the deal analysis of potential new partnerships including aiding in the legal review of contracts and advising as to the terms and conditions- Lead a cross-functional deep dive analysis and discussion into customer returns data resulting in a better understanding of the key drivers of returns along with numerous action items which resulted in a reduction in returns- Developed the financial modeling for new product launches in addition to managing the operating expenses of the product team- Developed an automated worldwide P&L model in Excel and linked to Anaplan to be able to forecast and track sales and marketing performance - Performed ad-hoc analysis surrounding rebate promotions and pricing approvals for the North America sales team- In coordination with the worldwide sales finance team forecasted standard margin and reported weekly to senior management on performance vs forecast- Established in accordance with demand forecast the air freight budget for the operations team

San Jose, California, Us

Corporate FP&A- Oversaw monthly company wide forecasting process and P&L role up of all Non-GAAP and GAAP expenses and revenue- Provided a weekly company wide headcount report to the CFO reporting quarter-to-date changes against Plan and Forecast- Aided the Tax team in their monthly Tax Provision forecasting by providing current P&L role up broken down bycompany, expense category, and with additional details surrounding restructuring and transformation projects- Responsible for providing auditors with a quarterly summary of current quarter, quarter-over-quarter, and year-over-yearGAAP financials by product and expense category

San Jose, California, Us

Consumer Business Unit Finance - Norton & LifeLock- Managed the $10M annual budget for the eBillings team uploading plan and forecast to Hyperion and working closely with business partners to track actuals verses plan and forecast using Business Objects reports- Supported the Retention channels of Norton and LifeLock by tracking renewals week-over-week trend, consolidating weekly forecast by channel and providing quarterly results to executive leadership- Supported the Partner channel of Norton by tracking marketing spend, rebates and other promotions, making manual adjustments to Bookings for Contra, and communicating quarterly results to executive leadership- Worked closely with business partners to ensure correct reporting and made manual adjustments as needed- Supported the launch of Norton Core working with our retail partners, tracking results, and reporting to executive leadership

San Jose, California, Us

Strategy, Planning, and Business Operations- Gained expense management experience working on a $35M bottom-up forecast of Symantec’s IT Network and Infrastructure business unit. Also created and modeled in Excel an improved annual $300M IT operating plan to be used to help Symantec IT continue to adapt and transition after the recent divestiture of Veritas as well as prepare for future acquisitions. - Worked closely with senior leadership while preparing the IT quarterly business review presentation for the CIO. - Gained extensive contract experience while tracking the IT cost savings synergies resulting from the acquisition of Blue Coat. Met daily with contract service owners to determine the terms of their respective contracts and develop an integration plan. Tracked the progress of the integration and reported weekly to senior management on the synergy status. - Tracked the target, forecast, and actual savings against current budget and determined the appropriate budget for each business unit.

- Worked on a team of five interns to help American HealthCare Lending transition from a software licensing company to a software-as-a-service (SaaS) company as well as prepare for a future acquisition. - Preformed market research to learn of potential revenue growth opportunities in the cosmetic and the dental industries. - Performed financial analysis in order to develop in Excel using VBA programing a revenue forecasting model that contained a number of different drivers that could be altered to demonstrate potential future revenue growth in preparation for an acquisition.