Victra
- Led strategic planning for annual and long-range 房地产 portfolio and sales optimization initiatives, improved average store profitability by $100 thousand, resulting in $81 million incremental annual 4-wall EBITDA.
- 收购的自有投资分析, 新的业务范围, 资本支出, and strategic initiatives for the organization. The impact included a $1 million annual improvement in the newly launched call center business.
- 从M&A activity by identifying candidates for acquisition, 楼宇估价模型, 预测性能, 以及预期的协同效应.
- Built and utilized robust ROIC models for organizational investments that led to a 59% improvement in the average payback period on growth investments.
重点领域:&A建模,资本规划 & 控制投资,降低成本 & 优化、财务规划 & 分析(FP&A), 利润优化, 收入的策略, DCF模型, 预算, P&L预测, 关键绩效指标(kpi)
经理的领导下,金融产品部&A
2019 - 2021
Victra
- Created and implemented a Capital Authorization Request process and detailed capital expense reporting and forecasting processes that improved cash flow by $1.500万年.
- Col劳动ated 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, 劳动, and capital expenses totaling $28500万年 annually.
- Spearheaded the implementation of improved budgeting and forecasting process for $6500万年 of annual occupancy expense, increasing forecasting accuracy to a monthly variance of less than 2%.
重点领域:预测、收入 & 费用预测, 金融建模, 财务规划 & 分析(FP&A)降低成本 & 优化、获取分析
Victra
- Achieved $250 thousand in expense savings by finding an alternative to our existing 房地产 software provider and developing in-house analytics for new location forecasting.
- Worked with stakeholders to develop annual departmental budgets throughout the organization, 包括它, 人力资源, 会计, 资产保护, 房地产, 以及店面建设.
- 遵从并分析P库&Ls每月. Charged with identifying trends and forecasting future performance, isolating candidates for 绩效管理, 搬迁, 或关闭.
- Reviewed and validated the general ledger entries made by 会计 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.
重点领域:财务规划 & 分析(FP&A)预算&L预测, Sales 预测, 金融建模, 收入 & 费用预测
罗马天主教罗利教区
- Served as the sole financial consultant for roughly 130 parishes and Catholic schools in eastern North Carolina.
- 审查和修订年度预算, 每月的结果, and annual forecasts for all parishes and schools in the diocese.
- Reviewed and validated requests for 资本支出 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.
重点领域:预算, 预测, 现金流量模型, 金融建模, 关键绩效指标(kpi)