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Seminar Recording

Delivering Value with Financial Performance: Leading FP&A Practices of High-Growth Companies

Date: Thursday, February 13, 2014
Time: 5:35 pm - 6:35 pm EST There are no CPE Credits for this Solution Demonstration.
The FP&A organization along with the rest of finance is undergoing a transformation, with increasing responsibilities and their accompanying challenges, all of which have to be undertaken with limited resources. FP&A leaders, like their peers in other finance groups, are being asked to elevate their focus and extend their reach across the organization, while still delivering on traditional blocking and tackling activities. Hear from FP&A leaders who have created significant company value while navigating high growth business environments. Learn how best practices – on KPIs, planning cycles, rolling forecasts, and other techniques – have enabled high performance, both for their functions and for their overall business.

Speakers: Eileen Tobias, Sr. Director of FP&A, NetSuite, Eric Zimmerman, Manager of Financial Planning and Analysis, Infusionsoft

Presentation delivered at ProformaTECH 2014 -

Track: Operational Advantage | Session: 4

finance, accounting, treasury, cfo, technology, finance technology


Eileen Tobias, Sr. Director of FP&A, NetSuite
Eileen Tobias
Sr. Director of FP&A, NetSuite
Eileen Tobias has more than 20 years of FP&A and Accounting experience in the high tech industry and public accounting. She oversees the FP&A function for NetSuite, where she leads the company’s strategic planning process, supports the executive team as a strategic business partner and reports on results of operations to the executive team and board. As part of her eight year tenure with the company, Eileen led the planning process while NetSuite transitioned from a private to a public company and its revenue grew more than 1,000%.
Eric Zimmerman, Manager of Financial Planning and Analysis, Infusionsoft
Eric Zimmerman
Manager of Financial Planning and Analysis, Infusionsoft
With close to 15 years of Budgeting and Planning experience, joined as Manager of Financial Planning and Analysis for Infusionsoft in 2012. He currently is the Adaptive Planning administrator and owner of the budget and planning process for Infusionsoft. Before arriving at Infusionsoft, Eric worked for AMD in both Sunnyvale, California and Austin, Texas. At AMD, Eric spent time as the global consolidator and created AMD’s Long Range Plan model. Eric also worked as Manager of Planning and Strategy with in Dallas, Texas. With Match, Eric consolidated the North American flagship product as well as created the financial plans, metrics, and reports for the mobile product division. Most recently, Eric worked for SMSC as Manager of Financial Planning in Chandler, Arizona. His responsibilities at SMSC were budgeting and planning for four distinct international product lines. He has extensive system experience with SAP, Hyperion, NetSuite, Adaptive Planning and is a self-proclaimed Excel Geek. He received a business finance degree from Brigham Young University and a MBA from the University of Texas in Austin.


Event Sponsor NetSuite
NetSuite - Founded in 1998, NetSuite Inc. (NYSE: N) is the leading provider of cloud computing business management software suites for growing and mid-size businesses. Thousands of customers globally use NetSuite's online products and professional services to manage all key business operations—including customer relationship management (CRM), order fulfillment, inventory, accounting/ERP and finance, product assembly, ecommerce, website management and employee productivity—in a single web-based system.
By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

There are no CPE Credits for this Solution Demonstration.