Frederick L. Wallace
Campbell,CA
Summary
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. Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.
Overview
19
19
years of professional experience
Work History
Senior Finance Leader
Robert half
12.2019 - Current
- 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.
Director of Financial Planning and Analysis
Wave Computing, Inc.
Campbell, CA
01.2019 - 11.2019
- 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%.
Consultant – Financial Planning and Analysis
Streffco Consulting
San Francisco, CA
01.2016 - 12.2018
- 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.
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Managed multiple deadlines across several businesses to meet dynamic needs of multiple clients.
Senior Financial Planning and Analysis Manager
SAP America, Inc
Palo Alto, CA
02.2009 - 07.2015
- 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.
- Implemented innovative budgeting techniques to optimize resource allocation and minimize costs.
- Enhanced financial reporting accuracy by streamlining data collection and analysis processes.
Associate Director of Finance
Business Objects, Inc.
San Jose, CA
01.2006 - 02.2009
- 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.
- Successfully managed multiple complex projects simultaneously, meeting deadlines while maintaining attention to detail and quality standards.
- Reduced inefficiencies in budgeting processes, ensuring accurate and timely financial data for decisionmaking.
Education
MBA -
University of San Francisco
San Francisco, CABachelor of Science - Accounting
San Jose State University
San Jose, CASkills
- Financial Acumen
- Financial Modeling
- Forecasting
- Budgeting
- Strategic Thinking
- Business Partnerships
- Technology Proficiency
- Project Management
- Strategic Finance Tools
- Variance Analysis
- Data Analysis
Websites
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
English
Advanced (C1)
Software
MS Excel
Adaptive Insights
Salesforce
Timeline
Senior Finance Leader
Robert half
12.2019 - Current
Director of Financial Planning and Analysis
Wave Computing, Inc.
01.2019 - 11.2019
Consultant – Financial Planning and Analysis
Streffco Consulting
01.2016 - 12.2018
Senior Financial Planning and Analysis Manager
SAP America, Inc
02.2009 - 07.2015
Associate Director of Finance
Business Objects, Inc.
01.2006 - 02.2009
MBA -
University of San Francisco
Bachelor of Science - Accounting
San Jose State University
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