Experience

JUST

• United States
• Manufacturing
• 1 - 100 Employee

• Head of Finance

  • Jun 2022 - Present



Federated Group

• United States
• Manufacturing
• 1 - 100 Employee

• Chief Operations Officer

  • Jan 2014 - Jun 2020

  Arlington Heights, IL Report directly to CEO / Owner. Lead all day-to-day operations, overseeing five direct and 35 indirect reports. Accountable for administrative (HR, IT, legal, facilities), financial, procurement, risk management, financial and operational strategy, and the ongoing monitoring of control systems designed to report accurate financial results. ► Institute rigor and process in financial planning and reporting, including the establishment of KPIs across business units. ► Created a… Show more Report directly to CEO / Owner. Lead all day-to-day operations, overseeing five direct and 35 indirect reports. Accountable for administrative (HR, IT, legal, facilities), financial, procurement, risk management, financial and operational strategy, and the ongoing monitoring of control systems designed to report accurate financial results. ► Institute rigor and process in financial planning and reporting, including the establishment of KPIs across business units. ► Created a strategic platform to increase export sales of brands using established brokers in South and Central America. ► Develop account level planning and forecasting tools for sales teams and cash flow forecast model for ownership. ► Manage relationships with auditors, banks, insurance providers, and outside legal counsel. ► Review all contracts to ensure profitability metrics and risk compliance. ► Lead ERP update consolidating independent systems, including general ledger, inventory, fixed assets, and receivables. ► Lead operations on all strategic and tactical matters related to budget, cost, forecasting, and securing of new funding. ► Develop and present annual strategic plan and quarterly performance reviews to the Board of Directors. ► Right-sized the foodservice organizational structure leveraging cross-functional resources. ► Reversed a negative profit trend and achieved profit goals in the first year. ► As the financial gatekeeper, ensure the integrity of fiscal data.

• Vice President of Finance

  • 2014 - 2015

  Arlington Heights, IL



PepsiCo

• United States
• Food and Beverage Services
• 700 & Above Employee

• Vice President, Sales & Marketing

  • Jan 2008 - Jun 2011

  Chicago, IL Developed and executed local sales and marketing of a $700M division. Led a sales team of 11 with direct accountability for all independent retail accounts, including grocery, convenience, club, and dollar. Oversaw in-store execution at national accounts. Owned pricing strategy for brands and retail marketing programs. Directed product launches and innovation. ► Differentiated regional grocery chains from national grocers, resulting in 3.5% growth after years of decline. ► Negotiated… Show more Developed and executed local sales and marketing of a $700M division. Led a sales team of 11 with direct accountability for all independent retail accounts, including grocery, convenience, club, and dollar. Oversaw in-store execution at national accounts. Owned pricing strategy for brands and retail marketing programs. Directed product launches and innovation. ► Differentiated regional grocery chains from national grocers, resulting in 3.5% growth after years of decline. ► Negotiated contracts targeting unique packaging, flavors, and beverages that aligned with consumer demographics. ► Developed pricing architecture providing margin expansion through focus on PET packaging and non-CSD beverages. ► Devised a promotional strategy aligning consumers’ shopping habits and budget constraints, targeting aggressive first-of-the month, holiday stock up promotions, and value-based brand / packaging for end-of-the-month shopping. ► Used category management to shift consumer focus to brands that improved margins. ► Achieved share growth and dominance with over 45% of the LRB business. ► Developed the first-ever “Power of One” programming with Frito Lay for all major independent chains, resulting in a 5% lift in volume on holidays and first-of-the-month ads. ► Achieved a 72% share of the isotonic business in the first five months, a +6-pt. share swing vs. PowerAde; delivered to 4,000+ accounts with 85% distribution. ► Created more transparency and clarity within pricing architecture by collapsing 12 pricing groups into four and reducing the number of price points by 50%. ► Led new product launches of Crush, LifeWater, Muscle Milk, Max, and Rockstar, leading the business unit in volume and share performance. ► Spearheaded Gatorade’s Direct Store Delivery initiative: accountable for pricing, customer contracts, intro programming, merchandising, equipment procurement, finished goods forecasting, and performance reporting. Show less



