Cassidy Drilling Email & Phone Number

San Diego, Ca, Us

• Provide strategic financial leadership, guiding the strategy and operations for Craft 'Ohana's portfolio of brands, including Maui Brewing Company, Maui Hard Seltzer, Kupu Spirits, and Modern Times Beer + Coffee.• Partnering closely with the CEO and executive team, lead initiatives to drive profitability, improve operational efficiency, and align financial objectives with company goals.• Lead M&A transactions, including due diligence, integration, and capital structure optimization.• Establish and maintain reporting and relationships with investors, financial institutions, and key stakeholders.• Identified and managed risk through proactive strategies, including insurance, cash flow management, and business continuity planning.

Sophia Antipolis - Valbonne, Provence-Alpes-Côte D'Azur, Fr

• Head of Finance for U.S., Canada, Mexico and LATAM regions (NA), reporting directly to the President of NA. • Streamlined month end, cutting the monthly closing process down from three months to 10 days.• Identified areas of weakness and lack of control in financial systems and processes and implemented a roadmap for corrective action and best-in-class practices.

San Diego, Ca, Us

• Head of Finance for organization, reporting directly to the Co-CEOs / Founders and leading Finance, HR, Legal, Insurance, IT, and Business Systems teams. • Achieved top-line sales growth and improvement to gross margin YoY through optimization of customer assortment and mix and delivery on productivity goals to mitigate inflationary impacts.• Implemented Hyperion software for FP&A function, including budgeting, forecasting, and reporting capabilities.

San Diego, Ca, Us

• As head of FP&A, achieved top-line sales growth and gross margin improvement YoY through customer acquisition, operational efficiencies, and SKU rationalization.• Led bottoms-up planning of SG&A, resulting in a 7% reduction in spend.• Worked cross-functionally as the Finance lead to determine, model, and effectuate brand's first ever price increase, creating profitability and operational savings targets to deliver the best price-pack architecture into the market.

San Diego, Ca, Us

• As first FP&A hire, built the function from the ground up, including all monthly reporting processes and deliverables, budget vs actual reporting, KPIs, and profitability analysis.• Achieved top-line sales growth by implementing effective promotional strategies and mitigating inflationary and COVID-pandemic pressures through a strong inventory control environment.• Implemented ERP system (NetSuite) and streamlined closing process, including initiating pre-close FLASH reporting and approval process by account, cutting close from 10 to three days with improved financial accuracy.

Pittsburgh, Pennsylvania, Us

• Provided training, support, and development opportunities to direct staff, achieving a 67% YoY improvement in team’s workplace happiness and satisfaction Gallup scores.• Developed Health Plan annual value proposition-based budget model and KPIs, saving 15% YoY.• Oversaw $1B annual SG&A spend, including all aspects of forecasting, budgeting, and reporting. Presented monthly operating review to executive committee.

Pittsburgh, Pennsylvania, Us

• Participated in campus outreach and recruiting as ambassador. Interviewed MBA candidates for various internship opportunities and mentored interns.• Worked cross-functionally with Enterprise and FLDP teammates on creation of materials for various finance meetings.• Worked cross-functionally as Finance lead on strategic investment portfolio, building ROI analysis module and scoring system to evaluate initiatives and ensure alignment with strategic pillars.

Pittsburgh, Pennsylvania, Us

• Led Government Markets annual budgeting process, achieving a 4% SG&A reduction.• Developed monthly business review reporting package used across Enterprise Finance.

Coraopolis, Pa, Us

• Created dynamic forecasting model for aircraft fleet to facilitate accurate cost accounting and revenue analysis.• Developed new store budgeting template, including all CAPEX needs, with support of Accounting.• Automated build of monthly sales plans for all stores and business lines used in annual budgeting and rolling forecasts.

Coraopolis, Pa, Us

• Overhauled weekly sales run rate reporting with a model that was statistically more accurate than prior versions.• Built a quarterly balance sheet forecast and budget model to predict liquidity and Free Cash Flow.• Produced annual budgeting and quarterly forecasting for the full P&L and balance sheet, including preparation of Board of Director’s materials.

Coraopolis, Pa, Us

• Recovered over $1M in hard savings and $8M in future cost avoidance through audits of landlord leases.• Forecasted trends related to common area maintenance, real estate taxes, insurance, and utilities. • Audited portfolio of store leases, negotiating claim resolutions directly with landlords and presented findings and recommendations to senior leadership.

Coraopolis, Pa, Us

• Developed accounts receivable review process maximizing deductions, minimizing monthly debit balance, and increasing amount recovered by 117% YoY in bad debt collections.• Automated closing process, ensuring timely and accurate financial reporting, reducing the time to close by 20%.• Executed month-end close activities, including creation of journal entries, general ledger reconciliations, trend analysis, and ad-hoc reporting.

Coraopolis, Pa, Us

• Performed weekly account reconciliations to resolve outstanding balances, exceeding delinquency average target for associates six days past due by 17% for 1,200 cardholders.• Developed corporate fleet procedures to streamline external and internal business processes, resulting in an 26% increase in personal use reporting and bringing company average in line with federal regulations.• Account administrator for purchase card, travel card, and corporate fleet programs.

Coraopolis, Pa, Us

• Developed reporting to reduce the number of un-cashed checks 120 days outstanding by 76%.• T&E lead, auditing expense reports and maintaining communication with associates and executive leaders.

Bethany, Wv, Us

• Lead campus tours and recruitment activities.• Assisted with communication between prospective students, parents, the Center for Enrollment Staff, and the Alumni Relations Center.• Performed data entry.

Carlsbad, Ca, Us

• Created a destination portfolio with market research for 213 locations.• Assembled and presented market data to the management staff.• Wrote SEO updates for 735 properties.

Pittsburgh, Pa, Us

• Wrote grant proposals to obtain outside funding for a Wheelchair Transport Vehicle and a Braille Embosser.• Researched funding proposals and market data for Ability Pittsburgh and the Pittsburgh Public Parks.• Created a grant directory of all local, state, national, and federal grant sources for the Department of Planning.

Master Of Business Administration - Mba, Finance

Bachelor Of Arts (B.A.), Managerial Economics