Stephen Hernandez Email and Phone Number
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As an analytical and influential Senior Director of Finance in the SaaS space, I bring a wealth of expertise in financial planning and analysis, coupled with a knack for translating data into strategic insights. My career has been defined by collaborating closely with senior executives to drive business objectives and investments, and I have a proven track record of devising innovative strategies, roadmaps, frameworks, and processes that significantly boost performance.I am passionate about providing a 360-degree view of financial data, having developed and managed datasets, dashboards, models, and reports that empower organizations with valuable business insights. Throughout my career, I've fostered deep partnerships with cross-functional executives, earning their trust and gaining a profound understanding of the core business drivers. As a dynamic team leader, I have built, mentored, motivated, and led top performing teams while inspiring a culture of data and growth. I am truly dedicated to driving finance transformation initiatives and am excited about the prospect of helping organizations thrive in the ever-evolving financial landscape.A few highlights of my career include:✓ As Senior Director of Finance at Trimble, I proactively optimize FP&A processes, budgeting, business modeling, and analysis, as well as implement strategies through financial reporting, forecasting, and business support.✓ As Director of Finance at Oracle, I provided comprehensive financial leadership for North America Apps GTM, Compensation Strategy, and Cloud Renewals business, which included acting as a crucial link between Finance, Ops, and Sales teams.✓ As Finance Business Partner at Oracle, I was tapped to provide comprehensive financial support and insights to CX Marketing Sales, CX Strategic Sales, CX Communications Sales, and Cloud Renewals Sales team, as well as closely monitor key business drivers and identify strategic decisions facing the sales management team✓ As Lead Finance Business Partner for the VPs of Product Development & Product Strategy at Oracle, I extracted meaningful insights and empowered impactful, evidence-based business decisions via comprehensive data analysis on SaaS and On Prem products in the Hospitality and F&B space. AREAS OF EXPERTISE:Financial Planning & Analysis (FP&A) | Forecasting & Budgeting | Financial Modeling | Reporting | People Management | Mentoring & Coaching | Financial Strategy | SaaS | Cross-Functional Collaboration | Data Analytics | ROI Analysis | HaaS |Process Improvement
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Vice President And Investment Advisor1900 WealthSan Antonio, Tx, Us -
Senior Director FinancePlatform ScienceSan Antonio, Tx, Us -
Senior Director FinanceTrimble Inc. 2023 - PresentSan Antonio, Texas, United StatesHead of Finance for NA Mobility division with full financial ownership of multiple legal entities comprised of over 500 employees in the US and Canada. Hired to optimize end-to-end comprehensive financial processes and reporting, full P&L forecasting, headcount and employee expense modeling, budgeting, and LRP. Create business models that align with strategic directions for executive-level presentations. Develop key SaaS and HaaS metrics, engage with business leaders for input, and drive change accordingly. Moreover, support sales team with financial analysis and review of key new deals, pushing for quality business. Business partner to the GM and trusted advisor to the NA Mobility leadership team; manage three Financial Analysts and a dotted-line Compensation Analyst.HIGHLIGHTS:➥ Orchestrated all forecasting processes for the P&L, headcount planning, ARR, bookings, churn, and other items on a monthly, quarterly, and annual basis, effectively communicating assumptions, major trends, material variances, risks and opportunities. Additionally, manage the balance sheet for NA Mobility as well as established compensation reporting and worked with various cross-functional teams to revise a division-wide deal calculator.➥ Spearheaded financial analysis for inventory management, ensuring comprehensive understanding of purchasing, product costs, warranties, scrap, tariffs, freight, E&O, and impacts on profitability. ➥ Championed month-end and quarter-end close processes through close collaboration with shared services group. Ensured financial results for NA Mobility and presented the division’s financial performance to the CEO and CFO during the QBR. -
Director Of FinanceOracle 2022 - 2023San Antonio, Texas, United StatesPromoted to lead GTM and Compensation Strategy for NA Apps and to provide comprehensive financial leadership for the NA Apps Renewals business, which included acting as a crucial link between Finance, Ops, and Sales teams. Collaborated with Ops and various comp teams on planning initiatives. Teams within scope of compensation responsibilities included Business Development, OD Sales, Field Sales, Renewals, License, Alliance & Channels, CSM, and Consulting; built and managed a team comprised of a Senior Financial Analyst, Lead Financial Analyst, and Financial Analyst.HIGHLIGHTS:➥ Provided compensation modeling and strategic insight to ensure that GTM initiatives aligned with compensation strategy. ➥ Coordinated annual and ongoing compensation planning for sales executives as well as a sales team comprised of about 4,000 employees who were on complex and diverse single-element and multi-element compensation plans.