Robin Taylor has over 27 years of experience in diverse financial roles, most recently as a senior accountant for an alcoholic beverage company. She has a proven track record of providing strategic solutions and high-quality financial reporting in GAAP and IFRS environments. Taylor is skilled in financial planning and analysis, accounting, reporting, and working with a variety of financial systems. She seeks a new opportunity to continue leveraging her skills.
Funding options For Growing Technology CompainesPatrick Doherty
油
BJ Lackland is the CEO of Lighter Capital, which provides revenue-based financing for technology companies. Lighter Capital has financed over 100 companies, mostly SaaS, with funding amounts between $50k-$1M. Revenue-based financing works like a royalty agreement where companies make monthly payments based on a percentage of their revenue until a fixed amount is paid. This fits well with SaaS companies. Lighter Capital can help companies access the AWS Activate program which provides cloud credits, training and support.
The CFO will be the future Chief Intelligence Officer as well as most of a companys data is running through the books some how. It is utmost important that the finance function extends beyond the primary mission to support all other business functions within an organization. Enterprises in all industries and regions can make it a differentiator when they see perceptive finance as a focus area. All stakeholders will appreciate a collaborative finance service organization. To learn more follow us on twitter (@SAPAnalytics, @hschliebs) or visit our CFO and Finance Leadership Center
This document discusses metrics that venture capital firms should focus on when evaluating SaaS companies, particularly retention rate over growth rate. It presents two key metrics: the magic number, which calculates how long until a company breaks even on sales and marketing spend; and LTV/CAC, which compares lifetime customer value to customer acquisition costs. The document argues that retention is more important than growth because companies with high retention will be more profitable over time even with less new customer acquisition. It analyzes case studies of companies with different retention and growth rates to show that high retention is often more valuable.
Top Three Reasons Every CEO Needs Managed ServicesTSIA
油
Find out why every CEO must pay attention to, and establish a managed service business if they want to increase revenue and profits, move toward the cloud, and reduce risk with existing customers. Visit www.tsia.com/ms.
The key SaaS metrics that matter to smb ownersLighter Capital
油
In this webinar, Founder of SaaSOptics, David Ryan and Investment Director of Lighter Capital, Branden Harper will walk you through:
- Why you should track subscription metrics
- The 5 principles of SaaS analytics
- Key metrics to focus depending on your business models and stages
Creating a Business Case for Global Payroll - APA Fall ForumCatriona Keevans
油
Mark Graham, Executive Director at Immedis, spoke at the 2017 Fall Forum. His presentation was focused around Creating a Business Case for Global Payroll
Optimizing XaaS Product Management Practices for Business Growth and Profita...TSIA
油
In looking at some recent key trends in product management for XaaS (as-a-service/subscription) offers, its clear that revenue growth has been eroding for B2B technology providers, and what revenue there is has increasingly been coming from services rather than from technology sales. What does this mean for Product teams who need to adapt to new XaaS business models but arent sure of next steps to take? In this 際際滷Share, I go over the changing conditions Product Management teams are facing, the impact of these changes, and provide a glimpse of how you can overcome the top 10 XaaS Product Management challenges affecting the industry.
Let TSIA Help You Overcoming Your XaaS Product Management Challenges
This is just a brief snapshot into a larger body of research TSIA has recently introduced in the form of our XaaS Product Management research practice. Membership in XaaS Product Management will give you the industry insight, tools, and expert advice you need to overcome all 10 of these challenges and more as your Product Management team works toward adapting to customer demands for subscription offers in addition to unparalleled technology. Contact us today to learn how TSIA can help you reach your business objectives even faster. www.tsia.com/xpm.
Making your analytics talk business | Big Data DemystifiedOmid Vahdaty
油
MAKING YOUR ANALYTICS TALK BUSINESS
Aligning your analysis to the business is fundamental for all types of analytics (digital or product analytics, business intelligence, etc) and is vertical- and tool agnostic. In this talk we will build on the discussion that was started in the previous meetup, and will discuss how analysts can learn to derive their stakeholders' expectations, how to shift from metrics to "real" KPIs, and how to approach an analysis in order to create real impact.
This session is primarily geared towards those starting out into analytics, practitioners who feel that they are still struggling to prove their value in the organization or simply folks who want to power up their reporting and recommendation skills. If you are already a master at aligning your analysis to the business, you're most welcome as well: join us to share your experiences so that we can all learn from each other and improve!
Bios:
Eliza Savov - Eliza is the team lead of the Customer Experience and Analytics team at Clicktale, the worldwide leader in behavioral analytics. She has extensive experience working with data analytics, having previously worked at Clicktale as a senior customer experience analyst, and as a product analyst at Seeking Alpha.
