Summary
Overview
Work History
Education
Certification
Timeline
Generic

Binh Chen

San Jose,CA

Summary

  • Results-driven and highly motivated finance professional with over 15 years of experience, consistently delivering high-quality results with speed and accuracy. Skilled in prioritizing tasks to meet deadlines while maintaining a high standard of analysis and strategic insight
  • Strong leadership, communication, and interpersonal skills, enabling effective partnerships across all levels of the organization
  • Demonstrated success as a team leader and strategic business partner, with a proven ability to drive organizational improvements and implement best practices

Overview

20
20
years of professional experience
1
1
Certification

Work History

FINANCE MANAGER, DIGITAL MEDIA SALES FINANCE

Adobe
06.2021 - Current
  • Lead and manage the Corporate business segment, one of the fastest-growing areas within Field, with a ~$1B book of business and ~$200M in Net New ARR
  • Oversee weekly outlook, quarterly forecasting, and annual planning to drive growth and strategic alignment
  • Facilitate weekly outlook reviews with the Sales VP and leadership team, delivering strategic insights on in-quarter performance and forecasting projected land across the ARR walk for the quarter
  • Enhanced forecast accuracy quarter-over-quarter through close collaboration with Sales Ops and the central attrition and migration teams, identifying key performance drivers and their impact on future quarters
  • Owned WW Field Sales topline consolidation across various route to markets and geos for weekly outlook, quarterly forecasting, and annual planning; ensuring accurate and timely insights for executive decision making
  • Trusted advisor to finance colleagues, providing strategic guidance and expertise

SENIOR FINANCIAL CONSULTANT, DIGITAL MEDIA

Adobe
02.2020 - 06.2021
  • Delivered finance support for the Document Cloud business unit, leading weekly RTB meetings with PMM and GTM leaders to review financial performance
  • Developed a financial model to assess the topline impact of migrating customers from perpetual to subscription-based models, driving Net New ARR growth
  • Delivered finance support for the Stock business unit, with a focus on headcount, Opex, and COS
  • Managed and tracked royalty payments to Stock contributors, while leading annual planning across multiple teams
  • Drove 10% efficiency savings through strategic resource reallocation

SENIOR FINANCIAL CONSULTANT, MULTIPLE ORGS

Adobe
07.2017 - 05.2019
  • Financial consultant supporting three distinct organizations-IT, Digital Experience, and Global Marketing-across headcount, Opex, Capex, and topline ARR
  • IT: Developed a comprehensive plan workbook to track baseline expenses, capital requests, new projects, and trade-offs by VP, resulting in a more efficient annual planning process with enhanced transparency and stronger commitment to bottoms-up budgeting
  • Digital Experience: Collaborated with Sales Finance and GTM to develop a comprehensive annual plan that supported double-digit bookings growth while minimizing churn
  • Global Marketing: Streamlined the consolidation process for month end/quarter end close and forecast by clearly communicating timelines, deliverables, and expectations, resulting in more efficient and impactful budget review meetings with leadership

FINANCE MANAGER, ACCOUNTANT CHANNEL (SALES & MARKETING)

Intuit, Inc.
02.2015 - 02.2017
  • Managed $75M sales portfolio in partnership with Sales and Marketing leaders for one of the fastest growing channels in the Small Business Group
  • Revamped cohorted subscription revenue models for Quickbooks Accountant offerings, reducing the quarterly variance against plan/forecast by <1% ($60M revenue)
  • Leveraged cost to acquire analysis to compare and optimize investments for Quickbooks Online within the Accountant Channel resulting in 1.5x ROI to the BU
  • Partnered with analytics to build out weekly units dashboard with insightful historical and forward looking trends, index and variance against plan/forecast

FINANCE MANAGER, CORPORATE FP&A-EXPENSE CENTER OF EXPERTISE (COE)

