Thomas Philip Email & Phone Number

San Francisco, California, Us

Pleasanton, California, Us

· Successfully lead all integration aspects of multiple acquisitions deals (including SaaS) ranging from $25M to $125M· Assist Corporate Development with financial due diligence by evaluating the financial information of the target entity· Responsible for understanding the accounting processes of target entities, including financial accounting risk and internal controls· Manage consultants who prepare Purchase Price Accounting Memo and Valuation Report of target entities· Responsible for the integration of accounting and financial reporting operations, to ensure the accuracy and timeliness of financial reporting of acquired entities· Led cross-functional finance integration team and developed finance integration roadmap, including establishing a scalable framework for Day-1 requirements, interim operating activities, mid-state and end-state integration plans· Partner with Controllers and FP&A teams to execute integration work plans· Coordinate Integration Plan among cross functional teams including Finance, Legal, Tax and Corporate Development while providing advice on accounting related matters

Pleasanton, California, Us

· Managed team responsible for all accounting and operational activities including period-end close, the review of journal entries and balance sheet reconciliations and contract review to ensure accuracy of commission schedules and accurate accounting set-up for E-Commerce division that produced $200 million in revenue· Led period-end close meetings and presented results to CFO (actual vs plan/forecast variances)· Developed team of five accounting professionals and managed the team's interaction and partnership with cross-functional teams including Settlement Operations, Technology, Marketing, Legal/Compliance, Tax, AP/AR and both internal and external Audit· Partnered with FP&A to build annual plan and update quarterly forecasts and with Treasury to develop cash forecasts· Coordinated monthly and quarterly SOX 302 balance sheet reviews for all products and worked as the liaison between accounting and the business unit to ensure accuracy of all financials

Pleasanton, California, Us

· Managed end-to-end accounting functions for subsidiary cardpool.com, including cash settlement, AR/AP, invoicing, reserve calculations, monthly close process, and balance sheet reconciliations· Led the financial planning and forecasting process in partnership with the leadership team and presented monthly and quarterly results to CEO of Blackhawk Network· Responsible for the preparation and analysis of annual budget process, operating models, financial update, presenting financial narratives through KPIs and recommendations to senior management· Minimized fraud losses through partnership with cardpool.com Data Scientist to support risk management and internal controls· Partnered with cardpool.com Business Development team and to create financial models to examine profitability for new ventures

Zurich, Ch

Zurich, Ch

· Managed team that was responsible for all financial analysis related to Investment Solutions Division, $3bn in revenues in 2012 (approximately 40% of US Wealth Management)· Responsible for business unit's financial planning, forecasting, and product analysis· Conducted analysis for various business initiatives focusing on pricing strategies, business case for enhancement of hedge fund of fund product shelf, profiling of clients across segmentation and client/FA profitability· Supervised the creation of new senior management reporting packages· Coordinated monthly and quarterly SOX 302 balance sheet reviews for all products and worked as the liaison between accounting and business unit to ensure accuracy of all financials· Managed the team's interaction and partnership with Technology, Marketing, Compliance, Accounting, Legal, and Audit

Zurich, Ch

· Implemented new policies & procedures to become Sarbanes-Oxley compliant· Created new reports and forecasting templates used to analyze business trends and effectives of Financial Advisors· Manage and lead new IT development initiatives to improve current reporting tools· Prepare monthly reports & analyse results and trends to provide variance analysis to senior management· Participate in month-end close process, which includes recording fees and expenses, conducting reviews of transaction detail and reconcilement of G/L accounts

Charlotte, Nc, Us

· Participated in annual strategic business planning and budget process· Created financial modeling tools and templates used in strategic planning process· Prepared monthly P&L estimates and quarterly forecasts· Analyzed monthly results and business trends and provided variance analysis commentary to senior management· Prepared monthly financial packages for senior business line managers

Charlotte, Nc, Us

· Rotated through eight different groups within the Finance Division, including Corporate Tax, Treasury-Portfolio Desk, External Reporting, Audit & Business Line Finance over an 18 month period· Assisted in preparation of SEC Form 10Q for 1st Quarter, 2001· Worked in the Integration Process Team during the Summit Bank Merger, developing training materials and conducting training sessions for Summit employees at on-site facilities in New Jersey· Prepared detailed analysis of Summit Banks' treasury portfolio used in the $8 billion sale of Summit's assets after merger· Completed Federal & State Tax returns and conducted research used to earn FleetBoston potential state tax breaks while in Corporate Tax Department

Master, Business Administration

Bachelor Of Science, Business Administration; Finance And Management Information Systems