Creating a frictionless renewal landscape is vital to ensuring recurring revenue growth. Heres a look at the top 3 renewal friction points to avoid and the top 3 capabilities you can adopt to set your renewals in motion.
Choosing the right performance metrics for your businessMorgan Rochofski
油
How do you evaluate business success? This presentation will show you how Financials, part of Sage Business Cloud, can help you evolve your performance metrics beyond traditional profitability margins and expense ratios, and consider key performance indicators that give you broader insight into the health of your business. Financials combines powerful accounting, robust analytics and accurate reporting to enable businesses to grow with confidence.
Research shows the most successful companies use metrics and benchmarking as a key information and management tool. Benchmarks are used to help set internal targets, and gain agreement on the appropriate targets by providing neutral data to set performance expectations among the executive team. It is very easy to point fingers when you are only looking at internal data using 3rdparty neutral data tends to focus everyone on problem solving rather than blaming or defensiveness.
This document provides an overview and discussion of the IAB Global Summit on October 1, 2014. It summarizes market performance data for various public markets and indices in 2014. It also reviews trends in the digital media equity market, including strong growth profiles and reasonable valuations of companies going public. Additionally, it analyzes M&A and VC investment trends, noting increased deal volume and exits in the US venture market in 2014. Major themes discussed include ongoing adtech consolidation, traditional companies expanding into digital, and large private equity investments in marketing services.
Dreamforce 13: Engage with Intelligence to Retain for LifeServiceSource
油
This is a Dreamforce '13 presentation from our session on how to engage customers for life. This presentation highlights how companies can and are using data to help identify opportunities and engage with customer at the right moments to drive adoption and renewals.
The document is an investor presentation by New Relic, a software analytics company. It summarizes New Relic's strong financial performance with rapid revenue growth, increasing average revenue per customer, and high customer retention rates. It also outlines New Relic's strategy to capitalize on the growing market for software analytics by continuing to invest in its products and platform to better serve both new and existing customers.
Member Success Stories & Testimonials - XaaS Product ManagementTSIA
油
At TSIA, were laser-focused on helping technology companies improve their strategic, financial, and operational performance.
Heres a look at how Product Management organizations were able to use the resources made available to them through their TSIA XaaS Product Management Research Practice Membership to overcome their top challenges and achieve measurable business outcomes.
CPOs are primarily focused on cost reduction, managing risks, and increasing cash flow to deliver value over the next 12 months. They plan to achieve this through consolidating spend, specification improvement, increased competition, and increasing supplier collaboration. However, 60% of CPOs do not believe their teams have the skills to deliver their procurement strategy. Additionally, 75% of CPOs believe procurement's role in delivering digital strategy and analytics will increase in the future.
3 Reasons Why You Need a Chief Renewal OfficerTSIA
油
Your chief renewal officer maximizes renewal of recurring revenues to ensure the impact is positive, not negative, to overall company performance. Learn more: www.tsia.com
Why the Most Important Metric in SaaS is Misleading OpenView
油
Whats the first metric VCs hunt for in your pitch deck? Easy committed monthly recurring revenue (CMRR). Everyone knows that, right? In their famous report on the laws of cloud computing, Bessemer Venture Partners rightly says, [CMRR] is the single most important metric for a Cloud business to monitor, as the change in CMRR provides the clearest visibility into the health of any Cloud business.
Ask any cloud / SaaS investor, and theyll say the same thing. This is the foundational metric that everyone scours the pitch deck to find.
But is CMRR growth everything? Lets compare two companies with nearly identical CMRR growth curves. Well call them Company ABC and Company XYZ. The chart below shows that indeed, both companies are on the same CMRR trajectory.
Read more at http://blog.openviewpartners.com
Raising Your First Round: Finding the Right Investors & Preparing for the PitchGreg Barnes
油
Developing a fundraising plan is key when raising a first round of capital. This includes determining target investors, outreach strategy, and fundraising timing. The plan should specify raise details like amount, valuation, terms, and use of funds. The right investors depend on factors like the founder's experience, product status, and customer traction. Building early relationships is important as is customizing pitches with key metrics and addressing prior feedback. Preparing thoroughly for investor meetings and followups increases chances of fundraising success.
This document discusses funding options for growing SaaS companies. It provides an overview of BJ Lackland and his experience financing early stage tech companies. It then summarizes Lighter Capital's financing model of revenue-based financing, which provides capital to companies in exchange for a percentage of monthly revenue over time. The presentation outlines various funding paths like venture capital, debt, and blended models. It compares features of different funding sources and provides tips for selecting a funding path and preparing for funding.
Technology Enabled Global Relationship ManagementRevegy, Inc.
