Director, Strategic FP&A
2021 - 2022
Victra
- Led strategic planning for annual and long-range real estate portfolio and sales optimization initiatives, improved average store profitability by $100 thousand, resulting in $81 million incremental annual 4-wall EBITDA.
- Owned investment analysis for acquisitions, new lines of business, capital expenditures, and strategic initiatives for the organization. The impact included a $1 million annual improvement in the newly launched call center business.
- Enabled $700 million of M&A activity by identifying candidates for acquisition, building valuation models, forecasting performance, and projecting expected synergies.
- Built and utilized robust ROIC models for organizational investments that led to a 59% improvement in the average payback period on growth investments.
Focus areas: M&A Modeling, Capital Planning & Investment Control, Cost Reduction & Optimization, Financial Planning & Analysis (FP&A), Profit Optimization, Revenue Strategy, DCF Modeling, Budgeting, P&L Forecasting, Key Performance Indicators (KPIs)
Victra
- Created and implemented a Capital Authorization Request process and detailed capital expense reporting and forecasting processes that improved cash flow by $1.5 million.
- Collaborated with other team leaders to design and implement a new sales compensation structure aligned with the company's strategic goals, leading to a 6% operating margin improvement.
- Owned development of the budget and monthly forecasting processes for occupancy, labor, and capital expenses totaling $285 million annually.
- Spearheaded the implementation of improved budgeting and forecasting process for $65 million of annual occupancy expense, increasing forecasting accuracy to a monthly variance of less than 2%.
Focus areas: Forecasting, Revenue & Expense Projections, Financial Modeling, Financial Planning & Analysis (FP&A), Cost Reduction & Optimization, Acquisition Analysis
Senior Financial Analyst
2019 - 2020
Victra
- Achieved $250 thousand in expense savings by finding an alternative to our existing real estate software provider and developing in-house analytics for new location forecasting.
- Worked with stakeholders to develop annual departmental budgets throughout the organization, including IT, human resources, accounting, asset protection, real estate, and store construction.
- Complied with and analyzed store P&Ls monthly. Charged with identifying trends and forecasting future performance, isolating candidates for performance management, relocation, or closure.
- Reviewed and validated the general ledger entries made by accounting at the end of each month, ensuring any adjustments or re-classes from prior months were accurately reflected.
- Worked on the monthly review of departmental expenses with internal stakeholders to detail variances to budget and provided updated forecasts through the remainder of the year.
Focus areas: Financial Planning & Analysis (FP&A), Budgeting, P&L Forecasting, Sales Forecasting, Financial Modeling, Revenue & Expense Projections
Financial Analyst
2017 - 2019
Roman Catholic Diocese of Raleigh
- Served as the sole financial consultant for roughly 130 parishes and Catholic schools in eastern North Carolina.
- Reviewed and amended annual budgets, monthly results, and annual forecasts for all parishes and schools in the diocese.
- Reviewed and validated requests for capital expenditures using cash flow analysis.
- Performed risk evaluation and constructed term loans for parishes that requested additional funding to ensure sufficient cash flow and liquidity to service the loans.
Focus areas: Budgeting, Forecasting, Cash Flow Modeling, Financial Modeling, Key Performance Indicators (KPIs)