Experience

Upward Projects Restaurant Group | Postino WineCafe | Joyride Taco House | Windsor | Federal Pizza

• United States
• Restaurants
• 100 - 200 Employee

• Chief Financial Officer

  • Dec 2019 - Present



Back of The House, Inc.

• United States
• Restaurants
• 1 - 100 Employee

• Chief Financial Officer

  • Dec 2017 - Dec 2019



Gruppo Chiarello, Michael Chiarello Hospitality Group

• Yountville, California

• Head of Finance

  • May 2015 - Aug 2017

  Oversee all financial activities including financial planning, corporate development and investor relations at Michael Chiarello’s hospitality group Asset Management and Strategic Planning • Manage assets in portfolio, including acquisitions, dispositions and refinancing. Review portfolio return analysis utilizing IRR, NPV & DCF • Evaluate new deals, conduct due diligence, structure deal points, and negotiate acquisition/partnership terms • Lead and direct the planning process… Show more Oversee all financial activities including financial planning, corporate development and investor relations at Michael Chiarello’s hospitality group Asset Management and Strategic Planning • Manage assets in portfolio, including acquisitions, dispositions and refinancing. Review portfolio return analysis utilizing IRR, NPV & DCF • Evaluate new deals, conduct due diligence, structure deal points, and negotiate acquisition/partnership terms • Lead and direct the planning process for all business entities within portfolio, oversee 5-year business and cash plan • Advise on optimal financing structure utilizing debt and equity, for short and long term growth, leveraging existing cash flows and business models • Develop and present operating plans, quarterly financials updates and forecasts on various businesses Accounting oversight and Operations Finance • Review Balance Sheet, P&L and Cash flow statements for accuracy and facilitate monthly P&L reviews to uncover challenges, opportunities and trends • Provide Operations support to Business General Managers on optimizing costs, create annual operating and capital budgets and forecasts Show less Oversee all financial activities including financial planning, corporate development and investor relations at Michael Chiarello’s hospitality group Asset Management and Strategic Planning • Manage assets in portfolio, including acquisitions, dispositions and refinancing. Review portfolio return analysis utilizing IRR, NPV & DCF • Evaluate new deals, conduct due diligence, structure deal points, and negotiate acquisition/partnership terms • Lead and direct the planning process… Show more Oversee all financial activities including financial planning, corporate development and investor relations at Michael Chiarello’s hospitality group Asset Management and Strategic Planning • Manage assets in portfolio, including acquisitions, dispositions and refinancing. Review portfolio return analysis utilizing IRR, NPV & DCF • Evaluate new deals, conduct due diligence, structure deal points, and negotiate acquisition/partnership terms • Lead and direct the planning process for all business entities within portfolio, oversee 5-year business and cash plan • Advise on optimal financing structure utilizing debt and equity, for short and long term growth, leveraging existing cash flows and business models • Develop and present operating plans, quarterly financials updates and forecasts on various businesses Accounting oversight and Operations Finance • Review Balance Sheet, P&L and Cash flow statements for accuracy and facilitate monthly P&L reviews to uncover challenges, opportunities and trends • Provide Operations support to Business General Managers on optimizing costs, create annual operating and capital budgets and forecasts Show less



Symantec

• United States
• Software Development
• 700 & Above Employee

• Corp. Financial Planning and Analysis

  • Sep 2012 - Apr 2015

  Member of Corporate Finance team responsible for strategic planning, performance analysis, revenue forecasting and finance close activities. Corporate FP&A: Revenue Forecasting, Planning and Reporting • Lead global team to forecast Symantec’s revenues (~$7 billion) on an annual and quarterly basis • Analyze topline performance across global product portfolio (Security and Storage) and business models (Software, SaaS, Appliances). Regular presentations to Executive leadership to… Show more Member of Corporate Finance team responsible for strategic planning, performance analysis, revenue forecasting and finance close activities. Corporate FP&A: Revenue Forecasting, Planning and Reporting • Lead global team to forecast Symantec’s revenues (~$7 billion) on an annual and quarterly basis • Analyze topline performance across global product portfolio (Security and Storage) and business models (Software, SaaS, Appliances). Regular presentations to Executive leadership to drive optimization decisions. Corporate FP&A: Strategic Corporate Financial Planning • Member of the Financial Strategy group partnering with business leaders across the organization to develop short term and long term financial plans to drive key objectives and strategies aligned with company’s transformation. • Analyzed and presented financial impact of current strategic initiatives to the office of the CEO and the Board of Directors. Projects included annual operating plan, innovation pipeline portfolio, “Priorities to improve” cross-functional initiatives and business support Show less Member of Corporate Finance team responsible for strategic planning, performance analysis, revenue forecasting and finance close activities. Corporate FP&A: Revenue Forecasting, Planning and Reporting • Lead global team to forecast Symantec’s revenues (~$7 billion) on an annual and quarterly basis • Analyze topline performance across global product portfolio (Security and Storage) and business models (Software, SaaS, Appliances). Regular presentations to Executive leadership to… Show more Member of Corporate Finance team responsible for strategic planning, performance analysis, revenue forecasting and finance close activities. Corporate FP&A: Revenue Forecasting, Planning and Reporting • Lead global team to forecast Symantec’s revenues (~$7 billion) on an annual and quarterly basis • Analyze topline performance across global product portfolio (Security and Storage) and business models (Software, SaaS, Appliances). Regular presentations to Executive leadership to drive optimization decisions. Corporate FP&A: Strategic Corporate Financial Planning • Member of the Financial Strategy group partnering with business leaders across the organization to develop short term and long term financial plans to drive key objectives and strategies aligned with company’s transformation. • Analyzed and presented financial impact of current strategic initiatives to the office of the CEO and the Board of Directors. Projects included annual operating plan, innovation pipeline portfolio, “Priorities to improve” cross-functional initiatives and business support Show less