油
This presentation covers best practices in how to strategically engage your most important clients and drive toward a mutually valuable multi-year journey. Find out how forward thinking companies are using technology to enable their GRM programs.
The current climate has affected Industries all across the world. Join our team as we discuss the differences between cost-cutting and cost optimization and why we should be looking to make decisions for long term growth even in a time of crisis. Topics include:
What is cost optimization and how does that differ from cost-cutting?
What are good costs and bad costs?
Which costs should you cut first?
Increasingly strategic in modern organizations, IT departments have adopted multiple protocols and performance measurements to maximize value to their business by enabling greater efficiency. However, while IT has often been the source of intelligence for other departments, IT leaders have lagged in deploying their own analytics to support service improvement. In this session, youll find out how analytics can expand the view of IT as you evaluate five innovations that affect service attainment and cost. Gain new insights into using analytics to increase IT value to the business, improve resource utilization, eliminate bottle necks, and understand support cost.
The document summarizes Oracle's Transactional Business Intelligence Enterprise for CRM Cloud Service. It provides executives with advanced analytics capabilities to gain 360-degree insights, shape future outcomes, and accelerate business agility. Key features include executive dashboards, cross-source analytics, advanced predictive analytics, and fast time to value through predefined content and easy integration with Oracle CX Cloud services. The solution helps executives make better strategic decisions to improve sales performance and customer experience.
Ace your first meeting with a VC by Ran Levitzky, Carmel VenturesViola Group
油
Ace your first meeting with a VC by Ran Levitzky, Carmel Ventures. How to be best prepared to discuss your startup when first meeting with a ventures capital firm.
More on Ran Levitzky:
https://www.linkedin.com/in/ranlevitzky/
https://www.viola-notes.com/author/ran-levitzky/
Spencer Stuart finder CFOer til de st淡rste organisationer i verden. H淡r deres bud p奪 hvordan kravene til rollen har 脱ndret sig fra en klassisk finance rolle til en forandringskatalysator. Hvilke kvaliteter og kompetencer er essentielle for at v脱re fremtidens CFO, og hvorfor er det kritisk at forholde sig til teknologi.
Michael Vad, Managing Partner, Spencer Stuart
SaaS Metrics Masterclass: What Key Business Metrics, Pricing Strategies, and ...saastr
油
Stripe's Head of France & Southern Europe's Guillaume Princen's SaaStr Europa 2018 presentation on the key business metrics, pricing, and billing models every SaaS company should track.
This document provides a summary of Robin L. O'Brien's qualifications and experience. It outlines their background in accounting, finance, and project management. Their most recent role was as Manager of Project Finance at Beacon Power, LLC, where they were responsible for developing budgets, analyzing finances, and ensuring compliance for a portfolio of energy storage projects.
Ragunandan Rao has over 10 years of experience in finance, accounting, and content analysis roles. He has a M.Com and MBA and technical qualifications in databases, MS Office, Tally, and Oracle. His experience includes financial modeling, budgeting, statement analysis, and ensuring optimal fund utilization. He has worked at Thomson Reuters for over 8 years as a financial analyst and content analyst. His roles involved analyzing financial data, building databases, training others, and ensuring data quality. He has also worked on projects, corporate actions, and knowledge management.
Creating a frictionless renewal landscape is vital to ensuring recurring revenue growth. Heres a look at the top 3 renewal friction points to avoid and the top 3 capabilities you can adopt to set your renewals in motion.
Choosing the right performance metrics for your businessMorgan Rochofski
油
How do you evaluate business success? This presentation will show you how Financials, part of Sage Business Cloud, can help you evolve your performance metrics beyond traditional profitability margins and expense ratios, and consider key performance indicators that give you broader insight into the health of your business. Financials combines powerful accounting, robust analytics and accurate reporting to enable businesses to grow with confidence.
Research shows the most successful companies use metrics and benchmarking as a key information and management tool. Benchmarks are used to help set internal targets, and gain agreement on the appropriate targets by providing neutral data to set performance expectations among the executive team. It is very easy to point fingers when you are only looking at internal data using 3rdparty neutral data tends to focus everyone on problem solving rather than blaming or defensiveness.
This document provides an overview and discussion of the IAB Global Summit on October 1, 2014. It summarizes market performance data for various public markets and indices in 2014. It also reviews trends in the digital media equity market, including strong growth profiles and reasonable valuations of companies going public. Additionally, it analyzes M&A and VC investment trends, noting increased deal volume and exits in the US venture market in 2014. Major themes discussed include ongoing adtech consolidation, traditional companies expanding into digital, and large private equity investments in marketing services.
Dreamforce 13: Engage with Intelligence to Retain for LifeServiceSource
油
This is a Dreamforce '13 presentation from our session on how to engage customers for life. This presentation highlights how companies can and are using data to help identify opportunities and engage with customer at the right moments to drive adoption and renewals.
