Stephanie Morrison Email & Phone Number

San Jose, California, US

Lead a team that manages the operating model for the go to market organization including running the sales forecast process, managing the quarterly business reviews and providing executive reporting on a weekly, monthly, quarterly basis.

San Jose, California, US

Responsible for coordinate and managing the monthly sales process for the WW Sales organizationDeveloped and maintained weekly/monthly/quarterly reporting for the head of sales to monitor his business including Key Performance Indicators

San Jose, California, US

Facilitate cross-functional S&OP process to drive alignment within the company around the demand planMonthly analytics to support the S&OP process including M-M changes to the planBridge different forecast inputs at different levels of detail and create a single unified forecastCreate and present monthly S&OP plan to senior staff highlighting any inventory.

San Jose, California, US

Responsible for launch of new pricing strategy across all company product linesResponsible for forecasting the storage products for company (started with shelves and drives, moved to systems and business unit revenue)Monthly forecast delivered on time and accurate within 10% of the month one forecast every month of my tenureRoHS 2012 Product Management.

Fort Worth, Texas, US

• Developed and implemented an Executive Dashboard to track key company metrics by functional business unit
• Ran off-site war game with executive leadership, designing the game and providing key material to be used during the game
• Created an analysis of customer satisfaction changes and the competitive implications leading to the formation of a tiger team to address my conclusions
• Collaborated with Strategy and Development Team on industry environment presentation used in creating the 2010 strategic plan for the company

San Jose, CA, US

• Responsible for creating and implementing a competitive intelligence function for the firm
• Delivered weekly push email with industry and competitor highlights to senior staff and key stakeholders
• Created and updated a quarterly analysis of each competitor’s business and strategy during the quarter
• Implemented a repository for competitive information to be accessed by key stakeholders
• Created a virtual competitive intelligence team to exchange information from the various groups within the company that were in a position to gain competitive information as part of their daily job function
• Researched specific competitor information requests on an as needed basis

Milpitas, CA, US

Working closely with the CFO, developed and implemented the Executive Dashboard to track key company metrics by functional business unitDeveloped and implemented a Long Range Forecast Methodology Responsible for the market research function including working with the product divisions to determine their market research needs, negotiating contracts with.

San Jose, CA, US

• Jointly responsible for running monthly unit demand forecast, including preparation of industry outlook presentations and financial reports; worked closely with product managers to ensure a quality unit demand forecast.
• Responsible for quarterly financial competitive analysis and presentations on key competitors including financial modeling and product analysis
• Prepared monthly and quarterly industry analyses for distribution to C-level staff and board of directors
• Provided data and analysis to key stakeholders for use in annual strategic planning and regular decision-making
• Created and updated key industry outlook repository including Excel spreadsheet and market forecasts
• Responsible for a monthly board –level analysis on the state of the industry

New York, NY, US

• Prepared and updated financial models and future earnings projections
• Managed entire research production process to ensure timely publication of reports
• Worked with Investor Relations Managers of companies under coverage to understand dynamics of business including changes to business, industry, technology
• Interfaced with Investment Fund Managers to provide timely updates on company announcements and events
• Implemented a weekly report summarizing happenings in the semiconductor capital equipment industry
• Created and maintained marketing presentations for the senior analyst

Zurich, CH

• Assisted two senior equity research analysts in the preparation of research reports, First Call Notes, marketing materials and presentations
• Managed the research production process at every step to ensure timely publication of reports
• Coordinated analyst meetings with institutional investors, tracked conference calls and company announcements; planned marketing schedule for strategic markets; maintained client mail, email, and targeted call lists.
• Office management responsibilities, including new employee orientation and training

• Prepared all presentations and proposals for San Francisco-based staff
• Responsible for the preparation of sales and marketing materials, including the creation of product sheets and other marketing and sales materials for new business unit
• Responsible for sales prospecting using database searches (i.e. Dunn & Bradstreet)
• Spearheaded special projects, including design and implementation of a new telephone system for the San Francisco office and reception area redesign

Bba, Marketing

Political Science