Senior Finance Executive Specializing in Consumer Facing Businesses
Joined 03/02/2018
Level: LEVEL 01 (12 mo pts: 0 pts)
Lifetime points: 15 pts
I’m excited by challenges and driven by the opportunity to learn every day. I have a strong operational background with experience in merchandising, planning, call center, warehouse and store operations, real estate, IT and ERP implementations, but my focus is on financial management. I have the unique ability to bring my practical operational experiences to the strategic and financial planning processes in order to maximize shareholder value. My background includes work in private equity (PE) backed companies, public companies ranging from under $1 to over $30 BN in revenues, and small private and venture backed companies.
Key competencies include: • FP&A, Budgeting and Forecasting • Strategic Planning • Board and Investor Presentations • Financial Modelling including Project Analysis, NPV, ROI and Payback • Internal and External Audit • GAAP • Real Estate Planning and Analysis • IPO, S1, 10K and 10Q • Monthly Close • Actual vs Budget and LY Variance Analysis • Management Discussion and Analysis (MD&A) • Systems Development and Implementation
Key accomplishments include: • Managed successful IPO • Corrected legacy accounting issues resulting in significant increase in revenue reporting • Implemented Order Management, Data Warehouse and Financial Planning applications • Oversaw financial planning of several companies through high growth • Upgraded sales and inventory planning processes • Responsible for vendor negotiations through challenging cash flow circumstances • Prepared business case and obtained board approval for new line of business
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