Tom Tran

About Tom Tran

Over the years I’ve built expertise at the intersection of finance, strategy, and operations—helping organizations translate complex financial data into clear insights that drive growth, margin expansion, and operational efficiency. My experience spans SaaS, healthcare, retail, logistics, and financial services, giving me a broad perspective on what it takes to scale businesses in dynamic environments.I’ve designed scalable financial models, led ARR forecasting, streamlined reporting processes, and worked closely with product, data, and GTM leaders to align strategy with execution. From ramp-up and retention analysis at GoFundMe Pro, to spearheading digital transformation initiatives in Asia and optimizing nationwide retail performance in the U.S, I’ve consistently focused on building systems and processes that enable better decisions and sustainable growth.What motivates me most is partnering with teams and executives to create financial clarity, uncover opportunities, and deliver strategic outcomes—whether leading remotely or on-site, in high-growth startups or established enterprises.

Experience

1. Finance & Strategy Lead

   GoFundMe

   Nov 2023 — Present · San Diego, US

   Driving SaaS finance strategy by aligning GTM, product, and operations with data-driven insights to support growth, forecasting, and executive decision-making.Key Highlights:• Streamlined SaaS reporting (GDV, bookings, subscription revenue, ACV retention) and delivered insights that shaped executive decisions.• Directed financial planning and forecasting across GTM functions, enabling accurate revenue and margin projections.• Built scalable financial models (cash flow, churn, ramp-up analysis) to forecast growth and retention impacts.• Partnered with data and GTM leaders to design new crediting methodologies, customer data models, and bonus metric frameworks.

Education

• University of Cincinnati Carl H. Lindner College of Business

  BBA Finance, Finance

  2000 — 2005

Skills

• General Ledger
• Variance Analysis
• Financial Analysis
• Cash Management
• Accounting
• Process Improvement
• Access
• Accounts Payable
• Gaap
• Account Reconciliation
• Cognos
• Forecasting
• Revenue Recognition
• Microsoft Excel
• Quickbooks
• Accruals
• Essbase
• Pivot Tables
• Consolidation
• Sarbanes-Oxley Act
• Management
• Business Analysis
• Analysis
• Financial Reporting
• Analytical Skills
• Business Process Improvement