Greater Chicago Area
With a career rooted in finance and accounting for global industry leaders, I've managed diverse projects and P&Ls for organizations with multi-billion-dollar revenues. As a Finance Manager at Constellation Brands, I oversee SG&A financial planning & analysis, accounting, and ad-hoc support for the Wine & Spirits global business unit. Collaborating across functions, I provide financial guidance to drive strategic initiatives and ensure we meet growth targets. My passion lies in leveraging expertise to fuel the success of this vibrant industry, with a keen focus on process improvement and automation to liberate time for strategic partnership and objective achievement.
Finance Manager - Financial Planning & Analysis responsible for managing their Global Wine & Spirits business unit. As a seasoned professional, I specialize in managing the SG&A budget totaling approximately 300M for the wine and spirits global business. Collaborating cross-functionally with teams ranging from marketing and sales to HR and strategy, I play a pivotal role in decision-making processes, working closely with stakeholders from CEO level down to analysts. My responsibilities extend to spearheading various process improvement initiatives aimed at enhancing forecast accuracy, reporting efficiency, and overall operational effectiveness. By leveraging automation and strategic insights, my goal is to optimize resources and drive tangible business outcomes.
Responsible for managing the financial planning & analysis for BrightStar Care owned franchises across the US. Collaborate and manage analyzing ROI in deal due diligence process of mergers & acquisitions. Responsible for supporting operators in building automated data dashboards to improve efficiencies and put data and trends at the forefront when making business decisions.
• Provide financial leadership to the Renal Care business which generates $4B of commercial sales annually. • Manage global financial planning and reporting processes for 5-year Long-Range Plan, Quarterly Forecasts, Annual Operating Plan & other Sales Planning activities. • Manage R&D, Marketing/SG&A & OCOS budget of ~$200M to support portfolio growth and maintain financial commitments & strategy. • Manage and own Renal Care’s Managed Cash Flow and communicate results monthly. • Oversee annual Capital Expenditures of ~$4M to support our R&D footprint and keep innovation a priority. • Work Cross Functionally with marketing and supply chain to develop business cases to evaluate & provide recommendations on opportunities related to new product development and capacity expansion initiatives. • Lead and Present monthly, quarterly, and annual financial results to senior leadership including VP’s and CFO. • Actively lead & manage the development of the Renal Care Vitality Index process which provides visibility & industry benchmarking into what portion of our organic growth is driven by innovation. • Scenario planning to evaluate investment tradeoffs vs make or buy decisions within our product lines. • Add value beyond finance by applying analysis to cross-functional data sets within Marketing, Supply Chain & Strategy & make recommendations that drive key business decisions related to market trade-offs, capacity planning & portfolio reallocation to meet the company’s profitability targets. • Leadership exposure & mentorship reporting directly to the Sr Director of Finance for my Global Business Unit.
• Completed the Statement of Cash Flows for the 10-K and 10-Q while creating a model to improve the existing process. • Monitored Income Statement and Balance Sheet adjustments monthly to limit financial misrepresentation. • Managed & ensured Corporate Accounting's SOX controls in place to meet auditors’ expectations & reduce the company’s exposure to risk. • Oversaw monthly and quarterly close tasks for all divisions internationally and oversee the company’s account reconciliations. • Lead an intercompany project to drive consistencies across global divisions and reduce month-end close to 5 days. • Received personal award from Chief Financial Officer for collaboration in the implementation and adaptation to ACS606 – New Revenue Recognition Standards.
• Authorized projects for expenditure ensuring scope; schedule, cost, and benefit are all documented and properly validated. • Monitored budget spending on near- and long-term initiatives including real estate, supply chain, and IT investments. • Managed and monitored capital and expense-related transactions to the P&L and Balance Sheet to ensure a proper close for month & year-end. • Analyze & interpret financial results comparing actual performance to budgets & forecasts. • Responsible for preparing monthly Cash-Flow report used by upper management when presenting company’s capital expenses. • Lead project migration for Heinz plants during integration onto legacy Kraft systems. • Supervisory experience reviewing, & approving capital projects completed by four analysts.
• Managed asset creation across the team related to all the company’s business units: Cheese, Beverages, Oscar Mayer, and Meals and Desserts. • Processed asset transfers, retirements, accelerated depreciation, and asset master data updates • Responsible for monthly and quarterly General Ledger/Sub Ledger account reconciliations. • Processed monthly and quarterly journal entries. • Lead department-wide initiative documenting all processes & procedures to provide value to auditors and allow ease of internal transition during a merger. • Managed yearly physical inventory done by the plants to meet company policy requirements