Experience

The Financial Executives Networking Group, Inc. (The FENG)

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Member

  • Mar 2022 - Present

  The Financial Executives Networking Group is a 501(c)(3), founded in 1991 as a forum for senior financial executives to share job opportunities and experiences. Members have held titles such as Chief Financial Officer, Controller, Treasurer, Managing Director, as well as Vice President of Tax, Mergers & Acquisitions, or Internal Audit. Our members currently represent the senior financial management of over 8,000 private and 2,500 public companies.



Bergmann & Company

• Consultant

  • Mar 2017 - Present

  Denver, Colorado, United States A financial consulting firm that assists small businesses to achieve positive outcomes through strategy development, planning implementation, process optimization, and technology utilization. FP&A services, including three-statement scenario modeling, financial planning, budgeting, forecasting, and development of key performance indicators (KPI). Provides investment decision support analysis, profit maximization, marginal analysis, and pricing support. Technology solution consulting, including… Show more A financial consulting firm that assists small businesses to achieve positive outcomes through strategy development, planning implementation, process optimization, and technology utilization. FP&A services, including three-statement scenario modeling, financial planning, budgeting, forecasting, and development of key performance indicators (KPI). Provides investment decision support analysis, profit maximization, marginal analysis, and pricing support. Technology solution consulting, including BI tools, to improve analytical and reporting efficiency. Show less



Starz

• United States
• Entertainment Providers
• 700 & Above Employee

• Senior Vice President Finance

  • 2013 - Feb 2017

  Englewood, Colorado Following Starz’s transition to a publicly-traded company, chosen to aid in positioning the company for an attractive sale to a larger media/entertainment group. Facilitated transition from a wholly-owned subsidiary of Liberty Media, the public arm of Starz, subsequent spinout, and divestment. Guided staff of 14, developed investor presentations, attended debt conferences, participated in investor meetings, and presented to insurance underwriters for directors’ and officers’… Show more Following Starz’s transition to a publicly-traded company, chosen to aid in positioning the company for an attractive sale to a larger media/entertainment group. Facilitated transition from a wholly-owned subsidiary of Liberty Media, the public arm of Starz, subsequent spinout, and divestment. Guided staff of 14, developed investor presentations, attended debt conferences, participated in investor meetings, and presented to insurance underwriters for directors’ and officers’ coverage. • Mentored and developed the FP&A team into a high-performing finance and treasury organization, well-respected throughout the company. • Established board-level financial reporting, including financial messaging, to communicate complex materials clearly. • Contributed to quarterly and annual SEC reports, earnings releases, earnings presentations, and scripts. • Completed $175M add-on sale of Senior Notes and completed the refinancing of $1.0B revolving line of credit. • Fully involved with M&A, including the $4.4B sale to Lionsgate in December 2016. • Provided financial leadership through subsequent integration of finance functions.

• Vice President Finance

  • 2009 - 2013

  Englewood, Colorado Built and developed a 15-person team within FP&A and treasury, following the integration of Starz Entertainment (STE) and Starz Media (STM) operations, which formed a newly consolidated Starz. Concurrently, maintained accountability for corporate analysis, treasury, investments, credit reporting agencies, financing, and hedging for all productions within foreign countries. • Integrated and consolidated the FP&A processes, including company-wide financial analysis and consolidation of the… Show more Built and developed a 15-person team within FP&A and treasury, following the integration of Starz Entertainment (STE) and Starz Media (STM) operations, which formed a newly consolidated Starz. Concurrently, maintained accountability for corporate analysis, treasury, investments, credit reporting agencies, financing, and hedging for all productions within foreign countries. • Integrated and consolidated the FP&A processes, including company-wide financial analysis and consolidation of the long-range plan for Starz Entertainment and Starz Media. • Participated in securing $1.5B revolving line of credit and $500M Senior Notes. • Enhanced executive-level reporting and commentary to provide senior executives with monthly financial and operating results, insights into trends, and growth drivers. • Presented regular monthly operating and financial updates to the executive leadership team and cross-functional department leads to ensure key stakeholders had a solid understanding of the business's financial health. • Managed annual budget and forecast calendars and coordinated with cross-functional stakeholders. • Developed bonus models and collaborated with Human Resources regarding bonus plans.

• Director of Finance

  • 2004 - 2009

  Englewood, Colorado Promoted to manage all STE FP&A processes and developed and maintained free cash flow valuation models and analyses. Monitored investments in Revolution Studios and provided quarterly comments. • Provided monthly consolidated financial analysis and variance explanations to senior leaders. • Established and maintained free cash flow and balance sheet planning and valuation business models. • Developed partnerships with stakeholders throughout the organization, including sales &… Show more Promoted to manage all STE FP&A processes and developed and maintained free cash flow valuation models and analyses. Monitored investments in Revolution Studios and provided quarterly comments. • Provided monthly consolidated financial analysis and variance explanations to senior leaders. • Established and maintained free cash flow and balance sheet planning and valuation business models. • Developed partnerships with stakeholders throughout the organization, including sales & marketing, operations, and back-office leadership. • Evaluated and implemented BI tools and processes to enhance financial planning effectiveness and efficiency. • Accelerated monthly variance reporting by two days, which accounted for a 100% improvement. • Boosted quarterly forecasting by 30 days, encompassing a 50% improvement. • Prepared, analyzed, and presented ROI calculations for all capital projects.

• Finance Manager

  • 2002 - 2004

  Englewood, Colorado Developed and maintained the consolidated forecasting and budgeting models, coordinated the quarterly and annual planning processes, and developed reporting models using IBM Cognos TM1. • Improved decision making by senior leaders. Designed key monthly key performance indicator packages. Delivered a comprehensive training course in IBM Cognos TM1, maintained utilization metrics for programming assets, and developed models for annual bonus calculations.

• Sr. Financial Analyst

  • 2001 - 2002

  Englewood, Colorado Provided financial and analytical support to the New Media business group. Maintained short and long-range planning models based key performance metrics. Developed and presented ROI templates that were used to model marketing initiatives with affiliate partners. Provided sales campaign analysis and became a key team member of the New Media business group.

• Financial Analyst

  • 2000 - 2001

  Englewood, Colorado Assigned to the New Media business group comprised of Direct to Broadcast Satellite providers (DIRECTV and Dish Network), C-Band, Telephone, Overbuilders and other nontraditional cable operators. Responsible for modeling all subscriber and revenue projections based on key performance metrics (upgrades, downgrades, sell-in & disconnects). Developed quarterly forecasts and annual budgets for assigned business units.

• Senior Accountant

  • 1999 - 2000

  Englewood, Colorado Standardized external reporting packages through the use of a centralized database. Responsible for maintaining 10-Q and 10-K reporting to parent company. Maintained year end audit papers.

• Accountant

  • 1998 - 1999

  Englewood, Colorado Responsibilities included monthly journal entries, monthly variance analysis, consolidating three separate companies, invoice processing and reconciling general ledger accounts.



Bergmann Brothers, Inc.

• President

  • 1992 - 1998

  Owned and operated multiple restaurants in New York.