Directly reported to the CFO.
• Operated as a strategic FP&A partner to the CFO and CEO, influencing cross functional decisions without direct reports.
● • ARR Growth Support
• Drove 125% ARR growth over 4 years through pricing optimization, whitespace analysis, and retention initiatives.
• Analyzed customer and sales data to identify cross-sell/upsell opportunities, optimize pricing tiers, and improve revenue mix.
• Led annual planning and monthly forecasting for Global Sales & Marketing, managing $9M+ spend.
• Built financial models for budgets, strategic initiatives, and new product features to project ARR impact.
• Designed and administered variable compensation plans for 30+ GTM reps and BDRs.
• Partnered with Sales, Marketing, Product, and executive leadership to align financial and growth goals.
• Budgeting & Forecast
• Full ownership of the 3-statement financial model, integrating P&L, balance sheet, and cash flow for comprehensive forecasting.
• Oversaw budgeting and forecasting for GTM, Marketing, R&D, and G&A, managing $25M+ in OpEx and COGS.
• Developed model that aligns revenue goals, leading metrics, and capacity for GTM and Marketing.
• Designed and managed rolling forecasts and scenario models to assess impacts of capacity, marketing spend, and revenue targets.
• Led monthly variance analysis and conducted QBRs to deliver accurate forecast.
• Operations Optimization
• Led implementation of Workday Adaptive, successfully migrating from Excel-bas

Directly reported to the CFO.
• Managed and developed a team of 1 analyst and 1 data engineer, overseeing forecasting, reporting, and revenue modeling deliverables.
● • Served as primary Excel modeling expert, developing driver-based 3-statement models and unit economics.
• Built revenue recognition models to align bookings, billings, and GAAP revenue.
• Developed pipeline tracking and short-term forecasting models for real-time sales visibility.
• Automated weekly sales reporting for leadership, consolidating trends and forecasts.
• Partnered with the CFO to refine revenue forecasting with scenario and sensitivity analyses.
• Produced board-ready revenue charts, commentary, and trend analyses.
• Managed a Data Engineer to integrate usage and metadata into forecasting models, improving accuracy.
• For final 6 months post-acquisition, integrated into VMware's finance function, supporting revenue forecasting and reporting.

Led an analytics and insights team of up to 8 members, providing direct supervision, coaching, and project oversight for high-volume client deliverables.
• Managed analytics and insights operations for a SaaS client in the Bay Area.
• Delivered analysis for high-volume, data-centric projects involving sales, survey, and revenue data.

Conducted business research and delivered market insights for client decision-making.

Provided IT services and system support across the organization.