Mike Bernhardt Email & Phone Number

California, United States

Walnut Creek, CA, US

Walnut Creek, CA, US

San Ramon, California, US

• Led P & L forecasting and annual budget processes for company including managing financial models and coordinating submissions from teams across the globe. Prepared slides for CFO for presentations to senior leadership.
• Supervised finance manager and senior financial analyst in managing forecasting and budgeting processes for the company with annual revenue of $2B.
• Presented forecasts to senior finance team and determined forecast adjustments needed to achieve revenue, margin and operating income targets.
• Provided quarterly guidance to parent company, The Cooper Companies, to be used during earnings releases and communication with investment community.
• Developed financial models with Corporate FP&A team to set annual P & L targets and provided guidance to global finance teams for budget and forecasts.

Los Angeles, California, US

• Led annual budgeting with finance team and senior management, administered monthly close and quarterly P & L forecasting processes, delivered robust monthly financial reporting to senior management, provided decision.
• Supervised and coached senior business analyst and business analyst in managing company P & L with annual revenue of approximately $220MM.
• Improved profitability through detailed examination of COGS, overhead expense and trade promotion expense.
• Provided financial analysis for key customer annual sales plans.
• Created weekly profitability reporting for senior management to make timely and informed strategic decisions.
• Provided financial analysis on expansion into drug and convenience store channels.

Los Angeles, California, US

• Supervised 2 financial analysts and business analyst to manage company P & L for the company, weekly volume reports, manufacturing dashboards and pricing adjustments. Led annual budgeting, monthly close and quarterly P.
• Streamlined financial reporting model to adapt to company’s expansion of new products as well as new senior leadership team.
• Created dynamic budget models/scenarios which provided profitability insight to stakeholders.
• Managed and updated 5 year plan model to keep senior management abreast for long range planning.

Los Angeles, California, US

• Partnered with Accounting on monthly close and accuracy of financial reporting. Built and implemented annual budget and quarterly forecasting models. Developed budget templates and coordinated budget deliverables to.
• Created financial reporting model and monthly reporting package for senior management.
• Established overhead expense and marketing spend reporting for company.
• Worked closely with Accounting and Information Technology (IT) departments to implement Oracle for Europe and Asia Pacific regions.
• Analyzed monthly financials for North America, Europe and Asia Pacific and coordinated close with Europe and Asia Pacific Finance/Accounting to provide executives with global reporting.
• Consolidated financials for North America, Europe and Asia Pacific to create simplified global reporting.

Chicago, Illinois, US

• Managed P & L for multiple brands with annual revenues up to $125MM and led annual budget process. Worked with marketing on financial analysis and projections for brand 5 year plan and annual budget packages. Performed.
• Developed pricing model for Swiss Miss Cocoa brand to assess financial impact of pricing options with Wal-Mart and created presentation package for sales team and senior management.
• Generated financial models to assess potential new products with projected first-year revenues of $25MM each.
• Provided marketing team with data and recommendations on sku discontinuation and trade promotion levels with customers.
• Created and presented a Conagra Brands stock performance analysis versus competitors, including Kraft Foods and Nestle, at division wide quarterly meeting.

Burbank, CA, US

• Drove monthly business review of sales performance and impact of product offerings. Oversaw annual budget and sales incentive program processes; developed financial models and recommended monthly sales incentive goals.
• Developed financial model for a Southern California ticket kiosk program and recommended kiosk locations based on market areas’ projected performance.
• Created financial model for a $1MM print-at-home ticketing initiative.
• Led business analysis and justification for $750,000 “Friends Fly Free” co-op advertising program with Southwest Airlines. Performed post mortem analysis on program and presented findings to senior finance team.

Beaverton, OR, US

• Provided financial leadership to Nike’s USA Sports Marketing Division.
• Prepared accounting close and updated fiscal spending forecast monthly.
• Led annual budget and strategic plan process with management.
• Provided detailed analysis of spending throughout fiscal year and monitored project spending to help directors achieve $180 million annual budget.

New York, NY, US

Bs, Accounting

Master Of Business Administration - Mba, Business