Sidney C. Email & Phone Number

Santa Clara, California, Us

Santa Clara, California, Us

• Managed $300M ARR Speedboat’s Go to Market Finance with focus on bookings-related SaaS KPI reporting and analysis.• Provided value-added analysis and strategic advice to Sales leaders by analyzing trends and reasons for churns, late renewals, consumptions, contract terms changes, and other GTM related metrics.• Integral part of reporting automation including building Tableau dashboards leveraging data through Google Cloud Platform (Google Big Query) and Tableau server.

*Managed $40M Sales & Marketing budgets providing budgeting, forecasting and variance analysis using Adaptive Insights with Intacct and Netsuite as ERP.*Supported/developed models for operational budget, channel growth, ARR/GRR/DRR roll-forward and variance analysis, marketing score card, sales capacity, commissions and bonus calculations...etc.*Built/maintained dashboards for SAAS KPIs, monthly/quarterly business reviews...etc.

Kalamazoo, Mi, Us

• Managed $60M Clinical, Regulatory, Quality, and Supply Chain budgets under R&D Group, providing budgeting, forecasting as well as financial guidance and analysis to business partners.• Improved R&D Reporting efficiency by over 100% through BPI automation and VBA macros.• Rebuilt data visualization dashboards in Tableau and Power BI for group VPs, directors, program managers, and project managers to provide value-added analysis.

• Rebuilt R&D budgeting/forecasting data flow model while improving the process and efficiency by 50% leveraging VBA macros, MS Access database, and advanced Excel functions.• Provided variance analysis and dashboard reporting to management using Tableau while working with project management to negotiate and adjust their forecasts.• Significantly improved month end accrual J/E process in reducing the process time by 25%.

"Cross-functional corporate strategy development, evaluation, and execution aimed to return firm to profitability."- Prepared annual budgets for departmental revenue and spends; reduced annual expenses by over 15% through redundancy reduction, efficiency improvement, and vendor management.- Prepared, analyzed and reported monthly operations P&L and activity variances as well as forecast to management and board.- Directed ad hoc business intelligence reports for various departments to support data requests.- Strategically optimized business processes to improve efficiency.- Evaluated and reviewed new and existing vendors, contracts, and systems.- Provided management oversight for Operations and IT Departments.- Managed and negotiated internal cross-functional IT projects

Palo Alto, California, Us

Wore multiple hats in $173M alternative assets investment manager which advised on 3 master-feeder funds (total 9 entities) and 2 managed accounts:* Fund Portfolio Accounting & Reporting - knowledge of GAAP, prepared financial statements and footnotes, engaged auditors, reviewed and reconciled daily, weekly, and monthly GL & investor statements* Financial Planning and Analysis - monthly & quarterly analysis of variance, KPI, CAGR/DCF, compound returns, performance attribution & financial ratios* Financial Modeling - monthly returns & capital estimates, expense budgeting, commissions projections * Compliance - SEC registration, Form ADV, PF, 13F, Code of Ethics, FATCA, compliance training, monitoring and testing programs* Marketing Planning and Management - investor relations, designed and prepared marketing collateral, investor events, channel management* Operations Team Management - trading operations - front and middle office, fund administration, fund accounting* Vendor Management - prime brokers, administrators, auditors, consultants, insurance companies* IT Infrastructure Management - disaster recovery plans, server/network monitoring, hardware/software evaluations* Software Skills - Excel - advanced (pivot tables/charts, lookups, index-match w/array formulas, VBA macros, external data connections, enhanced data ranges), - SQL (database queries, table and view construction)

San Francisco, California, Us

From stealth-mode to pre-IPO, I was responsible for everything from-A-to-Z on Lending Club's Core Credit Platform... - managing platform design and development (MRD/PRD), - partnership relationship and strategy, - operational efficiency, - performance analytics, - reporting, forecasting, and resolving platform-related issues.- establish credit operation policies and procedures

Marlborough, Ma, Us

FP&A: Capital Budgeting, Financial Anaylses and Reporting of Plan and Trend Variances, Automation of Financial Data Exchange using Excel with SAP, Novo, Hyperion ESSBase, Pillar, and Enterprise.Cost Acct: Manufacturing Labor Efficiency, Scrap Yield, and Cycle Time Reporting and Analysis, Monthend JE posting, and Quarterly Planning and Budgeting.

Assisted with month-end closing reconciliation for the company’s 14 domestic and foreign subsidiaries and completed ad hoc projects such as internal walkthroughs of SOX 404 audit, variance analysis for R&D expenses and CTO liability recapture.

Participated in establishing market risk and credit risk management strategies for the company and its securities, futures, trust, and commercial bank subsidiaries. Also actively monitored and analyzed the Group’s market risk using a Value-at-Risk (VaR) system for fixed income, futures, F/X, securities, and derivatives financial instruments.

Norwalk, Ct, Us

Underwrote $60+ million of commercial equipment loans and leases while performing business and financial analyses and due diligence as the lead analyst of the team.

San Francisco, Ca, Us

San Jose Technology & Commercial Banking: • Researched industry and market trends as well as competitive landscape in determining creditworthiness for credit renewals of credit lines, synthetic leases, F/X lines, L/C lines, and commercial real estate loans in a $275 million portfolio.International Portfolio Administration:• Composed credit recommendations, analyzed borrowing bases, and monitored financial covenants for foreign public companies and their US subsidiaries in a $100 million commercial banking portfolio.

Boston, Us

Performed credit analysis and renewals for commercial real estate and small businesses for a portfolio of $15 Million.

Burbank, Ca, Us

Reduce processing time and key-in error by over 50% for calculation of estimated payroll tax owed to IRS by completing office automation project programmed using Excel VBA (not recorded).

Bachelor’S Degree, Economics - International, Specialization In Computing (C++ Programming, Statistics, Econometrics)

Master Of Business Administration - Mba, Finance, Marketing Management