Managed team of FP&A professionals of a $350M industry-leading manufacturer and distributer of packaged ice. Led design and consolidation of sales, operational, and financial databases into the company’s first comprehensive analytical planning software. Responsible for providing content and presentation of monthly and quarterly BOD packages. Effectively managed line item budgets for 140 profit centers and corporate offices. Oversaw due diligence and calculated acquisition synergies to support financial effort to deliver financial modeling for $75M of mergers and acquisitions (M&A). Created company forecasts for business leaders based on revenue and expense trends.− Key performance indicator (KPI) scorecards to measure manufacturing, distribution, and field services performance; Drove the development, implementation, and management of the following− Sales and market analysis dashboards to assess customer growth trends, conduct competitive analysis, and provide support as to where pricing opportunities existed;− Customer profitability tool to generate cost-to-serve pricing for 65,000 customers;− Interactive workforce planning tool to handle headcount and full-time equivalent (FTEs) for a business, scaling fivefold from trough to peak.Key Accomplishments: Contributed to the successful exit of a PE sponsor in July of 2019 through the execution of business-friendly scorecards and KPIs that provided strategic analysis into performance. Pioneered the company’s first data-driven Power BI analytics tool, combining operational metrics and financial data of 75 manufacturing and 125 distribution centers under the retail space. Secured $2.5M of annual distribution savings by rightsizing the mix of internal versus third-party distributors.

Expertly delivered quality consulting services to the following key clients:− Prospector Offshore Drilling (Houston, TX): Design and implementation of planning tool to assess the profitability of existing and future drilling sites. Creation of balance sheet statements, month-end consolidation reports, and profit and loss (P&L) statements;− Lorillard (Greensboro, NC): Establishment, oversight, and execution of financial and planning applications for a $6.5B company. Automation of monthly consolidation reports used for board presentation.

Implemented SAP/BPC budgeting and reporting platforms across multiple industries by collaborating with design engineers, supervising a team. Took charge of building and executing Upstream Research, Pipeline and Drilling division’s investment reappraisal schedules, Capital Expenditure, and Operational Planning Tools Worked cross-functionally with IT, Finance, Operations, Sales, and Marketing executives, while facilitating training of business leaders.

Implemented Capital Expenditure, Forecasting, and Budgeting Planning platforms across multiple industriesExpertly delivered quality consulting services to the following key clients:− Implementation of resource planning tool for: U of Michigan Med School (Detroit, MI): Freightliner/Daimler (Detroit, MI)

Efficiently handled 125 detailed plans and corporate budgets for $320M industry-leading energy company. Developed comprehensive financial and operating performance for senior leadership.Key Accomplishments: Generated over $1M in savings through the implementation of the company’s first fleet program in close partnership with third-party vendor. Contributed to the successful turnaround of one of the nation’s leading energy providers that positioned the company for sale within 24 months at a threefold ROIC, as member of leadership team. Attained more than $1M in expense reduction by applying company procurement strategy. Successfully executed organizations first asset management program for 1,000 vehicles and 100,000 customer placed vessels.

Implementation of FP&A platform for 125 profit centers, generating $60M in EBITDA Implementation of data driven planning and reporting platform Set company procurement strategy Inventory management and state compliance of 100,000 company assets Implemented >$1M of operational cost savings