Rizwan is a dynamic, energetic professional and an outstanding communicator who maintains a positive, proactive attitude to promote efficiency and achieve results.
Now with Palo Alto Networks in Santa Clara, Rizwan brings with him extensive sales finance and operations experience in the software industry. Prior to Symantec, Rizwan held finance roles with increasing responsibilities at Silicon Valley technology companies such as Silicon Graphics, Mercury Interactive, VMWare, BEA Systems (acquired by Oracle), BMC Software , and Symantec.
Rizwan's prior roles were of high visibility and included professional interaction with executives and other senior management with regards to the presentation and insightful analysis of various key metrics related to their respective businesses.
Rizwan's history includes work experience with financial systems such as Oracle 11i and BI tools such as Tableau, Business Objects Enterprise, and Crystal Reports XI. Rizwan is proficient at writing basic SQL queries for data extraction and manipulation as well as leveraging technology to simplify and automate complex tasks.
Rizwan's talents in being an analytical and proactive problem solver and his aptitude to learn skills quickly, along with having both business and technical skills, and being a dedicated and intrinsically motivated team player make him a valuable asset to any organization.
Specialties: Skill Name
Business Intelligence (Business Objects, Crystal Reports XI, Oracle Discoverer, Siebel Analytics, Brio, Xcelsius, Tableau)
CRM (Siebel)
Financial Systems (Oracle,Lawson,Hyperion)
MS Office (Excel, Powerpoint, Word,Access,Visio)
SQL Programming, R Statistical Software
Quantitative Analysis
Analytics
Field Finance
Corporate Finance
Sales Operations @ From November 2015 to Present (2 months) Senior Principal Financial Analyst @ - Supported the Norton consumer security business unit
- Supported $40-50M in annual expense budget across 2 VPs and 2 Senior Directors: Global PMM, Digital Acquisition & Retention, Global Renewals, and Americas Sales & Marketing
- Managing budget, monthly forecasts on expense and headcount, annual planning, reporting on actuals
- Working with each of the team leaders to find cost efficiencies and align spend with overall BU and company goals
- Also involved in creating a quarterly worldwide Norton data pack specific to standardized bookings metrics such as booking dollars, units, and ASP
-Awarded the Norton BU 'Rockstar Award' along with the entire Norton Finance team as recognition of hard and impactful work From April 2014 to November 2015 (1 year 8 months) Senior Principal Business Operations Analyst @ - Took part in designing and implementing in house data warehouse for reporting metrics on Symantec's SSL business
- Worked with product management team to develop a three year model for bookings
- Created recurring KPIs to measure performance of the business unit which encompassed financial metrics, authentication rep productivity, support call volume, and product release times
- Cross functional collaboration with sales, sales operations, finance, product management, PMO office,and authentication teams From December 2012 to April 2014 (1 year 5 months) Principal Financial Analyst, Sales Finance @ - Provided sales finance support to the Trust Services and Global Accounts sales teams
- Weekly reporting on actuals, forecast, and attainment to plan and quota
- Worked with sales VPs and sales directors with regards to quota maintenance and alignment with comp plans
- Involved in annual planning cycle to derive annual bookings plan for each sales team
- Interacted with cross functional teams such as product management and business operations
- Worked with business operation team to design an in house data warehouse for reporting From September 2011 to December 2012 (1 year 4 months) Sr. Revenue Analyst, Revenue Analytics @ • Analyze financial information related to revenue recognition and bookings for a 2-billion dollar software company
• Analyze monthly, quarterly, and annual data for SEC reporting, investor relations, and internal reporting
• Identify trends and present findings to senior management
• Involved with continuous process and systems improvements, particularly with regards to automation of recurring manual tasks including automation of currency impacts to revenue and bookings and external bookings
• Involvement with monthly and quarterly accounting close, including SOX controls and data reconciliations
• Responsible for calculation and analysis of intercompany royalties
• Frequent usage of applications such as Oracle ERP, Hyperion, Essbase, Business Objects, Access, Tableau, and SQL queries to accompish tasks From October 2009 to July 2011 (1 year 10 months) Financial Analyst IV @ Formerly BEA Systems, acquired by Oracle
Transitional role to assist with completion of U.S. business entity merger From May 2008 to July 2008 (3 months) Senior Financial Analyst @ -WW Sales Finance
-Americas Sales Finance
-Promoted to Sr. Financial Analyst November 2007
•Prepared and distributed the Americas Revenue pipeline reports.
