Kurt Potter

E-Mail: addwrx@r.postjobfree.com

San Francisco CA, 94103

951-***-****

Lolli and Pops, San Francisco 2019-pres.

$61M private Candy Retailer

Corporate Senior Manager of Financial Planning and Analysis

Reporting to the CEO and supporting the creation and presentations for internal and external constituencies.

Developed and monitored Company’s KPI’s and OKR’s.

Trusted Financial Partner of all department heads

Financial reporting including monthly and quarterly financial packets as well as variance analysis and narratives

P&L, balance sheet and cash flow projections

BPR Properties, San Francisco, Bay Area 3/14-2019

$60M private Real Estate Management Company

Corporate Director of Finance/Revenue Generation

Manage finance operations and revenue management functions for a company with over $60 Million in

revenue and over 350 employees. Two of the ten properties are Marriott Autograph Collection brands. Key Executive Team member that assists owners with the development of the infrastructure to support an aggressive growth plan. The strategy is to identify repositioning opportunities in high barrier locations.

Strong ability to lead, train and retain a staff.

Responsible for development of Dashboards and KPIs.

Financial reporting including monthly and quarterly financial packets as well as variance analysis and narratives

Manage electronic marketing initiatives and tracked through Google Analytics, Omniture and set pricing

United Airlines (formerly Continental Airlines), HOU, SFO 2/11-1/14

$7.2B publicly traded airline (UAL), 85,000 employees

Strategic Planning Manager - Finance

Planned and coordinated the Short-Range, Long Range and 5 year business plan for the Base Maintenance Valued the postponement of scheduled aircraft retirements within several scenarios to provide previously unattainable fleeting options. Provided decision points based on future circumstances which resulted in a planned increase in cash flow of $19.5million (International Network Planning)

Product Management and Financial responsibility for Live TV, extended legroom and NGS initiatives

Strategic Planning representative to Lease/Buy program where pricing was negotiated for retired aircraft

Full responsibility for the Aircraft Service Level Report (ASL) and presentation

Full responsibility for Two Year Hangar Plan compilation and presentation Forecasting and budgetary responsibilities as well as P&L responsibilities

Advanced Micro Devices, Austin, TX 1/09-1/11 $6.5B publicly traded semiconductor company (AMD), 40,000 employees

Sr. Finance Manager - Financial Planning and Analysis

P&L support including gross margin modeling and forecasting for business planning cycles. Supported weekly margin management reviews for product profitability and mix analysis in support of quarterly goals.

Interfaced with manufacturing and supply teams for alignment in planning and reporting processes

Inventory management and support and analysis tasked with identifying excess and obsolete candidates for discounting and liquidation options

Long Range Planning for the business unit; providing program financials and metrics for roadmap decisions

Gannett Digital Marketing (formerly Belo, Inc.), Dallas, TX 2/06-12/08

$733M publicly traded Media/Newspaper Company (BLC), 6,000 employees

Financial Planning and Analysis (FP&A) Manager – Interactive -11/06-12/08

Financial reporting for New Business Development, Advertising Sales planning administration as well as Business Performance Management. These included partnerships with Yahoo!, Monster, cars.com and Google.

Achieved aggressive online revenue growth while maintaining high double-digit margin.

Worked closely with Marketing and Sales to establish online strategic initiatives, pricing and churn strategies

Reported directly to the Senior Vice President of FP&A and dotted line to the Senior Vice President of Interactive

Business Manager – Interactive - 2/06-11/06

McAfee, Incorporated, Dallas, TX 1/02-2/06

$1.1B publicly traded Security Software Company (MFE), 5,000 employees

Channel Operations Finance Lead – WW Sales - 1/04-2/06

Financial Business partner to McAfee's CMO and WW Channel SVP which includes all aspects of financial decision support, planning, forecasting, metrics based reporting, modeling and analysis.

Conducted price-performance ratios on new products

Identified business trends and linkage to channel and pricing impacts

Created and presented business unit performance reports highlighting pricing, discounting and promotions

Full responsibility of setting, calculating and reporting commissions in the new Channel environment

Full responsibility for Marketing Development Fund (MDF) Responsibilities included tracking marketing ROI, pricing, penetration, conversation rates, exposure and saturation

Sr. Financial Analyst - 1/02-1/04

EDUCATION

Masters of Business Administration; Finance, Texas State University – San Marcos Bachelor of Business Administration; Finance, University of Texas at Austin

COMPUTER:Financial modeling, MS Office Suite (Access, Excel, Word, Outlook, Project), Oracle Financials, Peoplesoft Financials, LotusNotes,Congas, Paradox, Brio, AS/400, SAP, Hyperion Essbase, Siebel,Salesforce.com, Omniture,Google Analytics, Mailchimp, Milestone, Buuteeq, G- Commerce,Quickbooks and Tableau

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