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VP/Director of Finance

Suwanee, Georgia, 30024, United States
November 29, 2017

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**** ***** ***** *****, ******* GA 30024 § C (404) ***-**** §


Senior finance executive with 20+ years of managing P&L results and capital investment decisions including three years in loyalty/incentive fulfillment programs (B2S), five years in consumer durable goods (Simmons), three years in the restaurant industry (Steak n Shake), nine years in consumer packaged goods (Frito-Lay), and 7 years of business transformation and information systems design/implementation consulting experience and an Amos Tuck School MBA. Expertise in:

§ acquisition analysis § advertising analysis § capacity planning § capital planning & analysis §

§ distribution planning § financial forecasting § financial planning & analysis §

§ financial process control § key account planning § logistics strategy § manufacturing strategy §

§ marketing strategy § network analysis § organization structure redesign §

§ pricing strategy § process reengineering § project management § route system productivity §

§ sales planning § strategic planning § systems planning & implementation § warehouse operations §

During my career in both consulting and industry, I have been able to quickly identify the key issues impacting an organization, understand the key levers which impact these issues, assemble a team to generate solutions and effectively implement these changes to improve operating performance and to over deliver financial results.


BRIDGE2 SOLUTIONS, INC., Alpharetta, GA 2013 - 2016

Led accounting and finance department with responsibility for the annual operating budget, monthly financial forecast, annual audited financial statements, total headcount management, capitalized labor tracking and three year financial plan. Accountable for gathering due diligence requests across all functions and for all financial projection models used with current owners and/or potential investors.

vice president, finance

Developed and executed annual sales and EBITDA plan (Privately held company with approximately $500M in gross sales).

Developed multi-year financial projections and led meetings/calls with potential investors, bankers, and consultants (2013-2016).

Led the preparation of the audited financial statements for FY2013 and FY2014.

Provided monthly financial covenants, compliance certificate and borrowing base reporting to our banking partner.

Utilized capital leases and capitalization of SW development cost to improve EBITDA by $2M in 2014 and $4M in 2015.

SIMMONS BEDDING COMPANY, INC., Atlanta, GA 2008 - 2013

Created an FP&A department with responsibility for annual operating plan and monthly reporting/forecast. Accountable for corporate SG&A expense management and all financial projection models used with current owners and/or potential investors.

vice president financial planning & Analysis

Developed and executed annual EBITDA plan ($1.4B in sales, $140M in EBITDA, $250M in SG&A, $30M in marketing and $20M in capital expense. Developed financial reports/analysis for investor and Board of Director presentations and quarterly analyst calls.

Led development of Five Year Strategic Plan and multi-year financial model projections and presented in meetings/calls with investors, bankers, consultants and analysts during two Change of Control transactions (2009/2010 and 2012).

Implemented SG&A planning/forecasting models to improve results: delivered better than plan performance in 2008-2012.

Designed multi-year discounted cash flow models to evaluate New Product launch scenarios.

Created product/customer level EBITDA projection models to highlight key opportunities vs. budget and vs. prior year.

STEAK N SHAKE, INC., Indianapolis, IN 2004 - 2007

Upgraded the talent and tripled the size of the FP&A department as part of the Finance Transformation initiative to evolve from an accounting support function to a valued business partner and drive higher return on invested capital.

vice president finance and investor relations

Developed and executed annual financial plan ($700M in sales, $40M in net income, $60M in G&A, $30M in Marketing) and managed capital budget of $80M. Developed investor presentations, quarterly analyst earnings call support and Board of Director presentations.

Led Finance ERP Steering Committee which oversaw PeopleSoft ERP implementation and Cognos BI tool development.

Developed first integrated forecast process in history of company, delivered better than plan performance in 2005-2007.

Established DMA level sales and profit targets for 2007 plan; first time targets set at this level (~60 DMA’s).

Designed model with NPV/IRR/EVA metrics for: purchase/sale of company owned or franchise unit, and rebuild evaluation.

Developed coupon drop return on investment models and TV advertising investment payback models.

Led strategic planning process and developed model for integrating the five year strategic plan output into key performance indicators and detailed financial plan metrics across all business functions.

FRITO-LAY NORTH AMERICA, INC., Plano, TX & Cincinnati, OH 1995 - 2004

Influenced senior level executives on key strategic issues which resulted in over-delivery of financial results while performing headquarter roles. Led cross-functional field leadership team to develop annual operating plans and execute activities to deliver financial goals.

