Magnolia Bakery is beloved by fans from around the world for its freshly baked, classic American desserts. The world-renowned brand, majority-owned by private investment firm RSE, is expanding into international franchises, direct to consumer, wholesale, and a growing CPG business.

Set up Finance department to scale for next stageElevated the quality of financial information and insightsExtended cash runway by driving forecasting understanding, ownership and accuracyLed fundraising preparation and execution

Nuts.com is a 500+ employee direct-to-consumer retailer of nuts & snacks with its own manufacturing and national distribution.Grew and developed Finance team via aligned goals, role definitions, personal development plans and HPT behaviorsMade core financial operations safer, simpler & stronger with new transactional controls, accounting processes and payment and disbursement systems, and consolidated reporting leading to forward-looking risk and opportunity actionsLed long-term value creation journey- Co-developing multiyear targets and strategic initiatives based on size of opportunities and right to win- Partnering to develop first integrated company plan across cross-functional business unit teams- Restructuring information systems for revenue and cost accuracy and consistency, aligning internal measurements for new profit planning, forecasting and tracking and new bonus and LTI plans- Pushing through top and bottom line improvement initiatives to grow fee revenue, reduce ingredients, labor and freight costs and rebase overhead costs, growing key investment business lines above industry trendsDeveloped and grew relationships with financial institutions, financial partners and valuation firmsForecasted cash runway and executed investor distributions

Member of the Executive Team at Tequila Casa Dragones, majority owned by private equity firm BDT Capital Partners, reporting to the Co-Founder and CEO.Led realignment of long-term targets.Drove acceleration of category-leading topline growth by leading commercial strategy.Improved forecast accuracy and out-of-stock risk profile by implementing S&OP integrated business planning.Generated multi-percentage point margin increase in key states by developing SKU-level profitability and identifying and implementing revenue growth management analytics and initiatives.Accelerated Export business, launching new SKUs and expanding distribution markets.

Built and developed a high-performing team with personal development plans, balancing on-the-job experience, training and role rotations.Designed, implemented, and led financial processes and systems to accelerate profitable growth in retail and ecommerce businesses, driving strong sales growth and higher profitability.Set up international finance team, and as CFO for Canada business unit partnered with General Manager to deliver profitable growth of international sales at 4x company average.Led strategic projects including multi-$100m syndicated loan refinancing, multi-billion equity partnership with Mars and company-wide Value Chain cost initiative.

Built leadership team, developing high-performance team behaviors cascaded to full team, and rolling out framework for Finance competencies as part of personal development planning.Developed and executed vision to transform function with multi-year roadmap and granular execution plans, achieving 100% On-Time-In-Full-No-Errors scores through accounting, treasury, controls, and tax projects.Ramped-up analysis, reporting and communications by implementing new reporting and analytics.

Developed first integrated cross-functional commercial plan 3 months ahead of prior cycle.Reduced time to react to market by designing and implementing a performance management system with aligned KPIs, consistent scorecards, and fixed drumbeat across corporate and field sales.Evaluated strategic initiatives leading to repurchase of US rights to Strongbow brand.Delivered insightful analytics, convincing leadership to reallocate marketing between Heineken®, Dos Equis®, and Tecate® and to target mid-priced beer segment.

Designed and coordinated Long Range Plans and Company Business Plans.Analyzed and negotiated multiple cross-country business development opportunities.Prepared financial projections, valuation and reverse due diligence for $8B sale of FEMSA Cerveza to Heineken; and led integration, driving 11 cross-functional teams on time and in budget.

Designed and executed an effective Investor Relations plan, driving deep understanding of bank financial strength.Proposed financial management strategies based on liquidity needs and bank capitalization ratios and reduced interest rate and currency risk via derivatives, investments, and financing.

Coordinated transactions between clients, departments, legal counsel and regulators. Led private association and debt restructuring processes.

Developed financial research and valuations, conducted due diligence and coordinated road shows. Lead financial analyst on KOF IPO and TMM Yankee Bond.