Zendesk, Inc., San Francisco , 2010 - Present

Zendesk provides a cloud based customer service platform with more than 100,000 customer, generating annual revenue >$100M.

• Scaled with company’s finance organization from company size of 50 to over 2,000 people 

• Accurately forecast core New & Expansion business within 3% & 5% variance for the past 16 quarters in a row 

• Providing weekly Revenue Forecasting update to CFO, Senior VPs and Directors of Finance, Sales and FP&A to ensure tracking to board goals 

• Working cross functionally between marketing, sales and product teams to produce high-level analytics at multiple product offerings, business segmentation and sales regions 

• Contribute to public facing company metrics such as LTV/CAC and Net Expansion Rate KPIs 

• Optimize business process and decision making by identifying and reporting key business metric and trends 

• Delivering multi-region and sales segments revenue forecasts to support short/long term planning 

• Provide revenue stream clarity through market segmentation, region and sales channel analysis 

• Improve business process through identifying anomalies or inefficiencies in customer conversion (Sales) and lead generation (Marketing) trends 

• Managed and maintained Data Warehouse and GoodData (Cloud BI solution) workflow thorough agile work processes 

• Supported 10+ inside sales managers’ commissions scheduling 

• Established monthly revenue reconciliation processes 

• Produced in-depth new customer, expansion/contraction and churn analysis 

• Provided daily revenue snapshot and key financial analytics for C-level executives

Sonim Technologies, Inc., San Mateo, 2007 - 2010

Sonim Technologies manufactures mobile phones designed specifically for workers in demanding and hazardous environments.

• Supervised 3 customer service/tech support personnel 

• Created and implemented master database, shipment transactions, order forms and micro Excel program in place of ERP system 

• Planned quarterly budget and payment plans for vendors with Finance team. 

• Met and exceeded 100% expected quarterly shipping target 

• Negotiated and reduced vendor shipping freight charge by more than $15,000 

• Monthly savings of >$2,000 from reviewing and managing distribution hub in Slovakia 

• Coordinated fulfillment and documentation control for international customers in more than 20 different countries 

• Engaged in strategic planning of project communication, procurement and integration management; as well as ERP and process implementation 

• Acted as a liaison amongst headquarter and international distribution hubs, sales team and manufacturing vendors 

• Collaborated with international R&D team in software release and implementation 

• Managed Kanban inventory for service center worldwide to reduce fulfillment lead-time from 7 days to 48 hours, adding to logistics cost saving by 50%

Professional Alliance for Community Service, 2005 - 2006

Professional Alliance for Community Service is a Non-profit organization that focuses on providing underprivileged members of the community with legal and dental support.

• Coordinated strategic planning process encompassing multiple facets of the business. Work touched multiple business groups including finance, fund raising activities, operations, IT, etc. 

• Created Corporate External Website and established support process resulting in better community awareness and feedback tracking 

• Drove marketing campaigns leading to increased event traffic in “Sunset Community Festival,” “Chinatown Cameron House community center events,” and “Daly City middle school community action day” covered by Bay Area media

Mount Yale Capital Group, LLC., 2003 - 2005

Mount Yale Capital Group manages approximately $1.8 billion of assets for institutional and private clients worldwide.

• Assisted in managing accounts with total assets over $10 Million 

• Used extensive Excel data analytic tools to optimize portfolio allocation for fund-of-hedge funds 

• Conducted regression, break-even, correlation, exponential smoothing, and sensitivity analysis to provide due diligence visibility in investment opportunities

University of San Francisco, MBA, Finance

University of California, Davis, B.S. Environmental Resource Management

University of California, Davis, B.A. Psychology