Sales Analyst
Resume:
DACIO PINZAS
**** **** ***, *** ****, Ca *****
*******@*******.***
EXPERIENCE
WEBROOT, Software Security Company, Mountain View, CA
Senior Business Unit Finance Lead - Enterprise Business Unit
. Financial advisor to General Manager and Sr. VP of the
Enterprise Business Unit and responsible for all aspects of the
FP&A, Balance Sheet, Income Statement, Budgeting and Strategic
support activities of the entire Business Unit and the
Operations Group.
. Successfully provided business support to the CEO in projects
mandated by the Board of Directors to achieve Revenue expansion
above 20%, Margin Improvement above 50% and strict Cost Control
measures to support the readiness of the company for an IPO.
. Directly worked with Corporate HQ providing analytics for
special investment projects, trade and patent litigations,
allocations, process documentation and technical accounting
tests with KPMG auditors.
. Extensive analytical work to support the Enterprise and SMB
market to direct business decisions to improve quality of
Pipeline, Bookings, Revenue and Gross Margins, quantify Capacity
Investments and penetrate new markets.
. Reported and analyzed Bookings, Revenue, Pipeline, Large Deal
Pricing, Gross margins, Royalties, Commissions, Expenses,
Capital, Headcount planning, Sales Operations, On-line
Operations and Channel.
. Created strategic modeling for COGS, Data Center Investment,
Regional Expansions, WW Customer Support Dispatch coverage,
Margin Analysis Improvement, Pricing, Channel Profitability,
Resource Allocations, Activity-Based % of effort, Deferred
Revenue, Dashboard, Royalties, Profitability and Sensitivity
models.
. Analyzed and modeled COGS to improve Royalty contracts,
Engineering and Hosting costs and set up a new strategy for the
management of the Data Centers leading to Margin improvements.
. Assisted in setting up Pipeline and Bookings quota to meet
Revenue targets and helped resolved Bookings, Revenue and
Commissions issues with Sales and Accounting team, implementing
new processes.
. Evaluated Annual Compensation Plans and provided analytical
support to resolve issues and ensure Plan rewards quota
attainment.
. Modeling to link R&D strategy to future Revenue and Costs,
providing visibility of impact of New Products on future
Margins and the effect on investment capacity of Data Centers.
. Created and maintained Allocation model to distribute COGS and
R&D expenses.
. Created modeling to show how R&D resources were utilized per
activity and product in different geographical regions with the
goal of reallocating resources more efficiently and decrease
Consulting expenses.
. Tactical duties include Closing the books, Planning and
Forecasting, Variance Analysis, Weekly Dashboards, Capacity
Planning, Data Centers, Customer Support, Purchase Orders
approval, Marketing Programs, Sales Support, R&D, COGS.
. Supported the Americas, APAC and EMEA regions plus the WW Sales
Operations group, 3 International Data Centers and 32
departments.
. Successfully enabled Sales and Operations Process improvements
and active member of the selection, documentation and testing of
new Financial Planning Systems to automate the forecasting
process.
2003 - 2008
INTUIT, Mountain View, CA
Senior Financial Analyst-IT-R&D-Marketing Intelligence
. Support the Sr. VP of IT and its entire group in achieving an
optimal allocation of resources to deliver operational success,
enable product development, improve application delivery and
enterprise data and build durable competitive advantage.
. Develop and maintain a portfolio of projects and resources to
balance demand and delivery of projects with finite dollar
resources.
. Provide financial ROI analysis and operational evaluation on
projects presented to the Investment Committee.
. Responsible for closing the books, variance analysis, Asset and
Balance Sheet reconciliations, Annual and 3-year Planning.
. Led IT benchmark initiative projects, support new governance
model around IT resource allocation, expand transparency on
company-wide IT costs and improve processes to support better
decision making through increased financial acumen.
. Supported the Chief Technology Officer and its group to achieve
innovative product solutions and provide Security assurance in
all its processes.
. Financial mentor to new employees in IT Finance to get them
ready to execute in their roles.
2002 - 2003
3COM, Santa Clara, CA
IT Controller and Outsourcing Finance Coordinator
. Led the financial team to a successful IT outsourcing with EDS
that reduced IT expenses significantly.
. Direct involvement in the decision to move assets and sell them
to EDS and outsource the Telecom activities.
. Managed 2 Financial Analysts in supporting the IT group
worldwide: FP&A analysis, project control and tracking, close
duties and advanced analytical modeling for "what if" analysis.
. Created policies and procedures to ensure financial integrity of
the IT community
2000 - 2002
CISCO, San Jose, CA
Senior Finance Business Analyst - Sales, M&A Integration, Revenue
Recognition
. In charge of the M&A due diligence and post-acquisition
Integration for purchases of companies with established Sales
groups.
. Supported Sales Finance Directors of the Sales Provider Business
Unit and their regional Sales Directors with metrics and trend
analysis.
. Directed the US Revenue Recognition process for the entire
Business Unit, working with Corporate Accounting to discuss GAAP
treatment of special deals in weekly meetings.
. Advised Sales how to structure Deals to improve the recognition
and timing of Revenue.
. Coordinated and improved the analysis and review of the Backlog
on Hold process.
. Coordinated and improved the Returns process.
. Developed a Market Intelligence Model to ascertain the accuracy
of Sales Plans.
. Managed 1 Financial Analyst
1998 - 2000
NOVELL, San Jose, CA
IT Controller
. Supported the CIO in the global financial management of a large
IT organization tasked with developing a robust WW
Communications network, implementing Web-driven Enterprise
Applications and advancing Directory leadership in the
marketplace.
. Successfully manage the financial deployment of large Enterprise
Applications: Oracle, Peoplesoft, Siebel.
. Responsible for all FP&A activities within the unit and managed
1 Financial Analyst.
1995 - 1997
APPLIED MATERIALS, Santa Clara, CA
Senior Financial Analyst-R&D and Senior Project Analyst
. Financial advisor to Chief Technology Officer of R&D.
. Successfully supported R&D Managing Directors to reduce
development cycle time, meet budget expectations and create a
profitable product portfolio linked to corporate financial
objectives.
. Created Operational Metrics and Dashboards for strategic cost
analysis.
1993 - 1995
HEWLETT PACKARD, Santa Clara, CA
Financial Analyst - Computer Division
. Successfully led Consignment Inventory project with Sales force,
establishing appropriate audit controls and negotiating
inventory disposition plans.
. Achieved 34% and 26% cost reduction in operational and trading
expenses for product lines by re-engineering processes and
implementing cross-departmental improvements.
. Provided financial support to the Logistics Management Team in
achieving 20% savings in freight expenses and assisted in
evaluating the impact of additional cost-reduction programs.
. Assisted the Supply Chain management team in the re-alignment of
the distribution and manufacturing strategy for the PC division,
providing cost-benefit analysis information.
. Supervised 1 Financial Accountant.
EDUCATION
University of Southern California, Los Angeles
Master of Accounting, Emphasis in Operational Consulting
catholic university, Peru
Bachelor of Science in Economics, Emphasis in Quantitative
Methods
COMPUTER SKILLS
Oracle, Essbase, Hyperion, Business Objects,
SAP, Excel, Word, PowerPoint.
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