Summary
Overview
Work History
Education
Skills
Timeline
Leader of the Year 2004
Generic

SAMUEL HUBER

Moraga,CA

Summary

Find a leadership role that leverages my public company, financial systems, data, finance, project management, and leadership experience that allows me to help prepare a company to go public while setting up the company to scale to operational maturity.

Overview

2026
2026
years of professional experience

Work History

Senior Associate/Consultant

Solar Power Development Company (Solar Trust of America)
  • Minimized external tax firm’s billable time as managing tax preparer.
  • Identified and entered adjustments to convert year end financial statements from General Accepted Accounting Standards (GAAP) to International Financial Reporting Standards (IFRS).
  • Accounting Project Leader for implementation of Great Plains included assisting of creating a chart of accounts, training, setup, and historical data conversion.

SOX Senior Consultant

Health Care Provider (Kaiser)
  • Led remediation of SOX related to all phases of the multi-billion dollar AP Department including yearly SOX certification.
  • Identified key areas in need of improvement and implemented plans to rectify issues.
  • Troubleshot issues by understanding issue, diagnosing root cause and coming up with effective solutions.
  • Developed custom solutions based upon clients' strict requirements.

Senior Consultant - Finance

Online Retailer (Redenvelope)
  • Led audit prep for property and sales tax, and assisted external auditors. Helped prepared work papers, clarified questions, and created reports to reduce auditor’s time.
  • Created a forecasting model that allowed the merchandising department to look at the business at a detailed level.
  • Evaluated clients' needs and created plan of action to provide solutions.
  • Prioritized projects and project tasks depending upon key milestones and deadline dates.
  • Gave budget suggestions for projects, outlining financial needs, and forecasting.

Senior Director, Financial Systems and Solutions

Instacart, Inc.
01.2020 - 04.2025
  • Led initiative that created hardened financial data and financial systems to support with proper controls to both go public in 2023 and pass SOX 404B by the end of 2024.
  • Diagnosed significant deficiency (SD) upon my arrival and made plan to have it remediated in time for IPO.
  • Implemented systems to support public company operations including Workiva, Adaptive, Datamart (Snowflake), Oracle customer data management, Oracle Reports Developer, Oracle Risk Management Cloud (RCM).
  • Operationalized testing and implementing of Oracle Quarterly Releases to ensure we took advantage of developing technology.
  • Once policy was set and business process was stable, converted to BPO to outsource in order to save and allow core teams expertise to be applied to solutions and projects for scale.
  • Established finance “Alliance” team that was connected to the rest of the business and ensured finance was prepared to support future lines of business, acquisitions, and expansions. Alliance team and was imbedded in the planning for growth, changes, and OKRs and partnered with senior leadership to ensure finance, risk, system/data needs and compliance were considered for initiatives.
  • Built “Tech Council” in the absence of a CIO to ensure the company had an inventory of owned technology, leveraged economy of scale, and properly assessed the technology purchases that were happening in the business.
  • Partnered with stakeholders on large contracts to ensure we were getting market competitive pricing and minimized risks in the areas of systems, data, and third party support.
  • Drove strategic improvements to enhance operational and organizational efficiencies.
  • Fostered work culture of collaboration and inclusion to increase morale and reduce turnover.
  • Instituted formal operating procedures and enforced adherence to policies and regulations that impacted bottom-line.
  • Met with department supervisors and provided staff support to attain organizational goals.
  • Planned and integrated project and program schedules.
  • Directed design and execution of business transformation initiatives to drive performance, profit optimization and growth opportunities.
  • Leveraged professional networks and industry knowledge to strengthen client relationships.
  • Spearheaded innovative approaches to resource allocation and strategic planning.

Senior Project Manager, Workday on Workday - PMO

Workday, Inc.
04.2017 - 01.2020
  • Delivering on multiple enterprise level programs and projects that leverage Workday’s suite of technology including Workday Financials, Adaptive Planning, and Prism Analytics.
  • Led Workday acquisition related implementation of Adaptive Insights Planning to be fully functional in a ten week time frame.
  • Oversaw Adaptive program tasked with increasing seamless data and product evolution across all Workday offerings leveraging Prism and the Power of One.
  • Partnered, organized, and managed People and Purpose AI project resulting in the fully functioning chat bot (Wex) delivery resulting in reduced tier one support cases.
  • Delivered profitability of product, customer, and SKU level revenue solution with views that gave insight into how different revenues impact overall company performance.
  • Delivered Product and SKU profitability resulting in fully loaded profit reports by customer and by SKU.
  • Critical in helping create PMO Light structure through creating agile practical working tools for the business to deliver on required data points in the construct of their normal work flow.
  • Managed Workday feature release initiative that increased Workday’s utilization through a cross functional coordinated assessment, testing, and implementation cycle.
  • Monitored contracts and service level agreements to identify potential risks and implement mitigation actions to protect development process from unforeseen delays and costs.
  • Oversaw large portfolio of projects to support teams, report progress, and influence positive outcomes for key stakeholders.
  • Communicated project plans and progress to key stakeholders and project contributors.
  • Maintained schedules to meet key milestones at every project phase.
  • Directed changes to project scope and cost and implemented appropriate change management processes to keep project on track.
  • Partnered with project team members to identify and quickly address problems.
  • Provided outstanding service to clients through effective communication and prompt issue resolution to facilitate future business opportunities.
  • Crafted and maintained project plans and schedules to meet organizational objectives.

