Greg Gilbert's Location
Long Beach, California, United States, United States
Greg Gilbert's Contact Details
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About Greg Gilbert
Agile and innovative finance leader with diverse experience in sales, operations, innovation strategy and performance management. 30+ years’ experience in financial planning and strategy across food and beverage businesses from early-stage startup to scale. Consistent record of building strong, trusting business partnerships, managing costs while driving growth in fast-paced environments. Extensive capital raise, innovation incubation, winddown/restructure, and business transition/M&A experience
Greg Gilbert Work Experience Details
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Chief Financial OfficerRecessLong Beach, Ca, Us -
Chief Financial OfficerActive Membranes Nov 2024 - Present -
Chief Financial OfficerLance Collins' Companies | Zenwtr | Mymuse | Casa Azul | Recover180 | Beyond Plastic | Core Foods Apr 2023 - Sep 2024Financial leader for 6 venture startup businesses founded by beverage entrepreneur Lance Collins (founder of BodyArmor, Core Hydration). Leading a team of 10 across finance, accounting, HR, legal and governance, supporting a complex matrix organization of over 150 employees with multiple leaders, board and investor intersections and competing priorities. Serves as single voice of financial and organizational structure across all businesses.- Co-led multiple capital rounds, including 2 founder’s rounds for all businesses culminating in over $50MM raised during 2023-2024.- Reimagined Shared Services function (Finance, HR, Accounting, Legal, Governance); hiring 9 headcount and relocated team to better align with business needs. Consolidated HR, Legal and Governance across entities resulted in over $1MM in annualized savings.- Scaled Recover180 and MyMuse Organic from launch, including the hiring of over 50 headcount to support both businesses.- Partnered with ZenWTR business team to relaunch the brand, including hiring new CMO and developing strategic partnership with PepsiCo; laying the groundwork to scale the brand rapidly. Achieved 2023 topline plan.- Sponsored ZenWTR operational efficiency project reducing inventory levels, eliminating warehouse space and optimizing freight to improve over +10pts Net Margin in 2024 vs 2023 - Restructured Core Foods to cut cash burn by over $7MM annually. Navigated winddown and resale of IP to a new entity. - Professionalized Governance Office; retaining general counsel, staffing and establishing best practices for corporate governance.- Strategically managed cash across multiple independent entities in high burn startup environment, utilizing various debt and equity tools
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Interim Svp FinanceLiquid Death Mountain Water Oct 2022 - Apr 2023Santa Monica, California, UsRetained by the Board of Directors as a proven industry & functional expert to build FP&A fundamentals on a high-growth business in transition. Led year end close, 2023 Planning & 2024 Strategic Planning for the business as a co-pilot for newly hired CFO and industry outsider brought in to lead IPO readiness strategy for their business. -
Chief Financial OfficerBeanfields Apr 2020 - Sep 2022Los Angeles, California, UsResponsible for the financial leadership of Beanfields, a venture funded plant-based snack brand. Stewarded the operational team through 2 capital campaigns, culminating in a sale to Boosh Plant Based Brands in Feb 2022. Managed ever evolving team across all aspects of financial planning & analysis, business operations, controllership, and decision support with Board of Directors.* Led the effort to bring the business toward profitability, delivering XX EBITDA improvement.* Successfully took price 2x over 2 years (+xxpts) to offset inflation and improve gross margin; tracking to +2pts ahead of Plan prior to start of sale process in Summer 2021.* Ruthlessly streamlined costs, dismantled non-critical resources & managed cash flow as we prepared the business for sale.* Launched critical financial planning & customer/product/channel profitability tools to bring visibility to profitability & cash flow.* Led work to tighten supply chain inventory (internal & 3rd party), while minimizing out of stocks & improving cash flow. * Led financial reporting & insight analysis discussions with Board of Directors and managed financial governance with Board.* Successfully oversaw the launch of new innovation, smartly limiting distribution to drive velocity & time capacity, profitability & cash flow to support launch.* Extensive experience leveraging 3rd party resources; minimizing fixed cost exposure & enabling quick pivots on a fast changing business. -
