Senior FP&A Leader with Business Partnership

Tam To

Southlake, TX ***** 817-***-**** ********@*****.*** www.linkedin.com/in/tamto1

SENIOR MANAGER FP&A

Finance leader with experience across FP&A, financial operations, and strategic business partnership in complex organizations. Strong track record in budgeting, forecasting, and delivering clear, decision-ready insights to senior leaders. Known for strengthening financial controls, improving processes, and identifying root causes. Collaborative, hands-on, and adaptable, seeking a Finance Manager role in a fast-paced, growth-oriented environment.

CORE COMPETENCIES

Budgeting & Forecasting Variance Analysis Financial Modeling Scenario Analysis KPI & Performance Metrics Design P&L Month End Close Capital planning & ROI analysis Executive dashboards reporting Financial controls and process documentation Forecast accuracy tracking and continuous improvement

EXPERIENCE

VERIZON, Irving, TX December 2012 – December 2025

Senior Manager - Verizon Wireless Financial Planning & Analysis, May 2021 – December 2025

Led financial planning, forecasting, reporting, and operational analysis for Public Sector wireless equipment, overseeing a ~$900M annual expense portfolio. Served as a strategic finance partner to cross-functional leaders, ensuring forecast accuracy, P&L alignment, and effective management of vendor funding and promotion accruals.

Led end-to-end financial planning and performance management for a ~$900M Public Sector wireless equipment expense portfolio, improving forecast accuracy and providing clear visibility into risks and opportunities across multiple planning views.

Strengthened financial controls and reporting by owning the promotion accrual process for ~$240M annually in OEM partner credits (Apple, Samsung, Google), improving accuracy, timeliness, and audit readiness of vendor funding.

Partnered cross-functionally with Marketing, Sales, and Accounting to align forecasts to P&L targets, resolve variances, and support informed decision-making through monthly executive reporting and KPI analysis.

Senior Manager - Verizon Wireline Financial Planning & Analysis, February 2018 – May 2021

Led financial management, performance analysis, and executive reporting for Verizon Business Market, supporting growth initiatives, channel economics, and M&A-related evaluations. Owned end-to-end business initiative governance, including business case development, financial modeling, risk and opportunity assessment, performance tracking against approved benefits, and delivery of executive-ready reporting for VP and Director leadership.

Analyzed and modeled business initiatives supporting Verizon Business Market growth, assessing risks and opportunities and tracking benefit realization against approved targets.

Supported M&A evaluations by partnering on financial models, analyzing acquisition economics and synergies, and contributing to executive-level recommendations, including involvement in the acquisitions of AOL/Yahoo ($10B) and BlueJeans ($400M).

Delivered monthly financial review packages and executive presentations for VBM VP and Director leadership, providing clear analysis of revenue, expense, and volume performance versus budget and forecast.

Senior Manager - Verizon Directory Financial Planning & Analysis, December 2012 – February 2018

Accountable for financial governance and performance reporting of the Development & Engineering capital portfolio, including validation of business case costs and benefits, project valuation, and prioritization. Delivered monthly and quarterly portfolio reporting with variance analysis and provided ad hoc financial analysis to support investment decisions and maximize shareholder value.

Supported Development & Engineering (D&E) portfolio governance by applying a structured scoring model to prioritize investments and maximize shareholder value.

Managed review and validation of cost and benefit assumptions for all business cases, developing financial models to value, score, and prioritize projects.

Produced monthly and quarterly capital project and portfolio reports, including variance analysis and executive commentary.

RADIOSHACK, Ft. Worth, TX April 2008 – September 2012

Senior FP&A Analyst, April 2008 – September 2012

Managed financial close, reporting, and analysis for the merchant team, including vendor funding, SKU performance, and sales compensation, while supporting forecasting, ad hoc analysis, and cross-functional decision-making.

Supported planning and forecasting processes, executed special projects for leadership, and collaborated cross-functionally to drive financial alignment.

Developed and enhanced weekly and monthly financial close and reporting models, communicating key insights on vendor funding and SKU performance to operations and merchant teams.

Administered the merchant team’s sales compensation plan, ensuring accuracy, compliance, and timely execution.

Delivered ad hoc analyses, including root cause, margin, and variance reviews, and prepared executive-ready presentations using Excel and Hyperion Essbase.

TECHNICAL SKILLS

Hyperion Essbase SQL EPM ERP Systems Anaplan Advanced Excel Google Workspace Office Suite Peoplesoft Powerpoint Access Retek Toad HTML

EDUCATION TRAINING

Bachelor of Arts in Business, Management Information System

Eastern Washington University, Cheney, WA

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