David Franz

Financial Modeling and Analysis

Denver, Colorado, United States

About

I am an experienced Financial professional and have helped businesses ranging from $10m to $1.2b in revenue make informed strategic decisions. In service of executives and leadership teams, I work across operations, sales, marketing and finance to gather cross-functional details to launch products, ignite partnerships, optimize prices, project ROI's for capital investments, and define and report on KPI's for in flight efforts. I skillfully navigate complex data-sets and provide intuitive and dynamic interactive financial and pricing models to game out various scenarios in real time to facilitate better informed decision making in meetings. I continue to grow in my soft skills of professional interaction as well as my hard skills of technical know-how. From challenging myself to crucial conversations to an sql course, I am always learning and growing.

Experience

  • Senior CRM Data Quality Analyst at University of Colorado
    Sep 2023 - Present · 2 yrs 11 mos

  • Senior Analyst, Financial Planning and Analysis at Evolve
    Mar 2022 - Sep 2023 · 1 yr 7 mos

    -Workforce planning -Operating Expense reporting and forecasting -Customer inventory reporting and forecasting -Customer Acquisition Cost reporting and forecasting -Customer Churn reporting and forecasting

  • Analytics Manager: Financial, Sales, Pricing, Data at WeldWerks Brewing Co.
    Apr 2021 - Mar 2022 · 1 yr

    Distribution/Taproom Sales Analysis, Financial and Volume Forecasting, Transaction Database creation and management, Demand Planning, Portfolio Analysis/SKU rationalization, Pricing, Pricing Negotiation, Budgeting, indoor plant care. Also, some light accounts payable and payroll when needed.

  • New Belgium Brewing (5 yrs 8 mos)
    • Net Revenue Management, Manager
      Mar 2019 - Mar 2021 · 2 yrs 1 mo

      -Developed ad hoc and monthly financial reports to gain further insight into key performance indicators across 50 states, 15+ brands, 7 pricing tiers and 10+ package types. -Worked across multiple departments to gather detail on opportunities for new revenue streams or capital investments to create projected P&L's for Senior Leadership. -Managed and provide training to two person team -Created budget for all Revenue, Promotional Spend, Freight Revenue and Freight Expense. Also, reported against these budgets on a monthly basis.

    • Net Revenue Management, Analyst
      Jan 2017 - Feb 2019 · 2 yrs 2 mos

      -Developed centralized pricing warehouse and created financial model to gain insight into revenue, margin and volume implications of price changes across three tier system. -Led negotiations with 350 distributors to transition business model from Distributors picking up beer and paying for freight to New Belgium delivering beer and paying for freight. -Analyzed margins for new product launches and worked with Sales to implement pricing -Worked with I.T. to streamline data and improve financial and pricing reporting -Provided Senior Leadership ad hoc analysis and reporting that gave insight into likely outcomes based on various decision trees. -Participated in process to higher Pricing Coordinator and trained him to understand and maintain our data structure as well as provide pricing analysis to Sales.

    • Liquid Center Representative
      Aug 2015 - Jan 2017 · 1 yr 6 mos

      Going to be giving tours and working in the Liquid Center to engage and delight folks who stop in to New Belgium Brewery!

  • Pricing Analyst at Trinidad Benham
    Mar 2015 - Jun 2015 · 4 mos