Timothy Stuart Email & Phone Number

San Diego Metropolitan Area

US

I led the USA FP&A team (a team of 4 financial analysts) with responsibilities including executive business partnership, budgeting, forecasting, month-end financial reporting, corporate strategy, and mergers and acquisitions. I was part of the team that oversaw the acquisition and integration of 80+ retail locations. I created an Omni Channel revenue.

Colorado Springs, CO, US

Volunteer and Part-Time staff member.

Oceanside, CA, US

I led the Retail FP&A team (a team of 4 individual contributors) covering accounts across North America including USA and Canada. Our responsibilities included customer pricing, month-end close and reconciliation, IT support and infrastructure maintenance related to finance. I established both a list price and field-based pricing protocols for the first.

Watsonville, California, US

I was a volunteer board member supporting the finance and audit committee. My main charter was to lead a project aimed at rebalancing the endowment's investment portfolio to aligned with the foundations charter and mission. We removed holding is tobacco and high sugar consumer products and reinvested into green technology and health science companies.

Cupertino, California, US

I was part of the team that launch "Apple in the Enterprise" an initiative that created Apple's first direct B2B sales organization. We accomplished this by leveraging Apple's successful education business and building new understandings. We began by segmenting international markets, deepening existing relationships with channel partner, and creating new.

Fort Lauderdale, Florida, US

I was the lead analyst supporting the transition of West Marine from a publicly traded company to Private Equity custodial ownership. During this time I worked directly with the CEO, CFO, Board of Directors, Private Equity firms, Investment Bankers and External Stakeholders. I built the discounted cash flow model used for valuing the assets of Overton’s in.

Santa Barbara, CA, US

I provided analysis and reporting for QAD's business model transition. We successfully transitioned QAD from a perpetual licensing model to a Software as a Service model (SaaS). This included a restructuring of commissions and bonuses, and establishing hosting cost allocations at the customer level. Initial funding for this project was supported through a.

San Jose, California, US

I supported the West Americas enterprise sales organization through various FP&A activities including month end/quarter end financial reporting and analysis on T&E expenses, Head Count, Bookings & Margins. I created a post-acquisition quarterly metric report for the e-Series business line that includes margin analysis, bookings trends and pipeline.

San Jose, California, US

R&D Finance

San Jose, CA, US

I supported Brocade's Operations Division through the analysis of Cost of Goods Sold (COGS), period cost and the production costing of new products. I also consolidated supplier assessments which included financial models. On a monthly basis we revalued the vendor managed inventory, a portion of this was reclassified as period costs and saved Brocade $1.5M.

Ventura, California, US

Supply Chain Management

I participated in TAPIF an organization which works with France Éducation international (FEI) to place language assistants in classrooms of all ages across metropolitan France, French Guiana, Guadeloupe, Martinique, and La Réunion. I worked as a native English speaker teaching high school aged students English language skills. I did a lot of fun work.

Washington, DC, US

Supply Chain Management and Logistics

Mba, Finance

Bs, International Business