Associate/Consultant

Resources Global Professionals
04.2005 - 04.2017
  • Provided broad-based project design, development and execution at 3 separate organizations, worked in all areas of the finance department.
  • Assignments: Online Review Company (Yelp) 3 Years
  • Partnered with VP of Finance and CFO in the design and implementation of automated solutions that improved overall efficiency within the finance department and helped the company achieve scalability.
  • Managed portfolio of 20+ ancillary projects in addition to core responsibilities.
  • Spearheaded development of Business Processes for initial SOX Certification.
  • Leveraged legacy tools to assess, design, and implement solution for collections teams increasing efficiency by 40%.
  • Designed and executed automated solution to stabilize AP business process achieving 100% on-time vendor payments.
  • Built and designed automated revenue adjustments for high volume transactions allowing resources to be reallocated to other analysis.
  • Designed automation that will allow for 5.7 FTE to be allocated to more analytical activities from manual repetitive tasks.
  • Managed project lifecycle including capturing requirements, business process design and implementation for financial systems including Anaplan FP&A, Excel4Apps, Serengeti, and Braintree.
  • Mentored Project Managers in requirement gathering, assessments, solutions design, and project execution.

Controller

Lafayette Park Hotel and Spa
01.2004 - 01.2005
  • Managed the finance and accounting team and assisted operations in all areas of accounting, finance, information technology, and strategy.
  • Created policies and procedures and internal controls and met specific targeted results.
  • Led implementation of new property management system HIS Epitome.
  • Developed a budget model, created various reports and automated the process allowing the leadership team to better understand their business and manage their budget.
  • Monitored cash flow enabling the company to meet vendor obligations and payroll.
  • Managed payroll data entry and processing for 150 employees to comply with predetermined company guidelines.
  • Accurately completed financial statement audits and thoroughly reviewed results.
  • Followed up with delinquent accounts to obtain funds and reduce aging balances.
  • Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
  • Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Prepared balance sheets, cash flow reports and income statements.
  • Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
  • Worked with 7 executives to create annual budget and track actual expenses against projected expenses.
  • Created and distributed reports on internal and external finances, audits, and budgets.
  • Managed outstanding balance amounts by evaluating reports and determining collection statuses.
  • Worked with both internal and external users to create detailed financial reports.
  • Enhanced quality and currency of financial information by overseeing revenue collection systems.
  • Managed daily financial functions in collaboration with accounting and payroll personnel.
  • Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
  • Projected monthly cash expenditures through efficient budgeting and detailed document reviews.

Controller

KSL Doral Golf Resort and Spa
01.2003 - 01.2004
  • Responsible for leading a finance department of 30 to become business partners with the operations and instrumental in the success of a $100M operation.
  • Assisted the CFO in identifying key performance indicators that allowed leaders to understand their respective operations when making business decisions.
  • Followed up with delinquent accounts to obtain funds and reduce aging balances.
  • Accurately completed financial statement audits and thoroughly reviewed results.
  • Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
  • Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
  • Prepared balance sheets, cash flow reports and income statements.
  • Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
  • Worked with both internal and external users to create detailed financial reports.

Education

California State University
Hayward, CA
01.1996

Finance, Accounting, Marketing, English

California State Humboldt
Arcata, CA
01.1992

Skills

  • Oracle Fusion Financials
  • Workday Financials
  • Great Plains
  • JD Edwards
  • QuickBooks
  • G Suite (Docs, Sheets, Slides, Luicid)
  • PowerPoint
  • Adaptive Insights
  • Anaplan
  • Smartsheet
  • Microsoft Excel
  • Access
  • Box
  • Excel4Apps
  • Confluence
  • JIRA
  • SFDC
  • Workiva
  • Snowflake
  • Auditboard
  • ZIP
  • Policy implementation
  • Stakeholder relations
  • Collaborative leadership
  • Administrative oversight
  • Organizational development
  • Culture transformation
  • Team building and motivation
  • Policy development
  • Team management
  • Key performance indicators

Timeline

Senior Director, Financial Systems and Solutions

Instacart, Inc.
01.2020 - 04.2025

Senior Project Manager, Workday on Workday - PMO

Workday, Inc.
04.2017 - 01.2020

Associate/Consultant

Resources Global Professionals
04.2005 - 04.2017

Controller

Lafayette Park Hotel and Spa
01.2004 - 01.2005

Controller

KSL Doral Golf Resort and Spa
01.2003 - 01.2004

Finance, Accounting, Marketing, English

California State Humboldt

Senior Associate/Consultant

Solar Power Development Company (Solar Trust of America)

SOX Senior Consultant

Health Care Provider (Kaiser)

Senior Consultant - Finance

Online Retailer (Redenvelope)

California State University

Leader of the Year 2004

Selected as Leader of the Year for 2004 with the Lafayette Park Hotel and Spa.

SAMUEL HUBER