Manager, Office of the COO & CFO at Deloitte Services LLP (2022-09 – Present)
- Program Management – Managing an Enterprise Solutions-wide engagement program, sponsored by the firm COO. Partnering with a cross-functional team of executive leaders, a communications team, and a web design team to continually enhance the program
- Executive Reporting – Managing the end-to-end process for quarterly performance reporting, sponsored by the firm COO and CFO. Partnering with firm leadership to build annual priorities and quarterly goals, establish trackable metrics, and create performance narratives to be shared firmwide
- Executive Presentations & Communications – Develop presentations and narratives for the firm COO and CFO for their speaking engagements to board members, executive leaders, and overall firm
- Special Projects – Frequently support the firm COO and CFO to lead and manage projects related to finance transformation, in partnership with leaders across Enterprise Solutions
Senior Consultant, Strategic Analytics at Deloitte Services LLP (2020-11 – 2022-09)
- Policy Refresh – Collaborated with business partners across the firm to reassess policies across 5 int'l geographies to reflect a hybrid working environment, updated the policy website's user interface, and optimized prior policies to support cost savings initiatives
- Diverse Supplier Spend – Analyzed firmwide spending and allocated business-specific goals to increase diverse spending. Built a 5-year glide path for each business to target 20% of their total spend with diverse suppliers by FY27
- Inflation Analysis – Partnered with firm economists to build a multi-scenario model to assess inflation rate predictions. Collaborated cross-functionally to identify all areas of the P&L at risk to a rise in inflation and built mitigation strategies to help offset risk
- Globalization of IT Spend – Created a model that justified the business case to globally centralize certain IT expenditures and IT-related labor costs. Built a periodic reporting package for executive leaders to assess the resulting cost mitigation
- Onboarding Lead – Led the training and administrative plan for over 20 new members to ensure seamless integration into the firm
Co-Founder & CFO at Bonbuz, Inc. (2020-07 – Present)
- Go-To-Market Strategy – Established a 5-year volume build for B2B and D2C customers based on market insights including a 3-year CAGR of global and domestic non-alcoholic spirit consumption, the annual growth rate of direct competitors, and by utilizing over 100 survey results for concept-testing
- Portfolio P&L – Built and manage our internal financial model leveraged for strategic decision-making, including a 5-year revenue glide path, COGS, and SG&A projections. This model was utilized for pre-seed and seed-round funding
- Pre-Seed & Seed Raise – Partnered with CEO to raise over $700K through a friends and family round and from individual investors
- Side Hustlers TV Series – Supported the CEO on a ROKU TV Series, resulting in investment from two high-profile celebrities
Brand Finance Lead, Beverage Division at Nestle USA (2017-09 – 2020-10)
- Nesquik Portfolio Management – Dynamically managed a $220M Nesquik Ready-to-Drink P&L to ensure revenue and profit targets were achieved sustainably. Partnered with brand team to influence and approve business decisions including volume forecasting, investment planning, new product ideation, and portfolio optimization. Portfolio rose to $260M by the end of 2021
- Monthly Performance Share-Out – Presented executive summary of business performance and provided a robust narrative on notable forecast variances to Vice President and key stakeholders
- Investment Optimization – Critically analyzed 2018 and 2019 investment spend efficiencies and utilized results to optimize 2020 promotional plan, forecasted to increase ROI by 8% vs. prior year
- Ready-to-Drink Innovations – Key player on commercial team that launched 12 new items in 2018-2019, leading to $21MM incremental revenue. Set cost targets for all functions and supported the long-term strategy plan to enable accretive profitability
- New Item P&L Model – Led a team of 6 financial analysts to build a versatile P&L model to forecast multi-year performance of innovations across the Beverage Division. Model used for over 40 projects and scheduled to be rolled out across company in 2020
Finance Management Rotational Program at Nestle USA (2014-07 – 2017-09)
- Hot Pockets Innovation – Pitched a proposition to add a protein-enhanced Hot Pockets line into our portfolio to leadership team, after researching most effective packaging claims. Idea was approved and resulted in $17MM incremental sales in 2017
- Pack-Size Strategy – Utilized Nielsen data to analyze pack-size strategies for brands across multiple food categories. Presented insights and recommendation to leadership team, resulting in a regional test to upsize Hot Pockets and SweeTarts packaging
- Promotional Planning and Analysis – Analyzed the historical performance of promotions for Confections products and reported monthly results to respective account teams. Recommended data-supported alternatives to planned promotions to increase ROI
- Category Insights Modeling – Collaborated with a team of 4 analysts to consolidate Nielsen and ISW data into intuitive Tableau views to evaluate business performance. Platform received over 40,000 views in first year by commercial and field teams across company
- Manufacturing Cost Savings Project – Co-led a DMAIC project with industrial performance team to reduce waste on manufacturing lines. Identified the need to re-calibrate packaging equipment and reduce line speed, leading to $100K of annual savings
- Annual Budget Setting – Managed the 2016 budget cycle for 5 departments in world's largest ice cream factory. Partnered with department heads to analyze 2015 business performance and planned expenses to construct 2016 budget targets per cost center
