Leader of the finance team overseeing the California Sales and Operations Business Unit P&L, with over $2+ billion in revenue and 1,800+ employees, reporting directly to the EVP-GM, operating as the advisor to the California Leadership Team on all finance-related matters. Provide strategic leadership in the development of the California Sales & Operations Annual Operating Plan supporting the organization’s value creation targets.• Drive the California Sales and Operations Annual Plan process creating the overall Revenue and Gross Profit Plan, SG&A budget, and developing cost savings and/or investment initiatives.• Present the monthly California Financial Package to the executive team providing insights on underlying business trends and opportunities/risks to performance.• Partner with the accounting team, leading monthly financial reviews of account level results and providing ad-hoc support with the management of A/R, A/P, and audit/bank reporting. • Partner with the Portfolio team in the management of gross profit margin, marketing funds, inventory, approval on pricing/discount programs, along with acting as finance lead on supplier contract reviews and supplier audits.• Partner with sales leaders in the delivery/management of their divisional P&L’s, identifying risks/opportunities to their operating profit plans.• Partner with Cross-functional leadership team providing finance support for California related projects.• Oversee the hiring and development of the California Finance team.

• Provide analysis of monthly business results in a consolidated reporting package, highlighting and providing insights to the business drivers of variances to the California Executive team. Prepared and streamlined the monthly reporting package.• Build the California Sales Annual Plan. This includes the creation of state/division/department level plans.• Manage the creation/distribution of a monthly reporting package to the California Management Team, Sales Divisions, and Sales Branches.• Work with cross-functional teams in the implementation of new processes to better track and report employee level expenses, employee head count, and any other monthly reporting.• Oversee the Marketing Fund Management Tracking and Reporting for multiple business units. Ensuring all accounts are in good standing, overseeing the distribution/reporting of our Supplier Financial Scorecards, and working with our internal and supplier partners to provide reporting or support as requested.

• Manage the Annual Plan process for all Young’s Market Companies. This included the development of corporate department plans, consolidated company roll-ups, and assisting business unit leadership in the development and analysis of their business unit plans.• Assist in the development of a consolidated Strategic 5-Year Plan for the organization.• Provide analysis of monthly business results and consolidated reporting package, providing variance analysis to senior management team.• Work with cross-functional leadership team in the implementation of new financial planning, reporting and business intelligence software.• Develop and manage the annual capital plan and capital spend reporting. • Develop consolidated Inventory Reporting and variance analysis for the organization, incorporating inventory days on hand and inventory turn metrics.• Hire and develop staff to support the finance needs of the organization.

• Manage the tracking and reporting of Division, Retail Account, and Brand Performance incorporating Depletions, Brand Budgets, SG&A, and Gross Profit.• Manage the US Off-Premise Strategic Accounts Annual Plan. Including the sales planning & target setting processes for the US and Division sales along with the division SG&A and Brand budgets.• Work with cross-functional partners to ensure alignment on resources and channel strategies for the division.• Provide Finance support/guidance for the division.• Develop and train analysts on monthly reporting and ad-hoc analysis.

• Manage the tracking and reporting of multiple territory distributor volume targets and territory distributor performance reviews including consumer and industry consumption metrics.• Provide the tracking and reporting of the Hive Activation Partners performance for the West Division• Provide Ad Hoc Reporting for the West Division General Manager, Business Operations Director, and Sales team.

• Manage the Capital Plan Process. Responsible for the creation of the annual Capital Budgets for the organization, monthly reporting, capital request process, and project return analysis.• Manage the Fixed Cost Planning and Analysis. Responsible for the monthly, annual, and long-range plan creation, reporting, and analysis of the Depreciation, Rent, Tax and Gain/Loss P&L line items for the organization.• Manage the Restaurant Development Plan. Responsible for the plan, forecast, and analysis of the annual development related costs for the organization.• Strategic Planning. Assist in the framing of key strategic issues for the Executive Leadership Team to best provide strategic direction/objectives for the annual and long-range plan target setting process.

• Provide support in planning, forecasting, and analyzing annual SG&A budgets for the Supply Chain organization. Generating the monthly reporting package for Senior Management and the Supply Chain organization, analyzing costs, productivity, inventory levels, opportunities and risks to plan/forecast, along with any other ad-hoc analysis.• Monitor, analyze, and estimate inventory, distribution costs, transportation costs, and departmental costs for customer service, consumer service, Supply/Demand Planning and Supply Chain Management on a monthly basis.• Provide Distribution Scorecard for weekly Distribution Management meeting and Inventory Scorecard for weekly Inventory Management meeting to more effectively manage the distribution costs and inventory levels/costs.

• Provide a monthly reporting package to senior management for business unit results. This includes analyzing volume, mix, and costs variances, providing opportunities and risks to plan/forecast summary, and providing a financial summary for the reporting group.• Provide monthly balance sheet validations ensuring compliance with company guidelines.• Assist in volume and financial planning utilizing historical consumption and financial data for Brand Marketing.• Assist in managing and planning Advertising, Consumer, and Trade Expenses and Budgets.• Member of Cross-Functional Product Development Team: responsible for coordinating costing builds from cross-functional group, developing New Product Business Proposals along with operating as the financial advisor on project team which entails creating P&L’s, calculating cost assumptions, and calculating project return on investment. • Provide competitor analysis involving the use of EVA and Discounted Cash Flow valuation measures.• Provide ad-hoc analysis for senior management including pricing, promotion, and cost saving analysis.