Sr Director, Finance And OperationsDole Packaged Foods, Llc Jun 2019 - Apr 2020Singapore, SgA newly created role, reporting to both the VP/GM of the Frozen business & the Packaged Foods CFO; this role was designed to bridge a long-standing gap in Dole’s finance structure, bringing insight, analysis and change leadership to the struggling frozen business. Led a team of 8, including the Plant Controller located in Atwater, CA. Role was accountable for all aspects of $300Million frozen fruit business, including financial close, management reporting & analysis, strategic planning, and operational insight analysis.• Role rapidly evolved as new Worldwide Packaged (WWP) leadership team desired to manage cash flow, working capital & limit long standing low margin private label business impact. Worked extensively with business team to design 3 year transition strategy, which included closing primary manufacturing facility, opening new consumer pack operations & outsourcing procurement & sourcing to Co-manufacturing locations.• Implemented new integrated operations forecast process to lead change in visibility to forward looking financial outlook. Included developing entirely new production & purchased ingredients forecast as well as managing intersection of complex inventory position ($100MM inventory balance) due to nature of seasonal harvest & valuation challenges caused by low margin business.• High visibility to WWP leadership team, including 3 year financial plan, period reviews & project updates. -
Vice President FinanceBonduelle Fresh Americas Apr 2017 - Dec 2018Irwindale, Ca, UsHired by the executive team to enhance the financial planning & analysis function for ReadyPac Foods, a $900Million fresh produce US based business, as it transitioned from private equity ownership to its new French parent company, Bonduelle Group. One of 3 Finance leaders reporting to the CFO. Led a team covering all aspects of commercial finance, innovation financial modeling, planning, forecasting & performance management. • Brought profitability insight to the executive team through performance updates & project team updates. Successfully led the insight that highlighted the leaking profit challenges within each customer/market/product segment/plant that allowed the business to pinpoint $128Million of revenue losing $16Million of profit. Spearheaded decision making effort to shed unprofitable DSD, foodservice & retail businesses; refocus efforts on innovation & reset profit agenda within the organization & added $7Million in operating profit in FY18.• Successfully led the team through 2 complex planning cycles. Set up entirely new financial models & communication tools to bring scenario planning to life within the organization to address an exceedingly volatile business climate. Collaborated with parent company during 2nd planning cycle to bring visibility to US team’s process, insights & game plan, while incorporating feedback & adjusting financial guidance to meet their expectations.• Team leader across finance functions on performance management, including problem solving with manufacturing plants & supply chain, sales & commercialization teams• Primary financial owner of performance communication with parent company.• Gained critical experiences with private label & foodservice businesses, bid environments, cash flow management and capital projects. -
Director - Retail Finance, California RegionPepsico Aug 2015 - Apr 2017Purchase, New York, UsReporting to the Sr Director of Finance, with responsibility for managing a team of 4 finance professionals supporting the $1.6Billion revenue California Pepsi beverages business across channels, customers and geographies. Served as key finance partner for the region’s retail sales team of 30+ and primary resource for the Sr Director of Retail Sales. Brought into this role to leverage broad category/channel/cross-functional experience onto Pepsi’s core beverage business while learning the ropes in one of Pepsi’s most challenging field environments.• Led the region’s retail forecast/planning process and business analytics, including development of senior leadership presentations.• Directed the analytic & insight analysis on the business; utilizing Pepsi’s deep information resources to understand drivers of performance and build compelling stories to engage the leadership team on corrective action.• Served as a change agent for the finance team, partnering with sales on a 2017 strategy intended to disrupt the category and breathe new life into a declining business. Led dialogue with NY revenue management & national account teams to gain buy-in.• Cleared the path to success for the retail finance team, removing obstacles and coaching them on priorities with their sales channel leads.• Accountable for the periodic/quarterly trade accrual with control & management of customer accrual balances, including coordination with the customer service center on deduction aging, program maintenance & post audit resolution.• Managed the marketing & permanent equipment budgets & ROI/cash flow analysis. -
