Beyond the numbers: How I build value A deep dive into the strategic frameworks used to deliver multi-million dollar results.

As an FP&A leader with a proven track record in the consumer goods sector, I specialize in partnering with management to achieve consistent ROI and shareholder results through data-driven decision-making. My background includes managing multicultural finance teams across the US, Canada, and Mexico to optimize manufacturing and supply chain costs. I offer a rare blend of technical expertise in financial modeling and ERP implementation with the operational grit to deliver multi-million dollar savings in complex, high-volume environments. Whether leading a business unit through a turnaround or scaling operations for a public company, I focus on building high-performing teams and robust KPI frameworks that drive long-term profitability.

Deep Dive: Case Study Content

$20 MM Saved/ 2 facility Closures

Supply Chain Optimization

To combat rising supply chain costs in the Intermountain BU, I conducted a deep-dive network analysis. This wasn't just about closing doors; it was about Rationalization. I identified redundancies in the distribution footprint and led the financial execution of closing two bakeries while renegotiating transportation RFPs to slash delivery miles.

Distribution Network Optimization

• SKU Rationalization

• Manufacturing Redundancies

• Manufacturing Capacity

• Distribution Network Optimization

• RFP Management

Technical Capital Strategy

Modernizing a legacy facility requires a bridge between Engineering, Manufacturing and Finance. I developed the ROI business case for a $17MM investment in a new high-speed bun line. By analyzing labor cost reduction, material waste reduction, increased efficiency and transportation savings, I justified the spend to the C-Suite executives, resulting in a successful launch and recurring annual savings.

$17 MM Capex/ $3MM Annual ROI

NPV/IRR Modeling

• Demand Planning

• Supply Planning Sourcing

• Manufacturing Capacity

• Material and Labor efficiency

• OEE (Overall Equipment Effectiv.)

• Logistics Analysis

250% PBT Growth

Strategic Pricing & Margin Optimization

• Commodity Market Analysis

• Supply Planning Sourcing

• Inventory Optimization

• Risk Management

• Enhance Trade Spend

• Developing new Products

Global Brand Infrastructure & Revenue Optimization

Tasked with establishing a U.S. footprint for international sister brands, I built the financial architecture for a new Global Products Business Unit from the ground up. This required more than just tracking sales; I implemented a supply model to optimize inventory levels. I also developed competitive transfer pricing model and a commodity hedging strategy to protect margins against volatile raw material costs. By optimizing consumer trade spending and SKU profitability, I led the unit from a $2.3M baseline to $6.25M in PBT.

"Data identifies the opportunity. Strategy captures the value. Leadership sustains the result."