Sam Yost Email & Phone Number

Lake Forest, CA, US

Los Angeles, California, US

Santa Ana, CA, US

• Assists the manager in overseeing the preparation, evaluation, and communication of the credit union's budgeting and forecasting process, financial analyses, and monthly reporting for the Finance division. Relies on.
• Responsible for all financial planning activities. This includes the annual budget, reforecast, and multi-year forecast process. Coordinates and communicates with all business units in the development, preparation.
• Responsible for all financial analysis and reporting. This includes profitability, actual vs budget variance, and cash flow reporting as well as creating and maintaining complex financial models and ad hoc analyses.
• Validates that the estimation methodologies for risk, losses, revenues, and expenses are effective, well supported, and materially accurate based on reliable and valid data.
• Reviews and prepares relative and timely reports that are consistent with the company’s goals and objectives, and offers insight into financial trends within the business. Presents recommendations based on analyses of.
• Supervise teammembers directly, including selection, training, performance appraisal, and work allocation. Includes ensuring daily responsibilities of direct reports are completed, accurate, and that proper procedures.

Cypress, CA, US

• Lead the Finance department in reporting, performance analysis, budgeting, and strategic planning and analysis across all Real Mex brands. Responsible for all corporate roll-up/consolidated reporting to the principal.
• Lead the annual budgeting process for 42 departments with a focus on cutting G&A expenses by ~15%. This included implementing a monthly review process of all G&A expenses to help each department head understand the key.
• Created a process for monthly reporting and analysis including ways to investigate the financial details behind the results to help provide insight to senior leadership.
• Developed impactful, compelling presentation materials that effectively communicated financial projections, drivers, business performance, and risks and opportunities.
• Implemented a robust monthly reporting package and quarterly board package to review with principal ownership.
• Lead the career development of two Financial Analysts and provided guidance in helping them create meaningful and comprehensive analysis.

Los Angeles, CA, US

• Responsible for reporting/presenting key financial indicators and drivers for several of the parent company’s subsidiaries. Principal focus was on revenue, operating expenses, and headcount.
• Prepared and reviewed management reports such as flux/variance analysis, KPI dashboards, and capital adequacy requirements.
• Prepared the annual operating plans/budgets, and forecasting and providing management discussion and analysis.
• Streamlined reporting and increased the efficiencies of processes.
• Interfaced with GL Accounting, AP/AR, Financial Reporting group, Compliance group, and Operational managers of various subsidiaries.

Irvine, CA, US

• Led and influenced Finance Leadership, Supply Chain, Marketing, and Restaurant and Franchise Operations in the area of business case analysis. Responsible for test markets, pricing, test & national promotions, coupons.
• Helped lead the testing and national launch of various limited time only and permanent product promotions.
• Developed processes and procedures to enable a reduction in excess ingredient ordering.
• Supported the launch of a healthier “Drive-Thru Diet” initiative, which enabled the company to increase the sales-mix on “healthy items”.
• A key member on cross-functional teams helping to solve complex financial, operational, and marketing issues.
• Forecasted daily/weekly/marketing period unit sales.

Newport Beach, California, US

• Responsible for consolidating and reporting/presenting financial results for international offices by using complex financial/business models. Principal focus was on operating expenses, headcount and compensation.
• Prepared the annual operating plans/budgets and forecasts and provided management discussion and analysis.
• Managed high profile projects such as Assets Under Management reporting, product profitability studies, capital adequacy monitoring, and audit reviews.
• Interfaced with GL Accounting, A/P, HR, Payroll, Client Billing, Financial Reporting group, Executive Office, and Operational managers in the U.S. and abroad.