Strategic and analytical finance professional with over 20 years of success in in corporate
accounting, planning, forecasting, reporting & analytics coupled with
direct operations finance support.
Complex problem solving
Advanced Excel proficiency
Forecasting and planning
Field Controller, 01/2006 to 01/2015
Drove performance and growth for multiple geographic regions (~200-400 restaurants and 50-80 staff at any given time) through consulting, providing & interpreting financial management information and training for regional leadership, support staff and restaurant teams; Denver-based, with travel primarily to the Northeast and Mid-Atlantic regions Enabled a thoughtful long-term growth plan through the annual budget cycle, influencing the development of top-down targets and data-collection tools and processes, and guiding regional teams through their forecasting and input steps, including Sales, P&L, G&A and Capex Protected and strengthened the restaurant business model, through development, rollout and monitoring of models and metrics for labor & deployment, food usage and driver-based matrices for other operating expenses Influenced other corporate and field business decisions, efficiency initiatives, policies, standards and performance metrics by turning data into relevant, insightful and actionable information, and enabled their realization through trusting relationships Regularly provided insights, analyses and reporting on regional financial performance, drivers, trends, emerging issues, etc.
to support the corporate accounting cycles, reviews, compliance, board decks, etc.
i.e., the story behind the numbers) Led several nationwide price increases, including the optimization of price points and timelines across multiple price tiers, coordinating all relevant resources (e.g., Operations, IT, Marketing/PR, Supply Chain), and mitigating risks through effective communications Implemented the first enterprise scheduling system, and provided ongoing field support for restaurant food & labor management systems; led selection process for their eventual replacement Provided lifecycle support for field reporting systems, linking operations and technology resources on identifying, defining and prioritizing needs, delivery methods, design/build/test cycles, communicating with and training users, troubleshooting and ongoing support Pioneered the role, establishing priorities, required knowledge base and skills, including self-sufficiency to gather raw data and perform complex analyses to supplement maturing enterprise systems.
Manager, 01/2005 to 01/2006
Helped prepare the company for its IPO by leading a cross-functional team to document current processes and key controls in advance of Sarbanes-Oxley certification requirements.
03/2001 to 10/2015Chipotle Mexican Grill － Denver, CO
Manager, 01/2001 to 01/2006
Established and managed the FP&A and Financial Systems groups, enabling business insights for owners and corporate and field leadership, including the creation of database structure, data definitions and metrics.
Enabled decentralized projections and insights by implementing a planning data-collection system (Adaytum, later acquired by Cognos) and supporting tools, and processes and roles.
Helped Chipotle through its rapid expansion, IPO and separation from McDonald's, including valuations for multiple equity calls and leading banking and card processor partner changes.
Manager, 01/1993 to 01/2001McDonald's Corporation － Oakbrook, IL
Manager, Boston Market Acquisition Team, supporting the lease negotiation team and complex broker fee structure for about 650 proposed sites Travel & Expense system selection project.