Michael Lambeth Email & Phone Number

Texas, United States

Irving, Tx, Us

Responsible for the Treasury, Cash Management and FP&A function. Tasked with building and developing the Financial Planning and Analysis organisation.Treasury• Assumed responsibility for managing the organisation's debt agreements, facilitating a $30 million donor-funded prepayment, saving approximately $2 million in annual interest expense.FP&A• Developed the 2025 Annual Budget after being in the role for two months. Collaborated creating the Annual Budget presentation and co-presented to the Board gaining approval.

Coppell, Texas, Us

Led the FP&A function for the multi-unit, consumer retailer The Container Store while taking on additional responsibilities including joining the corporate Real Estate Committee. Assumed the role of Corporate Secretary and continued to lead the Company’s Treasury function.Corporate Governance• Executed the duties of Corporate Secretary, coordinating Board of Directors meetings, assisting in setting Board and Committee meeting agendas, and drafting Board and Committee meeting minutes ensuring excellent corporate governance. The responsibilities require clear, concise communication with Board members. • Organized, managed and led the Annual Shareholder’s meeting.FP&A• Joined the Company’s Real Estate Committee, lending financial support to the new store location decision making process.• Led team in developing a new long-term financial model to support the company’s publicly stated goal of doubling the business in the coming years.Treasury• Co-led structuring and implementing the Company’s first share repurchase program.M&A• Involved in the acquisition of Closet Works, a custom closets manufacturer, ensuring that funding was available to close the transaction as well executing credit agreement documents supporting the acquisition.Leadership• Continued the expansion of the team with the addition of five new analysts.

Coppell, Texas, Us

Promoted to Vice President of Finance and Treasurer, assuming ownership of the Finance and Treasury function at multi-unit, consumer retailer The Container Store. Continued leadership of the entire FP&A function, including direct responsibility for total company sales and payroll forecasting and planning. Continued and expanded leadership role as Treasurer. Assumed major role in helping the Company navigate through the COVID-19 pandemic.Leadership• Promoted to Vice President of Finance and Treasurer, assuming the ownership of the Finance and Treasury function at The Container Store. • Took an increased role in participating and presenting our Annual Plan as well as Company sales updates at the quarterly Board of Directors meetings.• Continued the expansion, support, and development of the Finance team.FP&A• Led the Finance team in developing interim GAAP sales reporting to enable closer and more frequent monitoring of sales results.• Led the Finance effort in contributing to a logistics optimization study that resulted in opening the Company’s second distribution center in Aberdeen, Maryland.• Participated in various initiatives including steering team member for a Company-wide cost of goods sold reduction project as well as developing a five-year long-range plan.Treasury• Assumed a major role in helping the Company navigate store closures and manage liquidity due to the COVID-19 pandemic. Developed a cash flow/liquidity model used for frequent updates to the Board of Directors in the first few months of the pandemic.• Guided the Company’s capital allocation plan, focusing on debt pay down resulting in over $100 million of debt reduction between fiscal year 2017 and fiscal year 2021.• Involved in the secondary stock sale transactions by our private equity partner Leonard Green and Associates.

Coppell, Texas, Us

Assumed the day-to-day responsibility of the entire Finance organization. Expanded Treasury responsibilities to include launching the multi-unit, consumer retailer The Container Store's first ever private label credit card as well as ongoing management of the program. Mentored members of the Finance team through the Company Leadership Development Program.Leadership• Assumed day-to-day responsibility of the Finance organization• Participated in the company’s Leadership Development Program as a mentor to analysts on the Finance team.• Continued the expansion and development of the Finance team by making two key new hires.Treasury• Co-led the implementation of the company’s first ever private label credit card program, including identifying potential vendors, conducting discovery calls to learn about financing programs, scheduling vendor presentations for upper management, as well as participating in pricing discussions and contract negotiations. Co-led an internal cross functional team to implement the program once a partner was selected.• Co-owned the private label credit card program relationship focusing on the contractual/business aspect of the program.

Coppell, Texas, Us

Took a leadership position representing the FP&A function in the successful execution of the multi-unit, consumer retailer The Container Store's IPO, including instituting a formal quarterly forecasting process to support the needs and requirements of a publicly traded company. Assumed and active role with investor relations responsibilities post-IPO transaction. Expanded Treasury responsibilities by joining the Company 401(k) committee.FP&A• Critical participant in the successful execution of the Company IPO. Participated in every step of the IPO process including drafting the S-1, creating IPO materials for the road show, developing multi-year financial modeling for investors, and preparing pricing and share information. • Designed and instituted a formal quarterly forecasting process to support the needs and requirements of a public traded company.Investor Relations• Deeply involved in the quarterly earnings release process including collaborating to develop quarterly messaging, drafting the press release and the script, developing modeling for quarterly guidance, and executive Q&A support.Treasury• Joined the company 401(k) committee providing financial input and guidance related to the 401(k) plan structure, investment options, and plan fees.• Led a successful term loan repricing post-IPO.

Coppell, Texas, Us

Continued involvement and the continuous improvement in the multi-unit, consumer retailer The Container Store's FP&A function by implementing the Company’s first financial planning system. Expanded Treasury duties by assuming responsibility for maintaining our Company debt and building relationships with banking partners and credit rating agencies. Developed a commodity price tracking report to assist our Merchandising department in managing the Company’s product gross margin.FP&A• Led initiative to research, identify, select, and implement a financial planning system to replace the existing excel-based financial planning process. Created a cross-functional evaluation team made up of representatives from the Company’s functional areas to evaluate and ultimately select the financial planning system solution – Adaptive Planning.Treasury• Assumed responsibility for all bank reporting related to our term and asset-based lending agreements.• Active participant in two successful debt refinances, partnering with our banking partner to create a Confidential Information Memorandum, lender presentations, and rating agency presentations as well as providing company information to support the due diligence process.• Fostered new relationships with the credit ratings agencies – Standard and Poor’s and Moody’s.• Developed a monthly commodities cost report to inform our Buying team of raw material price changes to aid in price negotiations with product vendors.

Coppell, Texas, Us

Actively involved in shaping the multi-unit, consumer retailer The Container Store’s FP&A function including implementing a new financial planning process and creating a monthly financial reporting summary for the Company’s Executive team. Assumed responsibility for the Company Treasury activities including forecasting balance sheet and cash flow to monitor company liquidity as well as executing the Company’s foreign exchange hedging program.FP&A• Evaluated the existing financial planning process and implemented changes, primarily the creation of the Power Planning Team with representatives from all business departments.• Developed and implemented a corporate overhead allocation methodology, allocating all corporate and distribution center expenses to our brick-and-mortar stores.• Partnered with the Real Estate department to develop a pro forma income statement tool used to financially evaluate potential future store locations.Treasury• Sourced and adopted a balance sheet and cash flow projection model to forecast and monitor company liquidity. • Reviewed and evaluated the current foreign exchange hedging program and developed a go-forward strategy and process.

Dallas, Tx, Us

Dallas, Tx, Us

Bachelor Of Business Administration, Management

Mba, Finance