➥ Business partner to the Renewals Group VP and trusted advisor to the leadership team. Offered recommendations on renewals forecast/performance by leveraging data-driven insights and uncovering potential bottlenecks. ➥ Ensured financial transactions were accurately reported from effective oversight of quarterly and annual close processes.➥ Created net retention reporting and worked cross-functionally to establish a process to manage and forecast concessions. Enhanced financial performance by incorporating best practices and partnering with leadership on implementing effective strategies to improve the renewal rate. ➥ Prepared team for quarterly business reviews (QBRs) with EVP and presented the Renewals financials. Prepared and presented compensation metrics to the EVP during the QBR. ➥ Optimized performance by tracking relevant key performance indicators (KPIs) that offered valuable metrics into overall progress. ➥ Increased efficiency and improved accuracy by driving reporting automation/standardization and streamlining workflow. -
Finance Business Partner, North America Applications Cloud RenewalsOracle 2021 - 2022San Antonio, Texas, United StatesTapped to provide comprehensive financial support and insights to the Cloud Renewals Sales team, as well as closely monitor key business drivers and identify strategic decisions facing the sales management team. Collaborated with both Finance and business management to establish and track performance measures, key performance indicators (KPIs), and underlying drivers. Prepared detailed financial presentations and conducted thorough analysis for Quarterly Business Reviews (QBRs). Partnered with Group VP to develop comprehensive overview of the business's financial performance and strategic objectives. In addition, drove automation and standardization in reporting, contributing to the implementation of new processes.HIGHLIGHTS:➥ Ensured accuracy and completeness in financial reporting when leading quarterly and annual close process. ➥ Delivered value-added analysis and reporting by effectively analyzing complex data sets, identifying key trends and patterns, and providing valuable insights to stakeholders. ➥ Forecasted across multiple quarters and accurately predicted future outcomes through meticulous analysis; collaborated with key stakeholders to implement contingency plans and ensure smooth operations. -
Finance Business Partner, Customer Experience & Marketing Cloud SalesOracle 2019 - 2021San Antonio, Texas, United StatesServed as Finance Business Partner for three Sales Group VPs who oversaw Marketing SaaS sales team, CX Strategic Accounts SaaS sales team, and CX Communications SaaS sales team. Responsibilities included managing financial forecasts and other items on a weekly, quarterly, and annual basis for each business unit, as well as overseeing quarter-end close activities. Set annual quotas for 100+ sales reps and respective sales leadership teams, as well as managed quota replans and compensation reporting.HIGHLIGHTS:➥ Joined efforts with Sales GVPs to ensure precise and reliable weekly sales forecasts for valuable insights into market trends, customer preferences, and sales performance indicators.➥ Contributed to development of comprehensive sales projections that allowed for informed business decisions, strategic allocation of resources, and strategic sales optimization. ➥ Conducted detailed financial analysis by analyzing various financial statements and examined financial drivers (revenue growth, profitability, and cost management). -
Finance ManagerOracle 2018 - 2019San Antonio, Texas AreaProvided Finance support to the global R&D, Product Strategy, and SaaS Delivery leadership teams for Oracle Food & Beverage SaaS and On Prem products. Also managed and mentored a team of financial analysts across three global business units, handled annual appraisals, and hired/onboarded Finance employees. HIGHLIGHTS:➥ Authored detailed product P&L reports, provided insight into OPEX invested vs revenue generated by products in the portfolio. ➥ Created and managed a global OPEX budget for the business teams. Extracted meaningful insights and empowered impactful, evidence-based business decisions via comprehensive data analysis. ➥ Provided financial guidance and modeled the financial impact of large purchases by accurately projecting costs and benefits.➥ Prepared and delivered presentations on financial results to stakeholders that analyzed intricate financial data, such as revenue streams, cost structures, and profit margins. ➥ Created a headcount model that accurately forecasted the financial impact of hiring decisions in various countries. Additionally, forecasted future OPEX expenditure and provided valuable insights to management team, enabling effective allocation of resources and informed decision making. ➥ Oversaw entire process of the annual budget planning and tracking process, taking into consideration factors such as revenue projections, cost forecasts, and strategic initiatives. -
