Profit / Loss Ownership Global Strategic Financial Planning / Analysis Trends Tracking

Mergers / Acquisitions Go-To Market Strategy Team Building / Training Risk Mitigation

Budgeting Forecasting Ad Hoc Analysis Organizational Design SOX / Regulatory Compliance

New Business Development New Product Launches Expense / Cost Control Execxxxxxxive Consultations

Performance-Focused Execxxxxxxive who makes sound decisions to reflect positively on multibillion-dollar global business operations in alignment with a company s vision, value, and goals, and who rises above challenges to achieve winning oxxxxxxcomes. Integral Leader who offers a record of establishing and delivering measurable results within hyper-growth companies, including quickly adapting to evolving marketplace scenarios to optimize success. Visionary Professional who drives lucrative acquisitions and associated integrations to strengthen and grow current and adjacent total addressable market. Excellent Communicator who develops synergistic relationships with C-level decision-makers, business teams, and customers; who exhibits skill in axxxxxxonomous and collaborative situations; and who leads peers by example and with integrity.

Adobe Systems, Inc., San Francisco, CA Lehi, XXXXXX

(2009 2017)

Director Digital Marketing Business Unit

Capitalized on the opportunity to develop subscription pricing and the associated margin impact for all solxxxxxxions / products, including partnering with General Manager and execxxxxxxive team to operationalize annual and quarterly strategic plans, as well as yearly and quarterly budgets and forecasts for the organization s global strategic operating plans. Directed all mergers and acquisitions transactions and integrations within the business unit, including presenting and providing financial recommendation to Adobe s execxxxxxxive team. Managed comprehensive annual and quarterly forecasts for the Digital Marketing Business Unit, including providing value-added analysis on risks and opportunities and presenting options to execxxxxxxives.

  Drove business into the Top 200 accounts and initiated profitable new sales strategies.

  Successfully led strategic recommendations to ultimately close 9 new lucrative acquisitions.

  Partnered with sales organization to approve deals containing non-standard terms or discounts.

  Improved fully allocated operating margin and key operating margin from -35% to 8% in 4 years.

  Created standard operating plan presentations and business review presentations for execxxxxxxives.

  Grew recurring annual revenue for the Digital Marketing Business Unit from $300 million to $1.5+ billion.

  Partnered with Adobe s CIO and BU s VP of Technical Operations to analyze and present cost impact on sourcing compxxxxxxe power from a company-owned datacenter, cloud providers, or colocations; ultimately led to execxxxxxxive team approval of Adobe s first owned datacenter with $220 million build-oxxxxxx costs and 7.5 megawatts.

Omniture, Inc., San Francisco, CA

(2008 2009)

Director Financial Planning & Analysis

Strategically steered top-performing team initiatives in financial planning, budgeting, forecasting, M&A activity, reporting, and sales deal approvals, including producing detailed financial models and business plans for strategic and business development opportunities. Accurately set worldwide companywide headcount and spending targets.

  Owned and delivered a 5-year strategic plan, including new product launches.

  Initiated a new structure to evaluate product line financials and contribxxxxxxion margins.

  Served in an integral role to support acquisition by Adobe (part of limited pre-acquisition job offers).

  Increased product-specific contribxxxxxxion margin via new investment changes and pricing improvements.

Schurman Fine Papers, Inc. d/b/a Papyrus, Fairfield, CA

(2005 2008)

Vice President Financial Planning & Analysis Corporate Controller

Drove business growth for this $200-million pre-IPO retail company by enhancing revenue and expense forecasting accuracy via standardized templates resulting in forecasts within 3% of actual. Contribxxxxxxed talent in providing execxxxxxxive-level management with accurate multi-sector business insights on risks and opportunities, including producing financial models and business plans for new business development opportunities. Handled acquisition due diligence, modeling, and integration. Developed ROI for companywide project introductions and standardized Board of Directors and bank updates.

Yyyyyy x. yyyyyy Page Two (xxx-xxx-xxxx

Schurman Fine Papers, Inc. d/b/a Papyrus, Fairfield, CA

(continued)

Vice President Financial Planning & Analysis Corporate Controller

  Seamlessly initiated cost control aspects across all expenses.

  Successfully implemented a 5-year companywide strategic plan.

  Designed and developed companywide accounting policies per GAAP.

  Improved accuracy within 5% of actual by creating a new cash flow forecasting process.

BEA Systems, Inc., San Jose, CA San Francisco, CA

(1998 2005)

Controller BEA Worldwide Marketing

Maximized bottom-line results for this $1-billion public software company, including creating a metric model for pre- and post-marketing initiatives, setting headcount and spending targets for global marketing, and providing advisement on key operations. Directed revenue reporting and trends analysis. Coordinated and led partner demand fund reporting and process.

  Developed management reporting structure for CMO and execxxxxxxive-level professionals.

  Proactively reviewed and approved marketing-centric expenditures and headcount additions.

  Delivered advisement for headcount to program spend mix, cost savings, and resource allocation.

Finance Manager BEA Systems R&D Organization Acquisition Team

Xxxxxxilized broad scope of industry knowledge toward facilitating headcount and spending target roll-oxxxxxxs to 725 heads and $180 million of spend annually 85% of license revenue was dotted line to the EVP of R&D. Strategically managed capital and expense hardware and software plans across 8 worldwide sites. Prepared targets, monthly expenditure reports, and headcount roll-forwards, and discussed headcount and spending positions with owners.

  Cost-effectively negotiated R&D enterprise software and volume hardware purchases.

  Led revenue and pipeline analysis for a cross-functional Software Integration Team across Sales, R&D, Product Marketing, Product Management, Services / Consulting, and Finance areas.

  Profitably acquired Sweden R&D entity, including performing objective financial due diligence, negotiating balance sheet positions, and integrating the entity into BEA.

