Excel
Alan Barbour
Finance Business Partner
San Francisco,CA
Summary
Savvy Finance Business Partner with 9 years of financial planning and analysis experience and in-depth knowledge of accounting concepts. Demonstrated ability to function in complex and volatile financial environment. Forward-thinking business partner to help leadership develop a full understanding of the organization's strategic priorities, resources, and needs.
Overview
9
9
years of professional experience
6
6
Years of in SaaS/Software Industry
Work History
Finance Business Partner
Autodesk
San Francisco, CA
07.2016 - Current
- Actively participate at staff meetings for multiple Vice Presidents to provide meaningful, actionable insights, advice, and recommendations on historic or future financial performance
- Strategic partner with procurement, security, and engineering teams to develop and implement expense management policies for Amazon Web Services usage, provide proactive recommendations on cost savings instruments, design resource right sizing dashboard and cost increase detection notification tool in Slack
- Manage cloud products and platform services long-range cost of goods sold model resulting in $120M cost avoidances over 3 years, by aligning hosting strategy for company and increasing utilization
- Automated companies R&D portfolio investment reporting process reducing required time to create report from weeks to days and presented results to CFO to ensure the $700M investment was aligned with key priorities
- Drive execution for quarter/year end close processes, including accruals, invoice management, PO approvals, reconciliation of expenses while ensuring team hit their forecast targets
- Support “employee engagement” team with organizing team building activities, volunteering opportunities and work with senior leadership to create content for all hands events to foster a better work environment for FP&A team
- Prepare reoccurring monthly financial statements and variance analysis reports in Power BI for management review
- Provide user requirements and UAT testing for Anaplan model implementation/upgrades
- Promoted from senior financial analyst to finance business partner, which increased job scope, responsibility and provided opportunity to lead
Financial Analyst II
Roche Sequencing Solutions
Pleasanton, CA
12.2014 - 07.2016
- Built bottoms up long-range business plan for an entirely new business segment and performed due diligence models for 5 M&A deals worth over $1B
- Developed and implemented centralized sales report to analysis performance by different regions, countries, and products
- Partnered with VP of Sales to set yearly targets for by product and country affiliates
- Implemented R&D project management tool allowing automatic reports to provide detailed financial forecasts on $350M annual investments, changes vs prior forecast, and summarized project risks an opportunities for executives
- Collaborated with product managers to determine pricing, margins and other required inputs for NPV models for active and proposed projects
Associate Project Mgr./Portfolio Analyst
Roche Molecular Diagnostics
Pleasanton, CA
05.2013 - 11.2014
- Established and led quarterly product portfolio planning process for $300M operating expense budget to maximize return on investment. Alongside business defined criteria, added various financial key metrics to identify highest priority projects and when to initiate project plans
- Performed capacity analysis to identify gaps in skill sets to help leadership with hiring/investing decisions and how to reallocate resources to cover project needs
- Worked with 3rd party vendor to design and implement live dashboard to track project spend, timeline risks, and KPIs around delivery milestones that was presented monthly to senior leadership
Education
MBA -
California State University - Chico
Chico, CA 09.2012 - 12.2013
Bachelor of Science - Business Administration And Management
California State University - Chico
Chico, CA 09.2007 - 05.2012
Skills
Communication
Software
Anaplan
Power BI
SAP
Tableau
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Finance Business Partner
Autodesk
07.2016 - Current
Financial Analyst II
Roche Sequencing Solutions
12.2014 - 07.2016
Associate Project Mgr./Portfolio Analyst
Roche Molecular Diagnostics
05.2013 - 11.2014
MBA -
California State University - Chico
09.2012 - 12.2013
Bachelor of Science - Business Administration And Management
California State University - Chico
09.2007 - 05.2012
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