Jonathan Helm

Jonathan Helm Email and Phone Number

Finance Director | Commercial Finance (Frito Lay and Quaker Integration, Negotiation COE) @ PepsiCo
Texas, United States
Jonathan Helm's Location
Dallas-Fort Worth Metroplex, United States, United States
Jonathan Helm's Contact Details

Jonathan Helm personal email

Jonathan Helm phone numbers

About Jonathan Helm

I am currently a Senior Manager at PepsiCo leading revenue management strategy for Quaker. Prior to this role, I led the post-acquisition integration of Health Warrior into PepsiCo, the financial due diligence for the $465MM PepsiCo/Cytosport acquisition, helped drive growth as Finance Manager on Quaker's second largest customer, Kroger, and partnered cross-functionally to drive an aggressive growth strategy for a $300MM Foodservice business for Gatorade, Tropicana, Naked Juice, and Quaker. Prior to Pepsico, I earned my MBA from the Stephen M. Ross School of Business where I focused on strategy and finance and led the Victor's Team for the Wolverine Venture Fund, a $7MM venture capital fund. I worked closely with our venture capital partners to make smart investments in healthcare start-ups, and led the due diligence for our Series B investment in biotech start-up Lycera.Prior to Ross, I was a Director with FTI Consulting where I gained over five years of experience helping clients shape strategies to solve complex business problems. I built a strong skillset in financial modeling and data analytics, which I used to help healthcare companies improve operational processes and evaluate their financial strategies. Before FTI, I earned my B.A. in Economics and International Studies from the University of Richmond. In 2006, I worked in Mumbai, India as a wealth management intern with Kotak Mahindra Bank . I have always loved to learn about the world, and have studied abroad in Dunedin, New Zealand and spent a summer studying Japanese in Hamamatsu, Japan .Specialties: Strategic Analysis, Financial Modeling, Data Analytics, Valuation, Project Management