Intuit, Inc.
03.2012 - 02.2015
  • Contributed to growth of a centralized expense (COE) team within corporate that streamlined processes, increased automation, and improved forecast accuracy resulting in company savings
  • Led team of 4 analysts supporting $1B of direct expense for the Functional Groups
  • Created and implemented training and development program for COE to improve team's business acumen, competencies and soft skills
  • Partnered with Corporate FP&A to rollout the 6-quarter rolling forecast company-wide
  • Drove impactful Intuit level projects, such as the creation of a company-wide full-time and contingent headcount reports, eliminating offline excel reports and reducing 30 hours of manual tracking a month

LEAD FINANCIAL ANALYST, CORPORATE FP&A-EXPENSE CENTER OF EXPERTISE (COE)

Intuit, Inc.
08.2010 - 03.2012
  • Successfully transitioned 100% of direct expense for the Payroll & Payments BU into the COE ($300M) and streamlined expense processes leading to the reduction of resources required
  • Drove the month end close, forecast and plan process across all functions (R&D, Sales, Marketing, Care) for 2 BUs, consistently delivered against plan/forecast expectations
  • Developed automated and standard reports for the COE team including expense/forecast reporting tool, run-rate tool and close packages
  • Managed and improved planning process through clear communication of deadlines and expectations, set targets based on accurate run-rate analysis of fixed vs
  • Variable costs and drove trade-off discussions with business partners

SENIOR FINANCIAL ANALYST, CTO & IT

Intuit, Inc.
02.2008 - 08.2010
  • Managed $100M of functional group expenses and consolidation of the IT group ($300M gross) during month end, quarterly forecast and 1&3 year plan
  • Reviewed monthly expenses and prepared variance analysis for functional vice presidents, and recommended actions to help reduce variances
  • Prepared executive level presentations including ops reviews, investment analysis and project updates
  • Partnered with Procurement to create the framework and savings plan for IT software spend, resulting in ~$20M of savings

SENIOR PLANNING & REPORTING ANALYST

Agilent Technologies
09.2004 - 02.2008
  • Performed monthly operating expense variance analysis and reviewed with financial management
  • Contributed in the preparation of quarterly packages to define and track key performance metrics for CFO Dashboard
  • Partnered with Global Infrastructure Organization to build and rollout cost model/drivers for overhead allocations to BUs
  • Prepared historical financial restatements of the P&L and B/S for BUs and Divisions during reorganization/restructuring
  • Supported Treasury during semi-annual hedging process and prepared quarterly currency analysis to identify FX impact to BUs

Education

Bachelor of Science and Commerce - Finance

Santa Clara University

Women Leadership Development - TEAM 6-Month Program

Women's Unlimited, Inc

Certification

Women Leadership Development, Women's Unlimited, Inc, TEAM 6-Month Program

Timeline

FINANCE MANAGER, DIGITAL MEDIA SALES FINANCE

Adobe
06.2021 - Current

SENIOR FINANCIAL CONSULTANT, DIGITAL MEDIA

Adobe
02.2020 - 06.2021

SENIOR FINANCIAL CONSULTANT, MULTIPLE ORGS

Adobe
07.2017 - 05.2019

FINANCE MANAGER, ACCOUNTANT CHANNEL (SALES & MARKETING)

Intuit, Inc.
02.2015 - 02.2017

FINANCE MANAGER, CORPORATE FP&A-EXPENSE CENTER OF EXPERTISE (COE)

Intuit, Inc.
03.2012 - 02.2015

LEAD FINANCIAL ANALYST, CORPORATE FP&A-EXPENSE CENTER OF EXPERTISE (COE)

Intuit, Inc.
08.2010 - 03.2012

SENIOR FINANCIAL ANALYST, CTO & IT

Intuit, Inc.
02.2008 - 08.2010

SENIOR PLANNING & REPORTING ANALYST

Agilent Technologies
09.2004 - 02.2008

Bachelor of Science and Commerce - Finance

Santa Clara University

Women Leadership Development - TEAM 6-Month Program

Women's Unlimited, Inc
Binh Chen