FREDERICK L. WALLACE

Campbell, CA, *****

650-***-**** ad4rr0@r.postjobfree.com www.linkedin.com/in/wallacefl SENIOR FINANCE LEADER

A results-driven individual with expertise in developing and driving successful financial strategies. Proven track record in analyzing financial information, forecasting trends, and managing budgets to increase profits. Skilled in accurately reporting financial data to internal and external stakeholders, developing and implementing financial plans, and managing risk. Exceptional problem-solving and communication skills. Core Competencies:

Financial Acumen * Financial Modeling * Forecasting * Budgeting * Strategic Thinking * Business Partnerships * Technology Proficiency * Project Management * Strategic Finance Tools * Variance Analysis * Data Analysis Professional Experience

ROBERT HALF, San Jose, CA December 2019 - Present

A member of the S&P 500, and among the world’s largest accounting and finance staffing firms. Senior Finance Leader

• Leveraged data-driven analysis to pinpoint growth avenues and manage risks, streamlining funds to cut non-essential costs by 25% and boost revenue by 10%

• Supervised a team of 7 analysts, achieving a 70% boost in KPI attainment in just 3 months, catalyzing significant growth in the company's revenue recognition

• Headed the revamp of the weekly reporting process by integrating data from various systems and automating generation, cutting preparation time by 40% and enhancing data accuracy

• Redesigned PTO expenses model and honed metrics tracking, achieving $135k in monthly accrual savings and elevating cost efficiency by 55% through improved reporting accuracy

• Reworked weekly Sales, Operations, and Marketing financial reporting, cutting delivery time by 40% in just 120 days, enhancing efficiency and expediting team decision-making

• Managed annual plans, budgets, forecasts with Adaptive Insights & NetSuite. Exceeded metrics with high- quality, detail-oriented work, lauded for excellence. WAVE COMPUTING, INC., Campbell, CA January 2019 – November 2019 VC-backed company revolutionizing artificial intelligence, and bringing deep learning to customers data; accelerating time-to-insight Director of Financial Planning and Analysis

• Optimized financial reporting procedures, cutting reporting time by 40%, facilitating real-time insights for executive decision-making

• Established the FP&A function for a $140M tech startup, doubling the quality and timeliness of financial reporting and analysis within just 4 months

• Managed a team of three analysts over 60 days, attaining an impressive 94% accuracy in weekly cash forecasts, transforming capital resource optimization, and facilitating strategic financial planning

• Revamped the annual operating plan and financial reports for a $140M tech startup, enhancing financial transparency and boosting investor confidence, securing an additional $10M in growth funding

• Piloted the rollout of scenario forecasts, achieving a 55% accuracy rate in variance analysis and doubling efficiency in daily/weekly financial reporting, enhancing timely decision-making

• Studied a cloud-based finance tool and advised the CFO & CEO on its adoption, anticipating a 60% enhancement in budgeting and forecasting, promoting superior financial decision-making

• Cultivated robust partnerships with cross-functional leaders, performing due diligence and offering strategic investment guidance, resulting in a 30% cut in operational expenses and boosting team efficiency by 25%.

Frederick L. Wallace, Page 2

650-***-**** ad4rr0@r.postjobfree.com

STREFFCO CONSULTANTS, Oakland, CA January 2016 – December 2018 An international technical staffing and systems integration organization. Consultant – Financial Planning and Analysis

• Pinpointed work order inefficiencies in ERP system; executed process enhancements leading to a 40% decline in open work orders and yielding $68K in vendor fee savings

• Boosted operational efficiency via proactive workflow monitoring, slashing month-end close time by 67% in 7 months and refining reporting, achieving a 44% timesaving on reporting tasks

• Developed and oversaw 10+ financial dashboards for medical facility acquisitions and development, ensuring 100% compliance with real estate reporting and expediting decisions

• Realized a 40% timesaving in financial analysis and reporting. SAP AMERICA, Palo Alto, CA February 2009 – July 2015 A market leader in ERP software that facilitates effective data processing and information flow across organizations. Senior Financial Planning and Analysis Manager

• Directed the financial integration of a $110M global IT acquisition, successfully migrating systems in a rapid 6-month timeframe, ensuring seamless operations, and bringing significant value to the organization

• Managed daily financial operations of a $200M Marketing integration budget, leading cross-functional teams and weekly meetings; attained 95% forecast accuracy, ensuring flawless integration plan execution

• Led the adoption of LEAN processes for co-marketing funds, unlocking an unprecedented $10M in additional marketing resources within the inaugural year

• Analyzed and optimized $37M in marketing programs, resulting in a 50% boost in campaign categorization visibility, enabling better resource allocation and enhancing overall marketing efficacy. BUSINESS OBJECTS, San Jose, CA January 2006 – February 2009 An enterprise software company, specializing in business intelligence; acquired in 2007 by German company SAP AG Associate Director of Finance

• Streamlined a $110M global IT budget through collaboration with business leaders, achieving a 94% forecast accuracy rate and advancing cost optimization, ultimately maximizing ROI

• Crafted financial models improving data integrity and accessibility, hastening forecast preparation by two days, eliminating data inconsistencies, and boosting accuracy rates from 81% to 94%

• Addressed usage tax liabilities, securing $2M in savings while upholding tax compliance and mitigating financial exposure

• Championed 'doing more with less' initiatives across the department, outperforming improvement goals; launched cross-functional training, elevating team efficiency by 30% and slashing operational expenses by $200k yearly.

Education & Professional Credentials

UNIVERSITY OF SAN FRANCISCO, San Francisco, CA

Master of Business Administration

SAN JOSE STATE UNIVERSITY, San Jose, CA

Business Administration - Accounting

Contact this candidate