Experience

United FP

• United States
• Health, Wellness & Fitness
• 1 - 100 Employee

• Senior Vice President, Chief Growth Officer

  • Jan 2023 - Present

  Austin, Texas, United States

• Vice President of Strategy and Growth

  • Dec 2020 - Dec 2022

  Austin, Texas, United States Supporting a talented, high-performing finance team of thought leaders, while providing analytical insights across dynamic teams committed to developing strategies that move opportunities forward in these transformational times. Let's GO! Be direct. Embrace learning. Genuinely connect. Share to educate.



P. Terry's Burger Stand

• United States
• Restaurants
• 1 - 100 Employee

• Chief Financial Officer

  • Nov 2019 - Dec 2020

  Austin, Texas Area



Kendra Scott

• United States
• Retail Luxury Goods and Jewelry
• 700 & Above Employee

• Vice President, Change Management

  • Jun 2018 - Jun 2019

  Austin, Texas Area • Spearheaded enterprise wide change initiatives including the adoption of new technologies and business processes for a rapidly growing retailer with 95 stores nationally and 800+ boutique accounts • Engaged key business line leaders to support the enterprise 3-year strategic plan by building programs and roadmaps that align to department needs and long-term business objectives • Led a technological overhaul to the POS system; built the enablement strategy, shepherding all change… Show more • Spearheaded enterprise wide change initiatives including the adoption of new technologies and business processes for a rapidly growing retailer with 95 stores nationally and 800+ boutique accounts • Engaged key business line leaders to support the enterprise 3-year strategic plan by building programs and roadmaps that align to department needs and long-term business objectives • Led a technological overhaul to the POS system; built the enablement strategy, shepherding all change management activities, structuring system reporting and managing vendor relationships • Built a team of change agents/trainers that engage stakeholders across all functions (finance, retail ops, eCommerce, logistics, merchandising, etc.) to train and prepare them for organizational changes

• Regional Director, Retail Operations

  • Apr 2017 - May 2018

  Austin, Texas Area • Led retail teams across 5 districts (covering 9 states), oversaw all revenue generation and operating profit • Engaged managers across the region to provide them with knowledge of reporting tools and new applications available to them to enhance store operations and financial planning • Conducted FP&A activities for the region as well as at the store level to ensure continued revenue growth and alignment with corporate objectives

• Vice President, Financial Planning and Analysis

  • Mar 2016 - Jun 2017

  Austin, Texas Area • Developed dynamic reporting tools and financial planning strategies that supported various areas of the business, allowing leadership to easily analyze sales, plan for variances and assess business performance • Managed the performance of a planning team of 5 responsible for executing business enhancement programs and initiatives • Designed a planning and allocation model as well as created dashboards that made benchmark data available on demand and allowed users to run real time… Show more • Developed dynamic reporting tools and financial planning strategies that supported various areas of the business, allowing leadership to easily analyze sales, plan for variances and assess business performance • Managed the performance of a planning team of 5 responsible for executing business enhancement programs and initiatives • Designed a planning and allocation model as well as created dashboards that made benchmark data available on demand and allowed users to run real time reports; resulted in more accurate forecasting • Led analytics and planning team in due-diligence activities to determine the business valuation

• Director, Financial Planning and Analysis

  • Nov 2014 - Mar 2016

  Austin, Texas Area • Built a dynamic financial reporting and sales analytics infrastructure that supported retail, web and wholesale sales, while ensuring the channels were in alignment • Created portfolio of sales forecasting and planning tools to guide all sales channels on achieving various sales targets across a multitude of metrics • Traveled across retail locations as a strategic partner to the operations team to begin educational process for new store managers around basic finance concepts and… Show more • Built a dynamic financial reporting and sales analytics infrastructure that supported retail, web and wholesale sales, while ensuring the channels were in alignment • Created portfolio of sales forecasting and planning tools to guide all sales channels on achieving various sales targets across a multitude of metrics • Traveled across retail locations as a strategic partner to the operations team to begin educational process for new store managers around basic finance concepts and financial planning tools available to them



Triple Tap Ventures LLC

• Chief Financial Officer

  • Apr 2013 - Oct 2014

  Houston, TX • Built the financial reporting infrastructure for a franchisee of a growing and acclaimed Texas based cinema-theater chain with 5 units that generated multi-million dollar revenues • Created standard financial reporting packages, dashboards and processes that accommodated a growing portfolio of operating units while keeping operators, executive team and financial partners updated • Provided cash positioning strategies and forecasts with franchise owners to promote organic growth



Texas Land & Cattle/Lone Star Steak House

• Senior Director, Finance and Purchasing

  • Aug 2011 - Mar 2013

  • Supported 130-unit casual dining steakhouse concepts with annual and monthly financial planning, operational performance reviews and menu costing analyses • Provided strategies to track and realize million dollar increases in sales through business model improvements associated with waste management, product cost negotiations and labor performance • Presented weekly to Executive Team and equity parent group on sales updates, brand performance insights, market trends, macro-economic… Show more • Supported 130-unit casual dining steakhouse concepts with annual and monthly financial planning, operational performance reviews and menu costing analyses • Provided strategies to track and realize million dollar increases in sales through business model improvements associated with waste management, product cost negotiations and labor performance • Presented weekly to Executive Team and equity parent group on sales updates, brand performance insights, market trends, macro-economic indicators and store level performance Show less



Darden

• United States
• Restaurants
• 700 & Above Employee

• Finance Manager

  • May 2010 - Aug 2011

  • Supported a 44-unit premiere fine dining steakhouse concept by providing extensive monthly financial planning, operational performance reviews and marketing analyses • Identified and realized business model improvements surrounding the areas of waste management, product cost negotiations and labor performance



Carino's Italian

• Sr. Director, Marketing and Strategic Planning

  • Jun 2009 - Apr 2010

  • Managed a marketing budget while leading a team towards having a balanced, all-inclusive strategy supporting national promotions, menu development, local marketing and social media marketing • Transitioned from a big agency to local-boutique partnerships to ensure “best of the best” service provided • Championed the “Pasta Points” program, a major electronic card-based guest loyalty program

• Director, Financial Planning and Analysis

  • Mar 2007 - May 2009

  • Assisted in due diligence activities for a real estate retail, commercial developer and Carino’s Italian franchise partner in their attempt to complete an IPO • Implemented a 5-year business planning process and financial modeling for all business segments including hotels, golf courses, restaurants, shopping malls and residential real estate holdings



Darden

• United States
• Restaurants
• 700 & Above Employee

• Senior Financial Analyst

  • 2002 - 2006

  • Partnered with key business stakeholders to manage various facets of financial planning and analysis