Frederick L. Wallace Email and Phone Number
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I am a Senior Financial Consultant with over 15 years of experience in financial planning and analysis. I have an MBA in International Business from the University of San Francisco and a BS in Business Administration from San Jose State University.My core competencies include financial data analytics, financial modeling, cost accounting, and business partnering. I have domain expertise in technology, biotechnology, and retail industries. I have supported executive and senior management in various financial planning and analysis aspects, such as strategic planning, financial forecasting, financial reporting, and process improvement.I have led and managed teams and projects that delivered significant results and value to the organizations I worked with. For example, I streamlined the weekly sales and operations reporting process, resulting in a 40% reduction in preparation time. I also identified and quantified millions in global non-payroll benefits expenditure and implemented a streamlined process, achieving a 100% improvement in information delivery to management. Additionally, I revamped the annual operating plan and financial reports for a $140 million tech startup, which was instrumental in securing additional funding.I am passionate about driving financial excellence with data-driven insights, strategy, and performance optimization. I aim to leverage my skills and expertise to help organizations achieve their mission and growth plans.
Robert Half
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Senior Financial ConsultantRobert Half Nov 2019 - PresentMenlo Park, Ca, Us• Managed a team of 7 analysts, leading to a 70% improvement in KPI achievement within 3 months, directly enhancing the company's revenue recognition.• Streamlined weekly sales and operations reporting process by consolidating disparate reports and systems, resulting in a 40% reduction in preparation time.• Identified and quantified millions in global non-payroll benefits expenditure; partnered with a cross-functional team and external vendors to implement a streamlined process, achieving a 100% improvement in information delivery to management.• Delivered savings of $135 thousand in monthly accruals related to PTO expenses by restructuring the model, improved metrics tracking, and improved reporting accuracy by 55%• Reduced the delivery time by 40% for weekly Sales, Operations, and Marketing financial reporting in 120 days. Improved weekly Bookings and shipments reporting by 20%.• Formulated annual operating plans, budgets, and forecasts; utilized Adaptive Insights and NetSuite for financial analysis, identifying trends, and pinpointing risks and opportunities for optimal fund allocation.• Rapidly acclimated to new roles, consistently impressing leaders and peers with the pace and quality of work, volume of output, intricate problem-solving capabilities, and meticulous attention to detail.
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Director Of Financial Planning And AnalysisWave Computing Jan 2019 - Nov 2019San Jose, California(Ca), Us• FP&A leader with sharp business acumen; excels in setting priorities, delivering clear communication, and fostering collaboration. Expertise in crafting financial plans that align seamlessly with company objectives and goals.• In just 4 months, founded the FP&A function for a $140 million tech startup, delivering a 100% improvement in the timeliness and quality of financial reporting and analysis.• Led a team of three analysts over 60 days to attain a 94% accuracy in our weekly cash forecast, enabling strategic and optimized utilization of capital resources.• Revamped the annual operating plan and financial reports for the $140 million tech startup, instrumental in securing additional funding for continued operations.• Over a 9-month period, implemented scenario forecasts, achieving 55% accuracy in variance analysis and doubling the timeliness of daily/weekly financial reporting.• Analyzed a cloud-based finance tool and advised the CFO & CEO to adopt the application, projecting an improvement of 60% in the company's budgeting and forecasting processes.• Collaborated closely with cross-functional organizational leaders to enhance teamwork; executed due diligence reviews and crafted strategic investment recommendations. -
Senior Manager Financial Planning AnalysisStreffco Consultants, Inc. Jan 2016 - Dec 2018Englewood, Colorado, Us• Achieved 40% reduction of open work orders by identifying and implementing process changes through ERP system; saved $68 thousand in fees to outside vendors.• Conducted frequent workflow monitoring procedures that helped reduce month-end close time by 67% in 7 months; improved reporting process time by 44%• Designed and maintained 8+ financial dashboards for acquiring and building new medical facilities. Ensured 100% compliance with reporting requirements for real estate upgrades. -
Senior Financial Planning ManagerSap America 2009 - 2015Walldorf, Bw, De• Spearheaded financial oversight in the integration of a $110 million global IT acquisition, successfully completing the migration within 6 months.• Managed the daily financial operations of a $200 million Marketing integration budget, guiding cross-functional teams, leading weekly meetings, and ensuring a 95% forecast accuracy to effectively execute relevant integration plans.• Led a cross-functional team to implement LEAN processes for co-marketing funds, unlocking an additional $10 million for marketing activities in the first year.• Identified and recommended enhancements for $37 million in marketing programs, resulting in a 50% improvement in campaign categorization visibility, thereby optimizing resource allocation across various teams. -
Associate Director Of FinanceBusiness Objects 2006 - 2009Newtown Square, Pennsylvania , Us• Oversaw a $110 million global IT budget, collaborated with business leaders and key stakeholders to synchronize with financial objectives, and maintained 94% accuracy in forecasted expenditures.• Formulated financial models to enhance data integrity and accessibility, eradicated data inconsistencies, expedited forecast preparation by two days, and elevated accuracy rates from 81% to 94%.• Uncovered and actualized $5 million in cost savings through optimized global IT resource utilization, and delivered an additional $2 million in savings by addressing and resolving usage tax liabilities.• Surpassed process improvement objectives by championing departmental "doing more with less" initiatives and implementing a cross-functional training program utilizing best practice methodologies. -
Senior Manager Financial Planning AnalysisSun Microsystems, Inc. 1990 - 2006Palo Alto, Ca, Us• Implemented robust financial controls and systems for an intrapreneurial product, generating $45 million in revenue within its inaugural year.• Designed GAAP-compliant financial models that articulated compelling strategic business plans, successfully securing $20M in strategic funding during the pre-IPO due diligence phase.• Established rigorous budgeting processes, achieving a 95% accuracy rate in forecasted spending across R&D, CTO, Marketing, Service, and Manufacturing teams, consistently meeting or surpassing all financial targets.• Leveraged data analytics to pinpoint and address inefficiencies in current systems and processes, earning the "Quality of Work Life Champion" accolade for transformative improvements.
Frederick L. Wallace Skills
Frederick L. Wallace Education Details
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University Of San FranciscoInternational Business -
San José State UniversityAccounting
Frequently Asked Questions about Frederick L. Wallace
What company does Frederick L. Wallace work for?
Frederick L. Wallace works for Robert Half
What is Frederick L. Wallace's role at the current company?
Frederick L. Wallace's current role is Driving Financial Excellence with Data-Driven Insights, Strategy, and Performance Optimization | Transforming Business Outcomes | Director of FP&A.
What is Frederick L. Wallace's email address?
Frederick L. Wallace's email address is fr****@****ail.com
What is Frederick L. Wallace's direct phone number?
Frederick L. Wallace's direct phone number is +165046*****
What schools did Frederick L. Wallace attend?
Frederick L. Wallace attended University Of San Francisco, San José State University.
What are some of Frederick L. Wallace's interests?
Frederick L. Wallace has interest in Business Performance Management, Usta League Captain, Tennis.
What skills is Frederick L. Wallace known for?
Frederick L. Wallace has skills like Financial Analysis, Process Improvement, Business Process Improvement, Financial Planning, Financial Reporting, Program Management, Cross Functional Team Leadership, Strategic Planning, Competitive Analysis, Corporate Fp&a, Executive Management, Enterprise Software.
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