Quintin Lee

About Quintin Lee

I’m an FP & A / Strategic Finance operator who builds planning systems and analytics that leadership actually trusts. Over 12+ years across SaaS and complex operating environments (semiconductor, healthcare, manufacturing, digital media), I’ve owned budgets/forecasts, built KPI frameworks, and automated reporting so teams spend less time reconciling numbers and more time making decisions.I work at the intersection of Finance, GTM, Product/R&D, and Ops, translating messy inputs into clear storylines: what happened, why it happened, what changes the outcome, and what we’re doing next. I’m at my best when the question is vague and the data is imperfect. I bring structure, pressure-test assumptions, and turn ambiguity into an operating plan with owners, drivers, and measurable outcomes.What I do best- Driver-based planning (revenue, OpEx, headcount) with scenario modeling and sensitivity analysis- SaaS metrics + GTM finance: ARR/MRR, churn/expansion, NRR, CAC/LTV, pipeline conversion, bookings-to-revenue dynamics- BI + automation: Power BI (DAX), SQL datasets/pipelines, Python analytics and workflow automation- Operating rhythm: forecast cadences, variance narratives, performance reviews, KPI definitions/governance- Cross-functional partnership: aligning Sales/GTM, Product, Engineering, and leadership around consistent metrics and decisionsRepresentative outcomes (selected)- Reduced manual reporting and planning effort 30–70% by standardizing models and automating refresh workflows- Improved forecast accuracy (up to 40%) through driver models, better assumptions, and variance diagnostics- Delivered measurable revenue/margin impact (ex:$3M incremental revenue via pricing analytics; NRR +7% via retention/cohort insights)- Built liquidity and covenant stress testing to manage $80M+ credit exposure and improve visibility and confidence- Supported acquisition integration through KPI alignment, consolidated reporting, and execution-focused dashboardsHow I work:I’m hands-on, but not precious about tools. I’ll build the model, define the metric, validate the data, and package the narrative. My default is simple: clean inputs, clear drivers, consistent definitions, and reporting that’s fast enough to matter. I’m also comfortable with executive communication, whether that’s a one-page KPI story, board-ready bridges, or a tight “here’s what changed and what we’re doing about it” readout.Tools: Power BI, Tableau, SQL, Python, Adaptive Planning, AnaPlan, SAP, NetSuite, advanced Excel/VBA.

Experience

1. Senior Financial Analyst

   Planview

   Apr 2024 — Present · Austin, TX, US

Education

• Texas Tech University

  Bachelor’s of Science, Economics, Finance, and Business Management

  2010 — 2015

Skills

• Microsoft Excel
• Powerpoint
• Financial Accounting
• Process Improvement
• Teamwork
• Banking
• Customer Service
• Microsoft Word
• Team Leadership
• Cash Management
• Microsoft Office
• Sales
• Time Management
• Strategic Planning
• Financial Analysis
• Public Speaking
• Economics
• Leadership
• Investments
• Negotiation
• Research
• Finance