Financial Analyst BEA Systems IT G&A Organization

Contribxxxxxxed sharp analytical abilities toward directly assisting CIO and execxxxxxxive-level staff with forecasting monthly, quarterly, and yearly expenses for G&A organizations, including managing G&A headcount growth as companywide growth.

  Create a large-scale budget for the new fiscal cycle.

  Developed a revised methodology for globally based allocations.

  Initiated a corporate ROI template to analyze fxxxxxxure global project implementations.

WebLogic, Inc., San Francisco, CA

(1998)

Staff Accountant

Played a vital role in reviewing ISV contracts for non-standard terms, forecasted and set up revenue tracking database for each specific ISV partner, and discussed royalty calculations and terms with ISV partners for this $200-milion pre-IPO software company. Established international licensing procedures. Reviewed sales order for revenue recognition per GAAP.

  Comprehensively prepared monthly sales reports.

  Expertly analyzed high-volume monthly payoxxxxxxs versus total revenue.

  Properly recognized revenue by reviewing deferred training and consulting revenue.

California Polytechnic State University

Undergraduate Business Administration Studies

Accounting Concentration Economics Minor

Certified Public Accountant (Inactive) Certified Management Accountant (Inactive)

Excellent Professional References Provided Upon Request

Date

Hiring Agent Name

Company Name

Address

City/State/Zip Code

Dear__________________:

I am exploring a new career opportunity within a challenging [ Insert Job Title ] role, and I believe that I can make a positive contribxxxxxxion to your bottom-line performance.

To acquaint you with my background, I offer proven experience in Multibillion-Dollar Profit / Loss Ownership, Global Strategic Financial Planning / Analysis, New Business Development, Mergers / Acquisitions, Go-To Market Strategies, and Trends Tracking. I am also highly skilled in Team Building / Training, Multi-Project Management, Risk Mitigation, Budgeting, Forecasting, Ad Hoc Analysis, Expense Control, and SOX / Regulatory Compliance, among other areas.

Recently, as the Director of the Digital Marketing Business Unit for Adobe Systems, Inc., I expertly developed lucrative subscription pricing and the associated margin impact for all solxxxxxxions / products, including partnering with execxxxxxxives to operationalize annual and quarterly strategic plans, as well as yearly and quarterly budgets and forecasts. Within this role, I successfully spearheaded results-generating mergers and acquisitions transactions and integrations, including presenting and providing financial recommendation to Adobe s execxxxxxxive team on a regular basis. I also provided value-added analysis on risks and opportunities and forecasts, and presented critical business options to execxxxxxxives for further consideration.

A sample of my recent accomplishments included:

  Leading strategic recommendations to ultimately close 9 new lucrative acquisitions.

  Driving business into the Top 200 accounts and initiating profitable new sales strategies.

  Improving fully allocated operating margin and key operating margin from -35% to 8% in 4 years.

  Growing recurring annual revenue for the Digital Marketing Business Unit from $300 million to $1.5+ billion.

  Partnering with Adobe s CIO and BU s VP of Technical Operations to analyze and present cost impact on sourcing compxxxxxxe power from a company-owned datacenter, cloud providers, or colocations; ultimately led to execxxxxxxive team approval of Adobe s first owned datacenter with $220 million build-oxxxxxx costs and 7.5 megawatts.

Note that I also studied Business Administration, Accounting, and Economics at California Polytechnic State University and was previously recognized as a successful Certified Public Accountant and Certified Management Accountant.

As this is just an example of my abilities, please refer to my enclosed resume for additional execxxxxxxive-level FP&A, financial analysis, controller, and accounting experience with globally based employers.

I am eager to discuss how my qualifications uniquely match your current and fxxxxxxure needs, and look forward to interviewing with you soon.

Sincerely,

Yyyyyy x. yyyyyy

Date

Hiring Agent Name

Company Name

Address

City/State/Zip Code

Dear__________________:

I would like to thank you for providing me with the opportunity to interview for the [ Insert Job Title ] position currently available within your company. Having gained a deeper insight into the job requirements, I am confident that you will find me to be an incredible asset toward achieving your goals.

As previously discussed, I am a highly accomplished leader who offers proven experience in Profit / Loss Ownership, Global Strategic Financial Planning / Analysis, New Business Development, Mergers / Acquisitions, Go-To Market Strategies, and Trends Tracking, as well as talents in Team Building / Training, Multi-Project Management, Risk Mitigation, Budgeting, Forecasting, Ad Hoc Analysis, Expense Control, and SOX / Regulatory Compliance. Please recall that I studied Business Administration, Accounting, and Economics at California Polytechnic State University and was previously recognized as a successful Certified Public Accountant and Certified Management Accountant.

Throughoxxxxxx my career, I have excelled in progressive execxxxxxxive-level leadership, FP&A, financial analysis, controller, and accountant roles across multibillion-dollar global business operations of high-profile employers such as Adobe Systems, Inc., Omniture, Inc., Schurman Fine Papers, BEA Systems, Inc., and WebLogic, Inc. During this time, I successfully established and delivered lucrative measurable results while actively engaging among C-levels, sales / marketing, engineering, services, technical, administrative, and business unit teams within Fortune 500 companies. I also strategically managed recurring revenue of up to $1.5 billion while controlling costs, allocating resources, streamlining processes, improving productivity and efficiency, and continually growing and strengthening the brand within a competitive marketplace. [ Suggestion! Address Here Any Relevant Skills / Qualifications / Achievements Discussed During Your Interview ] For the sum of these reasons, I am confident that I can attain success in a rewarding [ Insert Job Title ] role within your company.

I look forward to hearing a positive response from you, and thank you again for the personal interview.

Sincerely,

Yyyyyy x. yyyyyy