Financial Consultant

• Mar 2023 - Present

Vice President - Controller & Treasurer

• Oct 2021 - Mar 2023

Vice President - Controller & Treasurer

• Nov 2019 - Oct 2021

Oversee and manage overall accounting functions for On The Border corporate and franchised locations; Restructured internal accounting team and processes within which resulted in ~$500,000 G&A savings; Responsible for cash flow covenant reporting to lenders and managed overall covenant compliance reporting; Key member in the negotiation and amendment of $75 million credit facility during COVID 19 pandemic; Managed completion of two year-end audits with no YE audit… Show more Oversee and manage overall accounting functions for On The Border corporate and franchised locations; Restructured internal accounting team and processes within which resulted in ~$500,000 G&A savings; Responsible for cash flow covenant reporting to lenders and managed overall covenant compliance reporting; Key member in the negotiation and amendment of $75 million credit facility during COVID 19 pandemic; Managed completion of two year-end audits with no YE audit adjustments - completed in record time for YE 2020; Responsible for completion of weekly 13-week cash flow model and reporting to private equity group; Manage relationships with external bank, accounting, tax and other consulting firms. Show less Oversee and manage overall accounting functions for On The Border corporate and franchised locations; Restructured internal accounting team and processes within which resulted in ~$500,000 G&A savings; Responsible for cash flow covenant reporting to lenders and managed overall covenant compliance reporting; Key member in the negotiation and amendment of $75 million credit facility during COVID 19 pandemic; Managed completion of two year-end audits with no YE audit… Show more Oversee and manage overall accounting functions for On The Border corporate and franchised locations; Restructured internal accounting team and processes within which resulted in ~$500,000 G&A savings; Responsible for cash flow covenant reporting to lenders and managed overall covenant compliance reporting; Key member in the negotiation and amendment of $75 million credit facility during COVID 19 pandemic; Managed completion of two year-end audits with no YE audit adjustments - completed in record time for YE 2020; Responsible for completion of weekly 13-week cash flow model and reporting to private equity group; Manage relationships with external bank, accounting, tax and other consulting firms. Show less

Controller

• Apr 2019 - Nov 2019

Hired and developed an accounting team for successful transition of accounting functions in-house Developed processes and procedures for implementing period-end close and distribution of financial statements Managed accounts payable function and cash requirements on a weekly basis Prepared and updated 13-week cash flow model for presentation to CEO and investors Managed banking relationships; updated cash flow projections on a daily and weekly basis Prepared… Show more Hired and developed an accounting team for successful transition of accounting functions in-house Developed processes and procedures for implementing period-end close and distribution of financial statements Managed accounts payable function and cash requirements on a weekly basis Prepared and updated 13-week cash flow model for presentation to CEO and investors Managed banking relationships; updated cash flow projections on a daily and weekly basis Prepared and filed sales tax returns in multiple states and taxing jurisdictions Left company due to cash flow and bankruptcy concerns Show less Hired and developed an accounting team for successful transition of accounting functions in-house Developed processes and procedures for implementing period-end close and distribution of financial statements Managed accounts payable function and cash requirements on a weekly basis Prepared and updated 13-week cash flow model for presentation to CEO and investors Managed banking relationships; updated cash flow projections on a daily and weekly basis Prepared… Show more Hired and developed an accounting team for successful transition of accounting functions in-house Developed processes and procedures for implementing period-end close and distribution of financial statements Managed accounts payable function and cash requirements on a weekly basis Prepared and updated 13-week cash flow model for presentation to CEO and investors Managed banking relationships; updated cash flow projections on a daily and weekly basis Prepared and filed sales tax returns in multiple states and taxing jurisdictions Left company due to cash flow and bankruptcy concerns Show less