Finance ManagerOracle 2016 - 2018San Antonio, Texas AreaProvided Finance support to the global R&D, Product Strategy, and SaaS Delivery leadership teams for Oracle Hospitality SaaS and On Prem products. Supported different initiatives by providing financial guidance, analyzing data comprehensively, and forecasting operating expenses. In addition, planned/tracked annual budget and managed a team of financial analysts in multiple business units. HIGHLIGHTS:➥ Created and managed a global OPEX budget for the business teams. Calculated impact of major purchases by identifying potential sources of funding and by evaluating associated costs and benefits.➥ Worked with a team to create a product P&L and explored numerous variables, including revenue generated, OPEX costs, market demand, and industry trends.➥ Delivered presentations on financial results that were essential in providing colleagues, stakeholders, and business partners with a comprehensive understanding of the business's performance and financial standings. -
Lead Financial AnalystGe Oil & Gas 2015 - 2016San Antonio, Texas AreaBrought on board as a trusted advisor and business partner to provide guidance to operating and projects team, as well as create programs related to the Order to Remittance Finance for the Gas Processing division of DTS. Ensured accurate and timely accounting for all financial transactions related to OTR Gas Processing contracts. Monitored inflow/outflow of funds so all payments and invoices were processed correctly and reconciling any discrepancies.HIGHLIGHTS:➥ Honored with two "Above and Beyond" awards for remarkable achievements in revolutionizing and optimizing contract margin review process in 2015. ➥ Oversaw and managed quarterly financial closing and reporting processes for OTR division, coordinating with multiple teams and stakeholders to ensure the accurate and timely completion of financial tasks and reporting requirements. ➥ Chosen, out of a pool of highly talented individuals, to participate in the prestigious training program at GE Crotonville; gained valuable insights and perspectives on effective leadership strategies from renowned business experts and thought leaders. -
Foreign Exchange ManagerHewlett-Packard, Global Treasury, Financial Markets Group 2013 - 2015Houston, Texas AreaEntrusted with a wide range of responsibilities related to company's foreign exchange risk that involved comprehensive approach to overseeing and mitigating risk throughout HP's financial statements in collaboration with senior leaders from HP's Enterprise Group, Enterprise Services, and HP Software global businesses. Responsibilities included cash flow hedging, providing guidance and expertise in this area, and ensuring FX strategies were effectively executed on a wide range of currencies in order to mitigate potential FX risk. In addition, passed the CFA Level 1 exam.HIGHLIGHTS:➥ Partnered with treasury, finance, and accounting teams to establish appropriate hedging mechanisms, such as forward contracts and currency options, to safeguard the company's financial assets.➥ Evaluated and assessed associated risks involved in foreign exchange transactions by scrutinizing factors such as market conditions, exchange rate fluctuations, geopolitical risks, and economic indicators. ➥ Thoroughly analyzed global exposures and currency clauses in major contracts to ensure comprehensive risk mitigation strategies were in place; developed tailored strategies that effectively protected company's financial interests.➥ Employed Bloomberg terminal tool to dive deep into intricacies of the foreign exchange market by accessing real-time market data, expert analysis, and historical trends.➥ Employed Bloomberg terminal to diligently executed series of foreign exchange hedging trades, and through careful execution, ensured maximum effectiveness and minimized any potential drawbacks. -
Senior Financial Analyst IiHewlett-Packard, Pps Americas Finance 2012 - 2013San Antonio, Texas Area -
Senior Financial AnalystHewlett-Packard, Pps Americas Finance 2011 - 2012Houston, Texas Area -
Financial AnalystHewlett-Packard, Technology Services Ww Finance 2010 - 2011Houston, Texas Area -
Business Development ManagerHewlett-Packard, Enterprise Business Sales Development 2009 - 2010Houston, Texas Area -
Partner & PresidentMpmi 2003 - 2007
Stephen Hernandez Skills
Stephen Hernandez Education Details
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Finance And Management -
Biblical And Theological Studies -
Management
Frequently Asked Questions about Stephen Hernandez
What company does Stephen Hernandez work for?
Stephen Hernandez works for 1900 Wealth
What is Stephen Hernandez's role at the current company?
Stephen Hernandez's current role is Vice President and Investment Advisor.
What is Stephen Hernandez's email address?
Stephen Hernandez's email address is es****@****ail.com
What is Stephen Hernandez's direct phone number?
Stephen Hernandez's direct phone number is +164697*****
What schools did Stephen Hernandez attend?
Stephen Hernandez attended University Of Notre Dame - Mendoza College Of Business, Dallas Theological Seminary, Texas A&m University.
What are some of Stephen Hernandez's interests?
Stephen Hernandez has interest in New Technology, Rowing, Traveling, Reading, Biking.
What skills is Stephen Hernandez known for?
Stephen Hernandez has skills like Forecasting, Financial Analysis, Analysis, Finance, Cross Functional Team Leadership, Leadership, Business Strategy, Financial Modeling, Management, Data Analysis, Program Management, Strategy.
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Stephen Hernandez
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Stephen Hernandez
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