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.
• 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

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.
• 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

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.
• 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.
• 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.
• 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.
• 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.
• 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.

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.
• Participated with the Value Management Advisory Group regarding establishment of standards, methodology, processes, training, tools, templates, guidelines and scorecards