Katie Lydon-Bomia

Sr. Financial Analyst of Sales, Marketing and Field Analysis at Denny's
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Contact Information
us****@****om
(386) 825-5501
Location
Greenville-Spartanburg-Anderson, South Carolina Area

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Experience

    • United States
    • Restaurants
    • 700 & Above Employee
    • Sr. Financial Analyst of Sales, Marketing and Field Analysis
      • Dec 2022 - Present

    • Sales and Marketing Financial Analyst
      • Mar 2021 - Dec 2022

      Create food cost estimates and related pricing for 15+ units running on college campuses. Updated and automated weekly reporting, turning 6+ hours of weekly work into 2-3 hours. Utilize Tableau for data visualization for sales, hours of operation, and traffic among other measures. Validate data from IT to ensure quality of information being shared and create new views of data for more in depth results. Lead weekly meetings for all finance teams to review sales updates, traffic data, waste, virtual brands, and LTO offering results. Support the marketing team by giving projections for new product or plates based on past performance or similar product results. Create food cost projections for full year and quarterly results for 65 company stores, combining purchasing projections, menu mix changes, waste expectations and indirect expenditures. Assist our purchasing by creating a new report that displays the potential impact of change in sales and waste numbers to provide the purchasing team with timely data to re-order or slow orders of new products. Design and develop reporting for a variety of tests, showing sales results and margin impacts as well as identifying early errors in testing and doing deep dives into specific questions with APT to create a true pre vs post vs control view of all tests

    • United States
    • Wholesale Building Materials
    • 700 & Above Employee
    • Plant Financial Analyst
      • Sep 2020 - Feb 2021

      • Tracked and reviewed daily plant costs and reclass expenses as needed.• Automated all daily and monthly reports to be as standardized and time efficient as possible.• Assisted in the creation of capital project plans, forms, and asset additions for $1MM of plant projects.• Forecasted monthly spend for all areas of the plant including labor, production, materials, and energy costs.• Created a new forecasting model that correctly allocates costs, automates processes through SAP, and standardizes forecasting processes.• Led weekly meetings to track productivity at the plant and promote communication of expectations from both finance and operations.• Led the development of plant operational budget for 2021 which involved coordinating cost planning for labor, production, materials, and energy costs and outlining expected productivity.• Ran month end close process including a final review of costs, creation of journal entries, providing explanations of variances to forecast, and communicating results to the plant and corporate leadership.

    • Global Alloy Finance Intern
      • Aug 2019 - Aug 2020

      • Analyzed and supported the approval process of capital projects across 27 composites plants globally. • Designed and implemented innovative plant loss calculations and summary graphs for 14 plants globally. • Assisted in running month end close reports within SAP, commercial analysis, journal entry creation, and monthly lease calculations. • Supported plant team remotely as acting financial analyst including commercial results summary, running COGI reports, and closing out outstanding capital projects. • Led capital project management team in $500,000+ purchase of capital equipment, creation of a Capital Approval form, and identification of proper equipment. • Ran the 2+10 forecast which involves communication with 3 plants globally and the commercial team to provide insight into how the alloy business is running according to plan.

    • Roofing and Asphalt Manufacturing Finance Intern
      • May 2019 - Aug 2019

      • Assisted in running month end close reports within SAP, creating journal entries, and calculating monthly leases.• Designed and implemented a new process for commercial analysis in Excel for the entirety of the alloy business, including more than 15 internal customers and 25+ external customers.• Created a Power BI report utilizing DAX formula writing that was able to more accurately display unit cost information for 13 Owens Corning roofing facilities across 20+ product lines, saving nearly 300 hours of controller time each year.

    • United States
    • Restaurants
    • 700 & Above Employee
    • Management Intern
      • May 2018 - May 2019

      • Provided high quality experiences to the guests through quality communication with customers and other team members to ensure the customers’ needs were met.• Attended weekly meetings with the Operator of two Chick-Fil-A franchise locations and participated in a trip to visit the corporate headquarters of Chick-Fil-A in Atlanta, Georgia.• Collaborated with the Manager of Front of House Operations to plan schedules and forecast the thousands of hourly sales numbers for the store using Excel to determine weekly and hourly scheduling needs.

    • United States
    • Public Safety
    • 1 - 100 Employee
    • Class Expansion Market Research Assistant
      • Aug 2015 - May 2018

      • Collaborated with the Director of Marketing to design marketing material for ALICE events.• Used Internet and close attention to detail skills to look at and determine new potential customers and enter them into the ALICE Training database to increase the ALICE Training class size.• Utilized Salesforce, Campaign Monitor, Excel and Simply Cast to reach out to potential customers through mass email and faxes sent out to more than 1000+ potential customers with each campaign. • Collaborated with the Director of Marketing to design marketing material for ALICE events.• Used Internet and close attention to detail skills to look at and determine new potential customers and enter them into the ALICE Training database to increase the ALICE Training class size.• Utilized Salesforce, Campaign Monitor, Excel and Simply Cast to reach out to potential customers through mass email and faxes sent out to more than 1000+ potential customers with each campaign.

Education

  • The University of Toledo
    Bachelor of Business Administration - BBA, Finance, General;
    2017 - 2020
  • The University of Akron
    College Credit Plus
    2016 - 2017

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