The document is an investor presentation by New Relic, a software analytics company. It summarizes New Relic's strong financial performance with rapid revenue growth, increasing average revenue per customer, and high customer retention rates. It also outlines New Relic's strategy to capitalize on the growing market for software analytics by continuing to invest in its products and platform to better serve both new and existing customers.
Member Success Stories & Testimonials - XaaS Product ManagementTSIA
油
At TSIA, were laser-focused on helping technology companies improve their strategic, financial, and operational performance.
Heres a look at how Product Management organizations were able to use the resources made available to them through their TSIA XaaS Product Management Research Practice Membership to overcome their top challenges and achieve measurable business outcomes.
CPOs are primarily focused on cost reduction, managing risks, and increasing cash flow to deliver value over the next 12 months. They plan to achieve this through consolidating spend, specification improvement, increased competition, and increasing supplier collaboration. However, 60% of CPOs do not believe their teams have the skills to deliver their procurement strategy. Additionally, 75% of CPOs believe procurement's role in delivering digital strategy and analytics will increase in the future.
3 Reasons Why You Need a Chief Renewal OfficerTSIA
油
Your chief renewal officer maximizes renewal of recurring revenues to ensure the impact is positive, not negative, to overall company performance. Learn more: www.tsia.com
Why the Most Important Metric in SaaS is Misleading OpenView
油
Whats the first metric VCs hunt for in your pitch deck? Easy committed monthly recurring revenue (CMRR). Everyone knows that, right? In their famous report on the laws of cloud computing, Bessemer Venture Partners rightly says, [CMRR] is the single most important metric for a Cloud business to monitor, as the change in CMRR provides the clearest visibility into the health of any Cloud business.
Ask any cloud / SaaS investor, and theyll say the same thing. This is the foundational metric that everyone scours the pitch deck to find.
But is CMRR growth everything? Lets compare two companies with nearly identical CMRR growth curves. Well call them Company ABC and Company XYZ. The chart below shows that indeed, both companies are on the same CMRR trajectory.
Read more at http://blog.openviewpartners.com
Raising Your First Round: Finding the Right Investors & Preparing for the PitchGreg Barnes
油
Developing a fundraising plan is key when raising a first round of capital. This includes determining target investors, outreach strategy, and fundraising timing. The plan should specify raise details like amount, valuation, terms, and use of funds. The right investors depend on factors like the founder's experience, product status, and customer traction. Building early relationships is important as is customizing pitches with key metrics and addressing prior feedback. Preparing thoroughly for investor meetings and followups increases chances of fundraising success.
This document discusses funding options for growing SaaS companies. It provides an overview of BJ Lackland and his experience financing early stage tech companies. It then summarizes Lighter Capital's financing model of revenue-based financing, which provides capital to companies in exchange for a percentage of monthly revenue over time. The presentation outlines various funding paths like venture capital, debt, and blended models. It compares features of different funding sources and provides tips for selecting a funding path and preparing for funding.
Technology Enabled Global Relationship ManagementRevegy, Inc.
油
This presentation covers best practices in how to strategically engage your most important clients and drive toward a mutually valuable multi-year journey. Find out how forward thinking companies are using technology to enable their GRM programs.
The current climate has affected Industries all across the world. Join our team as we discuss the differences between cost-cutting and cost optimization and why we should be looking to make decisions for long term growth even in a time of crisis. Topics include:
What is cost optimization and how does that differ from cost-cutting?
What are good costs and bad costs?
Which costs should you cut first?
Increasingly strategic in modern organizations, IT departments have adopted multiple protocols and performance measurements to maximize value to their business by enabling greater efficiency. However, while IT has often been the source of intelligence for other departments, IT leaders have lagged in deploying their own analytics to support service improvement. In this session, youll find out how analytics can expand the view of IT as you evaluate five innovations that affect service attainment and cost. Gain new insights into using analytics to increase IT value to the business, improve resource utilization, eliminate bottle necks, and understand support cost.
The document summarizes Oracle's Transactional Business Intelligence Enterprise for CRM Cloud Service. It provides executives with advanced analytics capabilities to gain 360-degree insights, shape future outcomes, and accelerate business agility. Key features include executive dashboards, cross-source analytics, advanced predictive analytics, and fast time to value through predefined content and easy integration with Oracle CX Cloud services. The solution helps executives make better strategic decisions to improve sales performance and customer experience.
Ace your first meeting with a VC by Ran Levitzky, Carmel VenturesViola Group
油
Ace your first meeting with a VC by Ran Levitzky, Carmel Ventures. How to be best prepared to discuss your startup when first meeting with a ventures capital firm.
