Lucas Ott
Business Unit CFO, Naked & Emerging Brands at Tropicana Brands Group- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Tropicana Brands Group
-
United States
-
Food and Beverage Services
-
500 - 600 Employee
-
Business Unit CFO, Naked & Emerging Brands
-
Dec 2022 - Present
-
-
-
Foremost Farms USA
-
United States
-
Dairy Product Manufacturing
-
300 - 400 Employee
-
Head of Finance, FP&A/Commercial/Supply Chain
-
May 2022 - Dec 2022
-
-
-
Beam Suntory
-
United States
-
Beverage Manufacturing
-
700 & Above Employee
-
Vice President, Commercial Finance
-
Dec 2019 - Feb 2022
Propelled a team of 26, spanning sales, FP&A, and revenue growth management. Served as primary business partner for General Sales Managers in the US and Mexico. Delivered the US and Mexico annual sales plan valued at $2.3B. Managed relationship with #1 global distributor partner, coordinating sales and operations planning (S&OP) deliverables.• Implemented Anaplan for annual planning and monthly forecasting, both for market and channel planning.• Designed and led Commercial Finance organization through two North American organizational redesigns and a distributor consolidation.• Navigated the US business through multiple product allocation challenges via clear market prioritization and profit optimization. Show less
-
-
Sr Director, US Sales Finance
-
Jul 2017 - Dec 2019
Responsible for US Commercial Sales planning, reporting and S&OP alignment with key distributor partners. Promoted in Dec 2019 with added responsibility for Mexico Commercial finance and Revenue growth management
-
-
Sr FP&A Director, International Region
-
Sep 2016 - Jul 2017
Lead a team of eight, encompassing all FP&A activities in the International Region. Directly supported the region president for full P&L performance analysis of $1.9B in annual sales. In addition, drove all financial planning, forecasting, operating expense management, marketing investments, and preparation of presentation materials for monthly ELT results readouts.• Orchestrated full suite of “new to company” financial performance and operating expense reporting, leveraging Tableau. This was later adopted by corporate and rolled out globally. • Recognized as a team with the President’s Award. Show less
-
-
FP&A Director - International Region
-
Jun 2015 - Sep 2016
Responsible for all FP&A planning, forecasting and performance analytics for Europe, Middle East, Africa, Oceania, SE Asia and Global Travel Retail businesses.Promoted to Sr Director and added responsibility for Japan and China
-
-
Finance Director - Global Supply Chain
-
Feb 2013 - Jun 2015
Prepared investment recommendations and developed coverage strategies for Beam Suntory’s $2.5B in global maturing inventory needs.• Created and implemented a global maturing inventory management approach by developing a “new to company” ROIC calculation and reporting suite that informed and guided Beam Suntory’s maturing inventory decisions.
-
-
Sr Category Finance Manager, Whiskey/Tequila/Rum/RTD
-
Jan 2010 - Feb 2013
Supported US marketing teams by “sizing the prize” for new innovations, analyzing Nielsen trends to obtain key insights, and preparing P&L analytics.
-
-
-
Mondelēz International
-
United States
-
Food and Beverage Manufacturing
-
700 & Above Employee
-
SAP Process Team Manager
-
Sep 2009 - Jan 2010
Organize, design and implement SAP solutions to business processes
-
-
Category Finance Manager
-
Mar 2007 - Sep 2009
• Develop financials for annual and long-term strategic plans for $400MM annual business• Develop P&Ls for new product launches and new customer opportunities• Analyze and communicate business results via EVAs• Provide financial guidance regarding various business scenarios and prepare associated NPV/IRR• Work within cross-functional groups during product commercialization and productivity opportunities• Manage staff of three: one manager and two senior analysts• Owner of pricing model used to develop contract prices for customers based on commodity fluctuations Show less
-
-
Customer Finance Manager
-
Mar 2005 - Mar 2007
• Sole finance support for the Region Vice President• Member of the region leadership and long-term planning teams focused on improving ROI• Managed Region’s $20MM selling expense budget and control environment• Monitored region trade spending/compliance and prepared variance reports• Analyzed monthly KPIs/P&Ls, reported on results and obtained action plans from the team• Organized and submitted the Region’s monthly revenue call • Received the “Sales Leadership” ring for contributions to Region’s results Show less
-
-
Senior Financial Analyst - Trade
-
Jan 2003 - Feb 2005
• Prepared ad-hoc analyses for trade spending management including developing a model to assess fair and equitable trade allocations• Managed one individual who handled controls for customer marketing programs• Worked with Trade Strategy to redefine and systematically implement trade spending objectives• Worked with Category Planning and field sales to support their inquiries• Earned two “outstanding performance” awards for integration of new systematic trade measures and development of a new trade assessment model Show less
-
-
Senior Financial Analyst – Operations
-
Oct 2001 - Jan 2003
• Consolidated and prepared forecast/actuals for all Kraft divisions regarding their balance sheet impacts for capital spending, inventory, accounts payable, accounts receivable and depreciation• Prepared and communicated the balance sheet and PP&E variance reports to all divisions• Developed a new process to automatically create annual plan allocations. In addition, automated much of the existing actualization process.
-
-
-
Altria
-
United States
-
Manufacturing
-
700 & Above Employee
-
Internal Auditor – (Stationed at Miller Brewing)
-
Jun 2000 - Oct 2001
• Gained a thorough understanding of Miller's brewing and distribution processes. Also, prepared an informative report for Altria audit group to explain the competitive market set for Miller • Identified control weaknesses, quantified company exposure, documented findings and reported results to company management • Audits included: travel and entertainment expenses, integration of newly purchased company, marketing expenditures, procurement review and inventory control • Gained a thorough understanding of Miller's brewing and distribution processes. Also, prepared an informative report for Altria audit group to explain the competitive market set for Miller • Identified control weaknesses, quantified company exposure, documented findings and reported results to company management • Audits included: travel and entertainment expenses, integration of newly purchased company, marketing expenditures, procurement review and inventory control
-
-
-
Menards
-
United States
-
Retail
-
700 & Above Employee
-
Staff Auditor
-
Dec 1998 - Jun 2000
• Audited contracts and submitted claims for unpaid rebates • Audited contracts and submitted claims for unpaid rebates
-
-
Education
-
University of Wisconsin-Eau Claire
Bachelor of Business Administration, Accounting