Simon J. Lau Email & Phone Number

San Francisco, Ca, Us

San Francisco, Ca, Us

At Brothers B, our mission is to help your dog thrive. Inspired by the bond between man and dog, we create simple, wholesome treats. Made in California with all-natural, human-grade ingredients, our recipes are crafted to promote health, foster deeper connections, and give dog lovers confidence in every bite. Because when your dog thrives, you thrive.

San Francisco, California, Us

• Guided cross-functional initiatives spanning GTM (Marketing, Sales, and Customer Success), Build (Product, Engineering, and Design), and G&A (Finance, Accounting, and HR) departments to craft the 2023 Annual Operating Plan; outputs established company-wide OKRs.• Constructed quarterly revenue forecasting process; worked with GTM teams to identify key operating KPIs that drove revenue, created automated dashboards to track these metrics, and used output to generate new forecasts that could be repeated on a regular basis.• Orchestrated the implementation of Pigment (EPM vendor); software reduced month-end close timeline and improved forecasting by integrating company ERP (e.g., NetSuite), HRIS (e.g., Dayforce), ATS (e.g., Greenhouse), and CRM (e.g., Salesforce) systems.

San Francisco, Ca, Us

• Supervised a team of analysts tasked with delivering comprehensive audience and advertisement metrics across the organization; accountable for all externally disclosed audience and advertisement metrics featured in regulatory public filings (e.g., 10-K, 10-Q, etc…).• Spearheaded the creation of new forecasting tool, in concert with Performance Marketing, that calculated ROI from incremental new users in developing countries; analysis served as a strategic guide for marketing investments by country and optimizing spend.• Coordinated with Sales Finance, Revenue Science, and Product to identify and track companywide KPIs; brought key members of each team to discuss the health of the platform and the status of key initiatives at CFO’s Monthly Business Review.

San Francisco, California, Us

• Managed monthly, quarterly, and annual planning initiatives for Lending Club’s Small Business Lending team; these analyses were used to determine the level and timing of investments across Marketing, Operations, Product, and Engineering.• Engineered Small Business borrower dashboard; worked together with marketing to identify important efficiency metrics (e.g., spend, applications by channel, borrower take-rate) and used outputs in creating, maintaining, and revising revenue forecasts.• Collaborated with the General Manager to define, develop, and forecast a new micro-loan product for Small Businesses; leveraged Lending Club’s robust underwriting expertise in Personal Loans to deliver a similar product to the Small Business segment.

San Francisco, California, Us

• Delivered monthly and quarterly KPI reports for borrowers and investors; reports provided crucial up-to-date operational trends (e.g., charges in top investors, borrower delinquencies, etc…) to key decision-makers across Risk, Marketing, and Finance.• Identified and monitored platform KPIs such as charge-offs, pre-payments, and net average return; these analyses formed the foundation of Marketing, Sales, and investor materials aimed at expanding Lending Club's investor base and supporting revenue growth.• Partnered with business and finance teams, including Investor Relations, FP&A, and Risk, to build foundational analytics and Tableau reporting for tracking company-wide, Investor, and Borrower specific KPIs.

Irving, Texas, Us

• Established buy-side pricing tool tailored to short-dated (drug inventory nearing expiration) purchasing opportunities; tool's output provided price and quantity bid recommendations, resulting in an annual EBIT improvement of over $1M.• Developed an inventory management program for NorthStar, McKesson’s generic drug manufacturing division; program flagged products at risk of expiration, enhanced long-term forecasting accuracy, and significantly reduced write-downs by over $5M annually.

Master Of Business Administration (Mba), Finance

Bachelor Of Arts (B.A.), Economics