Franklin, Tennessee, United States
Extensive experience operations finance, FP&A and accounting. Industries include media, telecommunications, underground construction, BPO's and restaurants. Worked in multi-national, public and PE back businesss from small to Fortune 50 companies. Proven track record of building and sustaining strong working relationships across various departments and a committed customer service focus. Possesses strong analytical, problem-solving and communications skills.
Oversee 1000+ domestic restaurants which has a combined $1.5B in revenue • Business segment CFO for Carl’s Jr • Responsible for annual plan and quarterly forecasting for company and franchise restaurants • Report Periodic results to leadership, investors and board members • Dotted line reporting to President of the brand. • Provide operations financial support to internal customers as well as franchise associations • Streamlined reporting via weekly KPI's and implemented periodic P&L review and operations • Evaluated and participated in financial review of franchise M&A, divestitures and new entrants • Build SSS/SST for annual plan and quarterly forecasts • Support marketing with Ad Fund plan and forecasts • Supported securitized debt offerings (2018 - 1 $1.0B refinance, 2020 - 1, $0.4B refinance, 2021 - 1, $0.2B new issuance) via data tape and other diligence • Manage one financial analyst
Supporting 250 company owned restaurants in the Southeast and Southern California with $360M in Revenue. • Responsible for annual plan and quarterly forecasting • Perform variance analysis and assist creating deck for investors. • Collaborate with VP/Directors of Operations to help drive efficiency. • Create ad hoc reports as necessary. • Manage two analysts • Report to Director of Finance
Business Partner reporting to Director of Finance for the South Region. Oversaw 4 Designated Market Areas in Tennessee, supporting $120M in Revenue. Provided support for KPI's, Market Initiatives, Forecasting and Variance Analysis. • Presented financial results Region Management and Non-Finance Personnel • Influential Business Partner to Vice President of Sales • Responsible for 4 DMA's (Designated Market Areas). • Led the budget, forecasting and variance analysis for Tennessee/Kentucky Region • Collaborated with business partners (Research, Marketing, Client Solutions) to provide financial support driving revenue
Led budget and forecasting process for Nashville market of $35M in Revenue. Oversaw Accounts Receivable for the market with one direct report. Managed Lease process for outer market offices. Partnered with accounting during month end close • Finance Lead for the Nashville Market • Led budget and forecasting process for Nashville. 35 Million in Revenue • Oversaw Accounts Receivable for the market with one direct report. • Partnered with Marketing to manage Advertising Promotion budgets and assist with marketing initiatives. • Assisted with the creation of sales pacing and forecasting tools to improve budgeting and forecasting accuracy. • Led month end close for Tennessee/Kentucky Markets • Managed and negotiated Leases for outer market offices • Performed due diligence for affiliate opportunities in various markets • Led the Account Executive Annual budget process
Managed daily reporting to operations and executive staff for five call centers, three in the United States, two International. Month end close responsibilities including invoicing, accruals and variance analysis. Clients included Dell, Apple, Redbox and Sirius • Responsible for daily reporting to operations and executive staff for 5 offices. Three in the United States, two in Canada. • Month end close responsibilities including invoicing, accruals and variance analysis. • Presented Financial Results on a weekly basis to local and regional management. • Provided opportunities to drive gross margin by using sales analytics and ad hoc reporting.
Managed the daily and weekly financial results of multi-platform construction, maintenance, installation, and engineering company in the telecommunications industry. Actively involved in month end close and yearend audit. • Participated in growth from 15 million in revenue to 95 million within 3 years • Initial hire for Finance Department. Grew to a staff of 3. • Responsible for the daily and weekly financial results of multi-platform construction, maintenance, installation, and engineering company in the telecommunications industry • Actively involved in month end close and year end audit • Provide assistance with integration of acquisitions • Provide financial and operational support to 15 profit centers located across the country • Monitor actuals against operating plan for variances. Make recommendations to management based on results. • Develop and lead weekly calls with project managers discussing financial and operational results