Amy Z.
Finance & Operations Leader
- Role
- Senior Director, Subscription Revenue at Calix
- Location
- Menlo Park, CA, US
- LinkedIn followers
- 500 followers
About Amy Z.
A strategic and operational focused finance leader with over 20 years of progressive public and privately-held industry experience including SaaS, biotechnology, networking technology. Well documented track record of business operation support and finance skills including the ability to multi-task and prioritize company initiatives while driving a sound balance between investment, operational risks, and continuous process improvement in a methodical and collaborative manner.Revenue Operations: • Streamline Quote to Cash workflows with process automation using custom integration between Oracle CPQ, Salesforce Billing & Oracle Fusion revenue/AR management system for hybrid subscription and usage-based revenue model • Automate revenue analytics and dashboard leveraging CPQ and revenue data infrastructure • Balance operational efficiency and business risks with optimized Product, Go-to-Market, and Finance cross-functional end-to-end infrastructure and processes• Support deal desk, commercial contract review and order management process• Revenue forecast, QBSR capacity planning and renewal management operations• ASC 606 revenue recognition assessment for arrangements with multiple deliverables containing hardware, software, software maintenance, SaaS, and professional servicesPlanning: • Annual strategic operating plan, forecasting processes and business modeling• Board packages and communication with external stakeholders• Fundraising, debt financing and compliance processControllership: • Strong focus on building infrastructure including ERP and equity management system implementations, accounting policy, process, and SOX documentation • Hands-on experience in month-end close, international expansion, consolidation, M&A integrations, Audit Committee presentations and earnings release process Team Development: • Dedicated leader, coach and team player with strong work ethic focused on finding efficient solutions to pressing problems • Proven ability to recruit, manage, and develop individuals to optimize employee experience throughout their career journeys
Experience
Senior Director, Subscription Revenue
Jan 2025 — Present · San Jose, CA, US
Education
UCLA
B.A., Business Economics, Accounting minor
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.