Controller

• Dec 2015 - Apr 2019

Oversee accounting functions for Twin Peaks Restaurants Manage monthly close process for all concepts and distribute financial statements to restaurants and DOs Prepare monthly financial reporting packages for Senior Management and Board of Directors Oversee Accounts Payable process and manage general ledger activity for the company Calculate royalty, marketing and franchise payments due from franchisees via ACH bank transfers Review monthly account… Show more Oversee accounting functions for Twin Peaks Restaurants Manage monthly close process for all concepts and distribute financial statements to restaurants and DOs Prepare monthly financial reporting packages for Senior Management and Board of Directors Oversee Accounts Payable process and manage general ledger activity for the company Calculate royalty, marketing and franchise payments due from franchisees via ACH bank transfers Review monthly account reconciliations prepared by staff accountants Work with external auditors in completing year-end audit and interim process reviews Show less Oversee accounting functions for Twin Peaks Restaurants Manage monthly close process for all concepts and distribute financial statements to restaurants and DOs Prepare monthly financial reporting packages for Senior Management and Board of Directors Oversee Accounts Payable process and manage general ledger activity for the company Calculate royalty, marketing and franchise payments due from franchisees via ACH bank transfers Review monthly account… Show more Oversee accounting functions for Twin Peaks Restaurants Manage monthly close process for all concepts and distribute financial statements to restaurants and DOs Prepare monthly financial reporting packages for Senior Management and Board of Directors Oversee Accounts Payable process and manage general ledger activity for the company Calculate royalty, marketing and franchise payments due from franchisees via ACH bank transfers Review monthly account reconciliations prepared by staff accountants Work with external auditors in completing year-end audit and interim process reviews Show less

Assistant Controller

• Dec 2014 - Dec 2015

Managed monthly, quarterly and year-end financial close processes for store-level and G&A activity Prepared monthly and quarterly financial reporting packages for Senior Management Monitored daily banking requirements and prepare weekly cash flow reporting for Senior Management Built and administered store bonus model which calculates manager-level bonuses for 80+ stores Assisted the FP&A team with budgeting, planning and forecasting requirements for overall… Show more Managed monthly, quarterly and year-end financial close processes for store-level and G&A activity Prepared monthly and quarterly financial reporting packages for Senior Management Monitored daily banking requirements and prepare weekly cash flow reporting for Senior Management Built and administered store bonus model which calculates manager-level bonuses for 80+ stores Assisted the FP&A team with budgeting, planning and forecasting requirements for overall company Worked with external auditors in completing year-end audits and interim testing Show less Managed monthly, quarterly and year-end financial close processes for store-level and G&A activity Prepared monthly and quarterly financial reporting packages for Senior Management Monitored daily banking requirements and prepare weekly cash flow reporting for Senior Management Built and administered store bonus model which calculates manager-level bonuses for 80+ stores Assisted the FP&A team with budgeting, planning and forecasting requirements for overall… Show more Managed monthly, quarterly and year-end financial close processes for store-level and G&A activity Prepared monthly and quarterly financial reporting packages for Senior Management Monitored daily banking requirements and prepare weekly cash flow reporting for Senior Management Built and administered store bonus model which calculates manager-level bonuses for 80+ stores Assisted the FP&A team with budgeting, planning and forecasting requirements for overall company Worked with external auditors in completing year-end audits and interim testing Show less

Finance & Capital Planning

• May 2013 - Dec 2014

Prepared financial models and DCF valuation analysis for strategic initiatives related to franchisee acquisitions/divestitures, fix-and-flip strategies, franchisee distress and/or work-out situations; presented results to Leadership Team Prepared ROI and IRR analyses/models for new restaurant development, replacements/offsets, and fill-in units to analyze actual performance vs. hurdle rates; presented results to Leadership Team Monitored and managed overall Pizza Hut capital plan… Show more Prepared financial models and DCF valuation analysis for strategic initiatives related to franchisee acquisitions/divestitures, fix-and-flip strategies, franchisee distress and/or work-out situations; presented results to Leadership Team Prepared ROI and IRR analyses/models for new restaurant development, replacements/offsets, and fill-in units to analyze actual performance vs. hurdle rates; presented results to Leadership Team Monitored and managed overall Pizza Hut capital plan and capital expenditure process related to development and IT initiatives to ensure compliance with budget. Worked with cross-functional teams on quarterly capital forecasting and annual operating plan submission Analyzed financial statements and performed financial analysis of company/franchise operations to ensure financial stability and strong financial health within the Pizza Hut franchise system Show less Prepared financial models and DCF valuation analysis for strategic initiatives related to franchisee acquisitions/divestitures, fix-and-flip strategies, franchisee distress and/or work-out situations; presented results to Leadership Team Prepared ROI and IRR analyses/models for new restaurant development, replacements/offsets, and fill-in units to analyze actual performance vs. hurdle rates; presented results to Leadership Team Monitored and managed overall Pizza Hut capital plan… Show more Prepared financial models and DCF valuation analysis for strategic initiatives related to franchisee acquisitions/divestitures, fix-and-flip strategies, franchisee distress and/or work-out situations; presented results to Leadership Team Prepared ROI and IRR analyses/models for new restaurant development, replacements/offsets, and fill-in units to analyze actual performance vs. hurdle rates; presented results to Leadership Team Monitored and managed overall Pizza Hut capital plan and capital expenditure process related to development and IT initiatives to ensure compliance with budget. Worked with cross-functional teams on quarterly capital forecasting and annual operating plan submission Analyzed financial statements and performed financial analysis of company/franchise operations to ensure financial stability and strong financial health within the Pizza Hut franchise system Show less

