Brian Schultz Email & Phone Number

San Ramon, Ca, Us

Foster City, California, United States

Learned and led the improvement of our commissions process by improving our modeling, commissions statements, and communications with our sales team. Took over providing support to the G&A business units with month-end close, forecasting, reporting, and headcount and purchased order tracking. Switched to providing the same FP&A support to Sales & Marketing, while learning the nuances for S&M and training the new G&A support. Additionally, I took over the company wide bonus calculation and reporting, while also improving the process.

Oakland, Ca

Senior Manager, FP&A (National Financial Planning & Analysis) | 2019–2022Lead the $9B consolidation process across all the national functions for month-end close, forecasting, budgeting, and long-range financial plan for the CFO. Perform ad hoc analysis, such as setting targets and measuring the impact of various initiatives. Own the consolidation and vetting of the national functions allocations as well as calculating the $2B Program Office allocation to the markets. An important aspect of this role is communicating and building relationships with the Business Unit finance support. Currently managing four direct reports and we are continuously improving our modeling and processes.Senior Manager, FP&A (Finance Shared Services) | 2018–2019Partnered with the Business Units ($94M Operating Expenses) by performing technical analysis to determine present and future financial performance. This included, monthly close reporting and variance analysis, quarterly forecast, and annual budgeting and communicating those results to Senior Management.

United States

Lead a team of (6) in partnering with our (19) Manufacturing plants to drive down manufactured costs to increase profitability in our stores. We accomplished this through annual operating plans, period close, improved forecasting and reporting, capital expenditure analysis and various ad-hoc analysis.

United States

Managed (2) employees while partnering the Dairy, Refrigerated, and Frozen business unit in maximizing profits. We led the strategic and annual operating plan, weekly sales and profit forecasts, period close activities, value-added reporting, promotional and other various ad-hoc analysis.

United States

Senior Financial Analyst supporting (7) manufacturing plants. Specifically supported the beverage, grocery, and pet food plants. In doing so, I was responsible for the following: annual operating plan, period close activities, reporting/scorecarding, translating results to Plant Managers, capital expenditure, make versus buy and other various ad-hoc analysis. In this role, I was counted on to be the liaison for the Business Unit for all Finance/Accounting activities.

Mba, Finance, Economics

Bs - Business Administration; Minor - Economics, Finance, Economics