Sherwin Mahbod Email & Phone Number

San Francisco, California, Us

- Responsible for FP&A, Strategic Finance, and Business Systems

San Mateo, California, Us

- Responsible for Corporate and Strategic Finance, including annual planning and forecasting processes, long-term planning, driving strong alignment and consistency on data, delivering all financial related materials to the Executive team, and supporting all earnings cycle deliverables.- Expanded role to support GTM functions (defining success metrics, measuring ROI, driving efficiencies).- Led all FP&A deliverables throughout the IPO process, working directly with and providing comprehensive decision support to the Executive, underwriting, and legal teams. (IPO in September 2021, raising $1.03B).

Redwood City, California, Us

- Broad range of responsibilities across global finance, including leading financial planning and reporting processes across the company and ownership of key metrics (including ARR, revenue, billings, free cash flow, retention), business support, customer strategy, investor relations, and support on strategic initiatives.

Redwood City, California, Us

- Member of IPO working team (IPO in April 2018, raising $154M).- Supported Investor Relations in all earnings cycle prep (script, press release, investor Q&A, MD&A).

Redwood City, California, Us

- Responsible for monthly close, consolidation, forecasting, and reporting processes company-wide.- Assisted in due diligence of Leeyo Software acquisition ($35M+ annual revenue and 100+ headcount).- Provided finance support to the Professional Services organization (scaling revenue over $60M annually while generating a profit for the first time in company history) and Technology functions (managing $100M annual expense) for scaling infrastructure and the long-term data center migration strategy.

Redwood City, California, Us

- Provided finance support to Sales, Technology, and Professional Services functions in planning and forecasting (growing and scaling from $100M to $350M+ in annual expenses).- Implemented Adaptive Insights.

- Implemented Prophix, a business planning solution, including full integration with Oracle ERP, to streamline planning, forecasting, and actual to budget variance analysis.- Provided comprehensive finance support to Cost of Revenue and G&A functional leaders, including operationalizing annual budgets and quarterly forecasts, workforce planning, actual to budget variance analysis, and establishing key success metrics to drive investment decisions within their functions.- Created monthly and quarterly reporting decks for the Executive team and the Board of Directors, providing commentary on notable revenue and expense drivers of quarterly results and bridges on year-over-year and quarter-over-quarter comparisons.- Prepared financial summaries and presentation materials for the IPO and worked with PWC in its audit of company financial statements (IPO in August 2013, raising $46M).

Campbell, Ca, Us

- Managed sales reports and weekly sales forecast reports for sales managers, providing visibility on bookings against quotas by territory and product.- Analyzed sales efficiency metrics including quota attainment, lead generation, pipeline management, and conversion rates.- Created a data repository tracking leads, product family and regional breakdowns, new order and renewal ASPs, and lead flow.- Built a scorecard ranking system for company partners and resellers to identify cross-sell opportunities.

- Developed processes and standardized operations to better manage and scale invoicing, purchases, and cash management.- Maintained company financial statements and sales forecast model.

- Performed fundamental research and valuation analysis, generating trading ideas for a $200M long/short technology hedge fund with a focus on semiconductor, hardware, communications equipment, internet, and gaming sectors.- Met with company management teams, consulted with sell-side analysts, and interacted with buy-side colleagues to understand “consensus” thinking within the technology sector.

Us

Bachelor'S Degree, Economics/Finance, Economics

Chartered Financial Analyst, Level 1