VP Finance

Consumer Research - RestaurantsFocus on emerging restaurant technologies

• Managed cafes in company’s largest and home market, including opening of five new cafes over 18 months• Managed teams of 5-12 cafe leaders, overseeing total retail staff of 150+ baristas• Ongoing development of team through structured and unstructured meetings, ongoing feedback and ad-hoc support• Partnered with Recruiting to hire entry-level and retail leadership positions across multiple markets• Regularly collaborated with Production, Communication, Culinary, Training and HR teams to coordinate roll out of retail initiatives• Developed and implemented tools for improving business operations and team engagement, including daily goal setting, COGS management, labor modeling, onboarding and operating SOPs, and holiday demand planning• Collaborated with Production and finance to develop standard inventory management practices to increase unit-level gross margins • Focus on regional labor via strategic staffing and deployment analysis to drive sustained savings

• Prepared, analyzed, and presented weekly sales reports and monthly financial reporting• Designed and managed proprietary sales dashboard for retail operations• Created unit-level cash-on-cash model currently used to assess all potential real estate deals• Assisted with implementation of budgeting process and owned FY2016 Retail budget creation • Managed long-term growth model, and prepared and presented materials for quarterly board meetings • Partnered with culinary and coffee production leadership to improve capacity utilization and drive cost efficiencies • Assisted with Series C fundraising via modeling, ad hoc reporting, and investor due diligence calls• Created production and demand modeling for strategic acquisition, and partnered with operations for go-to-market budget for product• Managed integration of Retail financials during strategic acquisition process

• Supported senior analyst in formulating and maintaining research coverage of 25 restaurant companies• Companies under coverage included BBRG, BJRI, BLMN, CAKE, CMG, CHUY, DNKN, DRI, FRSH, LOCO, MCD, NDLS, PLAY, RUTH, SBUX, SHAK, TXRH, YUM, ZOES. • Wrote research notes and helped develop and communicate investment theses, including building financial models, performing company and industry analyses, utilizing multiple valuation methods and performing investor education for public equity offerings. • Provided research and analytical support to sales force and traders daily, performed marketing calls with external investors, and conducted due diligence with management teams

• Supported two senior equity analysts covering the education and internet infrastructure sectors by preparing research reports and financial models, developing marketing and sales force materials, and performing industry analyses and valuation• Selected out of six IB analysts to provide sole support to Managing Director tasked with establishing a West Coast practice • Prepared presentation and deal materials, including due diligence, offering memorandums and detailed valuations using comparable analysis, DCF, Accretion/Dilution and private placement analyses

Security technology, cleantech, media and music publishing.Mergers and acquisitions, equity financing, private placements