PepsiCo

• United States
• Food and Beverage Services
• 700 & Above Employee

• Vice President, General Manager

  • 2005 - 2007

  Cincinnati, OH Held full P&L accountability for a $130M region; directed all aspects of the business, including sales, marketing, manufacturing, and distribution. Managed 250+ union and non-union employees, including 10 direct reports. Oversaw three distribution centers. Led forecasting, budgeting, and controls (safety, compliance, finance, legal, and human resources). ► Transitioned region’s go-to-market and selling culture from quota-based to fact-based selling. ► Established stretch goals… Show more Held full P&L accountability for a $130M region; directed all aspects of the business, including sales, marketing, manufacturing, and distribution. Managed 250+ union and non-union employees, including 10 direct reports. Oversaw three distribution centers. Led forecasting, budgeting, and controls (safety, compliance, finance, legal, and human resources). ► Transitioned region’s go-to-market and selling culture from quota-based to fact-based selling. ► Established stretch goals expanding beyond traditional product KPIs, focused on innovative programming, new product distribution, and higher margin brands and packages, specifically immediate consumption opportunities. ► Focused on consumer needs and in-store execution; created a pull vs. push demand for products, improving velocity and operational efficiency. ► Region exceeded operating plan; grew top-line revenue and margins by 5%. ► Led division in innovation execution by implementing fact-based selling and aggressive distribution metrics. ► Grew Pepsi share in a high-margin convenience channel +2.8pts. to 42.4% through aggressive customer negotiations, in-store execution, and value-oriented pricing architecture. ► Directed division through reorganization including a change in go-to-market strategy and reduction in headcount.

• Vice President of Finance, West Group

  • May 1999 - Jun 2005

  St. Louis, MO Led financial operations for the $1B division of PepsiAmericas, including four sales market units and four manufacturing facilities. Managed a staff of seven direct and 12 indirect reports. Provided financial leadership, including annual operating and strategic plans. Accountable for the financial integrity of the group’s P&L and balance sheet, including compliance with financial and operating SOPs, including Sarbanes-Oxley. ► Directed the creation and implementation of a CDA database… Show more Led financial operations for the $1B division of PepsiAmericas, including four sales market units and four manufacturing facilities. Managed a staff of seven direct and 12 indirect reports. Provided financial leadership, including annual operating and strategic plans. Accountable for the financial integrity of the group’s P&L and balance sheet, including compliance with financial and operating SOPs, including Sarbanes-Oxley. ► Directed the creation and implementation of a CDA database for all of PepsiAmericas, improving efficiency in accruing and tracking customer payments and providing insight into true pricing by package and customer. ► Oversaw the integration of two divisions resulting from the merger of PepsiAmericas and General Bottlers, including new sales structure and assimilation into financial, sales, and operating systems, including ERP; provided pro-forma targets for year one performance for both divisions and respective manufacturing facilities. ► Led the development and implementation of quarterly marketplace planning process. ► Supported the acquisition of $8M Dr. Pepper franchise and $12M full-line vending business. ► Provided due diligence for corporate M&A group and pro-forma analytics for acquisition ► Led integration of both businesses into financial and operating systems. ► Developed the new West Group finance team, including structure and hiring. ► Provided insight into pricing and volume to drive gross profit growth.

• Director of Business Development

  • Apr 1998 - Apr 1999

  Rolling Meadows, IL

• Senior Financial Planner

  • Aug 1997 - Apr 1998

  Somers, NY

• Senior Business Planner

  • Feb 1996 - Aug 1997

  Somers, NY

• Senior Business Planner

  • Feb 1994 - Feb 1996

  Wilmington, DE,

• Business Planner

  • Aug 1993 - Feb 1994

  Moonachie, NJ