ReacHIRE placement: Analyzed sales growth, food costs, labor costs, and other expenses for PR Restaurants and its 35 Panera Bread cafes. Benchmarking and outlier analysis of cafes, within and outside of system, to develop best practices for overall company. Rejuvenated system to provide transaction level data from outside vendor. Established system to report quarterly reports from supplies vendor. Special projects included regression analysis of MyPanera card use with sales growth, impact… Show more ReacHIRE placement: Analyzed sales growth, food costs, labor costs, and other expenses for PR Restaurants and its 35 Panera Bread cafes. Benchmarking and outlier analysis of cafes, within and outside of system, to develop best practices for overall company. Rejuvenated system to provide transaction level data from outside vendor. Established system to report quarterly reports from supplies vendor. Special projects included regression analysis of MyPanera card use with sales growth, impact of billboard advertising on sales and catering, pending minimum wage increases affect on cost structure, ramifications of check size on profitability of cafe, and introduction of drive through window's impact on transactions, sales, cost structure. Show less

As Chair of investment committee, oversaw growth of the Porter's endowment to over $100M with implementation of full diversification and a decrease in the risk level of the portfolio. Developed a strong team to effectively work with Cambridge Associates and vet future portfolio managers. Coached board members on benefits of the investment strategy and inclusion of hedge funds.As finance committee member, evaluated budgets, including salary increases and tuition levels, impact of increased… Show more As Chair of investment committee, oversaw growth of the Porter's endowment to over $100M with implementation of full diversification and a decrease in the risk level of the portfolio. Developed a strong team to effectively work with Cambridge Associates and vet future portfolio managers. Coached board members on benefits of the investment strategy and inclusion of hedge funds.As finance committee member, evaluated budgets, including salary increases and tuition levels, impact of increased student levels on revenues and costs, and utilizations of campus in off season. Worked with new CFO to strengthen financial position of school. As board member, worked with outside consultant to update branding strategy, with modified name change and focus on core values. Worked as board on the transition from one great Head of school to the next. Show less

Analyzed the Banking, Cable, Newspaper, and Cellular Industries, evaluated companies within these industries and selected stocks to invest in. Researched companies through senior management interviews, financial statement interpretation, and modeling of future cash flows. Achieved outsized returns with investments in healthy banks ripe for takeover, the emerging cellular industry, cash flow oriented cable companies, and newspaper companies with undervalued assets. Communicated stock selections… Show more Analyzed the Banking, Cable, Newspaper, and Cellular Industries, evaluated companies within these industries and selected stocks to invest in. Researched companies through senior management interviews, financial statement interpretation, and modeling of future cash flows. Achieved outsized returns with investments in healthy banks ripe for takeover, the emerging cellular industry, cash flow oriented cable companies, and newspaper companies with undervalued assets. Communicated stock selections to Portfolio Managers through presentations and written reports. Obtained CFA, 1989. Show less

Improved communication between sales force and marketing managers with implementation of new communication system developed after detailed analysis of customer base.