More on Ran Levitzky:
https://www.linkedin.com/in/ranlevitzky/
https://www.viola-notes.com/author/ran-levitzky/
Spencer Stuart finder CFOer til de st淡rste organisationer i verden. H淡r deres bud p奪 hvordan kravene til rollen har 脱ndret sig fra en klassisk finance rolle til en forandringskatalysator. Hvilke kvaliteter og kompetencer er essentielle for at v脱re fremtidens CFO, og hvorfor er det kritisk at forholde sig til teknologi.
Michael Vad, Managing Partner, Spencer Stuart
SaaS Metrics Masterclass: What Key Business Metrics, Pricing Strategies, and ...saastr
油
Stripe's Head of France & Southern Europe's Guillaume Princen's SaaStr Europa 2018 presentation on the key business metrics, pricing, and billing models every SaaS company should track.
This document provides a summary of Robin L. O'Brien's qualifications and experience. It outlines their background in accounting, finance, and project management. Their most recent role was as Manager of Project Finance at Beacon Power, LLC, where they were responsible for developing budgets, analyzing finances, and ensuring compliance for a portfolio of energy storage projects.
Ragunandan Rao has over 10 years of experience in finance, accounting, and content analysis roles. He has a M.Com and MBA and technical qualifications in databases, MS Office, Tally, and Oracle. His experience includes financial modeling, budgeting, statement analysis, and ensuring optimal fund utilization. He has worked at Thomson Reuters for over 8 years as a financial analyst and content analyst. His roles involved analyzing financial data, building databases, training others, and ensuring data quality. He has also worked on projects, corporate actions, and knowledge management.
Shannon Bragg seeks a senior position leveraging experience in IT, accounting, finance, and internal audit. Skills include ERP implementations, systems convergence, FICO analysis, variance analysis, forecasting, budgeting, auditing, and financial reporting. Past roles include SAP FICO analyst at KBR facilitating an intercompany FX exposure project and master data management, and consultant roles performing implementations, audits, reconciliations, and process improvements.
The document provides a summary of Susan Williams' qualifications and experience in finance and accounting roles over 20 years. She has extensive experience in accounts receivable, accounts payable, costing, payroll, and financial analysis. Her experience includes roles at various organizations where she improved processes, identified issues to improve cash flow, and ensured accurate financial reporting and analysis.
Robert D. Robertson is an experienced controller with over 15 years of experience leading accounting, finance, and reporting functions for multinational companies. He has a proven track record of efficiently completing financial statement closes and producing reliable budgets and forecasts. Through the use of accounting software and tools, Robertson transforms large volumes of data into meaningful management reporting and financial analysis.
Sue Cooperrider has over 30 years of experience in financial leadership, planning, analysis, and budgeting. She is currently seeking a new role. She has extensive experience managing multi-million dollar budgets and overseeing financial reporting and analysis at Tech Data Corporation. She is skilled in cost reduction, process improvements, variance analysis, and team leadership.
Nina Bellich is a senior financial analyst with 18 years of experience in finance and accounting. She utilizes diverse financial systems to build tools and forecasting models that improve organizational decision making and increase profitability. Her areas of expertise include capital analysis, financial forecasts, budget analysis, strategic planning, research, and month-end account reconciliations. As a senior financial analyst, she is responsible for reporting plant volumes, costs, inventory analysis, and executing BOM reviews to ensure SOX compliance.
Ryan Schiller has over 15 years of experience in financial analysis and budgeting. He holds an MBA in Finance and has worked in financial roles for companies such as UT Southwestern Medical Center, Rainmaker Inc, AMD, Applied Materials, Alcoa, and Microsoft. Schiller has a proven track record of developing budgets over $100 million, streamlining processes to improve efficiencies, and providing decision support to executive management. He has strong skills in financial modeling, reporting, and systems like Hyperion, PeopleSoft, and Oracle.
Angela M. Chester is a corporate controller with over 10 years of experience in accounting and finance roles. She has extensive experience preparing financial statements and reports, managing accounting departments, and implementing processes to improve cash flow and reduce costs. Her most recent role is as corporate controller for Workway BancForce, Inc., where she oversees accounting operations across multiple states.
Janice B. Martin is a Senior Financial/Budget Analyst with over 25 years of experience in accounting, budgeting, and financial reporting. She has extensive experience implementing financial systems and preparing detailed reports and analyses to meet deadlines. Currently she works as a Senior Financial/Budget Analyst at Railinc in Cary, NC where she manages budgets, creates complex reports, and provides financial information to senior management.
Saif Khan has over 25 years of experience in accounting, financial reporting, budgeting, and regulatory compliance. He has worked in various industries, including government agencies and non-profits. His experience includes full-cycle accounting, financial statement preparation, internal controls assessment, and indirect cost proposal reviews. Currently, he is a senior associate performing internal control testing and documentation to support auditing activities.