Jonathan Helm's Current Company Details
PepsiCo

Pepsico

View
Finance Director | Commercial Finance (Frito Lay and Quaker Integration, Negotiation COE)
Texas, United States
Website:
pepsico.com
Employees:
146948
Company phone:
0800 274 777
Jonathan Helm Work Experience Details
  • Pepsico
    Finance Director | Commercial Finance (Frito Lay And Quaker Integration, Negotiation Coe)
    Pepsico
    Texas, United States
  • Pepsico
    Finance Director | Frito Lay - Small Format (7-11, C&G, Drug, Hard Discount)
    Pepsico Dec 2022 - Present
    Purchase, New York, Us
    - Lead financial analysis, reporting, and revenue growth strategy for +$2B Small Format business for Frito Lay - Partner with sales team to develop customer-specific strategies for 20+ National Account customers, including C&G (7-11, Quiktrip, Casey's, EG America), Drug (Walgreens, CVS) and Hard Discount (Aldi, Lidl)
  • Pepsico
    Finance Director | Frito Lay - Warehouse And National Accounts Team
    Pepsico Apr 2021 - Dec 2022
    Purchase, New York, Us
    - Led 10 person team in providing FP&A support for the full P&L (Revenue, Cost of Goods Sold, Selling Expense) for Frito Lay products delivered via warehouse go-to-market- Developed revenue growth strategies for National and Regional Grocery customers (warehouse GTM) and National Dollar/Hard Discount customers (DSD and warehouse GTM)- Designed and led profit improvement initiative by leveraging Net Revenue Management and Holistic Cost Management strategies, delivering step-change margin improvement despite unprecedented inflation- Partnered cross-functionally to deliver revenue and share growth on core brands, while also launching big-bet innovation via Warehouse Go-To-Market
  • Pepsico
    Senior Finance Manager, Revenue Management
    Pepsico Feb 2020 - Apr 2021
    Purchase, New York, Us
    - Established and led Revenue Management team for the $2.5B Quaker Foods business- Developed strategy and led execution of robust revenue management plan leveraging promotional optimization, price pack architecture, and mix management tactics to deliver +$35MM in profit
  • Pepsico
    Senior Manager, Health Warrior Acquisition
    Pepsico Mar 2019 - Feb 2020
    Purchase, New York, Us
    - Led 40+ person cross-functional team in integrating Health Warrior into Quaker Foods- Partnered with Quaker GM and CFO to develop five year growth strategy for premium nutrition bars
  • Pepsico
    Finance Lead, Cytosport Acquisition
    Pepsico Oct 2018 - Mar 2019
    Purchase, New York, Us
    - Partnered with M&A and Strategy to develop valuation model to support $465MM acquisition- Presented investment rationale to executive steering committee
  • Pepsico
    Finance Manager, Quaker Foods & Snacks - Kroger
    Pepsico Mar 2017 - Mar 2019
    Purchase, New York, Us
    - Delivered 2 years of revenue and profit growth for $200MM Quaker business at Kroger- Launched big bet innovation across +2000 Kroger stores by working with sales and marketing
  • Pepsico
    Finance Associate Manager, Foodservice - Gatorade, Tropicana, Naked, Quaker
    Pepsico Aug 2015 - Mar 2017
    Purchase, New York, Us
  • Wolverine Venture Fund
    Student Advisor
    Wolverine Venture Fund 2013 - 2015
    Ann Arbor, Michigan, Us
  • Pepsico
    Mba Finance Intern
    Pepsico Jun 2014 - Aug 2014
    Purchase, New York, Us
  • 3M
    Student Consultant
    3M Mar 2014 - Apr 2014
    St Paul, Mn, Us
  • Fti Consulting
    Director
    Fti Consulting Apr 2012 - May 2013
    Washington, Dc, Us
  • Fti Consulting
    Senior Consultant
    Fti Consulting Dec 2009 - Apr 2012
    Washington, Dc, Us
  • Fti Consulting
    Consultant
    Fti Consulting Aug 2007 - Dec 2009
    Washington, Dc, Us
  • Kotak Mahindra Bank
    Wealth Management Analyst
    Kotak Mahindra Bank Jun 2006 - Jul 2006
    Mumbai, Maharashtra, In

Jonathan Helm Skills

Financial Modeling Strategy Management Consulting Financial Analysis Valuation Mergers And Acquisitions Economics Management Corporate Finance Due Diligence Business Intelligence Business Process Improvement Strategic Consulting Competitive Analysis Data Analytics Process Improvement Business Development

Jonathan Helm Education Details

  • University Of Michigan - Stephen M. Ross School Of Business
    University Of Michigan - Stephen M. Ross School Of Business
    Finance And Strategy
  • University Of Richmond
    University Of Richmond
    International Studies

Frequently Asked Questions about Jonathan Helm

What company does Jonathan Helm work for?

Jonathan Helm works for Pepsico

What is Jonathan Helm's role at the current company?

Jonathan Helm's current role is Finance Director | Commercial Finance (Frito Lay and Quaker Integration, Negotiation COE).

What is Jonathan Helm's email address?

Jonathan Helm's email address is jh****@****ail.com

What is Jonathan Helm's direct phone number?

Jonathan Helm's direct phone number is +157148*****

What schools did Jonathan Helm attend?

Jonathan Helm attended University Of Michigan - Stephen M. Ross School Of Business, University Of Richmond.

What skills is Jonathan Helm known for?

Jonathan Helm has skills like Financial Modeling, Strategy, Management Consulting, Financial Analysis, Valuation, Mergers And Acquisitions, Economics, Management, Corporate Finance, Due Diligence, Business Intelligence, Business Process Improvement.

Who are Jonathan Helm's colleagues?

Jonathan Helm's colleagues are Dosunmu Olanrewaju, Frances Harding, Maria Andrea Londoño, Shivankar Seth, Nallely Islas, Sai K, Luis Alejandro Peralta Gutierrez.

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