Finance Director - Innovation, Commercialization & Revenue ManagementNaked Juice Jul 2010 - Jul 2015UsLeader of the cross functional team managing pricing strategy, including price architecture management, cross-channel & Go-To-Market (GTM) oversight. Finance leader on innovation cross-functional team. Managed 2 finance analysts.- Responsible for recommendations to the NEB Leadership team on economics related to price, promotion and price-pack strategy for Naked Juice, IZZE Sparkling Juice & O.N.E. Coconut Water.- Key finance negotiator on contracts for the brand, including economic modeling & sales strategy. Successfully closed $10MM HMS Host contract in 2011 and 2014, resulting in sustained brand awareness for Naked Juice.- Managed performance reporting & insight analysis in coordination with Sr. Pricing Analyst and prepared net revenue forecast for the business unit gathered from customer & field team forecast process.- Defined & implemented hybrid GTM pricing architecture in coordination with sales leadership to support emerging brands strategy. Pioneered DSD-“light” concept which led to 2015 DSD change strategy intended to save $3MM annually. - Leader of cross-functional business unit pricing council on exceptions to price architecture utilizing ROI analysis tools, internal data sources and external data (IRI, Spins, and customer specific data portals).- Finance lead on innovation strategy, including long-term innovation pipeline P&L screening and customization for priority customers such as Costco and Wal-mart. Managed critical intersection of club price-pack strategy and overlapping supermarket & foodservice businesses.- Led capital project analyses for sales initiatives, including $1.3MM Safeway Cooler rollout- Established multi-channel pricing architecture following acquisition of new O.N.E. Coconut Water brand, including complex PepsiCo independent bottler negotiation process.- Managed business unit trade liability balance, including reviews with customer teams & control department. -
Region Finance Director, Expense ManagementPepsico - Frito Lay Jan 2008 - May 2010Purchase, New York, UsManager of the region’s $100MM selling expense budget: Responsible for coaching and developing 8 Zone Business Managers (sales team members) and managed 3 direct reports on zone oversight, training initiatives & selling expense administration.- Led zone work-withs to identify risks & opportunities in the current performance & FY forecast, analyze progress against selling expense goals, set agenda for follow up and assist ZBMs with prioritizing action plans. - Led the annual Selling expense operating plan, including setting strategy for productivity & investments as well as establishing expense targets.- Presented regularly to Region Leadership Team on selling expense performance & FY outlook.- Ensured accurate & transparent zone level administration for $1.4MM Seattle union decertification costs- Managed $800M Equipment budget; including ROI analysis on key account initiatives.- Collaborated on zone operational engineering redesign strategy. Managed project P&L review & approval.- Enhanced ownership at zone level over FY selling expense performance which helped deliver #1 in forecast accuracy for 2009. Enabled early identification of selling expense upside in P&L and ability to invest $200M on equipment in 2009.- Successfully led the effort to reduce relief headcount across zones in light of a changing turnover position in 2009. Actions contributed to saving over $450M and resulted in BTP support labor performance despite staffing challenges.
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Region Finance Director, Revenue ManagementPepsico - Frito Lay Nov 2005 - Jan 2008Purchase, New York, UsResponsible for overall net sales management, including collaboration with the Director of Sales & the Region’s 9 Key Account Managers on region and customer specific sales & trade strategies. Primary owner of the region’s $70MM trade spend algorithm.- Coordinated key account quarterly planning sessions to design account net sales strategies and calendars to meet plan- Conducted period forecast reviews with account managers to post-audit recent events, evaluate ROI on upcoming calendars and solve for net sales gaps not addressed during quarterly planning sessions.- Led the annual volume & trade planning for the region; including key account & zone level builds, region insights & net sales strategies.- Owned $12MM region merchandising accrual; including coordination with account manager team on checkbook management, achieving less than $100M FY variance on region components while in role.- Collaborated weekly with demand planners to align forecasts to ensure appropriate product supply needs.- Presented to region leadership to gain alignment and identify risks & opportunities by zone.- Instituted bi-annual planning meetings held at the region office to share marketing, pricing & finance input; allowing for focused time on calendar strategy & development.- Tightened compliance with the net sales exception process to include small format & non-Big 12 grocery accounts- Led ZBM P&L training & served as West Division representative on forecast redesign taskforce
