Experience

Vivvi

• United States
• Education Administration Programs
• 1 - 100 Employee

• Director of Finance

  • Mar 2023 - Present



The F Suite

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Member

  • May 2022 - Mar 2023

  Member of F Suite, an independent, invitation-only, community platform for CFOs of leading venture capital funds and high growth technology companies Member of F Suite, an independent, invitation-only, community platform for CFOs of leading venture capital funds and high growth technology companies



Haus

• Manufacturing
• 1 - 100 Employee

• CFO

  • Oct 2021 - Sep 2022

  • As the company’s first finance hire, built reliable accounting and FP&A practices around forecasting and budgeting, cash and debt management, month end close and tax compliance.• Reduced cash burn from $1m/ month to $350k/ month by doubling GM% and reducing expenses.• Built finance stack, including QuickBooks, CData, ShipCompliant, Avalara, bill.com, Justworks, Settle, Pipe, Brex. • Defined and set expectations for various company KPIs: CAC, revenue, GM%, EBITDA and cash.• Set up sales and excise tax compliance for DTC and wholesale sales for 38 states.• Managed relationships with auditors, compliance and insurance agents, lenders.• Assisted CEO in crafting quarterly investor (VCs, funds, individuals) updates.• As a member of executive leadership team provided financial guidance, outlook, and strategy at board meetings. Show less

• VP, Head of Finance and Accounting

  • Jun 2021 - Oct 2021



(MALIN+GOETZ)

• United States
• Cosmetics
• 1 - 100 Employee

• Sr. Director of Finance and Accounting

  • Aug 2018 - Feb 2021

  • Head of finance and accounting function for US, Europe and APAC entities; a team of five accountants and analysts, reporting to CEO. • Led the company to its first EBITDA positive year since 2015 in 2020, despite the challenges of the COVID pandemic. Swiftly reacted to the shift in business towards ecommerce and international channels by supporting areas of growth and pulling back on brick-and-mortar.• Closed the company’s first asset backed loan facility. Manage the relationship with lender, including weekly reporting and twice annual field work. Monitor and forecast cash and loan on a weekly basis.• Own monthly financial reporting for a fast growing and highly complex business model: DTC, wholesale, amenity, royalties and owned retail stores. Communicate to internal stakeholders as well as the board and PE investors.• Perform all forecast, budget and long-range planning for full P&L, balance sheet and cash flow. • Leading implementation of ERP system (Business Central), including scoping, establishing business requirements, selection, implementation, user acceptance testing, change management and deployment. Delivering project on time and on budget.• Ensure accounting compliance for all entities (US, Europe and APAC) for sales tax, transfer pricing, audits and income tax planning.• Liaise with PE investors on a regular basis regarding cash, business performance and outlook.• As a member of executive leadership team provide financial guidance, outlook and strategy at monthly board meetings. Show less

• Director of Finance

  • Sep 2017 - Jan 2019



Panera Bread

• United States
• Restaurants
• 700 & Above Employee

• Sr. Manager, Sales and Gross Profit Planning

  • Apr 2016 - Aug 2017

  • Led forecasting and planning of $2.5b annual café and supply chain revenues along with gross profit metrics for 2,000 company and franchise owned cafes, including significant earnings call support. Presented to c-level executives, including the CEO, on a monthly basis. • Provided analytical support to marketing team with annual spend of over $175m. Closely monitored sales lift of their programs to identify potential gaps between marketing plans and company growth strategy. • Performed detailed analysis on impact of growing digitalization of business on various metrics, such as entrees per transaction; as a direct result of this analysis traffic reporting on earnings call went on to be based on entrees instead of transactions. Show less



Gilt

• Technology, Information and Internet
• 200 - 300 Employee

• Director, Financial Planning & Analysis

  • Feb 2016 - Apr 2016

  • Lead FP&A team through Gilt's integration with Hudson's Bay Corporation, including new processes for forecast and close, restatement of budget and special joint projects• Responsible for entire FP&A function at Gilt, including budget, forecast, long range planning, monthly close and variance analysis, headcount planning, ROI analyses and strategic projects

• Sr. Manager, Financial Planning & Analysis

  • Apr 2015 - Feb 2016

  • Lead team of analysts and managers responsible for entire FP&A function at Gilt, including budget, forecast, long range planning, monthly close and variance analysis, headcount planning, ROI analyses and strategic projects• Work closely with COO and CMO on operational efficiency opportunities in variable cost centers (distribution, creative services and customer care), resulting in over $10m in savings in FY15 alone• Co-led development and deployment of Hyperion Financial Management tool Show less

• Manager, Corporate Strategy and Financial Planning & Analysis

  • Jul 2013 - Apr 2015

  • Built Gilt's strategic direction, including the exploration of new business models or strategic initiatives and the evaluation of potential acquisitions or partnerships• Full P&L responsibility for retail business (domestic and international); suppling SVP,CFO and CMO with monthly/quarterly variance analysis and financial support in finding cost efficiencies and managing headcount• Owner of creative services and facilities cost centers; including budget, forecast, monthly variance analysis and special projects Show less



J.Crew

• United States
• Retail Apparel and Fashion
• 700 & Above Employee

• Merchandise Planner

  • Apr 2012 - Jul 2013

  • Planner for Women's Knits, Sweaters, Shirts and Lounge businesses • Constructed quarterly department/class/style plans and forecasts to meet financial objectives and maximize profit and growth for $97m business; presented plans to CEO on regular basis • Partnered with merchants in promotional and markdown strategies to optimize margin and retail sales • Planner for Women's Knits, Sweaters, Shirts and Lounge businesses • Constructed quarterly department/class/style plans and forecasts to meet financial objectives and maximize profit and growth for $97m business; presented plans to CEO on regular basis • Partnered with merchants in promotional and markdown strategies to optimize margin and retail sales



Target

• United States
• Retail
• 700 & Above Employee

• Sr. Financial Analyst, Perishables

  • Feb 2011 - Apr 2012

  • Lead financial forecasting, planning and capital processes for $1b perishables business• Built and maintained long range profit and loss statement, projecting all sales, markdown and expense components by category; used as benchmark against grocery industry standards in an effort to identify operational opportunities• Lead financial aspect of negotiations with Starbucks Coffee Company in Target’s expansion to 135 stores in Canada, including examination of capital requirements, royalty fees, gross margin and sales impact Show less

• Financial Analyst, Shortage

  • Oct 2009 - May 2011

  • Represented finance in cross-company project to decrease beauty shortage by $10m, involving communication, analysis of inventory results and coordination with Assets Protection, Stores Execution and Merchant partners• Led team of analysts in shortage forecast effort, giving careful consideration to inputs and assumptions used; synchronized forecast with key partners’, leaderships’ and corporate expectations

• Lead Planning Analyst, Inventory Accounting & Analysis

  • Dec 2007 - Oct 2009

  • Significantly increased senior finance leadership’s comprehension of warehouse cost adjustments by conducting research project on drivers and presenting results



Grant Thornton LLP (US)

• United States
• Accounting
• 700 & Above Employee

• Sr. Associate, Public Finance

  • May 2005 - Dec 2007

  • Performed highly detail oriented mathematical verification of bond defeasances, refunding transactions, multipurpose allocations and escrow restructurings • Achieved 50% increase in calculation efficiency by improving loan defeasance interest test model • Verified yield computations and analyzed cash requirements and securities portfolios for sufficiency and tax law compliance • Single-handedly built computational model for tobacco securitization cash flow verifications of up to $5.5 billion Show less