Sales Project Manager

David L. Young

**** ********* ***** ****** *****, TX 75028 Phone: 214-***-****

***************@*****.***

Results-oriented executive with solid experience in domestic and international financial

management, strategic business planning and sales operations with industry-leading companies.

Broad-based background including business unit controllership, FP&A, business planning, sales

operations, large-scale program management, financial consolidation reporting, market and

competitive intelligence, large deal analysis. Extensive international expertise, 100% fluency in

Spanish, functional knowledge of Portuguese. Excellent business partnering experience with all

levels of management. Strong analytical and reporting systems skills, extensive cross functional

experience in logistics, operations and information technology. Key strengths include:

• • •

Business Unit Process Improvement / Business Forecast

Controllership Cost Reduction Initiatives Consolidation / Review

• • •

Financial Planning and M&A qualification Budgetary Planning

• •

Analysis Team-building / staff Variance Analysis

• Large-scale Program •

development Financial Systems

•

Management Competitive Intelligence Integration

• Business performance • •

Capital Investment Review Essbase, Hyperion, SAP

metrics development / and Recommendation systems expertise

reporting

PROFESSIONAL EXPERIENCE

CARIS LIFE SCIENCES (privately held biotech firm) January 2009 to present

Director of Finance (Dallas, TX)

Manage financial planning, reporting, budgeting and analytics across all company business

segments. Work closely with CEO, CFO, Senior VPs and Board of Directors in support of

business strategy development and investment / divestment decisions. Manage six direct

reports, reporting to CFO.

• Implemented business segment management reporting across the company, creating visibility

to product profitability for the first time in the company’s seven-year history.

• Designed and implemented quarterly business forecasting process, enabling higher precision in

financial projection and driving accountability for financial results into company business

units. Prior to this implementation, the company had no financial forecasting process in

place.

• Developed standard cost model for Pharmaceutical Services business segment, enabling

accurate pre-bid deal analysis and pricing scenario modeling, ultimately resulting in

significant margin gains.

HEWLETT-PACKARD COMPANY 1999 to 2008

HP Services, Director - Strategy and Planning (Houston, TX) – December 2006 to December

2009

Managed strategic business planning, portfolio management projects and competitive / market

intelligence activities for Hewlett-Packard’s $16 billion services global business unit. Teamed with

corporate development group to define acquisition strategy and identify targets. Ensured

alignment of corporate-wide strategic initiatives and operational planning between services global

business units and regional organizations. Managed four direct reports, reported to group Senior

Vice President.

• Managed ongoing annual and long-term strategic planning efforts with worldwide business unit

leads and regional executives.

• Developed sales, financial and operational performance metrics for regional and global

business unit go-to-market business plans. Managed ongoing reporting of performance

metrics for executive management team.

• Established competitive intelligence practice for HP services; managed $2M annual research

budget with ongoing deliverables that include competitive assessments, primary research

activities, market segment analyses and projections.

Customer Solutions Group, Senior Manager of Finance

(Houston, TX) – 2004 to 2006

Served as divisional controller, financial planning and sales operations lead for corporate sales

business unit, responsible for $1.7 billion annual sales revenue. Managed corporate sales force

annual budget of $200 million. Led annual cross-functional strategic planning process.

Administered end-to-end quota setting process to ensure regional revenue targets were deployed

to all subsidiary-level sales representatives. Managed seven direct reports (41 total extended

staff) and reported to regional Vice President of Finance.

• Developed and implemented new reporting standards in conjunction with companywide

re-organization. Managed reporting system re-design and deployment to reflect new

business organizational structure and end-user requirements.

• Established key performance indicator (KPI) executive scorecards, ultimately improving

executive visibility to underperforming areas and enabling faster, more informed investment /

divestment decisions.

• Improved go-to-market agility by reducing the quota deployment timeline by 50%

Enterprise Systems Group, Business Unit Controller (Miami, FL) – 2002 to 2004

Served as business unit controller and financial planning and analysis lead for four product

divisions. Developed and implemented P&L reporting standards to ensure consistent

performance tracking. Worked with regional business management and worldwide counterparts

as the Latin America financial integration lead for the Compaq / HP merger. Managed four direct

reports (12 total extended staff).

• Managed financial integration of Hewlett-Packard / Compaq merger for the Latin America

region. Implemented a unified scorecard process across multiple pre-merger ledger systems

and twenty-six legal entities in Latin America.

• Developed weekly financial forecasting process by authoring and implementing region-

wide standards for forecast management, review calendars and data formats .

Enterprise Business Group, Finance Manager – Latin America (Houston, TX) – 2000 to 2002

Managed all financial areas (P&L, Balance sheet, Forecasting, Budgeting) of four business units

totaling over $500 million in annual revenue across eleven subsidiaries in Latin America. Worked

closely with divisional and subsidiary business management and finance staff to ensure

achievement of profitability goals. Managed three direct reports.

Opportunity Consultant – Latin America (Houston, TX) 1999 to 2000

Provided deal support on large-scale custom services bids in Latin America. Worked with sales

management and third party service providers to ensure that proposals achieved corporate and

business unit targets of return on investment, cash flow and margin.

BMC SOFTWARE 1998 to 1999

Financial / Operations Analyst – Asia Pacific / Latin America (Houston, TX)

Supported sales management via financial and operational analyses. Created ongoing revenue

and expense reporting packages, managed monthly financial forecast process, provided support

for large deal. Served as project manager on establishment of new subsidiaries in Mexico and

Argentina.

ACCENTURE (ARTHUR ANDERSEN, LLC) 1995 to 1997

Consultant (Houston, TX)

Worked on various audit and consulting engagements, specializing in finance system integration.

US – MEXICO CHAMBER OF COMMERCE 1993 - 1994

Marketing Coordinator (Dallas, TX, concurrent with graduate studies)

Performed various duties related to the promotion of commercial relations between the

US and Mexico.

EDUCATION

Masters in International Management (finance concentration), Baylor University (honors), 1995

B.A., University of North Texas, 1992

LANGUAGES / OTHER

• Member, American Mensa (top 2% IQ score required for admission)

• 100% fluency (oral and written) in English and Spanish, functional competency in Portuguese

• Executive training in team-building and leadership: Leading People for Results, Breakaway

Leadership, others

• Extensive recruiting experience for experienced hires and university (MBA-level) graduates

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