Lora Beard Email & Phone Number

Milwaukee, Wisconsin, Us

• Partners with the Credit Union Solutions (CUS) team to develop pro-formas and other in-depth financial analyses which influences short term and strategic investments• Created a Center of Excellence for Financial, Planning and Analysis, leveraging Fiserv’s Global Services team which will be implemented enterprise-wide beginning Fiscal 2018 • Prepares flash reporting/dashboards and monthly/quarterly reporting that analyze business and financial results, distill/synthesize key trends, assess current and future business risk and communicate key insights to senior management• Provides detailed financial budgets/forecasts and delivers monthly financial reporting package with financial bridges, and ad hoc analysis • Collaborates with business leadership team to ensure financial objectives are achieved and aligned with corporate goals and objectives• Delivers financial expertise to assist in developing strategy, executing plans, harmonizing KPIs and develops tactics to ensure financial plan and forecast is achieved• Demonstrates comprehensive understanding of key business drivers and financial models in the annual budget process, financial planning and analysis activities• Responsible for overall planner development, implementing the firm’s financial planning strategy through process/tool development, and expansion of the financial planning team

Atlanta, Ga, Us

• Key advisor to the senior leadership of the Atlanta Market Unit, providing thought leadership, strategic thinking, influencing, driving change, leading and developing an organization supporting Net Revenue of $600M and Volume of 60M cases• Analyzed results, prepared volume forecasts, rolling estimates, and reviews financial transactions for accuracy & reasonableness• Collaborated with distribution center management team and administrative support staff to ensure solid internal control structure• Identified risk and opportunities in volume forecast and collaborates with region sales team on gap solving• Interpreted and summarized KBIs to provide management analysis and insights that facilitate timely and impactful decisions • Developed product recommendations based value chain analysis• Consultant to market unit cross functional business partners in the development and input of business strategies that drive topline growth and control of ~$150MM annual operating expenses • Provided financial leadership, insights and analytical support to distribution center and market unit management teams • Primary finance liaison between Market Unit sales operations, Distribution Center management and Region Finance• Championed process improvement initiatives at the distribution center and Market Unit levels• Performed periodic/quarterly trade and facility visits to assist in the assessment of opportunities for improvements in execution

Atlanta, Ga, Us

• Proven Business Partner & Financial Leader for the System Refranchising Effort. Key responsibilities include an ongoing cadence for financial budgeting, forecasting, performance analysis and communication of financial results to the Executive Leadership Team• Reviewed metrics and provides analyses (e.g., operating cash flow analyses, pro forma P&L, NPV, IRR, Discounted Cash Flow, statistical analyses) to determine business implications• Developed and supported a strategic alliance with business partners. Participates in cross-functional activities focused on solving business issues and enhancing our competitive advantage. Facilitates cross-functional communication with other areas of the business including but not limited to Finance, Operations, and Information Systems• Ensured operational processes and procedures are compliant and consist with established policies. Annual Business Plan (ABP) and monthly Rolling Estimate (RE) responsibilities, oversight of operations and accounting governance/controls• Designed and Implemented processes for New Independent Bottling partners for newly created Shared Services segment. Lead the cross functional and cross system design and implementation of new business processes, IT systems, operating model elements and strategic initiatives that support a contemporized North America (NA) operating model• Prepared and presented detailed analysis of final recommended of long term Business Plan to senior management, committees, and/or Board of Directors

Atlanta, Ga, Us

• Provided financial leadership for Finance, National Retail Sales, and Foodservice On Premise (FSOP) - with regards to business development, strategic planning, budgeting, performance management, business process improvement, asset management and value chain analysis• North America Business Integration (NABI) – financial support for NABI Project Management Office (PMO) and NA Business Transformation Office (approximately $350 MM in synergies and productivity achieved during 2011)• Stewarded four year financial and headcount plan supporting the Synergy/NABI efforts• Partnered with Finance, and FSOP to support the design of FREESTYLE projects, development of realistic business cases, and help shepherd the project throughout its lifecycle• Gained detailed understanding of project requirements and works with project team leads to conceptualize a method to track desired results • Assisted Synergy and BTO project teams in performing consistent updates and developing presentations of business case metrics to enable fact-based decision making by the leadership team throughout the lifecycle of the project

Atlanta, Ga, Us

• Supported portfolio of 15 transformational initiatives with an annual contribution of $200 million in Operating Income • Led due diligence efforts, including early identification of integration issues and complexity resulting in 40% reduction in expected value offset with appropriate contingency planning• Built cross-functional partnerships to evaluate, develop and implement a robust project valuation framework which defines governance structure, contingency planning, strategic and tactical management• Partnered with stakeholders in Corporate, North American, and European businesses to create a multi-generational program plan to achieve strategic objectives via systematic approach to benefit valuation and risk assessment to advance strategic vision and guide investment• Participated with the Value Management Advisory Group regarding establishment of standards, methodology, processes, training, tools, templates, guidelines and scorecards