Bill Herbert Email & Phone Number

Thomson, Ga, Us

Atlanta, Ga, Us

Upon strategic shift in supply chain and shedding of business, transitioned from CFO to investor and advisory role supporting this Alerion Partners private equity portfolio company.

Atlanta, Ga, Us

As the first CFO of this private equity owned business, led the Finance, Information Technology and Human Resource functions (2 domestic/1 foreign production sites.) • Added immediate planning and analysis capability that allowed for segment and product profitability analysis.• Upgraded talent in Finance and Information Technology functions, recruiting new Controller, FP&A leader as well as IT Director.• Implemented Hoshin Kanri X Matrix to drive key performance indicator (KPI) performance tied to strategic plans.• Restructured debt and equity components of financing to provide more stability and a base to grow, including Series C and senior lender funding.

Frisco, Texas, Us

Established and led the business development function for this rapidly growing food company with a target to grow inorganically by one-third over the next two years. • Developed strategic filter to classify and prioritize over fifty individual opportunities and sourced eight letter of intent quality deals in the first nine months that leveraged five key competencies of the company.• Established a $250 million line of revolving credit facility with a combination of four banks.• Managed long-term financial modeling that drove owner and board level decisions related to capital spending, investments and shareholder distributions.

Atlanta, Ga, Us

Contracted to drive optimization of +$2.5 billion in capital spend as Coca-Cola refranchised its North American bottling network.• Developed new processes and mentored the staff of over 200 associates in business analysis techniques to drive improvement in capital spending returns.• Developed economic model used worldwide by the Coca-Cola system to asses capital investment returns.• Guided multiple investment opportunities across product supply, food service/vending and information technology functions from initial concept development through assessment, cutting approval times by weeks while boosting returns.

Led vision, strategy, and direction of this consulting firm dedicated to serving as a trusted advisor and subject matter expert to enterprise companies seeking guidance in achieving excellence in corporate finance.• Advised on board reporting capabilities for a private equity owned logistics firm.• Developed investment model for venture capital application and explored application.• Lead identification of needed upgrades in financial processes supporting business decision making. Identified improvements included changes to financial reporting and forecasting, promotion payback analysis and upgrading staff responsibilities and expectations for this small appliance manufacturer. • Completed necessary trust payout calculations and initial organization planning for Oracle ERP implementation for a plastics packaging manufacturer.

Atlanta, Ga, Us

• Effectively managed all financial due diligence, integration planning and finance capability development for consumer and professional products, with a focus on leading opportunities for acquisitions and innovation• Successfully completed financial due diligence in support of an acquisition valued in excess of $2B, with the bid coming in second in the process; contributed additional service leading due diligence for three other transactions valued between $400MM and $600MM• Averted over $400MM in lost value through the analysis of a divestiture opportunities valued at over $1.5B• Envisioned, developed, and deployed an innovative investment process that has been adopted as the standard procedure for prioritizing the allocation of over $50MM in R&D and market development investment across all B2B and B2C business units• Spearheaded organizational development initiatives, educating over 200 employees in multiple sessions in the principles of effective economic decision-making, business benchmarking, and regulatory compliance• Secured $60MM in savings in the European unit through the introduction of a new project management process, transforming the unit from a $10MM per year loss position to profit in excess of $50MM annually; these improvements enabled the sell of the European business unit at a high multiple

Atlanta, Ga, Us

Combined the B2B financial functions serving the food service and tissue, towel and napkin business to support a +$2B business unit with twelve production sites.• Developed new reporting and KPI structure for this consolidated business unit and the corresponding finance team structure.• Established an asset-based value analysis tool that made obvious targets for financial improvement that then drove cost reduction activity at the mill level.

Atlanta, Ga, Us

Recruited to lead financial function for consumer products division that included over 3,000 employees and ten manufacturing facilities that covered the food, drug, mass merchandiser, club and foodservice distribution channels.

Denver, Co, Us

• Recruited with a mandate to direct Financial, IT, and HR functions for a $250MM division, with oversight of production operations in the United States and Central America, as well as contract manufacturing operations in the Pacific Rim• Responded to the challenges of a tough economic climate by redefining inventory investment priorities and slashing inventories by 20 percent; retained key employees while leading a staff reduction of over 100 employees• Elevated income by 25% by restructuring the licensing function, yielding improved licensee mix and increased timely collections• Produced $15MM in annual savings through the development and implementation of an acquisition integration plan; managed the creation of an acquisition development process that led to bid negotiations

Denver, Co, Us

Mclean, Virginia, Us

Financial leader of cross-functional “M&M’s” Brand team with responsibility for over $1 billion in sales. Developed strategies and guided development of operating and long term plans for revenue growth and profitability. Directly influenced over $200 million in advertising and promotion investments and $150 million in manufacturing operating expenses. Managed financial aspects and pricing on licensing agreements. Managed e-commerce financial function.

Master Of Business Administration (M.B.A.)

Master Of Science - Ms, Strategic Planning, Performance Measurement

Bachelor Of Science (Bsc), Chemical Engineering