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HOWARD L. GREEN, JR.

415-735-1842 | howardleegreenjr@gmail.com | www.linkedin.com/in/howardleegreenjr/


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Finance professional with a record of success in Fortune 500 and NASDAQ companies. Recognized for building and leading financial planning and analysis (FP&A) teams and driving financial and operational results. Seeking a senior finance or operational role in financial services, biotech/pharma or technology, where my business acumen and diverse background can be utilized to drive company performance. FUNCTIONAL EXPERTISE Finance: Transform corporate and divisional FP&A teams by leveraging a combination of finance expertise, leadership skills and a diverse background in multiple industries. Recognized for building strong relationships with business partners and forging new standards of organizational performance. Strategy: Collaborate with senior management and cross-functional teams to develop strategic plans for global companies, ranging from restructuring to high-growth environments. Operations: Evaluate and simplify operational processes. Spearhead expense reduction initiatives to generate near-term and sustained margin improvement. PROFESSIONAL EXPERIENCE Independent Consultant 2012 - Present Provide consulting services to Dominican Republican companies interested in establishing or expanding business relationships in the US and Canada. Leverage 20+ years of professional experience to advise Dominican business owners on American and Canadian business practices and cultural norms. Generate proposals, provide decision support and assist with securing bank financing. SERVICESOURCE, INC., San Francisco, California 2011 - 2012

A $200 million services company that manages the contract renewals process of maintenance and subscription agreements for technology companies (Major clients: AT&T, VMWare, Salesforce.com, Dell and Google). Vice President, Global Operations Finance Recruited by CFO and President to join the Global Inside Sales executive team three months after March 2011 IPO. Annual revenue $180 million (90% of total company), generated from 80+ multi-year client contracts ranging from $500,000 to $15 million. Post-IPO environment resembled a start-up, limited infrastructure and difficulty managing rapid growth (30-35% annually). Led process improvement, decision support, performance reporting and system upgrade efforts. Provided strategic and day-to-day financial support to a sales and support staff of 1,500. Led globally disbursed finance team. Reported to CFO. Collaborated with executive team to redesign the quarterly operations review process. Established new protocols and redesigned reporting tool for weekly global sales meeting. Developed companys first-ever account level P&Ls; facilitated fact-based account level analysis, resource allocation and pricing negotiations with existing and prospective clients. Implemented cost control initiatives, resulting in $15M (10%) annual expense reduction. Partnered with IT to improve processing and accuracy of sales metrics and dashboards. STUPSKI FOUNDATION, San Francisco, California 2010 - 2011

Private, operating non-profit foundation focused on improving life options for children of color and poverty. Chief Financial Officer Directed all financial and administrative management of the foundation finance, accounting, budgeting, payroll, internal controls, facilities and human resources (including management of 3rd party HR provider relationship). Partnered with CEO and executive team on strategy development. Member of Investment Committee responsible for driving 5-7% annual returns on a $225 million investment portfolio; returns funded annual operating expenses of $15M. Reported to CEO. Established in 1997, foundation discontinued operations in 2012 due to founders failing health.

