Sidney C. Email and Phone Number
Sidney C.'s Location
Redwood City, California, United States, United States
Sidney C.'s Contact Details
Sidney C. work email
- Valid
- Valid
- Valid
- Valid
Sidney C. personal email
n/a
Sidney C. phone numbers
About Sidney C.
Highly adaptable finance professional with proven hands-on financial modeling, budgeting and forecasting, and strategic analysis experience. A trusted business partner who is passionate about building models, optimizing P&L drivers, improving process efficiency and building rapport while focusing on achieving success via effective execution.Specialties: Financial Planning and Analysis, Management Accounting Metrics and Analysis, Financial Reporting, General Accounting, Strategy Planning, Commercial Banking: Syndication, Synthetic Leases, Equipment Leasing, L/Cs, Commercial R/E, Portfolio Risk (Value-at-Risk) Management, International Banking.
Sidney C.'s Current Company Details
Sidney C. Work Experience Details
-
Finance Manager, Data & Analytics - Corporate FinancePalo Alto Networks Dec 2023 - PresentSanta Clara, California, Us
-
Finance Business Manager - Prisma Cloud FinancePalo Alto Networks Apr 2021 - Dec 2023Santa 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.
-
Senior Fp&A AnalystConversica, Inc. A Pre-Ipo Company (Saas/Ai Industry) Feb 2020 - Apr 2021*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.
-
Senior Financial AnalystStryker Jun 2017 - Feb 2020Kalamazoo, 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. -
Fp&A ConsultantStryker Via Aston Carter Feb 2017 - Jun 2017• 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%.
-
Finance And Operations Strategy / Corporate StrategyBank Of The Orient Jan 2015 - May 2016"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
-
Finance & OperationsConnective Capital Management, Llc Feb 2010 - Jul 2014Palo Alto, California, UsWore 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) -
Platform Management & AnalysisLending Club Jan 2007 - Feb 2010San Francisco, California, UsFrom 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 -
Sr. Financial Analyst (Internship)Boston Scientific Corporation Jul 2005 - Jul 2006Marlborough, Ma, UsFP&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. -
Financial Analyst (Contractor)Silicon Storage Technologies, Inc. Aug 2004 - Dec 2004Assisted 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.
-
Portfolio Market And Credit RiskJih Sun Financial Holdings, Ltd. 2003 - 2004Participated 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 Groups market risk using a Value-at-Risk (VaR) system for fixed income, futures, F/X, securities, and derivatives financial instruments.
-
Risk AnalystGe Capital Commercial Finance 2001 - 2003Norwalk, Ct, UsUnderwrote $60+ million of commercial equipment loans and leases while performing business and financial analyses and due diligence as the lead analyst of the team. -
Commercial Credit AnalystUnion Bank Of California 1998 - 2001San Francisco, Ca, UsSan 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. -
Marketing Officer & Credit AnalystCentury Bank (Merged W/First Bank And Trust In 1999 And First Bank In 2003) 1996 - 1998Boston, UsPerformed credit analysis and renewals for commercial real estate and small businesses for a portfolio of $15 Million. -
Summer Intern - Payroll Tax DeptThe Walt Disney Company 1995 - 1995Burbank, Ca, UsReduce 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).
Sidney C. Skills
Financial Modeling
Finance
Financial Analysis
Banking
Portfolio Management
Due Diligence
Start Ups
Credit
Financial Risk
Forecasting
Analytics
Credit Risk
Credit Analysis
Financial Reporting
Loans
Strategy
Management
Business Strategy
Competitive Analysis
Accounting
Investment Banking
Risk Management
Derivatives
Financial Services
Sidney C. Education Details
-
UclaEconometrics) -
Santa Clara University Leavey School Of BusinessMarketing Management
Frequently Asked Questions about Sidney C.
What company does Sidney C. work for?
Sidney C. works for Palo Alto Networks
What is Sidney C.'s role at the current company?
Sidney C.'s current role is Finance Business Manager at Publically Listed Internet Security Company.
What is Sidney C.'s email address?
Sidney C.'s email address is si****@****orp.com
What is Sidney C.'s direct phone number?
Sidney C.'s direct phone number is +151037*****
What schools did Sidney C. attend?
Sidney C. attended Ucla, Santa Clara University Leavey School Of Business.
What skills is Sidney C. known for?
Sidney C. has skills like Financial Modeling, Finance, Financial Analysis, Banking, Portfolio Management, Due Diligence, Start Ups, Credit, Financial Risk, Forecasting, Analytics, Credit Risk.
Free Chrome Extension
Find emails, phones & company data instantly
Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Aero Online
Your AI prospecting assistant
Select data to include:
Total price:
$0.00
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial