Phil Lozano

Role
Director, Strategic Finance - Top-line & Bookings at ServiceNow
Location
San Francisco, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Phil Lozano

Senior finance leader with over 20 years global experience in technology, software, and…

Experience

  1. Director, Strategic Finance - Top-line & Bookings

    ServiceNow

    May 2023 — Present

    In this critical leadership role, I am responsible for planning, forecasting, and reporting related to ServiceNow\'s key customer metrics, including Bookings, Revenue, and backlog/remaining performance obligations. My primary focus is providing financial visibility and business insights to ServiceNow\'s leadership, contributing to the company\'s financial model and long-range plan. Own the company\'s long-range and in-year forecasting and reporting processes for bookings, revenue, and related metrics, empowering leadership to make critical decisions about the future of the company. 🤝 Collaborate closely with Sales and Finance leadership to ensure forecasts and plans reflect the best available information, enabling accurate forecasting. Work closely with Investor Relations and senior leadership to set messaging, including long-term and in-year guidance for investors and analysts. Take responsibility for core reporting and analytics related to customers and bookings. 🤝 Collaborate with teams across sales, finance, accounting, and operations to create and improve systems and processes supporting the forecast, as well as analytics and insights for informed decision-making. Drive automation and enhance existing planning and reporting processes.

Education

  • The George Washington University School of Business

    Master’s Degree, Finance

    1994 — 1996

  • Metropolitan State University of Denver

    BS, Finance

    1981 — 1984

Skills

  • Financial Analysis
  • Revenue Recognition
  • Acquisition Integration
  • Mergers
  • Finance
  • Cross-Functional Team Leadership
  • Portfolio Management
  • Financial Modeling
  • Pricing
  • Forecasting
  • Process Improvement
  • Strategic Planning

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