Teresa Sullivan FINANCE BUSINESS DEVELOPMENT OPERATIONS
EXECUTIVE
SENIOR EXECUTIVE PROFILE
Dynamic leadership career as a Senior Executive of successful start-ups,
Fortune 500's and global high-growth companies. Astute strategic,
financial, and business skills with over 25+ years of successful revenue,
income and operational improvement. Progressive, decisive and innovative -
valued for expertise in interpreting corporate vision and strategy and
translating those visions into actionable plans and objectives. Provide
leadership to multi-function and cross-culture teams and cultivate and
maintain key relationships with executives, strategic partners and staff.
Core qualifications include:
? P&L Management ? Cash Management ?
Start-ups and High Growth
? Mergers and Acquisitions ? Balance Sheet Divestitures ?
Operational Improvements
CAREER CHRONOLOGY
OWL RIDGE WINE SERVICES -SEBASTOPOL, CA 2013 to Present
vice president of finance and administration
Responsible for all aspects of finance including cash management, planning
and budgeting, inventory costing, general ledger, AP/AR. Manage all HR
functions including benefits, insurances, payroll and employee hiring.
Provide CEO in-depth analysis for various projects and capital investments.
Provide daily revenue and cash reports as well as cash flow projections.
Implemented manufacturing costing modules, automated payroll services and
automated complex compliance reporting.
ROBERT OATLEY VINEYARDS-AUS, PETALUMA, CA 2011 to
2013
Director of Finance and Inventory Replenishment
Responsible for comprehensive financial management of the US operations.
Prepare and execute annual budgets and long-term plans. Provide financial
analysis and strategic insight for potential joint ventures, acquisitions
and other investment projects. Prepare all necessary monthly financial
reports. Provide business insight for senior management in AUS as to the
company's overall progress. Make recommendations and operational changes to
improve overall profitability. Responsible for the US inventory
replenishment process including product forecasting, ordering and
exportation planning.
VINTAGE POINT, LLC, SONOMA, CA 2006 to
2011
Owner/Chief Financial Officer
Founder of a national sales and marketing company with two former
executives from Foster's Wine Estates. Business strategy: to focus on the
representation of high-end wines in a complex three tier distribution
system and dynamic market place. Developed long-term business plan and
financial projections to secured $5M in private equity financing.
Consecutive annual growth of 30+%. Profitable and cash flow positive in
year three. Currently employ 23 full time sales representatives, manage 17
brands with annual case volume of 400K cases, and gross sales of $36M.
FOSTERS WINE ESTATES, NAPA, CA 2001 to
2006
vice president of North America Finance
Full financial management of the North America brands and five operating
divisions. Responsible for the development of the annual and LTP business
plans. Prepared all period financial statements and associated variance
analysis. Provide strategic recommendations for variance corrections.
Developed the first product strategy and vineyard ROCE model that became
the benchmark for balance sheet management. Provided financial and
operational analysis on numerous M&A initiatives. Recipient of the 2004
Chairman's Award for outstanding financial contribution to the business.
Teresa Sullivan
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FOSTERS (cont'd)
Director of Finance, Luxury Division
Responsible for the financial management of the Foster's Wine Estates
Luxury Wine Division with $120M in revenue, 1M cases. Worked closely with
the SVP-General Manager to prepare the annual operating plan and insure
that all operating profit objectives were met. Provided financial oversight
of the newly acquired cooperage and other major capital investments in the
luxury division.
EBAY - BUTTERFIELDS, SAN FRANCISCO, CA 1999 to
2001
Vice President - Finance and Business Development
Responsible for the financial and operational management of 11 Fine Art
Divisions with 52 direct staff reports. Worked with all Fine Art Directors
on the development of their monthly goals and departmental P&L's.
Responsible for all contract negotiations on large auction acquisitions to
insure the proper commissions were earned. Responsible for the EBay online
auction initiative and launched EBay Fine Art On-Line and live auctions
within nine months. Worked directly with the President and COO of EBay to
oversee the largest acquisition of 600 A. D Vietnamese Pottery reclaimed
from a ship wreck that went on to become known as the Hoi An Hoard.
LIFESOURCE (Start-up Venture), EMERYVILLE, CA
1997 to 1999
Chief Financial Officer
LifeSource was a start-up partnership with AgeWave and the Monsanto
Corporation. Its mission was to develop nutraceutical foods for the
treatment and prevention of age-related diseases. Responsible for the
development of the long-term business plan, the securing of capital and the
implementation of IT and operational infrastructure. Secured $10M in
financing, brought up a customer service and call center in Louisville, KY,
and implemented the financial and ERP systems.
CHARLES SCHWAB, INC., SAN FRANCISCO, CA 1995
to1997
director, corporate investment planning
Responsible for the development and implementation of an internal process
designed to maximize the return on internal corporate investments.
Oversight of $450+M investment budget. Developed and implemented the IOP
(Investment Opportunity Plan) process within a year. Maximized media
investment returns by over 20%. Developed executive management tracking and
reporting tools. Implemented a process for the inclusion of benefit targets
in the operating division budgets and objectives.
NESTLE BEVERAGE COMPANY, SAN FRANCISCO, CA 1985 to
1995
Director of finance, creamer sbu
Responsible for providing financial oversight and investment support of the
Creamer Business Unit. Prepared all monthly financial statements and
provided manufacturing and cost of goods analysis. Met or exceeded all
operating targets. Responsible for the financial management of the $40M
capital investment of a new creamer production facility. Key member of the
Nestle USA Logistics Task Force responsible for the development and
implementation of a new, vertically integrated distribution system - NDC,
of $250M. Prior positions within Nestle USA included Finance Director -
Logistics, Senior Financial Analyst, Senior Cost Accounting Analyst, Coffee
Division
EDUCATION
UNIVERSITY OF MINNESOTA- 1979 to 1982
Business Administration
WINONA STATE UNIVERSITY - 1978 to 1979