Finance exec who excels at FP&A, operational finance, and deals

JEREMY ADAMSON **************@*****.*** 510-***-****

TECHNOLOGY FINANCE LEADER

Hands-on leader who executes corporate vision and strategy to drive results across key financial metrics. Transform financial operations, teams, and systems to elevate performance and value creation for long term profitability. Trusted business partner to executives, playing an integral role in building a scalable finance infrastructure to deliver deal support, sales and revenue optimization, and cost savings.

VALUE CREATION FOR OPERATIONAL PERFORMANCE & PROFITABILITY

Influenced bookings of and recognition of software revenue for $1.5B - $2B business units, building plans from the bottom up.

Streamlined finance operations to support hyper-growth in competitive Cloud, Consumer, and Enterprise markets.

Cultivated excellence through partnering across the business and molding finance teams to drive performance.

PROFESSIONAL HISTORY

SABA SOFTWARE, Redwood Shores, CA Jan 2017 – Sept 2017

Head of FP&A

Improved financial operations and infrastructure preceding and during the Halogen Software acquisition in June 2017. Assessed people and systems to deliver data fidelity, reporting, and value-added analysis of financial information. Led a global team of finance professionals producing forecasts and reporting, and all KPI, QBR, and BOD reporting in compliance with GAAP and EBITDA practices. Managed Lender reporting and covenant tracking/forecasting. Generated annual plans including P&L, Balance Sheet, and cash flow documents.

KEY ACHIEVEMENTS:

Financial Reporting: Streamlined corporate and board reporting through a careful analysis of people, systems and processes. Implemented measures that cut cycle times on quarter-reporting by 50%.

Software Sales Bookings: Spearheaded collaboration with Sales team on compensation plan design, forecasting, and measurement of SaaS bookings. Instituted improved tracking and monitoring against plan to deliver accurate forecasting and reporting.

Business Operations: Reorganized financial team by leveraging global talent resources in India and EMEA to complement US-based staff expertise. Improved organization’s ability to support a complex sales commission environment, while delivering stronger day to day corporate finance support while managing through the acquisition and merger of a Canadian software company.

INTEL, Santa Clara, CA 2012 – 2016

CONTROLLER – Consumer & Mobile Intel Security Group (McAfee)

Finance lead and business partner to Sales, Marketing, Product Management, Support and IT for the strategic consumer business. Led annual plan formulation, authored the “Plan of Record” and owned monthly forecasting. Developed and implemented 3 and 5 year planning models by GEO and Channel. Crafted strategic plans for emerging and nascent products and services. Modelled and endorsed complex OEM, ISP, and retail partnership deals valued into the hundreds of millions, signing every significant PC OEM worldwide.

KEY ACHIEVEMENTS:

Global, Multi-channel Bookings Plan: Built $1.5 billion bookings plan from bottom up detailing mix across 5 channels and 40 different geographies. Created 3-year forecast for 250+ customers. Validated plans with operations to achieve buy-in. Organization beat plans FY2014-2016 in advance of fully implemented roll out for FY2017. SAAS, License, and Freemium elements.

Revenue / Profit Recapture: Delivered $22M in profit through a deep dive revenue analysis of Freemium business. Investigation of paid traffic to online partner uncovered miscoded revenue belonging to McAfee. Negotiated necessary corrections resulting in a 35% increase in revenues.

Deal Review Process: Implemented Management Review Committee to standardize weekly evaluation for all Geos including Consumer Group President and executive committee. Improved efficiency of matrixed internal support processes to execute global deals by 30%.

Acquisition Due Diligence & Integration: Spearheaded financial planning, pre and post diligence (DCF/multiples and strategic fit analysis) and led the finance integration of Password Box, a Canadian software company. Integrated financial models for annual planning, forecasting, and budgeting post-acquisition. Made key systems, operational and people decisions to rationalize RIF recommendations.

Performance Awards: Consistently rated Outstanding (< 7% of Intel Finance) and recipient of numerous “top performer” awards. Close partnering with business resulting in a standing ovation at Sales conference for contributions to sales team success.

