Brad Beck, Cfa Email and Phone Number
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Leads analytics-driven finance functions of brand name global companies as well as start-ups requiring the discipline, structure, and tools to scale profitably. Aligns financial planning with strategic and operational planning. Builds lean FP&A functions that provide efficient access to business insights and agile forecasts. Strong qualifications in investment management, acquisitions, and capital markets transactions. Equally effective decision maker under favorable and unfavorable market conditions, helping organizations adapt in volatile and fast-growth environments. ✔ Financial Planning and Analysis (FP&A) ✔Asset Management ✔Strategy and Corporate Transformation ✔Analysis, Modeling and Execution of Growth and Efficiency Initiatives ✔Acquisitions, Negotiation and Business Development ✔SEC and Internal Management Reporting Key Accomplishments✔ Designed and operated multiple lean FP&A processes at three distinct and different companies and industries✔ Led significant revenue growth, expense, operating efficiency and productivity initiatives✔ Led strategic activities via acquisitions, joint ventures and internal investments for various divisions at PepsiCo✔ Managed and executed a $600 mm+ investment portfolio that consistently outperformed its benchmark✔ Restructured and recapitalized a troubled, complex insurance organization in the wake of the 2008 financial crisis.
K Health
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Vp Of FinanceK Health Apr 2022 - PresentNew York, UsK Health is a digital healthcare company on a mission to leverage the power of shared medical data to provide everyone access to better, more affordable healthcare—whenever and wherever they need it. Our platform consolidates the knowledge of thousands of doctors and billions of clinical data insights in order to provide high quality healthcare with better patient outcomes. Additionally, we offer the option to chat with a doctor for less than a copay.
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ExpertPrimary Venture Partners Mar 2024 - PresentNew York, New York, UsAs an Expert, I provide strategic advice and guidance to the investment team and founders within the Primary portfolio and broader network. Experts enjoy access to early-stage businesses, emerging trends and technology, and an expanded network of exceptional leaders and resources through a top-tier seed-stage firm. -
Vp Of FinanceStrategic Financial Solutions Ny Apr 2019 - Nov 2021Amherst, New York, UsManage all aspects of the Finance and Accounting Function (Strategic Finance, FP&A, Accounting, Treasury, Bank Relationships, etc.) for Strategic Financial Solutions which offers financial wellness through three key recurring revenue generating consumer financial products (Debt Resolution, Lending, and a Personal Budgeting App called “Firstly”). Since the company’s inception in 2007, it has experienced tremendous growth through the hard work and dedication of its 900+ employees. -
Vice President Of Finance & Strategic PlanningPure Group Of Insurance Companies May 2014 - Sep 2018White Plains, New York, UsBrought into a dual role to develop the financial process / systems and investment strategies to enable this fast-growing company to profitably scale its recurring revenue business model. Private equity-backed (KKR & Stone Point Capital) high-net-worth-focused property and casualty insurance company which has grown over 30% annually since 2006. 2018 revenue expected to be over $1 billion with 600 employees.• Managed department with no direct staff.• Developed the company’s first enterprise-wide FP&A infrastructure which aligned financial, strategic, and operational planning.• In the absence of IT resources, implemented Adaptive Insights, an agile enterprise-wide planning and reporting system. • Concurrently, led the investment strategy for a $600 million+ portfolio. Increased annual incremental total return by $6 million+ by reversing a long-held investment strategy and investing in new return accretive investments. -
Director FinanceMbia Mar 2008 - Aug 2013Appointed to the management team responsible for successfully restructuring and recapitalizing a troubled, complex insurance and investment management organization in the wake of the 2008 financial sector crisis.• Led and developed the solvency analysis central to the company’s legal and regulatory justification for transformation and survival.• Member of the team that raised $2.6 billion of fresh equity and hybrid debt during the credit crisis. • Co-led strategic initiatives that resulted in credit-ratings upgrade of the insurance subsidiary from ‘BBB’ to ‘A.’ • Key member of the operating efficiencies and value-creation task force that generated annual expense savings of 15% (or $25 million).• Purchased and implemented a financial reporting and XBRL software tool which replaced a third-party service provider. • Winner of the Quarterly Finance Performance Excellence Award (a peer evaluation award). -
Vice President Of FinanceMbia Nov 2004 - Mar 2008Recruited to the company to transform the annual planning and quarterly forecast process. Directly managed the corporate team and indirectly managed an additional 30 planning partners in the five operating divisions. • Redeveloped the annual operating plan and quarterly forecast processes to emphasize analytical analysis, enabling the board of directors and senior management to quickly identify issues and opportunities.• Delivered annual savings of $250K through decreased planning cycle time by over 30% through the implementation of operational and technical efficiencies.• Worked closely with Treasurer and Investor Relations on capital / cash flow and shareholder initiatives. • Proposed and developed a quarterly and annual competitive analysis which enabled the organization to realign its cost structure and improve ROE.
