•Prepare the consolidated annual operating budget for the Wendy’s brand•Responsibile for the creation and presentation of the brand’s monthly financial and forecast reports to the senior financial management team•Automated the monthly financial reporting package process•Build various financial models to analyze the impact of sales, labor, food, and other variances on the company’s financial statements •Prepare monthly, quarterly and annual financial data for external reporting in the 10Q and annual report•Calculate quarterly and annual EBITDA bonus achievement results for the field operations bonus plan•Work with Operation’s senior management team to prepare the five year strategic operating plan

•Consulted with small and mid-size businesses to assist in development of their annual operating budgets, financial forecasts, and the use of financial analysis to support their decision-making activities•Clients were from the retail, software development, insurance, communications and food services industries•Developed financial models to prepare annual financial and product budgets•Prepared and automated detailed analysis to reduce costs and improve operating efficiencies•Developed historical trend analysis to help management improve forecasting•Performed audits on various financial areas for regulatory compliance and presented results to the management team•Developed financial statement reports to help management better present their periodic results•Developed asset inventory process and reporting to assist client in gaining better control of their assets•Automated depreciation schedules, resulting in a reduction of processing time from two weeks to two hours•Automated SOX schedules, resulting in a reduction in preparation time from one week to two hours

•Managed operations and grew staff from 3 to 20+ employees while increasing sales and improving profit margins•Established efficient process flow of order taking, pricing, graphic design and production departments to reduce process time and costs by 25%•Developed accounting systems and internal control procedures •Met with financial institutions and investors to generate funding for growth and development•Directly supervised a staff of 8

•Managed the annual budgeting process for the retail stores in the Midwest region •Built budgeting models to simplify input and reduce annual budgeting process by 2 weeks•Prepared detailed budget versus actual analysis and presented to management team•Prepared detailed analysis of initiative projects and marketing programs to determine viability•Prepared demographic software to read information from various databases to provide insight for marketing•Trained staff and managers to better understand various financial reports and the relationship between the numbers•Reduced the time to report sales from a month-end process that consolidated information from five (5) disparate systems to a daily sales reporting process by developing an on-line sales reporting tool

•Oversaw operations for the PRIMESTAR Division, growing from startup to over 2 million customers in a 3-year period•Managed the strategic planning, financial analysis, reporting, and implementation phases of a retail distribution network with 1,100 point-of-sale locations•Key member of team that developed a national call center with a staff of 280 employees receiving 2 million calls annually•Developed the budget model and managed the process for the five regions within the division•Prepared detailed financial account analysis comparing actual to budget and explaining the variances to management

•Accountable for all fiscal areas, including the operating and capital budgets, financial reporting, and financial analysis•Established internal controls for field operations while improving their financial productivity and efficiency•Integral team member on the selection and coordination of several successful billing system conversions•Prepared and submitted Copyright and Personal Property Tax returns•Automated journal entries and the journal entry interface with the general ledger system reducing the time to close the financials and increase the accuracy•Developed the model for the field departments to enter, calculate, and prepare their budget package•Presented the budget packages to senior management for review and approval •Prepared monthly financial statements and variance analysis, reported results to the management team•Performed field office audits to ensure proper procedures and controls were followed •Supervised up to 12 staff members including accounting and IT departments

•Worked with clients in various industries including insurance, communications, governmental/non-profit, financial, agricultural, retail, and food services