Andre Polito has over 15 years of experience in accounting, portfolio analysis, business analysis, and quality assurance testing. He has extensive skills in reconciliations, spreadsheet management, and using programs like Microsoft Office, Excel, and proprietary financial applications. Polito held various roles at Allianz Global Investors, JP Morgan Chase, Amalgamated Bank, IFS, and The Bank of New York Mellon where he performed tasks like invoice processing, operational risk analysis, trust administration, production support, and portfolio accounting.
Vik Bala has over 15 years of experience in financial management and analysis. He currently works as the FP&A Manager for Terex Financial Services, where he is responsible for budgeting, forecasting, financial reporting, and developing pricing models. Prior to his current role, Bala held several financial and analytical roles with increasing responsibility at companies including Winchester, Ricoh Corporation, and GE. He has extensive experience in areas such as financial reporting, budgeting, forecasting, pricing, and system implementation.
The document is a resume for Pk Nee, who has 15 years of experience in accounting and finance roles including as a controller, financial analyst, and office manager. She has expertise in areas such as accounting, financial reporting, budgeting, and regulatory compliance. She offers strong technical skills and experience managing accounting departments and implementing new financial systems.
Lorena Koszarek is an experienced finance and customer service professional with over 30 years of experience in pharmaceutical advertising, manufacturing, and pigment industries. She has a proven track record of reducing expenses, increasing revenue, streamlining financial processes, and providing exceptional customer service. Koszarek is highly skilled in data analysis, problem-solving, training, and leading cross-functional teams.
Michelle Betts is an experienced accountant and financial analyst seeking a position. She has over 10 years of experience in accounting roles where she has analyzed financial data, maintained records like payroll in compliance with regulations, and advised businesses. She is proficient in accounting skills like financial reporting and analysis and excels at working in team environments.
Alliette Plager has over 15 years of experience in data analysis, project management, financial analysis, process improvement, and call center management. She holds a BS in Management from Georgia Tech. Her career includes managing rental operations and being a business analyst at Ryder Systems, where she improved billing quality by 43% and saved the company $500k annually. She has also worked as a senior business analyst at AIG Agency Auto, managing IT projects, and as a center business manager and reporting manager at MCI, executing budgets and internal reporting.
Suzanne Benet has over 15 years of experience in finance, accounting, and budgeting roles. She has a track record of streamlining processes, improving efficiency, and managing complex projects. Her experience includes positions as a senior accountant, controller, and senior accountant where she oversaw all accounting functions, prepared financial statements and audit work papers, analyzed financial data, and supervised staff.
Suzanne Benet has over 15 years of experience in finance, accounting, and financial reporting. She has held senior accounting roles at several organizations, including managing month-end closes, annual audits, and financial statement preparation. She is skilled in budgeting, financial analysis, process improvement, and team leadership.
Amanda L. Gibson has over 20 years of experience in accounting, finance, and operations leadership roles. She has a proven track record of saving over $1 million through process improvements and increasing profitability and efficiency across multiple companies. Her experience includes roles as Director of Accounts Payable and Payroll, Internal Audit Manager, and Controller.
1. ________________________________ Robin L. Taylor _________________________________
848 E. 28th
Street, Apt B Oakland, CA 94610 (M): 510-452-7737
E-mail: r.lynelle.taylor@gmail.com
Summary ___________________________________________________________________________
27 years progressive advancement in diverse financial positions, the most recent 17 years spent in
international accounting & financial planning & analysis. Proven success in software & content
organizations, IT services, alcoholic beverage market, nuclear radiation industry, publishing, private & public
companies, with an extensive auditing background. Performed finance functions in US GAAP, IFRS, &
Sarbanes-Oxley environments for US, Canadian & European headquartered organizations. Reputation for
providing insightful analysis, innovative strategic solutions & high quality financial reporting, while exhibiting
an astute proficiency for financial applications & reporting tools.
Experience ________________________________________________________________________
Senior Accountant: Independent Distillers North America, CA 2011 to 2015
The expansion into the North American Ready to Drink (RTD) market by a leading producer, distributor &
worldwide exporter of alcoholic beverages resulted in capturing a significant market share by operating in all
provinces in Canada & 49 States in the US. (Canadian & US statutory subsidiaries of Asahi Group Holdings, LTD.)
Recent success in providing the Executive Team with better visibility, proper controls & innovative cost-
effective solutions as a full cycle accountant in the collective goal to effectively manage the business &
increase market share.
Submitted all financials, consolidation packages & reporting for two statutory subsidiaries in a meticulous &
timely manner consistently meeting the aggressive close deadlines scheduled by the parent company.
