Project Clients & Past Employers

• Quest Diagnostics ($300M company)
• Option One Home Medical Equipment ($15M company)
• Nestle Waters North America ($3B international distributor of bottled water)
• Taco Bell Corp ($5B Quick Serve Restaurant operator, franchisor, and developer)
• PepsiCo, Inc. - Frito Lay International (producer of salty snacks)
• Mc. Kinsey & Co. (International Management Consulting Firm)

Functional Finance & Accounting Experience

Financial Planning & Analysis
• Lead the development of restaurant level financial plans and the establishment of key operating targets across company and franchise restaurants. Charted roadmap for offsetting inflationary pressures and achieving profit growth targets.
• Developed and implemented company wide business review process; developed tools and processes to drive margin capture at the restaurant level; formalized business review discipline from restaurant level to CEO.
• Finance leader on several key initiatives, such as re-integration of 100+ underperforming restaurants from franchise to company owned; development of branded service; report consolidation.
• Developed forecasting model for visit frequency promotions, to quantify consumer purchasing behavior for promotional tie-in premiums. Model became standard and accurately predicted sales in subsequent promotions, maximizing program profitability
• Evaluated success of test markets, including pricing initiatives and new product introductions. Played key role in shaping value programs for national launch, based on proven sales and profit forecasts.
• Modeled and developed benchmarks for evaluating international distribution systems for various trade channels; Benchmarks used to optimize sales force efficiency; Contributed to white paper on designing distribution systems in emerging markets
• Evaluated and secured approval for over $40mm of capital requests, including production line expansions, company acquisitions, and quality improvement initiatives.
• Conducted strategic review of $30mm Belgian subsidiary; resulting turnaround strategy drove 20% sales growth and corresponding margin improvement
• Assessed value of owning vs. outsourcing of toxicology testing for major chemical company. Evaluated the make or buy decision, by benchmarking company performance and profitability against services available from contract facilities. Further assessed long term strategic benefit of maintaining critical knowledge base within the company
• Analyzed market potential of Super Center store format for leading European retailer, identified industry best practices and benchmarks and estimated consumer demand and industry capacity.
• Created annual income statement, cash flow, and balance sheet budget for $15M sales business. Developed and prepared monthly financial reports and variance analyses, complete with dashboard charts Created charts and analyses to highlight operational activity and to analyze variances between actual activity and budgeted activity.
• Authored, coordinated, and developed supporting documentation for many board presentations
• Performed financial and business analyses, including, but not limited to, sales analysis, return on investment (ROI), break-even analyses.
• Assisted in the development of an improved procurement forecasting and inventory management process for a $300 million medical testing and diagnostics business. Process implementation expected to reduce working capital requirements by up to $4 million and double inventory turns from 6x to 12x.
• Established relationships with department leaders; interviewed laboratory technicians to collect usage data, to develop basis for predicting purchasing requirements

Financial Modeling
• Experience building, improving and refining budget and forecast models
• Experience evaluating economic effects of mix shifts; test market analysis

Systems Expertise: Selected Detail

Excel
• Expert Level User including, pivot tables, graphing presentations (charts, trend lines, axis scales, multiple charts), formula building (IF, Sumif, And/Or, V-Lookup, H-Lookup, etc.), shared data (linking and embedding) and customization of toolbars.

PowerPoint
• Advanced Level User including, creating slide masters, working with templates and layouts, inserting objects (pictures, symbols, charts, sound), creating graphs and organization charts, working with embedded and/or linked objects, slide transition and animation as well as creating and running slide shows.

Education & Credentials

• University of Chicago, Graduate School of Business, MBA
• Universiteit de Leuven, MBA
• University of Chicago, MA Cognition and Communication
• University of Chicago, The College, BA Behavioral Sciences