HOWARD L. GREEN, JR. PAGE 2 _____________________________________________________________________________________ Reduced material findings of annual audit from three to zero. Provided guidance and leadership through organizational transition. Turned over 33% of foundation staff in nine months and changed CEOs three times in 12 months. Renegotiated 5-year office lease 18 months before expiration, resulted in 20% reduction in lease payments. NORTH COAST CAR RENTAL, Puerto Plata, Dominican Republic Rental car agency serving the north coast of the Dominican Republic. Co-Founder Relocated to the Dominican Republic to establish a boutique rental car company. Target clients included local Dominicans and 1.3 million Dominicans living in New York, New Jersey & Massachusetts that travel to their homeland to visit family and friends. Liquidated business February 2010 and returned to California. GENENTECH, South San Francisco, California 2005 - 2009 A leading biotech firm that develops, manufactures and commercializes drugs for significant unmet medical needs. Director, Manufacturing Finance 2007 - 2009 Provided executive team with decision support for Genentechs manufacturing plant network. Collaborated with cross-functional teams on special projects network optimization, make/buy decisions and capital investments. Led the 17-year strategic plan and annual operating plan processes. Presented monthly operational results and expense forecasts to executive team. Roche acquired Genentech March 2009, declined offer to relocate to Basel, Switzerland (Roche Headquarters) for similar role. Led all financial aspects of Genentech plant rationalization and subsequent divesture of a California facility ($560 million transaction). Partnered with Procurement to negotiate $50 million annual cost savings with Genentechs three largest suppliers (e.g. General Electric Healthcare). Director, Corporate Finance 2005 - 2007 Recruited to provide large company expertise and structure to a corporate FP&A function primarily focused on accounting. Led analytics, financial reporting, revenue and expense forecasting, and ad hoc analysis. Elevated profile and impact of the role by partnering with the CEO and executive team to ensure alignment between the 17-year strategic plan and the annual operating budget. Prepared briefing materials and presentations for Board meetings. Reported to Corporate Controller. Teamed with Sales & Marketing to redesign sales rep incentive plans to ensure bonus payouts and margin targets properly reflected the impact of 40% revenue growth. Improved revenue and expense forecasting accuracy by leading a process improvement initiative, resulting in forecast accuracy improving from +/-10% to +/-3%. Commissioned by CEO (two weeks after joining company) to identify and implement cost reduction initiatives; seven initiatives generated $45 million annual savings. CHARLES SCHWAB & COMPANY, INC., San Francisco, California Americas leading discount brokerage firm. Vice President, Financial Planning and Analysis 2003 - 2004 Oversaw FP&A function of $1.5 billion Retail division (60% of company revenues). CFO for three USbased call centers and Advice Planning. Full P&L responsibility. Drove annual business plan and prepared Retail President for quarterly performance reviews. Reported to SVP Retail Finance. Spearheaded detailed analysis of cost structure, resulting in $65 million (7%) annual expense savings. Developed three-year forecasts for new products to determine feasibility of $90 million net income lift projections. 1999 - 2004 2009 - 2010

HOWARD L. GREEN, JR. PAGE 3 ___________________________________________________________________________________________ Vice President, Retail Finance 1999 - 2003 Directed all aspects of financial management of the Retail Sales and Service. Provided finance support to 2,400 sales employees across 350 branch locations and 1,800 customer service representatives in five call centers. Led analytics to secure corporate funding for strategic initiatives. Trusted advisor to the Retail Sales and Service President and executive team through periods of rapid growth and contraction. Developed branch asset target-setting model using market demographics and sales team productivity. Created financial model to assist with branch site selection and prioritization of branch renovations. Led major restructuring effort prompted by the post-9/11 market downturn. Partnered with Retail President to develop a strategy to reduce field headcount by 30% (1,260) and close 52 branches (15%) and one call center (20%). Executed eight rounds of layoffs over two-year period and ensured each round aligned with financial and operational targets. AUTODESK, INC., Cupertino, California Provides design software and services to customers worldwide. Director, Finance and Administration, Americas Sales & Marketing Provided financial leadership for this $390 million organization. Led monthly close process and ensured compliance with software revenue recognition policy. Provided five regional sales directors with revenue forecasting, operating expense and inventory management support. Designed incentive compensation plans and established quarterly sales quotas. Traveled throughout the Americas for sales meetings and to resolve local financial and labor issues. Led globally disbursed finance team (US, Mexico, Brazil, Venezuela and Argentina). Reported to VP Sales & Marketing and Corporate Controller. Developed and rolled out consistent worldwide financial reporting. Improved quarter-end revenue forecasting by coordinating quarter-end production planning, reseller inventory management and bookings/shipments. HONEYWELL, INC., Phoenix, Arizona & Torrance California Aerospace Manufacturing Division Director, Program Planning & Control 1997 - 1998 Director, Financial Planning & Analysis 1996 - 1997 Manager, Manufacturing Finance 1995 - 1996 NESTLE BEVERAGE COMPANY, San Francisco, California UNITED AIRLINES, Oakland and San Francisco, California Aircraft Maintenance Division AEROJET, INC., Sacramento, California 1986 - 1990 1994 - 1995 1990 - 1994 1995 - 1998 1998 - 1999

EDUCATION B.S. Business Administration, Finance California State University, Sacramento