8020 Consulting applies the intellectual capital, technical expertise and energy of our team to address a range of financial projects for clients ranging from Fortune 50 companies to middle market and venture backed firms. We deploy focus, objectivity and superior academic and professional credentials backed by a business model that encourages and rewards individual initiative and creativity with a mandate to leave Clients provably better at the end of each engagementRecent… Show more 8020 Consulting applies the intellectual capital, technical expertise and energy of our team to address a range of financial projects for clients ranging from Fortune 50 companies to middle market and venture backed firms. We deploy focus, objectivity and superior academic and professional credentials backed by a business model that encourages and rewards individual initiative and creativity with a mandate to leave Clients provably better at the end of each engagementRecent Engagements Include...Private equity backed consumer packaged goods• Sell-side transactions - Complete and assist in various areas of all dealwork activity for PE porfolio companies. This includes building out sell-side model, working with external bank / accounting firms, and assisting in the completion of QoE, CIM, VDR requests, etc. • Vegetable Oil Category - Head of FP&A with responsibility over monthly financial package (incl B/S, CFS), bank covenant reporting, forecast / budget build, scenario modeling, and Planful implementation• Vitamin, Minerals, Supplements Category - Led FP&A in monthly financial reporting process including addback diligence, management adjusted EBITDA reconciliation, pro forma level adjustments, channel P&Ls and retail reporting Public Aerospace Company• FP&A - Finance business partner to $250M operations team leading forecasting, budgeting, and planning process• Internal Audit (SOX) - Project managed implementation of SOX with internal and external stakeholders Show less

Head of Finance for all onboard retail and photo segments across Princess Cruises, Holland America Line, and Seabourn totaling over $400M in annual revenue. Full P&L ownership with objectives to meet net sales, and net operating income margin across all brands and segments. Key areas of responsibility include complete budgeting and forecasting oversight, review of business development ventures, performance management reporting, and leadership of key initiatives and ventures. Led… Show more Head of Finance for all onboard retail and photo segments across Princess Cruises, Holland America Line, and Seabourn totaling over $400M in annual revenue. Full P&L ownership with objectives to meet net sales, and net operating income margin across all brands and segments. Key areas of responsibility include complete budgeting and forecasting oversight, review of business development ventures, performance management reporting, and leadership of key initiatives and ventures. Led identification, analysis, and execution of new business opportunities and capital investments to maximize sales and margin performance • Develop and negotiate deal terms, and plans for new partnerships, including full due diligence analysis of financial and operational aspects• Lead full vetting of all new business ventures, including contractual obligations, terms and conditions, expected performance, and joint partnership accountabilities • Lead all financial business process reviews with Senior Leaders, including analytical review of monthly/annual forecasts and plan performance • Drive influence through senior leadership to communicate key learnings and recommendations Show less

Finance Co-Pilot for $1.2B US Club Channel and International Distributor Channel responsible for driving net sales through efficient retail trade spend management and accretive top line growth. Key areas of responsibility are to drive net sales organic growth, volume growth, trade spend efficiency, accurate forecasting, and overall customer contribution (profit) growth• Financial controlling over all trade investment into retail marketplace • Drive monthly business process… Show more Finance Co-Pilot for $1.2B US Club Channel and International Distributor Channel responsible for driving net sales through efficient retail trade spend management and accretive top line growth. Key areas of responsibility are to drive net sales organic growth, volume growth, trade spend efficiency, accurate forecasting, and overall customer contribution (profit) growth• Financial controlling over all trade investment into retail marketplace • Drive monthly business process, including analytical review of monthly/annual forecasts and promotional plan performance • Partner with account teams to build and review incremental sales/trade opportunities, often influencing to take a different course of action Show less

Finance Co-Pilot to the Nestle USA Supply Chain Organization with annual costs of approximately $1.1B. Key areas of responsibility include optimizing physical logistics costs, driving improvement on bad goods and waste, and improving logistics costs and services to our customers• Fully controlled financial planning, forecasting, and budgeting for $7M reduction to overall waste• Drove the productivity agenda yielding over $95M of productivity savings through various projects•… Show more Finance Co-Pilot to the Nestle USA Supply Chain Organization with annual costs of approximately $1.1B. Key areas of responsibility include optimizing physical logistics costs, driving improvement on bad goods and waste, and improving logistics costs and services to our customers• Fully controlled financial planning, forecasting, and budgeting for $7M reduction to overall waste• Drove the productivity agenda yielding over $95M of productivity savings through various projects• Led the financial validation and vetting for over $30M on network optimization projects• Created, managed, and presented all management presentations for business partners Show less

