Director-Finance Operations
Greater Los Angeles Area
Organization: Family-owned (fifth generation) liquor, beer, and wine distributor in 10 western states.Senior financial executive for high-value business relationships, operations changes, and capital investments during multi-year transition to fifth-generation leadership. Reported to CFO/COO. • Led financial transition from joint venture to shared services agreement following YMC’s full acquisition of $500+ million annual revenue/$250+ million annual cost line of business. Provided ongoing oversight. Supported annual C-level negotiations. Met/exceeded goals.• Collaborated with joint venture partner mentioned above to continuously build line item allocations for all joint operating costs. Conducted cost control/reduction studies. Achieved YMC’s margin targets. (2007 to 2013 and 2002 to 2003)• Supported development of inventory consolidation center from concept through execution, resulting in 10% reduction of network-wide inventory. Modeled options, negotiated service provider contracts, and designed/implemented accounting system for this new entity.• Built, tracked, and reported on capital budget for successful $20+ million buildout of newly leased warehouse. Identified and negotiated financing. Managed lender relationship. • Developed C-level and Board financial reporting package. Provided easily understood enterprise and business unit overviews and insights. • Recruited back to company in 2011 following four-year consulting relationship.