Brandi Marie Gaudet - Portfolio | Brandi Marie Gaudet

EDUCATION

CFA® Charterholder since 2019

CPA Licensure Pending in Q2’24 (Exams and General Experience complete)

University of California at Berkeley, Haas School of Business

Master of Financial Engineering, June 2006

University of Oxford, Saïd Business School & Trinity College

Master of Business Administration (Cum Laude), Nov. 2002
Master in the Study of Religion, May 2001 (incomplete)

New York University, Stern School of Business & Gallatin

Bachelor of Arts (Summa Cum Laude), May 1999

Majors: Finance / Interactive Telecom Minor: Anthropology

EXPERIENCE

Pure Storage, Inc. Santa Clara, CA

9/2022 - present Finance Manager, R&D Product Business Group

§Managing FP&A for the R&D Product Business Group, with a focus on Subscription product lines.

§Responsibilities include:

-Sales, COGS, Gross Margin, Operating Expense, Capex and Personnel/Workforce analysis, projections and budgeting for annual and long-range plans. Bow Wave baselines with evaluation and budgeting of strategic incremental initiatives.

-Monthly forecasting and active management of Sales, COGS, Personnel, OpEx, CapEx, and Cloud Infrastructure spend.

-Lead in ARR and Retention metrics standardization companywide, which are now externally reported. Provide quarterly guidance for nuanced ARR recognition.

-Weekly, Monthly and Quarterly metrics reporting including Bookings, ARR, and Retention (GDR, NDR, Renewal Rate) measures, and Interest Rate drivers of StaaS sales.

-In-depth margin analysis by customer, theater, and product line.

-Monthly support of accounting close and monthly preparation of variance analysis.

-Contributions to pricing and strategy for new product initiatives and participation in governance of strategic deal structuring.

-Advisor and influencer in implementation and enhancement of forecasting software (Anaplan).

-Extensive development of financial dashboards in Tableau.

-Mentor, coach and project lead for junior team members.

§Co-Lead & Treasurer of Pure Coalition, a DEI Employee Resource Group.

10/2020-9/2022 Senior Financial Analyst, R&D Business Units

§Primary analyst for Subscription Product Lines including Evergreen, PaaS and Cloud Native Business Units.

§Lead in rolling out standardized ARR and Software Metrics for the company, which are now published to Wall Street. Development utilizing advanced Excel models and Tableau dashboards.

§Developed and propagated Headcount Forecast, Opex/Capex Forecast and Budget v Actual Variance models which have been adopted across all of R&D FP&A.

§Instituted Accrual Review process for entire R&D FP&A team, to proof accounting entries at each month end.

§Regularly perform Bookings, Revenue, COGS, Opex, Capex and Headcount planning, tracking, and forecasting using Anaplan, NetSuite, Excel, and Tableau. Monthly preparation/oversight/review of variance analyses.

§Annual and Long Range Plan development including bottoms up renewal, expansion and new business projections as well as Capex/Opex/Personnel funding for strategic initiatives.

§Key contributor to Deals Desk, Gross Margin, M&A, TAM/SAM, New Product Launch, Cloud Spend, and Ad-Hoc analytics supporting CFO and VP levels.

§Mentoring and coaching of junior team members.

07/2019-9/2022 Portworx, Inc. (acquired by Pure Storage in Oct’20) Los Altos, CA

Senior Financial Analyst

§Direct report to CFO. Prepared financial decks for Board of Directors as well as Investor Relations. Metrics reported include ARR, ACV, LTV, CAC, Magic Number, Churn, Gross/Net Retention, and Cash Burn.

§Enabled sale of company to Pure Storage with ~$360M valuation.

§Exclusive responsibility for monthly revenue recognition & Current/LT deferred revenue balances using ASC 606 compliant model.

§Exclusive responsibility for monthly Sales commission calculations, and involvement in drafting sales compensation plans.

§Maintained company-wide financial forecast and budget model. Prepare monthly variance analysis and held BvA reviews with department heads. Prepared consolidated, unaudited financials after reviewing close w accounting team.

§Provided direction and review for outsourced accounting teams (domestic & international) including accrual, amortization and payroll entries.

§Creation & maintenance of a company DealBook for sales analytics.