Finance lead for the International Third Party Export business of the International Brands Division set to achieve sales target of $80M through key international distributors. Complete ownership of P&L responsibility for the export division with objectives to meet sales, net sales and operating profit targets. This included full trade spend management, the development and maintenance of business processes, financial planning and analysis, decision support to improve overall business… Show more Finance lead for the International Third Party Export business of the International Brands Division set to achieve sales target of $80M through key international distributors. Complete ownership of P&L responsibility for the export division with objectives to meet sales, net sales and operating profit targets. This included full trade spend management, the development and maintenance of business processes, financial planning and analysis, decision support to improve overall business performance, coordination of monthly financial close, performance management reporting as well as leadership and direction of others to improve business performance.• Delivered consecutive years of exceeding targeted organic growth, magin and operating profit• Developed over $13M of incremental opportunities with export distributors to drive profit and sales• Drove over $2M of net sales margin through increase trade spend effectiveness• Led a complete redesign of International pricing strategy with all international distributors • Led strategic decisions such as prioritizing markets and evaluating route-to-market strategies• Influenced multi-functional teams by partnering with sales, supply chain, and operational teams to improve business performance across all P&L line items Show less

Initiated and delivered against integration efforts of $2.5B Kraft Pizza business into $2B Dreyer’s Ice Cream business. Developed strategy and design to implement effective distribution strategy across entire value chain to drive highly efficient execution of DSD operations and deliver unparalleled service at lowest cost. Led, coordinated, analyzed, evaluated, and planned over $38M of annual cost savings/productivity projects through Nestle DSD distribution systems. Owned the financial… Show more Initiated and delivered against integration efforts of $2.5B Kraft Pizza business into $2B Dreyer’s Ice Cream business. Developed strategy and design to implement effective distribution strategy across entire value chain to drive highly efficient execution of DSD operations and deliver unparalleled service at lowest cost. Led, coordinated, analyzed, evaluated, and planned over $38M of annual cost savings/productivity projects through Nestle DSD distribution systems. Owned the financial forecasting and of all projects to determine overall revenue and EBIT viability from supply chain through sales. • Initiated, produced, and delivered $1.6M cost savings project in small format DSD routes• Developed labor cost improvement process yielding over $1M in annual savings• Partnered with DSD field sales team to deliver over $1M in productivity costs • Built DSD “end-to-end” model used to evaluate over $100M of projects across entire value chain• Led cross functional team to assess the viability of shifting $125M from warehouse distribution to DSD• Developed all proforma, P&L, financial and economic analysis for all projects• Managed and led a 7 reporting person team Show less

Led and directed all DSD sales, service and distribution of Frito Lay products in Kansas City metropolitan area. Held direct responsibility over 174 route sales personnel, 12 district managers, 1 zone HR/finance manager, and staff and administration, with total sales amounting to $100M annually. Managed entire zone P&L with $80M selling expense budgets, including salaries, selling, customer and product expenses. Facilitated all people staffing responsibilities including hiring, terminating… Show more Led and directed all DSD sales, service and distribution of Frito Lay products in Kansas City metropolitan area. Held direct responsibility over 174 route sales personnel, 12 district managers, 1 zone HR/finance manager, and staff and administration, with total sales amounting to $100M annually. Managed entire zone P&L with $80M selling expense budgets, including salaries, selling, customer and product expenses. Facilitated all people staffing responsibilities including hiring, terminating, recruiting and promoting. Regularly planned product supply, sales initiatives, staffing, and other business needs up to 6 months in advance. Drove customer intimacy by strategic selling to retail customers through fact based selling methods. Delivered financial, turnover and distribution plans. Show less

Executed strategic marketing campaigns designed to increase brand awareness of Dallas Mavericks Basketball, and National Basketball Association (NBA).