Region Finance Director, Cincinnati, OH (2002-2004)

Developed and executed region operating plan ($475M in sales, $155M in profit, $60M in trade spending and $80M in selling expense).

Ranked #2 of 18 regions in 2002 profit % vs. plan; finance team won the “Best Trade Spending Productivity Award” in 2002.

Gained management approval to acquire and integrate one of three remaining Frito-Lay distributors into the region.

Delivered #1 rank in support labor, #1 rank in controllable accounts, and #5 rank in total selling expense in 2004 (18 regions).

Operations Analysis Director, Plano, TX (2000-2001)

Developed and executed $600M FLNA annual capital plan to support 2B Lb. manufacturing capacity plan; prepared the three year capital plan material which was presented to PepsiCo Capex Committee and to PepsiCo Board of Directors.

Implemented new capital forecast process resulted in FLNA beating capital plan by $10M in 2000 and $30M in 2001; reported better than plan cash flow in both years.

Implemented capacity strategy which resulted in $40M in capital avoidance and a two point increase in capacity utilization over 2 years by using lower cost capacity boosting projects within US plants and securing production capacity in Canada and Mexico.

financial planning director/senior group manager, Plano, tx (1998-1999)

Developed and executed FLNA annual operating plan ($8B in sales, $1.5B in NOPBT, $300M in G&A expense), participated in PepsiCo earnings release conference calls and PepsiCo annual report development.

Improved annual operating plan process in 1998 and 1999; team recognized by CFO for contribution in 1998.

Implemented G&A management processes; resulted in 1999 performance of $8M (3%) better than plan.

Led FLNA forecast process which beat 1999 profit plan, excluding a one-time charge; final results less than 0.5% from budget.

sales accounting reengineering group manager, Plano, tx (1997)

Developed new sales settlement processes and generated system requirements which would impact over 15,000 route salespeople per day.

Identified benefits: reduced write-offs by 50% ($8M); reduced accounting administrative cost by 40% ($2M); improved cash flow by six days or $15M; reduced administrative time of route salesperson by 50%.

area finance manager I and II, Cincinnati, oh (1995-1996)

Developed and executed Region sales and profit plan ($275M in sales, $80M in profit), managed forecasting process and region expenses.

Developed new forecast process which resulted in #2 of 22 regions in forecast accuracy in 1996.

Managed area P&L which resulted in the area exceeding sales and profit plan in 1995 and 1996; awarded the “Relentless Pursuit of Achievement” Award from Area Vice President for 1996 performance.

GEMINI CONSULTING, INC., Atlanta, GA 1992 - 1995

Senior Consultant who coached senior level clients through the business transformation process, led client teams to develop and implement solutions which delivered identified benefits and resolved integration issues between project teams. Projects included:

Business Transformation/SAP Implementation reduced expenses in HQ and Plant finance department by 20%.

Process Reengineering/Organization Redesign identified annual benefits of over $10M through system enhancements and organizational consolidation.

COOPERS & LYBRAND, LLP., Atlanta, GA 1988 - 1992

Associate, Senior Associate and on-site manager on various projects in the functional areas of manufacturing, logistics, purchasing, engineering, order entry, business planning and accounting/finance.

PROGRESSIVE CORPORATION, marketing department intern, Tampa, FL 1987

Built county level database comparing company vs. state market share and loss data; researched high value car insurance offering.

GENERAL ELECTRIC COMPANY, process control engineer intern, Daytona Beach, FL 1986

Supported Quality Information System go-live; performed manufacturing studies, acted as final test witness on Army tank trainer.


MBA with distinction (top 11 of 165), Amos Tuck School of Business Administration, Hanover, NH 1988

Edward Tuck Scholar, Kenneth R. Davis Scholarship recipient, Teaching Assistant for first year Decision Analysis, Statistics

and Operations Management courses, only student enrolled in Tuck Thayer Dual-Degree program

B.E., Electrical Engineering, Thayer School of Engineering, Hanover, NH 1988

William F. May Scholarship recipient, Teaching Assistant for Digital and Analog Electronics Courses

B.A., Cum Laude, Electrical Engineering, Dartmouth College, Hanover, NH 1986

Co-captain 1985 Football Team, 1985 GTE District 1 Academic All American, Rufus Choate Scholar, Dartmouth Society of Eng. 1984-86

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