Corporate Finance & Strategy

• Mar 2008 - Nov 2012

Prepared financial models and DCF analysis for franchising initiatives and assessed overall impact on the company’s financial covenants, budget, and strategic plan; presented results to senior management Provided key support and financial analysis for SEC filings, press releases, and investor presentations; worked with investor relations group in the creation of presentations and press releases for Board of Directors and investor community Analyzed financial statements and… Show more Prepared financial models and DCF analysis for franchising initiatives and assessed overall impact on the company’s financial covenants, budget, and strategic plan; presented results to senior management Provided key support and financial analysis for SEC filings, press releases, and investor presentations; worked with investor relations group in the creation of presentations and press releases for Board of Directors and investor community Analyzed financial statements and performed financial analysis of current and prospective franchisees to ensure financial stability and strong financial health within the franchise system; presented analysis to senior management Partnered with Operations teams to drive profitable financials and improve overall performance among company stores. Participated in cross functional teams on strategy initiatives, economic and financial analyses, and testing/analysis of pricing initiatives. Show less Prepared financial models and DCF analysis for franchising initiatives and assessed overall impact on the company’s financial covenants, budget, and strategic plan; presented results to senior management Provided key support and financial analysis for SEC filings, press releases, and investor presentations; worked with investor relations group in the creation of presentations and press releases for Board of Directors and investor community Analyzed financial statements and… Show more Prepared financial models and DCF analysis for franchising initiatives and assessed overall impact on the company’s financial covenants, budget, and strategic plan; presented results to senior management Provided key support and financial analysis for SEC filings, press releases, and investor presentations; worked with investor relations group in the creation of presentations and press releases for Board of Directors and investor community Analyzed financial statements and performed financial analysis of current and prospective franchisees to ensure financial stability and strong financial health within the franchise system; presented analysis to senior management Partnered with Operations teams to drive profitable financials and improve overall performance among company stores. Participated in cross functional teams on strategy initiatives, economic and financial analyses, and testing/analysis of pricing initiatives. Show less

Associate/Sr. Associate - Economic Advisory Services

• Nov 2003 - Feb 2008

Performed financial audits and investigated alleged fraudulent activities for companies regarding financial statement reporting and asset misappropriation; restated financial statements and presented findings to clients Prepared financial models and calculations of economic damages for clients in litigation matters by analyzing company financial statements, SEC filings, tax returns and other financial data Managed staff on engagements to ensure compliance with budget and… Show more Performed financial audits and investigated alleged fraudulent activities for companies regarding financial statement reporting and asset misappropriation; restated financial statements and presented findings to clients Prepared financial models and calculations of economic damages for clients in litigation matters by analyzing company financial statements, SEC filings, tax returns and other financial data Managed staff on engagements to ensure compliance with budget and completion of projects in a timely manner Show less Performed financial audits and investigated alleged fraudulent activities for companies regarding financial statement reporting and asset misappropriation; restated financial statements and presented findings to clients Prepared financial models and calculations of economic damages for clients in litigation matters by analyzing company financial statements, SEC filings, tax returns and other financial data Managed staff on engagements to ensure compliance with budget and… Show more Performed financial audits and investigated alleged fraudulent activities for companies regarding financial statement reporting and asset misappropriation; restated financial statements and presented findings to clients Prepared financial models and calculations of economic damages for clients in litigation matters by analyzing company financial statements, SEC filings, tax returns and other financial data Managed staff on engagements to ensure compliance with budget and completion of projects in a timely manner Show less