Provide tailored financial and business solutions for CPG companies including budgeting, forecasting, performance reporting & analysis, decision enablement, scenario planning, risk management, and accounting/bookkeeping.

- Led various consulting and advisory engagements in the areas of enterprise risk management and internal control for clients in an array of industries- Responsible for the planning, execution, completion and client management of over forty compliance attestation engagements annually for one of the firm’s largest clients operating in the nonprofit sector- Built, led and developed a global team of up to ten team members including managers, senior associates and associates

- Provided strategic finance and accounting advisory services including controllership and financial planning & analysis (FP&A) to fast-growing consumer product and technology startup clients, primarily in the health, wellness and fitness industries- Conceptualized and implemented our clients’ monthly and annual financial performance and analysis framework including annual business plan development, multi-year business plan development, monthly budget-to-actual variance analyses, rolling forecast updates, risks and opportunities analyses, KPI reviews, ad-hoc scenario analyses, and executive leadership reporting, among others

- Provided action-oriented financial guidance and analysis to influence and support Gerber brand management teams in effective decision-making and the achievement of targeted profitability and market share growth- Managed and maintained integrity of the annual budgeting and dynamic forecasting processes, as well as captured and provided thought leadership on responding to risks and opportunities that could significantly impact the business- Drove cross-functional alignment on forecasting, budgeting, reporting and analysis as well as ensured all key stakeholders are provided best-in-class actionable insights to drive results- Led financial modeling and evaluation of new product launches throughout the entire stages and gates process in highly collaborative project teams representing all segments of the business including sales, marketing, brand management, research and development, demand planning, supply planning and manufacturing, among others

- Provide commercial finance expertise and strategic decision-making support to the Smartwater and Vitaminwater brand teams for new product, package and flavor innovation throughout the concept ideation, business case development, launch preparation and market execution stages- Lead and influence the annual business plan and rolling estimate processes to contribute to the achievement of the company’s revenue, profit margin and market share growth objectives- Identify, analyze and interpret business, industry and economic trends through periodic and ad-hoc analysis to communicate risks and opportunities to the growth plans of the brands- Steward actionable insights to cross-functional marketing, commercial leadership and customer account teams to drive revenue growth and improve profitability

- Led commercial finance modeling and analyses, strategy development and process improvement initiatives to support Coca-Cola North America Foodservice customer contract negotiations, investment spend requests, new business opportunities and category expansion- Influenced value-based solutions on proposed multi-year and multi-product customer programs with a cross-functional negotiating team (Sales, Marketing, Legal, Operations, Bottling Partners, etc.) that ensured strategic growth of volume and economic profit- Provided business consulting, insight and expertise on strategic business opportunities to drive innovative improvements and to profitably advance business objectives

- Provided strategic finance support and consultative services for the National Onsite & Specialty Retail customer account teams within the Coca-Cola North America National Foodservice and On-Premise organization- Led the development of annual business plans and rolling estimates, as well as identified and communicated risks and opportunities that could significantly impact the business- Performed routine and ad-hoc volume and financial analyses for the account teams that provided insight into historical sales performance and that also supported strategic planning and direction for future short-term and long-term growth opportunities- Cultivated and leveraged relationships with customer account teams, cross-functional finance and operational organizations, and key customer contacts to create enduring value and deliver results- Supported and influenced the renegotiations of customer contracts by providing volume and financial analyses and insights to the Customer Agreement Team, account teams, bottling partners and customers- Ensured effective operation of financial controls and customer contract compliance

- Supported one of the company’s strategic priorities, the Marketing Productivity Program for Coca-Cola North America, accountable for leading processes, systems, and people in the support of marketing reinvestment strategies- Implemented and maintained tools and resources for the tracking, analysis, and reporting of marketing productivity initiatives across multiple marketing categories including creative agency, production and development, media, design, and market research- Collaborated with cross-functional organizations including marketing operations, procurement, and finance to ensure alignment of, and progress towards, the goals and objectives of the productivity program

- Managed multi-member teams in the planning and execution of financial and operational audits on a global scale in the areas of marketing, supply chain, risk management, payroll, shared services, external financial reporting, and regulatory compliance, among others- Responsible for ensuring the appropriate design and operating effectiveness of internal controls in order to mitigate significant financial, operational, and compliance risks to the company- Responsible for reporting of audit findings and operational improvement recommendations to senior management and senior executive leadership- Managed relationships between the audit department and cross-functional areas such as business operations, finance, internal controls, legal, ethics and compliance, and the company’s external auditors

- Supervised and performed financial statement audits and regulatory and compliance attestations primarily within the Financial Services industry, and also within the Real Estate, Insurance, and Technology industries- Obtained significant financial statement auditing experience which involved applying generally accepted auditing standards utilizing a top-down, risk-based approach, including the assessment of the design and operating effectiveness of management's internal controls over financial reporting- Obtained accounting experience on high risk areas including Allowance for Loan Loss, Investments in Debt and Equity Securities including Other-than-Temporary Impairment of Debt and Equity Securities, Derivative Instruments and Hedging Activities, Goodwill Impairment, and Share-Based Payment- Obtained experience in performing audit and review procedures in connection with a Rule 144A debt offering, including review of the debt offering memorandum- Held responsibilities in all phases of audit and attestation engagements including project planning, economics and budgeting, resource coordination, execution, issue resolution, and completion, as well as staff supervision and performance evaluations

- Supported multiple business functions in Sarbanes-Oxley compliance- Helped maintain the internal control structure for Southern Company Generation business cycles including energy trading, pool billing, fuel services and wholesale contract functions- Organized and facilitated the performance of an annual segregation of duties review across financial applications of Generation business cycles- Worked in a team environment to ensure efficiency of the quarterly management attestation process to the effectiveness of internal control over financial reporting- Contributed to the implementation of a new company-wide risk management application for Generation business cycles