• Overhauled and streamlined budgeting / forecasting / reporting processes
• Designed financial reporting package (FRP) that easily consolidtes across multiple trial balances and non-financial metrics from several transportation management systems
• Lead $100M + EBITDA budget with a team of five along with P&L owners across operational locations (78) and corporate departments (10)
• Developed a P&L ownership mindset leveraging my experience to engage with all levels of financial acumen
• Continuous improvement with operational and commercial KPIs
• Develop annual and ad-hoc operational KPIs that help drive financial performance vs. budget and forecast
• Passionate about developing the appropriate level of financial performance for operational leaders
• Aided the acquisition process for several acquisitions more than doubling the size of our organization from $50M+ to >$100M

• Representative Projects:
• Served as interim Director of FP&A. Developed financial and operational reporting packages distributed monthly to the
parent company and private equity firm
• Deliverables prompted the parent company to engage Riveron to supply additional consultants to lead a similar
engagement of implementing standardized reporting
• Developed KPI dashboard and 13-week cash flow models to aid Client with a better financial and strategic understanding of their business
• Co-Led an engagement where we assisted a private equity firm with a public company carve-out into an existing portfolio company by development of a current state assessment of Order-to-Cash, Procure-to-Pay, and Record-to-Report, future state
operating model, organizational design, and a transition service agreement
• Developed SKU rationalization model for a private equity client to provide focus for a balanced approach to pricing and
costing decisions
• Engagements spanned multiple industries. M

• Exclusive support of sales and key accounts personnel (over 100+ employees)
• Analyze gross profit to help Regional VP and Division Directors understand risk and opportunity with respect to pricing and promotions
• Analyze volume trends at distributor and retail level to understand points of distribution and velocity to help better plan and forecast
shipments to distributors (better inventory management)
• Provide guidance on sales and marketing tactical dollars to help with right spend mix (i.e. distributors incentives vs. retail promotions)
Selected Achievements
• Successfully managed $5M (33%) reduction to sales marketing tactical budget to help achieve overall profit target
• Developed monthly financial reporting across the entire sales P&L (including volume, mix, rate analyses) for all field sales and key accounts. Enabled understanding of most profitable products as well as retail accounts
• Recognized for customer-focused style with sales; allowed for cross-functional

This is a small, private food company with ~$100M in annual sales (known for IHOP at Home Products)
Director Financial Planning & Analysis (August 2011 – May2012)
• Lead the development of the annual operating plan and quarterly re-forecasts. Develop plan timetable, schedules, detailed BOM's and
budgets, financial reports, management reports and analysis, including sensitivities and contingency plans.
• Develop plan presentation summaries for senior management, owners, and lenders.
• Develop models and tools used to create the plan and forecast.
• Lead the sales forecasting process. Work with sales management to develop effective tools to forecast revenues.
• Lead the weekly cash forecasting process. Analyze weekly results; maintain and continuously improve the weekly cash flow model.
• Analyze monthly financial performance and present risks, opportunities, and recommendations to address them.
• Analyze new business opportunities—new products, new customers, and renewal of key

This is a 58-42 Joint Venture between SAB Miller and Molson Coors that manufactures, distributes and markets domestic beer
across the U.S.
Senior Financial Analyst (December 2010 – July 2011)
• Led $250 Million Marketing Annual Plan process across Brand Marketing and Insights Department
• Responsible for monthly development of Marketing Forecast
• Responsible for completing analyses and making recommendations to the Marketing Brand and Insights Department based on sound financial data and industry experience
• Created and Presented Business Cases for both long-term and short-term Brand Innovation and Retail Marketing Projects
Selected Achievements
• Streamlined Monthly Financial Review for Marketing VP's.
• Increased Forecast accuracy from +/- 10% to +/- 3% through more efficient process with expense owners

Crown is a 50-50 Joint Venture between Constellation Brands and Grupo Modelo that imports, distributes and markets imported beer across the U.S. Barton Brands was owned by Constellation Brands
● Manager Marketing Sales Analysis & Planning (April 2007 – December 2010)
• Led $3 Billion Sales Annual Plan process across all Departments (includes Marketing, Supply Chain, On/Off Premise, Sales Ops, and Field Sales)
• Responsible for monthly development and presentation of Forecast P&L through Hyperion/Essbase to President and CFO
• Created and Presented Monthly Executive Management Dashboard with supplemental reporting compared to Forecast, Plan, and Prior
• Reviewed/Developed Gross Profit Reports by customer/SKU to aid Field Sales monitoring of customer performance
• Managed a team of 1 to 2 direct reports
Selected Achievements
• Enabled Marketing & Sales to allocate scarce resources through development of Profit Analysis Tool at a customer/SKU level to understand the most profitabl

• Analyzed COGS with explanations and reports regarding product/warehouse mix, freight, and tracking of purchase price variances.
• Maintained and updated the item master, involving close monitoring of landed costs compared against standard and budgeted costs.
• Generated monthly financial statements for the Beer organization with sales and volume margin analysis at a CAM level
• Developed monthly financial package presented to CEO and CFO with results focused on month, YTD, prior, and forecasted P&L
• Performed Wholesaler audits to ensure promotions are matched and inventory is accurately represented in COGNOS
Selected Achievements
• Developed Monthly Reporting Package for the Supply Chain Department to better understand performance to budget and forecast with lane analysis and standard cost comparisons for all BOM components
• Created allocation tables to aid in the generation of Division/Brand Profitability Reports.
• Simplified Selling Expense Report creation process, allow

• Functioned as the budget owner of a $14 million dollar budget for a manufacturing facility. Duties include actual to plan forecasting, discrepancy review with plant management, consolidation and reporting of data, and final budget implementation.
• Performed analysis and reporting on variances against monthly sales volume, WIP to better track Spirits performance (over 100+ brands)
• Reengineered the budget creation and maintenance process for a manufacturing facility. The successful business process redesign was then instituted as a standard for other manufacturing facilities.
• Simplified numerous sales reports in Excel enabling management to find discrepancies efficiently and timely at the micro level.