As the Head of Finance and Strategy at Henry Duvall, I lead financial operations, reporting, compliance, and planning for a rapid-growth e-commerce children’s clothing brand. • Led development of Brand Positioning, Marketing Plan, and Business Plan for Henry Duvall, and delivered 60% growth in 2nd full year of operations• Implemented project for $100k cost savings through fulfillment optimization• Led NetSuite implementation for efficient financial operations

Partnered with the Henry Duvall founder to define the brand positioning and marketing strategy. Developed the initial Henry Duvall business plan. Advised the business on a more efficient corporate legal structure, and led the formation of the Henry Duvall LLC US-based subsidiary entity.

Global Insights Director responsible for leading marketing effectiveness and building a performance culture within Bacardi. I drove higher marketing ROI through best-practice identification and implementation across marketing activations and resource allocation optimization. I led Bacardi’s Marketing Mix Modeling (MMM) initiatives, delivering $5 in NSV for every $1 investment in MMM with a net ROI of 167% through Media Optimization. I drove the global development of SONAR, Bacardi’s internally developed Marketing Planning and Evaluation platform, and used this tool to identify best practices across marketing activities and utilize these learnings to systematically implement more effective activities and improve our marketing ROI. I led the Bacardi’s Global Marketing measurement framework and KPI Bank that we used to drive consistency throughout our marketing measurement approach. I led cross-functional teams of business leaders across Marketing, Data Analytics, and Finance to drive a cultural transformation to build a stronger performance culture at Bacardi. I partnered with IWSR and Nielsen to track and report on consumer sales trends within the spirits industry. I evaluated these prevailing trends to identify and recommend opportunities for innovation and investment, and ensured our investment focus aligned with the business strategy. I worked with the Strategic Insights & Analytics Leadership Team to define our team's key business objectives. I led the Marketing Performance function to help drive improvements in marketing effectiveness globally.

As a manager with the Global FP&A team, I focused on delivering better and faster insights to the Bacardi senior management team to help the business arrive at faster and more effective decisions through timely management reporting. I partnered with global business leaders across the Bacardi organization to deliver comprehensive business forecasts and budgets. I dove into the details to discover real business insights and better understand the effectiveness of our investments and resource allocations.I drove process improvements and automations to shift FP&A and financial resources from reporting to analyzing and managing performance to drive bigger business impact. I drove changes to our monthly global sales reporting process that reduced our NSV reporting by 6 days, allowing for more actionable business insights and more resources devoted to managing business performance.

Working with the Global Finance team, I focused on delivering better and faster insights to the Bacardi senior management team to help the business arrive at faster and more effective decisions. I partnered with senior financial team members in the organization to develop and deliver management reports that enable the Bacardi executives to track and react to the business's ongoing performance. In this role, I delivered monthly volume, sales, and P&L reports directly to the CFO, for distribution to the CEO and Board of Directors. Additionally, I developed processes to expedite delivery of these reports, significantly reducing the time spent creating reports to free local resources to better analyse and report on our financial results. As a result of my ownership over the volume and sales reporting for the Bacardi global business, I began to lead the development of the MD&A in our Annual Report and quarterly Report to Shareholders. This including the drafting of key discussions of net sales and business results, as well as the coordination of inputs from global business leaders across the organization.

Brand manager responsible for driving brand equity through global communications, digital strategy development and management, and leading the Lipton brand sustainability activities. Led the development of the Lipton Brand Book to support the rollout of the ‘Be More Tea’ Brand Communication Idea. Worked to define the Lipton brand digital strategy, and led the rollout of the Lipton website across Top 10 Lipton global markets. Led a project to improve search performance of the Lipton website through content optimization.

Financial business partner to the brand development team, supporting new product innovation and long-term strategy development. Provided financial management and strategy development for the Fruttare, Magnum, Klondike, Popsicle and Good Humor brands. Collectively, these brands represent over $650 million in net sales (2012). Launched 65 new innovation SKUs to market, representing over $175 million of net sales for Unilever. Developed unit P&L projections to assess new brand launches, innovations, restages, and VIP (value improvement) projectsRepresentative product launches include:- North American launch of the Fruttare brand (2013)- North American launch of Magnum Minis (2012)- North American launch of Yosicle (2012)Implemented and led a Decision Making Under Uncertainty (DMUU) process to evaluate and optimize Unilever’s strategy for increasing share of the Cones segment of the Ice Cream category through Monte Carlo analysis. Led the DMUU training for Unilever North American finance.

Specialization in Product and Brand Management

- Performed a post-audit evaluation of a $7 million capital investment project to evaluate the return on investment and realized savings- Developed unit P&L projections to evaluate new product launches and product line extensions and promotions as part of the Decision Management Team process- Participated in the development of the Long Range Plan (Pool Years 2009 – 2014) and 2nd quarter budget and forecast update- Developed a model to reconcile expected new product distribution with ACNielsen Bases volume forecasts and project a return on investment for expected slotting fees for each new product SKU

- Completed 7 M&A transactions representing $232 million in total value, 1 equity offering representing $372 million in total value, and 2 fairness opinions representing $125 million in total value.Selected transactions included:- Financial advisor to SpeeDee Oil Change & Tune-Up in the $21 million sale to Midas.- Financial advisor to American Skiing Company in the $79 million sale of the Sunday River and Sugarloaf/USA ski resorts to Boyne USA Resorts.- Financial advisor to Wetzel's Pretzels in the sale of the business to Levine Leichtman Capital Partners.- Financial advisor to Life Automotive Products in the sale of the business to Spectrum Corporation.- Financial advisor to CARSTAR in the sale of the business to Champlain Capital Partners.- Co-managing underwriter on LKQ Corporation's $372 million follow-on equity offering.Responsibilities included:- Developed integrated financial models and quantitative/valuation analyses for use in strategic alternative analyses, marketing memoranda and presentations for clients, fairness opinions, and equity offering prospectuses.- Drafted marketing memoranda and presentations for clients, fairness opinions, and equity offering prospectuses.- Identified prospective investors and presented investment opportunities on behalf of clients.- Collected, organized, and distributed due diligence documents on behalf of clients, and responded to document requests and questions from interested parties.- Communicated with clients' executives to analyze future business prospects and potential cost savings in the event of various financial transaction scenarios to determine fair market valuations.- Identified prospective clients based on industry, company size, and future business opportunities.- Evaluated prospects of additional industry sectors to develop strategic marketing plans.

Performed industry analysis and developed potential buyers' lists for active clients. Developed financial models and valuations of active client businesses.