Engaged in a 4 day close process from start to finish by executing close procedures, system processes,
accrual/provision assessments, effective reconciliations & variance analysis to producing financial
statements, consolidation packages, footnote disclosures & intercompany reporting for two statutory
entities.
Proficient as a leading member of the close team as demonstrated by advising & directing Finance staff &
Inventory personnel in regards to proper transactional entries, system processes, account reconciliations,
sub-ledger reporting & accounting control & procedures.
Exhibited self-starter capabilities in utilizing the Net Suite Global ERP system & by developing & introducing
efficient system processes & internal controls & procedures as part of the establishment of a US-based
financial headquarters.
Key member of a transition team that successfully transferred all documented processes, duties &
knowledge to the New Zealand team even with geographical & time zone limitations; ensuring that the new
team was thoroughly trained, tested & operating efficiently by the target deadline.
Liaison between the Executive team, Pricewaterhouse (PWC) & Labis Global Practitioners in the preparation,
review & submission of all Corporate Tax Returns for both the US & Canadian entity. Developed models to
communicate all necessary financial information to PWC tax teams & worked closely with PWC to ensure an
accurate interpretation of this information. Collaborated with Labis Global Practitioners regarding the
development of a Controlled Group Allocation plan for all US subsidiaries under the Asahi Group Holdings LTD
to ensure minimum impact to the individual entitys tax liability.
Designed & implemented excel based models as viable solutions to resource or infrastructure limitations or
to serve as process improvements by automating system processes, streamlining close duties & enhancing our
current functionality & management reporting.
Excelled in the initiation & management of interpersonal relationships with outsourced providers (ie:
National Distributor, contracted warehouses, 3rd party service providers) to ensure compliance to contract
terms & regional regulations, auditing of transactional data in proprietary systems & provision of consistent,
accurate reporting & cost documentation as requested.
Collaborated with Logistics & Inventory Manager in troubleshooting systems & developing innovative strategic
solutions to improve inventory reconciliations by resolving negative inventory issues, properly assigning
landed burdens by product line & accurately reflecting inventory valuations by product line.
2. Per the CFOs recommendation, designated as a Backup Check Signer on all financial accounts for both the
US & Canadian entity. Managed all bank account balances, account transfers, domestic & international
wires, online banking, administrative processes & interpersonal relationships with bank account managers.
Developed a Cash Management tool utilized on a monthly basis in determining our cash flow potential to
settle any intercompany balances with our parent or sister entity.
Senior Financial Analyst: Consultant for Kaiser Permanente NFS Finance CA 2010 to 2011
A leader in providing high-quality, affordable health care via an integrated care delivery system & focusing on
total health & advanced technology. National Facilities Services (NFS) strives to assist Kaiser in reaching its
goals by delivering the smartest facilities while still maintaining schedule, budget & quality objectives.
Liaison between Regional NFS Finance teams & NFS Director of Finance in supporting the Regions Outside of
CA (ROCs) in regards to operational & financial reporting, process improvements, SOX capitalization control
compliance & project tracking objectives.
Lead contributor in the implementation of capital project reporting for the ROCs Operational division
including key performance indicators & quantitative analysis on data present in the project tracking system.
Executed thorough review of the capitalization monitoring report process to ensure compliance with internal
policies & controls to minimize any potential finding for SOX audits.
Performed regional SFA duties for the OH NFS Capital Team by collaborating with the project manager &
property accounting on capitalization & closeout objectives, maintaining the project tracking data,
monitoring compliance to internal policies & procedures & meeting reporting deadlines.
Educated finance & operational personnel on the project tracking system via the development &
presentation of training materials & documents.
Identified & coordinated the resolution of systematic & data issues with the customer support group
responsible for the project tracking system.
Senior Financial Analyst: Mirion Technologies, Inc. CA 2008 to 2009
A $208m global provider of nuclear radiation detection, measurement, analysis & monitoring products & services
operating in the energy, defense & medical end markets. American Capital established Mirion Technologies by
merging three like acquisitions from their US & European portfolio.
Key contributor in developing reporting & analytical models to prepare the enterprise for American Capitals
exit strategy either via an IPO or private sale. These models (ie: annual & five year forecasting, revenue
pipeline & segment analysis, management discussion analysis, working capital metrics, cash flow analysis &
banking covenant compliance for $180m of borrowings) provided the head office with automated methods of
obtaining data on a timely basis from multiple domestic & foreign sites not yet captured in current financial
reporting.
Liaison to CFO, Division VPs & upper level management in the preparation & presentation of annual & five
year budgets, financial reporting & modeling & management discussion analysis.
