Bruce Katz Email and Phone Number

Financial Consulting in the Franchisee / Franchisor space. Acquisitions, divestitures, lease management, financial analysis, etc.

Led a team that managed company acquisitions and divestitures, the franchisee to franchisee transfer process, financial workouts and Development Agreement Compliance.

Managed Corporate Real Estate Department with approximately one thousand locations. Also managed team that supported Business Development and Franchising.

Responsible for managing all aspects of Finance for Shaws

Financial Consulting: engagements include Orchard Brands, JJill Group, Duxbury Energy and d. Communications

Led Financial Planning process for $5 Billion brand creating budgets for 7 VPs, 21 directors and 120 operations managersPartnered with International Business to create long term strategic plans that focused scarce resources on high potential high yield markets in order to double the business from $500 million to $1 Billion in five yearsStreamlined company’s Accounts Receivable Reserving process significantly reducing complexity and time to complete by two weeks per quarterBuilt store pro forma models and standardized success metrics fostering a common understanding of unit level profitability by identifying gaps and designing solutions for improvementPartnered with Development and Operations to craft “Go West” strategy which outlined strategies, tactics and timing of new market entry creating a Road Map for adding 2 thousand additional unitsFormed Workout Team that coordinated the efforts of Collections, Treasury and Operations to provide a lifeline for franchisees in financial distress during challenging economic timesNegotiated workout with German investor group that allowed market to remain viable amidst significant financial challenges

Implemented a new financial planning and reporting tool migrating planning systems from excel to Hyperion based creating an integrated “one version of the truth” software solution. This enabled the streamlining of the budgeting reporting and analysis process that resulted in more time available to increase the level of analytical support.Negotiated pricing with National Supplier of Ice Cream generating $2 million in annual savings for the systemArranged multi-million dollar financing deal with a National Banking Institution that helped fuel growth in new marketsWorked with legal team and franchisee leadership to create cooperatively owned manufacturing facility agreement enabling the opening of three plants with the capacity to service 150 storesCollaborated with Stop and Shop to build business model for supermarket distribution channel enabling the opening of over two hundred points of distribution