Scott Davis Email & Phone Number

San Jose, California, Us

Finance team leader supporting Marketing, Customer Experience and Professional Services. Provide business partnership and financial strategy counsel to CMO, CCO and their leadership teams, development of annual financial plan, ongoing forecasting execution for Marketing, CX and Channel organizations, decision support for various initiatives and ROI measurement & reporting. Cross-finance team support in headcount reporting & analysis, cash flow modeling, spend optimization, Finance & FP&A process creation / improvement and spend contract negotiation.

Fort Lauderdale, Fl, Us

Finance leader executing financial management and planning for assigned SaaS and subscription offerings. This role provided financial management and guidance, strategic/annual planning support and success measurement to stakeholders in product management, product marketing and finance organizations. Led and developed an international team of three financial analysts to provide data based financial modeling and analysis, insights on incremental revenue opportunities or risks, and GTM initiative support. Extensive cross functional & cross finance alignment required, along with the ability to communicate effectively. Additional focus is on continuous improvement of the the team's business partnering, analysis and communication skills .

Fort Lauderdale, Fl, Us

Finance leader performing financial management for assigned SaaS offering and GTM motions. Lead a team of two financial analysts partnering with the product, sales, and R&D organizations on annual planning, P&L modeling (revenue, cogs, opex), forecasting, and expense budget management. Responsible for development and alignment of long-term strategic financial model, analysis of key P&L metrics, capital & GTM initiative/investment performance measurement and cost optimization. Additional consultation provided on material customer deal negotiation, along with coaching and developing skills of the financial analysts in the areas of communication, business acumen and financial analysis.

Fort Lauderdale, Fl, Us

Finance business partner for two SaaS products with $200M annual revenue. Executed financial analysis of P&L's, key metrics, investment performance, and investment/initiative business case preparation (GTM, M&A & Capital). Additionally worked with product management, sales, marketing, R&D and G&A functions on expense planning, investment management and business case preparation.

Fort Lauderdale, Fl, Us

Finance business analyst for a SaaS business unit with triple digit revenue growth over 3 years. Communicated P&L Analysis (monthly, quarterly, annually) vs. forecast, target, plan to various functional stakeholders. Partnered with sales, marketing, R&D, customer success and G&A teams to plan and deliver against expense targets, prepare business cases for new investments and validate success measurement. Drove integration of financial reporting from legacy M&A company into Citrix.

Albany, New York, Us

Senior accountant managing general ledger close and reporting for a large medical malpractice insurance business. Drove cadence of financial close processes, reporting and treasury management, and performed research and implementation of new accounting pronouncements. Additional partnering on financial system management with IT, driving a successful new general ledger implementation for a subsidiary.

Amsterdam, Noord-Holland, Nl

Senior financial analyst supporting a medical equipment manufacturing segment of a Fortune 500 company. Performance of month-end, quarter-end and year end financial reporting and analysis for finance and various functional stakeholders. Responsible for annual budget development and rolling forecast/financial model. Additional responsibilities included: control of cost of goods sold and R&D expenses, leadership of implementation of new internal control standards for business location and compliance support for new internal accounting policies and newly developed IFRS standards.

Dual role as an internal auditor and financial analyst for a publicly traded tech start-up. Led project management of Sarbanes Oxley 404 implementation and continued compliance through engagement of external consultants, internal stakeholders (management, Audit Committee) and public accounting firm. Consulted with management on revenue accounting implications for complex sales deals. Partnered in preparing SEC filings (10-Q, 10-K) and annual reports to report company results.

Gb

Performance of financial statement audits of a variety of clients (banking, credit union, insurance, software, manufacturing, education and benefit plans) both publicly and privately held. Supervised and coached junior associates relating to financial statement areas, accounting pronouncements and company policies. Additionally, researched new accounting pronouncements and audit standards, determining impacts on clients served and current engagements. Significant project management required to ensure engagements were completed on time and within budget/profitability targets.