Seth Wheatley Email & Phone Number

Folsom, Ca, Us

San Jose, Ca, Us

- Partner with senior Sales leaders to manage and optimize field Sales effectiveness for Services bookings.- Bookings management, reporting & forecasting, set quarterly bookings targets, present monthly forecast updates and business insights, analyze and report results.- Analyze subscription Service offers for insights across geographies, customer segments and sales motions.- Model targets for annual plan and coordinate related processes and leadership reviews.- Policy compliance and enforcement, including bookings policy and spend management.

San Jose, Ca, Us

- P&L management, reporting & forecasting - set and govern quarterly revenue and budget targets, revenue forecast modelling and reviews, monthly forecast updates, analyze and report weekly & monthly results.- Manage outcomes, budgets and planning activities of portfolio of investment projects for Services business unit, including managing to business cases and measuring financial and operational returns.- Executive reporting and communications, including QBR, BOD and Ops Review presentations.- Coordinate annual and long range planning processes within Finance and cross-functionally, own the related P&L models, coordinate and align feedback, and manage communications.- Policy compliance and enforcement, particularly revenue and spend management.

Us

- Specialized in assessing significant business risks prevalent in the institutional investment industry, including operations, liquidity, counterparty and compliance, and identifying solutions to monitor and mitigate those risks.- Responsibilities include: (i) plan and scope project procedures and timeline, (ii) lead execution of fieldwork in line with deadline and budget, adapting as needed, (iii) regularly communicate status, findings, and recommendations with executives, and (iv) assist with obtaining new clients and projects.- Provide expertise on: (i) valuation analyses and processes, (ii) financial statement disclosures in accordance with US GAAP, and (iii) recommendations of process improvements to streamline operations.

- Supervisory, analytical and operational responsibilities for an asset management firm specializing in a multi-asset class fund of funds strategy with approximately $3.5 billion under management. - Responsible for analysis and monitoring of all private company investments, including assessment of regional and consolidated forecasts, budgets, and actual results. - Designed and implemented new quarterly processes to determine fair values of private company investments exceeding $200 million. - Responsible for writing and updating the firm’s valuation policies, assuring compliance with US GAAP (e.g., FAS 157). - Performed quarterly valuation analyses of each private company investment in line with valuation policies and ensured completion of proper accounting.- Performed due diligence analyses in add-on investment and recapitalization scenarios in the private company portfolios.- Supervised monthly and quarterly investor and internal accounting and reporting processes (e.g., return, asset allocation, and capital balances).- Managed relationship and day to day activities with primary service provider.- Managed the implementation of a new software system used as the primary accounting, reporting, and CRM tool and designed new work processes to maximize the value of the software.- Key member of the team that designed, modeled and implemented appropriate financial, operational and legal structures for new products. Assist with creation of presentations and meetings with potential clients. - Supervise and manage a team of shared analysts and accountants.

London, Gb

- Led financial due diligence projects for corporate acquisitions and private equity investors. Experience managing teams and working independently in the dynamic mergers and acquisitions environment. - Transaction experience includes: (i) Cisco Systems, Inc.’s $3.2 billion acquisition of WebEx Communications, Inc., (ii) AMD, Inc.’s $5.4 billion acquisition of ATI Technologies, Inc. and, (iii) Agile Software Corp.’s $41.5 million acquisition of Cimmetry Systems, Inc.

- Responsible for budgeting, administration, completion and issuance of financial statements on audit engagements of public and private companies in a variety of industries.