§Numerous miscellaneous responsibilities including bank operations, forex transfers, cash application, AR collection, and AP review. CARES FICA tax deferral, SUT tax, & PPP support.

7/17-7/19 Exabeam, Inc. San Mateo, CA

General Ledger Accountant (prior Senior AP Specialist)

General Ledger Responsibilities:

§Inventory and Fixed Asset accounting, including creation and maintenance of Excel-based subledger with waterfalls used to calculate JEs for monthly inventory/FA/COGS reclass and depreciation entries. Responsibility for Fixed Asset rollforward and Server Room Rack Map/Valuation. Statement of Value preparation for insurance policies and property tax filings.

§Strong audit support experience, including county tax audits and annual Ernst & Young audit.

§Sole responsibility for audited Cash Flow Statement.

§Heavy month-end close duties include booking all US entries for accrued liabilities, deferred expenses, unpaid prepaids, and other adjustments. Responsible for several GL recons and month over month Income Statement trend flux. Developed specifications for ME Close checklist in Floqast.

§Preparation of county and state-level tax filings (gross receipts, property, and franchise taxes). Management of state-level withholding and Sales and Use tax registrations.

§Month-end Variance Analysis of operating expenses. Support of FP&A activities, such as department budget reports and transaction reviews.

Senior AP Responsibilities:

§Monthly review of funding requests from international subsidiaries. Subsequent purchase and transfer of foreign currencies to subsidiaries.

§Review of all invoices processed by AP (in Coupa, Bill.com and by email) to provide guidance on coding, amortization, PO matching, approvals, payment terms, bill-to entities, currency and remittance preferences etc.

§Setup of Coupa cXML punchouts for select vendors.

§Handling of system integration issues including script deployment errors in NetSuite, cXML consumption errors in Coupa, and set up of credit card data flows

§Initiation of all wires from Silicon Valley Bank accounts, domestic and international.

§Management of American Express corporate card program, US and UK.

§Calculation of royalty and referral fee payables. Monitoring of receivables for contingent remittance.

Woodlake Anchor San Mateo, CA

Accounting Clerk (part-time)

§ AP and AR processing for property management firm.

§ High volume check runs. Maintenance and reporting from Yardi system and MSAccess database.

12/14-7/16 Bay Edge Technology, Inc. Burlingame, CA

Director of Financial Research (part-time)

§ Market analysis to launch a crowdlending platform, an affiliated news website, and an educational services product line.

§ Misc. Business Development efforts: Conducted and published original research on the FinTech industry. Developed proprietary course materials. Negotiated revenue-generating partnerships. Led marketing and business development efforts.

§ Maintained Quickbooks accounts and prepared state & federal corporate taxes as well as 1099s.

3/08-12/14 Full Time Mother of Three Children Millbrae, CA

5/06-3/08 BlackRock (Barclays Global Investors) San Francisco, CA

Data and Operations Analyst & Equity Research Support Analyst

§ Lead Fixed Income Data Analyst in Knowledge Management. Automated data feeds using VB, coordinated IT support to manage data integrity, and wrote specifications for code repair/enhancement. Performed data operations using UNIX, SQL, and multiple platforms.

§ Promoted to Fixed Income and Equity Research Support Analyst for Global Active Advanced strategies. Provided development specifications and data management to generate optimized trading strategies for Active Equity portfolio managers. Provided key production support for quantitative PMs, especially Trade List and AlphaGen functions.

INTERNSHIPS & CONTRACTS

2005/06: Allianz Group - Corporate Treasury

2004: T. Rowe Price Investment Services, Inc. - Financial Institution Services

2003: Smith Barney, Private Client Group - Broker’s Associate

2003: American Express Financial Advisors - Financial Advisor

2000/03: Washington Capital Partners - Analyst

1999: Joint Chief of Staff/DOD – Battlefield Awareness data migration

ADDITIONAL

Languages: English, some Spanish.

IT Skills: - Advanced Excel abilities including complex conditional functions, pivots, indexing, arrays, and macros.

- Intermediate NetSuite abilities including troubleshooting script deployments/integrations, customized reporting, cash application, AP, and AR.

- Intermediate Tableau development and publishing skills.