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Customer Finance Manager - Safeway TeamPepsico - Frito Lay Jun 2004 - Dec 2005Purchase, New York, UsResponsible for collaborating with the Safeway sales team to develop trade calendars and sales initiatives to deliver the net sales plan. Coordinated the planning and forecasting of division level accounts with the region teams.- Coordinated quarterly planning sessions with account managers to develop calendars that met net sales objectives within pricing council guidelines. Presented updates quarterly to National Sales Finance & supermarket VPs.- Reviewed suggested calendars with region business teams to address region level gaps & resolve region concerns.- Served as business partner working with Sr. National Account Manager to develop national calendars and consult on net sales initiatives. Supported periodically on customer calls as needed.- Reviewed performance weekly with the Safeway sales team to identify trend changes and take action to close gaps.- Successfully coordinated the rollout of a new pricing structure in 2005 that mitigated price change risk, reduced administration time, and drove trade productivity.- Coordinated Safeway team AOP, including presentation to National Sales Finance VP and rollout to RBTs.- Served as finance liaison through the Safeway transition from a region based customer to a National Account
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Senior Financial Analyst - Fp&APepsico - Frito Lay Mar 2002 - Jun 2004Purchase, New York, UsLead Finance resource for the annual planning process, 3 year Strategic Plan and Scenario Plan financial modeling and accountable for the delivery of the 2004 Annual Operating Plan.- Led coordination of financial inputs and modeling for the 2004-2006 Strategic Plan; a plan that was delivered and approved by PepsiCo in record time.- Managed the volume planning process, including mix analysis, pricing & new product impact and coordination across the Sales Finance and Operations Finance functions.- Managed a continuous stream of proposed plan adjustments by evaluating the impact on the plan P&L and offering the management team solutions to meet objectives.- Collaborated on the 2004 AOP redesign, leading to a shortened AOP process, reduced low-value work and improved targets to the field and functions.
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Control Analyst; Corporate AuditPepsico - Frito Lay Sep 1999 - Feb 2002Purchase, New York, UsResponsible for monitoring and evaluating PepsiCo control functions as a member of the domestic audit team. Key accountabilities included identifying and recommending improvements to operational, financial & accounting controls; reporting findings & best practices to leadership teams.- Frito-Lay Zone Sales Audits: Conducted 5 zonee audits, evaluating financial and operating controls, identifying control weaknesses and sharing best practices between zones. - Frito-Lay Inventory & Plant Audits: Gained significant experience in plant operations during 5 plant audits conducted over 2 years in the department. Led 3 of these audits in 2001.
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Senior Associate & Certified Public AccountantPricewaterhousecoopers Oct 1996 - Aug 1999GbResponsible for all aspects of engagement planning and execution. Primary clients were from the manufacturing and retail industries. Participated in the public debt offering of a client.
Greg Gilbert Skills
Forecasting
Cross Functional Team Leadership
Consumer Products
Finance
P&l
P&l Management
Strategic Financial Planning
Financial Modeling
Income Statement
Pricing
Financial Planning
Financial Analysis
Financial Forecasting
Managerial Finance
Business Planning
Essbase
Competitive Analysis
Financial Reporting
Variance Analysis
Budgets
Analysis
Pricing Strategy
Financial Audits
Sarbanes Oxley Act
Hyperion Enterprise
Capital Budgeting
Trade Promotions
Profit
Annual Planning
Iri
Financial Accounting
Process Improvement
Working Capital Management
Internal Controls
Accounting
Start Ups
Expense Management
Corporate Fp
Business Process Improvement
Acquisition Integration
Internal Audit
Greg Gilbert Education Details
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Bryant UniversityBusinss Administration/Accounting
Frequently Asked Questions about Greg Gilbert
What company does Greg Gilbert work for?
Greg Gilbert works for Recess
What is Greg Gilbert's role at the current company?
Greg Gilbert's current role is Chief Financial Officer.
What is Greg Gilbert's email address?
Greg Gilbert's email address is gr****@****ine.com
What is Greg Gilbert's direct phone number?
Greg Gilbert's direct phone number is +1 914-253*****
What schools did Greg Gilbert attend?
Greg Gilbert attended Bryant University.
What skills is Greg Gilbert known for?
Greg Gilbert has skills like Forecasting, Cross Functional Team Leadership, Consumer Products, Finance, P&l, P&l Management, Strategic Financial Planning, Financial Modeling, Income Statement, Pricing, Financial Planning, Financial Analysis.
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