Lake Merced Golf Club

• United States
• Spectator Sports
• 1 - 100 Employee

• Controller

  • Oct 2006 - Sep 2012

  Developed comprehensive customer acquisition model based on macroeconomic and historic data. Successfully “sold in” new business model and revised pricing strategy to Board of Directors. Efforts resulted in reduction of ongoing liability by $20M and increased attractiveness of Club to new members. - Manage Assets and direct financial operations at 140 acre PGA Championship Golf Course and exclusive Private Golf Club located outside of San Francisco - Hired and developed the Finance… Show more Developed comprehensive customer acquisition model based on macroeconomic and historic data. Successfully “sold in” new business model and revised pricing strategy to Board of Directors. Efforts resulted in reduction of ongoing liability by $20M and increased attractiveness of Club to new members. - Manage Assets and direct financial operations at 140 acre PGA Championship Golf Course and exclusive Private Golf Club located outside of San Francisco - Hired and developed the Finance team, incorporated best practices in financial reporting, implemented ERP system and developed and tracked performance to operational metrics - Collaborated with Business Unit managers and the General Manager to identify operational and strategic initiatives and developed short-term and long-term opex and capex plans - Worked with the Strategic Planning Sub-Committee to shape go-forward business model - Forecast P&L's and cash flows. Communicated financial performance to the Finance Committee and the Board of Directors. Show less Developed comprehensive customer acquisition model based on macroeconomic and historic data. Successfully “sold in” new business model and revised pricing strategy to Board of Directors. Efforts resulted in reduction of ongoing liability by $20M and increased attractiveness of Club to new members. - Manage Assets and direct financial operations at 140 acre PGA Championship Golf Course and exclusive Private Golf Club located outside of San Francisco - Hired and developed the Finance… Show more Developed comprehensive customer acquisition model based on macroeconomic and historic data. Successfully “sold in” new business model and revised pricing strategy to Board of Directors. Efforts resulted in reduction of ongoing liability by $20M and increased attractiveness of Club to new members. - Manage Assets and direct financial operations at 140 acre PGA Championship Golf Course and exclusive Private Golf Club located outside of San Francisco - Hired and developed the Finance team, incorporated best practices in financial reporting, implemented ERP system and developed and tracked performance to operational metrics - Collaborated with Business Unit managers and the General Manager to identify operational and strategic initiatives and developed short-term and long-term opex and capex plans - Worked with the Strategic Planning Sub-Committee to shape go-forward business model - Forecast P&L's and cash flows. Communicated financial performance to the Finance Committee and the Board of Directors. Show less



Kimpton Hotels & Restaurants

• United States
• Hospitality
• 700 & Above Employee

• Restaurant Controller

  • Apr 2001 - Oct 2006

  - Started as Management Trainee with Kimpton Hotels and gravitated towards the "numbers" side of the business, eventually becoming a Controller. Exposed to restaurant and hotel operations and hospitality accounting and finance - Worked with Executive Chefs and Restaurateurs to design operating plans and identify revenue enhancing and cost saving opportunities - Drove profitability in restaurants by focusing on month to date P&L's, weekly forecasts and daily prime cost management. - Started as Management Trainee with Kimpton Hotels and gravitated towards the "numbers" side of the business, eventually becoming a Controller. Exposed to restaurant and hotel operations and hospitality accounting and finance - Worked with Executive Chefs and Restaurateurs to design operating plans and identify revenue enhancing and cost saving opportunities - Drove profitability in restaurants by focusing on month to date P&L's, weekly forecasts and daily prime cost management.