•Teamed with IT and Sales Ops to leverage Siebel Answers for dynamic ad hoc reporting.
•Managed quarter end daily deal tracker process for Americas.
•Significantly streamlined processes and templates for producing various recurring reports.
•Prepared various sales reports (bookings, revenue, pipeline) and presentations for senior sales and finance management From November 2006 to April 2008 (1 year 6 months) Financial Analyst, WW Sales @ -Worked with IT to automate various manual processes, including Worldwide bookings data. WW OEM Royalty reporting, to save hours of manual work
-Partnered with IT and other business groups to spearhead initiative to implement Crystal Reports as first step in WW enterprise-based reporting
-Worked daily with SQL-creating and editing queries, extracting and modifying data, and leveraging SQL scripts to automate daily tasks
-Involvement with Oracle 11i implementation, including working with IT to develop Oracle-based daily bookings feed, testing of system
-Responsible for Worldwide metrics on weekly sales, product sales, business unit sales, and various other ad hoc analyses and presentations to executives, VPs, and senior managers From May 2005 to November 2006 (1 year 7 months) Sales Bookings Analyst @ -Responsible for maintaining the integrity of the Bookings Report with respect to accuracy, timeliness, and reliability, using advanced Excel techniques
-Responsible for timely and effective communication of variances to multiple departments, including sales, revenue, and order management
-Proactive involvement in reconciling and resolving Siebel system issues impacting the bookings numbers by use of Business Objects reports and Excel
-Involvement with bookings project to automate reporting of bookings numbers using Business Objects, Siebel, and Excel From August 2004 to April 2005 (9 months) Order/Ops Analyst @ -Reviewed and approved all deals up to $25K to ensure compliance with revenue recognition SOPs (SOP 97-2, 98-4, and 98-9 and SAB 101) and Mercury VSOE
-Performed first review of all deals greater than $25K-includes reviewing customer contracts, purchase order, quotes, Statements of Work, and other customer documentation.
-Accurately processed all sales deals in Lawson ERP and Siebel 7 CRM
-Pro-active involvement in business and system processes From February 2003 to July 2004 (1 year 6 months) Accounting/ERP Contractor @ Collections Analyst
-Collected and managed AR portfolio of roughly $4 million, using Oracle Financials 11i
-Resolved over 60 DSO by 56%, from $1.1M to $450K
-Resolved unapplied cash/credits by 83%, from $1.4M to $238K
-Handled large accounts such as AT&T, Verizon, IBM, Genuity, Merck, Dupont, MIT
Accounts Receivable Specialist
-Posted cash, processed debit/credit memos, resolved cash application disputes
-Teamed with Oracle Business Analysts to document new fixes to progress orders
-Saved thousands of dollars in resources by creating macros to automate large data entry tasks
Customer Master Analyst
-Created Customer Master (Oracle module) training documents used by teams worldwide
-Technical supervision of a group of 10 people working to convert data from v10.7 to v11i
-Managed and distributed Excel spreadsheets that contained all data to be converted From July 2001 to December 2002 (1 year 6 months) Business Ops Intern @ Sales Development Representative
-Conducted phone calls to corporate executives within a high-pressure start-up environment
-Increased qualified leads by 60%, from 6-10 per week to 16-20 per week
-Worked with Marketing to determine which industry segments are producing leads
-Closed feedback loop to know which leads become sales and which do not and why
Lead Csr For PartsXpress
-Created and maintained Excel-based Sun Microsystems ‘bluebook’ for inventory
-Assisted in design and functionality of Access-based inventory management database
-Responsible for safekeeping and auditing of both physical and virtual inventories
-Handled shipping, customer inquiries, invoicing, credit worthiness, and collections
Customer Service Representative
-Created auction listings for equipment using HTML and JavaScript
-Assisted in creation and documentation of Customer Service policies and procedures From September 2000 to February 2001 (6 months)
Executive Education, Finance, Strategy, and Leadership @ Texas A&M University - Mays Business School From 2010 to 2011 BS, BUSINESS ADMIN - MANAGEMENT @ San Jose State University From 1997 to 2002 RIZWAN T. is skilled in: Business Objects, Crystal Reports, Oracle Discoverer, Siebel, Xcelsius, Tableau, Hyperion, Microsoft Office, SQL, Quantitative Analysis, Financial Analysis, Corporate Finance, Day Trading, Portfolio Management, Data Analysis