Fp A Financial Planning

Rebecca Trotter

******.**@*****.*** • 760-***-****

LinkedIn: Rebecca Trotter • Florence, AZ

FP&A Professional

Solutions-driven Financial Planning & Analysis Director specializing in providing consultation for Strategic Planning, Financial Forecasting & Reporting, High-Caliber Team Development, and Financial Decision Making.

Deeply experienced professional with a history of partnering with management teams to provide focused financial analysis to aid decision-making processes within multiple industries. Extensive experience in internal accounting controls, compliance, annual budgets, and revenue management, as well as financial statement preparation and analysis. Tenacious leader with a verified talent in effectively managing the dynamics of changing requirements and responsibilities. Adept at learning quickly, allowing for a broad understanding of business concepts and success in unfamiliar roles. Impactful leader that hires, develops, and builds effective teams that contribute to outpacing organizational goals and financial benchmarks.

Areas of Expertise

Financial Systems Design

Small/Large Entities

Financial Analysis

Budgeting/Forecasting

Strategic Planning

Project Management

Process Optimization

KPI Design & Analysis

Acquisition Support

Long Range Planning

Team Leadership & Development

Non-Financial Manager Training

Accomplishments

Designed new Finance functions that were deployed into $150M - $1B entities including Johnson & Johnson, 24-Hour Fitness, First Interstate Bank, and The Soup Plantation.

Implemented a three-year new-site ROI projection model—optimizing capital usage and gaining Executive ownership—that drove efficiencies, cutting $1M in CAPEX per site for Hometown Buffet, a nationally recognized restaurant chain.

Identified cost savings for thirteen multi-site acquisitions, outpacing set ROI expectations.

Merged acquisition financial history to align general ledgers.

Created a five-year projection by geographic market and club age for potential capital investors, resulting in the refinance and an additional $20M in capital to expand globally.

Reduced 24-Hours Fitness’s accounting close to five days, fast-tracking deep financial analysis for quick executive level decisions, ultimately exceeding budgetary requirements.

Career Experience

BAR-T Financial Consulting 2004 – 2021

FP&A Consultant

Harnessed history of expertise to provide financial planning and analysis (FP&A) and finance support to accounting teams related to productivity, demand planning, reporting, and metrics in a timely manner. Interfaced with business leaders to identify and understand finance challenges and collaborated to create and deliver solutions. Collaborated with finance teams and central FP&A groups to ascertain metrics, goals, and business reviews. Delivered critical support to corporate projects and initiatives that impacted the organizations and key clients. Identified and researched variances to forecast, budget, and prior-year expenses, proactively identifying opportunities for improvement. Managed earnings guidance scenario modeling, including executive presentation, Q&A support, and ad hoc analysis.

Designed monthly and quarterly forecast processes aimed at achieving strategic initiatives and budgets.

Analyzed Key Performance Indicator (KPI) trends across financial metrics such as sales, expenditures, and profit margin.

Monitored KPIs and identified root causes of unexpected variances.

Developed and continually improved budgeting, financial projections, and operating forecasts.

Directed deep dive analyses into financial data and became a subject matter expert to provide additional insights.

Cultivated and maintained effective relationships with business partners and cross-functional teams at all levels of organizations.

24-Hour Fitness, Inc. 1998 – 2003

Sr. Director of FP&A

Senior Director that played a key role as part of the Finance team, leading all financial planning and reporting processes, including annual budgets, long-range planning, financial models, and variance analysis. Directly collaborated with the senior management teams and business owners. Leveraged deep understanding of the health and wellness industries, financial processes, and advanced capabilities that enabled the support of business partners and financial leadership. Critical role in linking the business activities and strategic initiatives with budgets and financial reporting. Served as an essential part of the day-to-day and long-term operations of the business, ensuring aligned in the achievement of mission goals

Established new FP&A function for a business experiencing exponential growth.

Led the financial modeling efforts, including the buildup of headcount requirements, and all directly and indirectly connected teams.

Built out, managed, and streamlined robust financial reporting models as business needs change; provided analytics to drive both short-term and long-term financial modeling for the business.

Additional Experience

Planning & Analysis Manager, Ovation Brands, Inc.

Finance Manager, Johnson & Johnson Vision Care, Inc.

Senior Financial Analyst, First Interstate Bank

Education

Bachelor of Science, Finance

California State, Long Beach

Bachelor of Science, Marketing

California State, Long Beach

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