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Accomplished senior level manager with over 15 years of experience in leading successful teams in finance, operations, and sales, from spin-in/start-up entities to Fortune 500 companies. A results oriented leader with a proven track record of driving improvements, through the use of data driven analytics, yielding both increased productivity, and enhanced business practices.
✉ [email protected]
Accomplished senior level manager with over 15 years of experience in leading successful teams in finance, operations, and sales, from spin-in/start-up entities to Fortune 500 companies. A results oriented leader with a proven track record of driving improvements, through the use of data driven analytics, yielding both increased productivity, and enhanced business practices. Creative, but balanced, approach to translating business development goals into specific growth strategies to improve market share, and grow revenues & margins. Demonstrated ability at working at all levels within an organization to build highly effective cross-functional teams.
Direct experience with Consumer, SMB, as well as Enterprise markets in banking, business process outsourcing, computer networking, consumer electronics, e-commerce, software, as well as services industries.
Global Orientation: have enjoyed a 4 year international assignment in Japan, driven significant projects in China, South Korea, Philippines, & India, and engaged with customers/partners throughout SE Asia/Australia-New Zealand as well as Western Europe.
Core Competencies: Controllership, inclusive to Financial Operations, Financial Planning & Analysis, Sales Finance, Revenue Forecasting, Demand Planning & Deals Desk, Margin Analytics & Pricing Strategy, P&L Management & Improvement, Risk Management; Sales and Business Operations, inclusive to Business Development, Strategic Planning & Growth, Sales Coverage-Capacity Planning, Territory-Quote Design & Management, Inside & Renewal Sales Team Management, Operations Planning, Contracts & Procurement, and Vendor Management.
Managing Director @ Management consultant for companies interested in developing or scaling their financial, business, & sales operations processes as well as management teams. A strong record of building award winning teams across matrix organizations, while driving holistic & scalable solutions from concept to execution. A focus on leveraging applied analytics and process re-design towards adding value to the sales cycle, solution delivery, and overall customer LTV. Experience with hardware, software, services, as well as outsourcing, across Consumer, SMB, & Enterprise markets.
*Creating the sales finance support infrastructure as well as providing the underlying analytics for a sales organization that's undergoing significant expansion at a pre-IPO start up company in the enterprise security appliance/SW industry.
*Drove optimization & performance enhancement initiatives for globally outsourced inside sales teams with multiple BPO's hosting Fortune 500 inside & renewal sales programs. From October 2014 to Present (1 year 1 month) San Francisco Bay AreaDirector, WW Service Sales, Operations, & Planning @ Spearheaded the expansion of NortonLive services by building global capacity for service sales, & paid technical support across 25 countries, growing annualized revenue from $30M to $100M, in less than 4 years. From October 2010 to August 2014 (3 years 11 months) Mountain View, CaliforniaSr. Sales Operations Manager @ Supported the VP/GM as well as sales & marketing leadership on demand planning, deals desk, revenue & margin forecasting, ROI analysis, operational dashboard reporting, as well as tool deployment & sales training for a start-up like BU with annual revenues of $30M, and an operations budget of $21M. From July 2009 to October 2010 (1 year 4 months) Mountain View, CaliforniaSr. Finance Manager @ Controller supporting the VP & extended functional business heads with the financial planning & analytics for a WW software support group with over 2,600 employees, & an annual opex run rate of $60M, as well as stewarded the incubation & the eventual spin off of a WW services group whose revenue double, YoY, to $15M, in the 2nd year. From June 2008 to June 2009 (1 year 1 month) Cupertino, CaliforniaBusiness Planning Manager @ Principal planner with the responsibility of supporting the SVP as well as senior operation directors on the capacity planning as well as opex forecasting for the WW Apple Online Sales & Service group which encompassed over 26 countries, serviced by over half a dozen sites, with annual revenues that grew from $13.5B to $16B. From May 2007 to June 2008 (1 year 2 months) Cupertino, CaliforniaFinance Manager @ Managed a team with the responsibility of supporting the SVP, senior operations, & vendor directors on; demand, revenue, & margin forecasting, as well as sales commission planning for a business group with over 200 retail locations in five countries with annual revenues in excess of $9 billion, across both Apple & 3PP product lines. From May 2006 to May 2007 (1 year 1 month) Cupertino, CaliforniaSr. Financial Analyst @ Controlling analyst with the responsibility of supporting the GM as well as senior engineering & marketing staff on the finance & business planning, for a recently acquired start-up (formerly AuroraNetics) business unit of over 180 employees, spread across 6 global sites, with revenues that grew from $350M to $500M, & a budget of $45M. From February 2005 to April 2006 (1 year 3 months) San Jose, CaliforniaFinancial Analyst @ As a member of a team of 6 on an annual rotational basis, supported the VP of finance with financial planning and analytics for a group of 9 business units with a total of $21B in annual revenue and a budget of $3.3B, on month as well as quarter end bookings and margin consolidation and reporting. From May 2002 to February 2005 (2 years 10 months) San Jose, CAEarlier in Career @ Business Analyst * Customer Advocacy Group
Client Relationship Manager * Customer Advocacy Group From September 2000 to April 2002 (1 year 8 months) San Jose, CaliforniaYEF Coordinator of International Relations @ From 1996 to 2000 (4 years) Yokkaichi, JapanCommercial Account Representative @ From 1995 to 1996 (1 year) Greater Los Angeles Area
MBA, Finance @ San Jose State University From 2001 to 2004 BA, International Political Economics @ California State University-Long Beach Steve MBA is skilled in: Finance, Sales Operations, Business Development, Demand Planning, Business Planning, Strategic Planning, Operations Management, Vendor Management, Global Sourcing, Forecasting, Financial Analysis, Financial Modeling, Financial Planning, Demand Forecasting, Pricing Analysis, Capacity Planning, Scenario Planning, Risk Management, Managerial Finance, Budget Management, Budgets, Business Strategy, Sales, Inside Sales, Business Modeling, Field Enablement, E-commerce, Enterprise Software, SaaS, Project Planning, Global Business..., Global Strategy, Outsourcing, Contract Management, Contract Negotiation, P&L Management, Profit Margins, International Business, International..., International Sales
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