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Senior Manager Strategy And Business Development, Pepsico InternationalPepsico Dec 2003 - Nov 2004Purchase, New York, UsLed strategic and business development activities via acquisitions and /or internal investments for PepsiCo’s Latin American Region Operations. Covered over 35 countries, consisting of $3.7 billion in annual revenues and $700 MM in annual profits.• As company expanded in Latin America, led analysis of investments, joint ventures, and acquisition proposals presented to the senior management of PI, PepsiCo, and PepsiCo’s Board of Directors. • Key member of the Latin American strategy team that proposed and executed significant internal investments, including a new R&D center in Mexico City. • Led financial support for innovative distribution projects on a world-wide basis, such as a major product line expansion and a significant investment in a production facility. -
Senior Planning Manager, Pepsico InternationalPepsico Nov 2001 - Dec 2003Purchase, New York, UsLed core planning and analysis for Pepsi Beverage Operations Worldwide, which encompassed over 100 countries consisting of $9.4 billion in annual revenues.• Led the coordination, consolidation, and reporting/analysis of the monthly forecast, the annual operating plan, and the 3-year strategic plan. • Introduced new methodology for the Executive Incentive Program, which resulted in more transparency, simplification, and improved alignment with the overall company objectives.• Delivered key analytical support for the CFO and CEO of PepsiCo International and other senior management, including the development of financial targets by country and total PepsiCo International.
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Lead Project Manager, Pepsico Corporate DevelopmentPepsico Mar 1999 - Nov 2001Purchase, New York, UsTeam leader responsible for managing the acquisition process (including the financial, tax, legal, and operational aspects) in connection with PepsiCo’s world-wide effort to consolidate the bottling network, acquire new brands, and develop new products. • Bottler Consolidation and Acquisition: Led valuation analysis, due diligence, advising and coordinating legal, tax, accounting, and environmental. Responsible for eight bottler acquisitions, having an aggregate purchase price exceeding $200 million.• Project lead for the evaluation of several brand acquisitions.• Financial and Business Development Leader for PepsiCo’s Innovation Marketing Group: Modeled and structured new products from inception through product launch to ensure maximum shareholder return.
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Senior Business PlannerPepsico Oct 1995 - Mar 1999Purchase, New York, UsFinancial manager for one of PepsiCo’s most profitable and high share U.S. markets with over $100 million in revenue, 500 employees, nine distribution locations and two production plants. PBG was the World’s largest bottler of Pepsi-Cola beverages. PepsiCo sold PBG via an IPO in April of 1998.
Brad Beck, Cfa Skills
Brad Beck, Cfa Education Details
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Clemson UniversityAccounting -
University Of Pittsburgh Katz Graduate School Of BusinessFinance
Frequently Asked Questions about Brad Beck, Cfa
What company does Brad Beck, Cfa work for?
Brad Beck, Cfa works for K Health
What is Brad Beck, Cfa's role at the current company?
Brad Beck, Cfa's current role is Corporate Finance | FP&A | Strategy | Investment Management | M&A | Internal and External Financial Reporting | Accounting.
What is Brad Beck, Cfa's email address?
Brad Beck, Cfa's email address is br****@****bia.com
What is Brad Beck, Cfa's direct phone number?
Brad Beck, Cfa's direct phone number is +1.914.273*****
What schools did Brad Beck, Cfa attend?
Brad Beck, Cfa attended Clemson University, University Of Pittsburgh Katz Graduate School Of Business.
What skills is Brad Beck, Cfa known for?
Brad Beck, Cfa has skills like Corporate Finance, Finance, Mergers And Acquisitions, Strategy, Financial Modeling, Due Diligence, Analysis, Financial Analysis, Valuation, Financial Reporting, Strategic Financial Planning, Accounting.
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