Succeeded in meeting the SEC deadline for S-1 filing by obtaining audit opinions on four years consolidated
financials incorporating various statutory reporting & currencies from 15 individual entities.
Responded to three simultaneous audit firms for pre-audit preparation, audit sign-off, S-1 filing preparation
& submission & corporate tax structure analysis.
Vital role in the implementation of Cognos Business Intelligence to track & analyze current pipeline &
revenue backlog of $230m by importing data from multiple ERP systems with various currencies.
Collaborated in the implementation of Cognos Planning as an annual global forecasting tool to be utilized by
US, Canadian & European sites with various statutory reporting.
Senior Financial Analyst: Symyx Technologies, Inc. CA 2007 to 2008
A $175m software, tools & services provider to the life science & chemical markets. Symyx recently acquired
the MDL software, database & services business from Reed Elsevier.
Member of a post acquisition team that obtained audit opinions on 3 years of carve-out financials converted
from IFRS to US GAAP within a 75 day SEC deadline for an 8-K/A filing.
Facilitated the integration of the combined MDL & Symyx forecast in accordance with the new management
teams strategy & objectives.
3. Educated business partners & Senior VPs on financial & operational aspects related to the IT, Facilites,
Telecommunication, Marketing & R&D spend to encourage a seamless integration.
Senior Financial Analyst: Elsevier MDL, CA 1999 to 2007
A $125m software solutions company providing drug discovery informatics to the life sciences market (subsidiary
of Reed Elsevier)
Key contributor to a private $123m divestment of a carve-out of the product portfolio to Symyx Technologies
& the portfolios historical & potential financial performance.
Collaborated in the preparation & timely delivery of a complex carve-out of 3 years of IFRS based financials
& subsequent conversion from UK GAAP/IFRS to US GAAP as required by a divestiture from a UK based
technology business to a US public company.
Involved in the completion of a virtual data-room to provide prospective buyers with the essential financial
& operational data to perform necessary due diligence analysis.
Liaison to the CEO, CFO, CIO, Senior VPs & business partners in upper level management in the preparation
& evaluation of forecasts, prospective capital investments, financial modeling & strategic planning projects.
Strategic partner to the CIO in a high growth, technically complex environment facilitating a $10m capital &
operating budget.
Financial modeler of $5m investment in an online hosted content product that ultimately resulted in $20m
annual revenue as one of the lead products in the divestiture portfolio.
Established & maintained an integrated approach between technical aspects & finance requirements via a
thorough understanding of the strategies, priorities & challenges facing IT, R&D, Marketing, & Consulting.
Prepared actual to budget variance analysis with special emphasis on providing cost cutting solutions to
assist management in meeting annual profit goals.
Responsible for the preparation & timely submission of annual profit/loss & cash flow modeling budgets & re-
forecasts on a worldwide basis including trend & variance analysis.
Developed & implemented an Excel based forecast modeling tool that incorporated & consolidated US,
European & Japanese statutory reporting structures in five currencies.
Submitted 100% of all budgets & reforecasts to corporate per published deadlines resulting from the
automation of a multi-currency Excel-based model.
Detailed exposure to revenue forecasting with a complete understanding of licensing models, contract
terms, renewal trends & SOP 97-2 revenue recognition practices: IFRS vs US GAAP.
Automated external forecast submissions to corporate & internal reporting to management to enhance
efficiency in evaluating trends & developing viable solutions to operational challenges.
Developed & implemented a capital modeling tool to enhance planning & reporting of capital expenditures
for long range projects & individual purchases.
Provided finance staff with a central resource for trouble-shooting systems, fulfilling ad-hoc requests with
new query design & report writing & implementing process improvements.
Lead role in implementing a customized PeopleSoft Capital Planning module that fulfilled managements
requirements but with minimum financial investment as well as collaborating in the team implementation of
seven additional PeopleSoft modules.
On the CFOs recommendation, relocated by Reed Elsevier from a Virginian subsidiary, Lexis Law Publishing,
to California to enhance the FP&A department & integrate Reed Elseviers budgetary practices & objective.
(Details offered upon request of my 1996-1998 career advancement at Lexis Law Publishing)
Technologies ______________________________________________________________________
NetSuite OneWorld Global ERP; PeopleSoft, NVision Reporting & Query; Hyperion Enterprise; Citrix Program
Neighborhood; MS Excel, Word, Access & PowerPoint; Enterprise Reporting; Cognos Planning; Cognos Finance;
Cognos Business Intelligence; Great Plains Accounting; Windows 10; Kaisers NFS Project Tracking System (PTA)
Education _________________________________________________________________________
Bachelor of Science, Marketing Concentration in a Comprehensive Undergraduate Business Program
McIntire School of Commerce, University of Virginia 1987