Functional Skills

Financial Planning & Analysis (FP&A)
Financial Modeling
Business Analysis
Business Analytics
Business Intelligence
Business Unit Strategy
Data Visualization / Reports
Forecasting / Projections
Financial Management
Budgeting
Business Development
Corporate Finance
Divestitures
Finance Transformation

Software Skills

Microsoft Office
Oracle Analytics Cloud
Microsoft Excel
Microsoft PowerPoint
Microsoft Word

Sector Experience

Business Services
Consumer Goods
Media & Entertainment
Retail

Languages

English
Big 4 Accounting
Top Consulting Firms

Experience

Krispy Kreme Doughnut Corporation Corporate Strategy & Development
VP, Strategic Planning
5/2024 - 1/2025
Key member of the US Leadership team reporting to the US CFO, driving overall business strategy to achieve a long-term vision for the business unit, including developing, communicating, executing, and sustaining strategic initiatives. Led formalizing the US segment strategic planning processes and leading the development of the strategy and translating it for people across functions to establish greater transparency and accountability for those carrying out the strategy.

Krispy Kreme Doughnut Corporation Finance
Sr. Director, FP&A
5/2021 - 5/2024
Strategic Finance partner to the US CFO and the US Leadership Team supporting the transformation and growth of the $900M+ US retail food and manufacturing business. Responsible for leading all financial planning and forecasting for the US segment, as well as month-end reporting to the Global Leadership Team, creation of board meeting materials and Investor Relations support for the US segment.

Krispy Kreme Doughnut Corporation Management Consulting
Consultant
9/2017 - 5/2021
Relevant Analytics is a boutique management consultancy focused on providing strategic Finance Transformation advice & guidance to CFOs in the Restaurant & Retail industries. Areas of specialty include Financial Planning (including technology solutions design & implementation), Budgeting, Forecasting, Financial Analysis, Management Reporting, Board Reporting, Operational Reporting, Process Definition, & Improvements.

• Long-term engagement (3+ years, ended with conversion to full-time employee) with a global, multi-billion system-wide sales restaurant & consumer packaged goods company serving as key support for the Global & US/Canada FP&A functions during the Finance Transformation
• Key Responsibilities: led the global 2019 annual planning process & consolidation, led the design & implementation of a new planning technology solution, identified, recommended, & implemented process improvements in reporting & analytics, & served as a strategic advisor to Finance leadership

Taco Bueno Restaurants Finance
Vice President, FP&A
3/2013 - 4/2017
Member of Sr. Management Team responsible for defining overall company strategy
Primary responsibility for all Finance functions for the company, including financial planning, analysis, modeling, and reporting, including annual planning, quarterly forecasting, and long-range planning.
Responsibilities also include business partner support for all groups within the organization, including Marketing, Operations, Development, Accounting, Training, etc.

Deloitte Management Consulting
Sr. Consultant
5/2011 - 3/2013
Served as a Sr. Consultant in the CFO Services group, which is part of the Strategy & Operations practice within Deloitte Consulting.
Primary focus during tenure was on Integrated Performance Management, which focused on identifying opportunities for improvements in key Finance processes: Planning, Forecasting, Reporting, Analytics
Primary industry focus in Multi-Unit Retail, but other industry experience includes Manufacturing, Technology Services, Manufacturing and Biotechnology.

Blockbuster Inc Corporate Strategy & Development
Sr. Director, Strategic Planning & Corporate Development
7/2001 - 5/2011
Key member of team responsible for creating strategic alignment in the business, performing analysis for strategic initiatives, supporting the strategic analysis of new concept projects, supporting our growth platforms in the digital space, and leading acquisitions, divestitures and other transactions