-$550+ million fast-fashion apparel manufacturer and wholesale distributor with rights to over 280+ license properties and 5+ brands.-Manage annual budgeting process which includes a breakout of individual product divisional P&L’s. Supported business leaders with newly created dashboards & models allowing top line growth of 26% exiting the pandemic. -Create, present, and distribute monthly and quarterly financials as well as forecast outlooks to the executive team, private equity group and board of directors. Discuss our results while explaining key root causes and the strategies in place for the direction of our business.-Conducted heavy pricing analysis in 2022 to support large initiative of reducing company on-hand inventory by over 22% while closely managing margins to ensure the bottom line was protected. Worked directly with Sales leadership to understand market conditions and pricing trends to develop plans for tackling inventory liquidation.-Managed closing of financials and led monthly forecasts during a 5-month CFO transition while working directly with CEO. Together developed strategies and initiatives for the organization such as inventory reduction, distribution optimization and SG&A efficiencies.-Create profitability models to assess viability of new accounts, brands, or categories. Work closely with sales, production/sourcing, logistics & merchandising to gather necessary inputs for analysis. Discuss risks & opportunities with executive leadership.-Oversee cash flow forecasting via rolling 13- & 26-week models to ensure that the company is in a comfortable availability position with its ABL line.-Work directly with Executive Leadership to ensure that all facets of the business are reported accurately. Prepare deep dive analysis in areas of opportunity to allow the Executive team to pivot where necessary.-Manage a team of 5 including 2 Sr. Managers and 3 Analysts.

-$25+ million consumer goods manufacturer and wholesale distributor with operations in 9 states.-Lead the development of a strategic financial plan that covered 15+ entities including company consolidations for 6 revenue generating entities. -Implemented Sales & Operations Planning (S&OP) process to help operations align inventory production with the sales demand.-Assisted with M&A by producing financial models to assess the financial feasibility of potential acquisitions as well as provide valuations for mergers with external brands. Aided in due diligence efforts.-Worked extensively with Operations to hone the Bill of Materials to provide accurate product costing. In addition, performed ample product pricing analysis working closely with sales and marketing. Blended both together to ensure that margins remained within safe limits.-Built complex models to monitor and assess the company’s consolidated cash position, cash flow forecast and net working capital. Developed a dashboard that tracked high level financial metrics & KPI’s for the CEO and CRO.-Worked closely with accounting during a software implementation of Microsoft Dynamics NAV to ensure that reporting remained accurate and comprehensive. Assisted accounting in implementing cash handling procedures and controls.-Advised executive leadership on important business decisions and their impact to the business. Provided valuable insight using ROI and Break-even analysis. -Prepared and presented financial summary decks for the Board of Directors as well as received approval for the 2020 financial plan.

-$3+ billion California based Healthcare Plan that is geared towards a Medicare and MediCal member population.-Developed financial model to forecast Non-Benefit Expenses for the 2020 Bid submission which is a revenue proposal for the Centers for Medicare & Medicaid Services (CMS).-Prepared and presented the company’s quarterly operating expense forecast review for the executive team alongside departmental business owner.-Managed & forecasted corporate headcount and ensured that all new hires/rehires remain within budget.

-$3+ billion footwear and apparel retail and wholesale brand with over 350 store locations and a rapidly growing ecommerce platform.-Partner with sales, demand planning and operations to forecast wholesale sales as well as track key account customer and channel growth across our 3 pillars (footwear, apparel/accessories, & snow).-Managed and implemented new financial reporting software (BPC) and conducted trainings for the finance department.-Assisted in the preparation of the company’s quarterly business reviews for the executive team.-Forecast and report monthly balance sheet as well as partner closely with merchandise planning & operations to help forecast and maintain healthy inventory levels to support accelerated business growth.-Full P&L management of our US business as well as manage all corporate SG&A. Subsequently consolidate all North American financial statements in US currency for an executive rollup.-Work closely with the operations, planning & merchandising teams to deliver accurate sales and gross margin forecast across various time horizons and analyze/explain variances.-Support growth initiatives by providing analytical support on product development and capital investments and partnering with cross functional teams.-Support the monthly financial forecast, the annual operating plan, and the 5-year strategic planning processes. Provide variance analysis and determine the cause of change.-Partner closely with accounting to ensure that all journal entries & accruals are recorded accurately and that all sales, margin, and SG&A forecasts are represented in the financial systems (SAP).

-$550+ million retail based dental management organization with over 375 national offices along 3 different product lines (General dentistry, Orthodontics, and Invisalign).-Work closely with accounting to ensure the correct tracking and reporting of expenses occurred during the month.-Daily cash management & treasury forecasting and analysis across all lines of business. Accurately manage and forecast debt accounts for financial executives. Included processing wire transfers & ACH batches.-Create financial models to budget and forecast individual office P&L’s to be used for KPI tracking and mergers & acquisition analysis.-Analyzed and forecasted AR volume to determine annual hiring needs for credit services, collections, and patient financing departments.-Developed procedures to help lower companywide credit balance amounts by 20% and improve AR aging balances.