Oct 2018 – Jan 2020 · 1 yr 3 mos · San Francisco Bay Area

Nov 2017 – Oct 2018 · 11 mos · Redwood City, CA

Mar 2013 – Aug 2017 · 4 yrs 5 mos

Oct 2011 – Feb 2013 · 1 yr 4 mos · San Francisco Bay Area

• Oversee financial planning & analysis for corporate and all partner groups including technology, sales & marketing and G&A. Also manage corporate finance function that is responsible for long range planning, financial analyses for mergers & acquisitions, business development, financing and real estate transactions.

Jan 2002 – Oct 2011 · 9 yrs 9 mos

• Strategic Planning
• Formulated long term plans and established strategic and financial goals for CFO and BOD
• Analyzed product profitability and ROIC
• Mergers and Acquisitions
• Oversaw and performed financial analyses for over 20 closed M&A and joint venture transactions totaling almost $6BN in transaction value
• Business Development
• Worked closely with business unit leaders to evaluate the financial impact of major business development deals and provided recommendations to executive management
• Treasury & Capital Markets
• Oversee all Treasury activities including cash management, treasury operations and risk management (insurance) activities
• Other Functional Experiences
• Led a variety of other financial projects including equity compensation, real estate planning and tax entity restructuring

Mar 2000 – Jun 2002 · 2 yrs 3 mos

• Advised, executed, and closed several buy-side and sell-side M&A transactions in the software, services and communications technology industries; approximately $4 billion in total value. Managed and coordinated numerous other M&A engagements and marketing pitches to prospective clients.

Aug 1999 – Feb 2000 · 6 mos

• Managed a number of valuation and fairness opinion assignments in the online services, software and utilities industries. Also worked on various M&A sell-side and private equity placement transactions.
• Performed company and industry analysis, due diligence, financial modeling and comparable company analysis for various valuation and fairness engagements. Also analyzed transaction structures in the case of fairness opinions.

Jan 1994 – Jan 1997 · 3 yrs

• Analyzed and designed internal and external financial business processes for Fortune 100 high tech multinational corporations. Implemented SAP R/3 systems for a client’s worldwide operations in its North American headquarters and satellite offices in Hungary, Japan, and Thailand. Involved in varying capacities from conception to completion on these large scale projects, including management and leadership responsibilities.