Jun 2007-present Los Angeles, CA
Senior Director, Financial Planning & Analysis. Reporting to the CFO. Responsible for strategic planning, business forecasting, operational finance, and actual to budget review.
• Providing operations support for new business initiatives, client acquisition/pricing/retention models, partner deal ROI analysis, acquisition build/buy decisions, reporting to the Board and investors.
• Created the Company’s 3-year strategic plan and 1-year operational plan.
• Assisted in the raising of $51 million in common-stock financing while the CFO was in transition.
• Developed Line of Business P&L reporting supported by a restructuring of the Chart of Accounts and a normalization of organizational department codes and cost center allocations.
May 2006-Jun 2007 Santa Monica, CA
Consultant. Analytics, business intelligence, and performance metrics.
• Designed and managed KPI reports for the Entertainment Division and individual Business Units.
Dec 2005-Jun 2006 Los Angeles, CA
Vice President, Business Analytics. Reported to the COO. Responsible for web site analytics, inventory pricing models, transaction order forecasting, business and event profitability analysis.
• Developed an order forecast model that performed within 7% of actuals on a monthly basis.
• Improved ticket pricing algorithms resulting in 18% revenue growth and incremental gross profit.
• Supported Engineering and E-commerce through two major web site rollouts.
Oct 2004-Dec 2005 Santa Monica, CA
Operations Director, Music. Reported to the Senior Director of Operations, Entertainment. Responsible for business planning, forecasting existing and new products, reviewing and approving financial terms of proposed OEM deals, distribution partnerships, and acquisitions.
• Integrated Musicmatch finances and operations successfully into Yahoo! – created and managed the product and finance models for the combined Music business unit.
• Presented bi-weekly business forecast updates and flash metrics reports to the General Manager.
• Tasked as the key operations point-person responding to: Finance requests concerning SOX compliance and revenue recognition, Marketing forecast assumptions, Biz Dev product deal details.
Sep 2000-Oct 2004 San Diego, CA
Director, Forecasting & Metrics. Reported to the CFO. Responsible for annual revenue plans, maintaining current forecasts, managing external reporting obligations, preserving financial compliance, presenting weekly plans vs. actuals to Senior Management.
• Served as liaison for inquires into business and financial metrics from bankers, auditors, and potential acquirers; key member in acquisition talks with Yahoo! from initial discussions.
• Modeled the launch of Musicmatch’s download store and online subscription services; forecasted and tracked the business through 3 years of revenue/cost growth to $57M sales in 2004.
• Managed the systems of compliance, reporting, and payment for: individual record labels (directly licensed content), statutory radio, and OEM partner distribution royalties.
E-commerce Director. Reported to the SVP Product Marketing. Responsible for weekly production deployment of the corporate website that generated over 90% of the Company’s revenue, and for analysis of product promotions, customer usage, purchase, and retention behavior.
• Instituted multivariate testing of price promotions, purchase process modifications, and layout revisions over 9 months that produced champion-challenger verified revenue increases of 24%.
• Defined billing system requirements and implemented the Company’s SQL/Perl reporting infrastructure; developed Excel templates used to track product revenue, P&L, and key metrics.
Industrial Bank of Japan, Investment Research Department
Sep 1997-Dec 1999 Tokyo, Japan
Senior Analyst, Coordination Section. Reported to the Manager of newly created Section that determined and guided research priorities.
• Implemented IR Department reports that internally gauged analysts’ performance; coordinated strategy and communications with IBJ’s London office.
Analyst, Corporate Research Section. Responsible for reviewing quantitative business models and assessing local Japanese impact and market opportunities relating to US business trends.
• Authored several Japanese equity reports for IBJ’s London office.
Lehman Brothers Japan, Fixed Income Division
Jul 1996-Sep 1996 Tokyo, Japan
Summer Associate. Interned in the Sales, Trading & Research Summer Program.
• Produced a correlations tools package written in Tcl/Tk for use in pricing financial instruments.
Scripps Institution of Oceanography, Climate Research Division
Summers 1991-1994 La Jolla, CA
Research Fellow. Constructed custom coupled climate models, analyzed model output and observational data to make regional and global climate predictions.
• Wrote custom FORTRAN modifications to the Hamburg Large Scale Geostrophic climate model.
• Performed sophisticated large volume data analysis and visualization in IDL.
• Analyzed and interpreted data from climate variance runs of a few months to several centuries; findings presented at the 1992 UN Environmental Conference and published in scientific journals.
MBA – International University of Japan
1995-1997 Urasa, Japan
The Graduate School of International Management at IUJ was established in collaboration with the Amos Tuck School of Business at Dartmouth University as the first accredited English-language business school in Japan.
Masters of Business Administration emphasizing finance and international management.
Japanese “Letter of Introduction” from Stanford Hoover Institution economist Chiaki Nishiyama.
Provided technical and development support establishing IUJ’s web presence.
One of 2 Harvard graduates, from 8 applicants, selected for a full tuition scholarship.
BA – Harvard University
1991-1995 Cambridge, MA
Graduated cum laude with a dual Bachelor of Arts in Physics and in Mathematics.
Completed 12 graduate level semester courses.
Harvard College Scholarship for academic excellence (Dean’s List).
Awarded a Harvard National Scholarship (5-10% of class) and selected as a Francis Weld Scholar.
Barnett, T.P., M. Chu, R. Wilde, and U. Mikolajewicz, Low-frequency ocean variability induced by stochastic forcing of various colors, Natural Climate Variability on Decade-to-Century Time Scale, National Academy Press (1995).
Graham, N.E., T.P. Barnett, R. Wilde, M. Ponater, and S. Schubert, On the roles of tropical and midlatitude SSTs in forcing interannual to interdecadal variability in the winter Northern Hemisphere circulation, Journal of Climate 7, 1416-1441 (1994).