WEBROOT, San Mateo, CA 2010 – 2012

DIRECTOR OF FINANCE / ASSISTANT CFO

Finance Consultant turned Director managing finance for 75% of Webroot’s revenue stream and cost. Partnered with leadership across Sales Finance, Marketing, Consumer, E-commerce, R&D, and Japan on finance decision support. Produced cash flow modeling, forecasting, and commission recommendations. Designed and implemented daily online report to track progress and KPI’s for online business by channel. Drove process and cost improvements for COGS. Managed logistics and supply chain.

KEY ACHIEVEMENTS:

Decision Support: Designed the opportunity evaluation process for large-scale decisions and board deliberation.

Deal Analysis: Led analysis that produced go / no-go recommendations for all commerce opportunities. Identified $3M opportunity in second month which magnified value to Webroot’s largest customer/partner.

Core Values: Authored company policy on discount authority. Introduced ROI models on marketing spend. Invited to address a company-wide audience on core value of “Excellence.”

SYMANTEC, Cupertino, CA 2002 – 2010

SENIOR DIRECTOR, HEAD OF FINANCE – Norton Products 2006-2010

Finance business partner to Group President of a $2 billion business unit containing OEM, retail, ISP, and e-commerce channels. Led a team of 35+ analysts, managers and controllers supporting applied resources of more than $1B. Modeled, analyzed and made recommendations on deals over a billion dollars in value. Drove spend and pricing optimization and COGS oversight for all Consumer products. Supported M&A evaluation and integration. Member of Symantec’s diversity council and ASPIRE executive mentoring program.

KEY ACHIEVEMENTS:

Pricing Optimization: Spearheaded pricing committee analysis of discounting on multi-year pricing plans that resulted in a new policy and discount formula. Delivered $25M in revenue to SYMC Japan that would have been lost under prior policy.

Sales Incentives / Success Metrics: Delivered a $75M improvement in revenue by shifting sales incentives and measurement of success from gross booking to net bookings. Recognized by Sales team for outstanding support.

Leadership & Performance: Selected for Accelerated Leadership Program for high-potential leaders. Awarded Management Excellence Award and Outstanding Teaming Award.

DIRECTOR OF FINANCE, GLOBAL CONTROLLER – Marketing 2002-2006

Integral business partner to CMO and EVP Communications, leading a 13 member finance team supporting a 600+ organization of Marketing and Communications professionals. Aggregated financial operations across disparate groups into a centralized marketing function. Designed and implemented marketing programs approval process ensuring accountability, measurement, and audit compliance. Led SOX business process management, improving spend against budget on quarterly basis.

KEY ACHIEVEMENTS:

Operating Profit: Directed financial modeling and negotiations on large, complex relationships to increase operating profit >$80M on an annual basis in the first year.

Cost Containment: Delivered 11 straight quarters of expense management at less than 1% variance in full GAAP compliance (>$450 million annual expense). Drove cost savings of over $6M in year one, with subsequent multi-million expense reductions through vendor consolidation after Veritas acquisition.

Industry Recognition: Invited panelist at IDC “Marketing Performance Measurement Summit,” and expert for webinars on inter-relations of Marketing and Finance. Marketing team acknowledged for IDC leadership position in the Marketing performance matrix.

Corporate Awards: Received numerous High Performer, an Outstanding Teaming Award, and the Star Award for finance.

EARLY CAREER

Provided finance leadership at the business unit and group level for software and networking companies in the Bay Area. Established FP&A functions for Openwave Systems, an early leader in mobile Internet software. Led effort to design and launch corporate reporting and analysis tools integrating Oracle and Hyperion on an Essbase platform. As Sales Controller for the Customer Advocacy service organization at Cisco, led a team of finance professionals supporting the field sales and marketing organization in planning, forecasting, reporting and analysis for $2B in annual bookings. Supported a 200+ Corporate Marketing organization in addition to world-wide leadership in Sales Finance as Global Sales Controller at Novell. Nominated for Employee of the Year recognition in this role.

AFFILIATIONS

Member, National Eagle Scout Association

EDUCATION

MBA, Finance GOLDEN GATE UNIVERSITY San Francisco, CA

B.S., Finance, Minors: Accounting, Economics BRIGHAM YOUNG UNIVERSITY (BYU) Provo, UT

JEREMY ADAMSON – Page 2 **************@*****.*** 510-***-****

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