Karin Lee

CEO

San Francisco, California, United States23 yrs 11 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in financial operations and strategic planning.
  • Proven track record in sales commission automation.
  • Led successful implementation of financial systems across departments.
Stackforce AI infers this person is a SaaS financial operations expert with extensive experience in sales strategy and program management.

Contact

Skills

Other Skills

ForecastingFinancial AnalysisFinancial ModelingFinancial ReportingBudgetsStrategic PlanningFinanceAnalysisVariance AnalysisPayrollBusiness AnalysisSalesRetailMarketingCross-functional Team Leadership

Experience

23 yrs 11 mos
Total Experience
4 yrs
Average Tenure
10 yrs 2 mos
Current Experience

Palo alto networks

4 roles

CxO Strategy Marketing - Executive Engagement & Customer Program Management

Promoted

Aug 2021Present · 4 yrs 8 mos

Executive Operations

Promoted

Mar 2020Jul 2021 · 1 yr 4 mos

Sales Operations

Oct 2018Feb 2020 · 1 yr 4 mos

  • Key sales ops business partner to Service Provider sales leaders, field reps, and channel managers in reporting and presentations. Automated sales commission crediting for business units and significantly reduced manual monthly reporting. Led and project managed commission reconciliation with sales compensation team to properly implement accurate crediting, quota distribution, and payout for all participants in Service Provider business unit

Sales Strategy and Planning

Nov 2015Sep 2018 · 2 yrs 10 mos

  • Led key planning programs including optimize sales territories, headcount/new markets planning, and quota planning. Partnered with Head of Americas Sales in defining go-to-market strategy initiatives and building internal support operations, which led to managing a transformation project and collaborating with cross functional teams for program integrations and role alignments. Project managed global system integrations and improvements to streamline sales processes and meet the growth of the business

Docusign

2 roles

Sales Finance & Business Operations Manager

Promoted

Dec 2013Nov 2015 · 1 yr 11 mos

  • Project Managed and implemented Anaplan SaaS financial system across FP&A, Sales Quota Planning, and Sales Forecasting. Managed and provided financial leadership across quota setting, headcount planning, budgeting and forecasting of operating expenses across Americas, EMEA, and APAC. Was a key finance business partner to WW Sales management and influence decision making through analytical insight into core decisions around strategic areas such as identifying growth levers, developing financial plans and resource allocation. Grew the team by managing a financial analyst.

Sales Compensation Consultant

Jan 2013Nov 2013 · 10 mos

  • Defined and managed the design, development, and global implementation and execution of a competitive, cost-effective sales incentive process to align with company’s strategic and operational goals

Mckesson

Finance Manager

Jan 2008Jan 2012 · 4 yrs · San Francisco Bay Area

  • Managed cross functional team tasked with preparing the divisional budget, strategic planning, and rolling forecasts for monthly financial packages, and analyses of performance. Collaborated with Marketing and HR leaders to analyze departmental financial strategies, create cost savings initiatives, and improve process efficiency. Partnered with the Oncology Business Development team to determine profitability of programs, and designed annual sales compensation plans to provide the team with incentives to achieve their goals.

Bcbg max azria

Financial Planning & Analysis Supervisor

Jan 2006Jan 2008 · 2 yrs

  • Created and implemented BCBG’s first annual budget plan (>$800M)and rolling forecast process to provide the company with a foundation to measure and analyze financial performance through full P&Ls and variance reporting's. This led to creating cost savings initiatives within various departments resulted in reducing expenses by $3M per month. I expanded the finance team managing 2 financial analysts.

Warner home video

2 roles

Sales and Marketing Analysis Supervisor

Promoted

Jan 2004Jan 2006 · 2 yrs

Senior Financial Analyst

Jan 2003Jan 2004 · 1 yr

Warner bros. entertainment

Financial Analyst

Jan 2001Jan 2003 · 2 yrs

Disney consumer products

Finance Associate

Jan 2001Jan 2001 · 0 mo

Education

USC Marshall School of Business

Bachelor of Science (BS)

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