Functional Skills
Investor Relations
Accounting
Divestitures
Strategic Planning
Business Analytics
Pricing Strategy
Forecasting / Projections
HR System Implementation
Operations Management
Financial Planning & Analysis (FP&A)
Software Skills
Microsoft Office
BigData
Sector Experience
Aerospace & Defense
Automotive
Business Services
Financial Services
Retail
Fortune 500
Experience
Rolfs Consulting
Finance
Independent Finance Contractor
1/2018 - Present
Provide contract work on an hourly basis in the areas of Accounting, FP&A, Treasury services and System Implementation and Administration. Specializing in the South Florida area. Available for short to medium term engagements (up to one-year).
B/E Aerospace, Inc
Finance
Sr. Director, Planning & Analysis
1/2003 - 1/2018
leading aerospace company. This includes support for manufacturing/distribution business units in 15 countries. Specific duties/accomplishments include:
• Complete annual operating plan process for $9B publicly traded company
• Coordinate detailed monthly forecast process
• Responsible for long-term strategic plan process (3-year Plan)
• Complete monthly close cycle and presentation of internal financial package
• Support $175M corporate budget
• Provide financial support for Investor Relations team
• Worked to raise ~$4B in financing through debt/equity offerings
• Administration of company's consolidation/public reporting database
• Preparation of presentations to BOD and investor community
• Annual FASB 142 impairment analysis
• Creation of models for acquisitions/divestitures/spin-offs/mergers
• Consolidation of foreign subsidiaries and corresponding eliminations/equity adjustments
• Oversee $145M Cap Ex budget, including IRR/NPV analysis
• Lease
● buy analysis for m
• Complete annual operating plan process for $9B publicly traded company
• Coordinate detailed monthly forecast process
• Responsible for long-term strategic plan process (3-year Plan)
• Complete monthly close cycle and presentation of internal financial package
• Support $175M corporate budget
• Provide financial support for Investor Relations team
• Worked to raise ~$4B in financing through debt/equity offerings
• Administration of company's consolidation/public reporting database
• Preparation of presentations to BOD and investor community
• Annual FASB 142 impairment analysis
• Creation of models for acquisitions/divestitures/spin-offs/mergers
• Consolidation of foreign subsidiaries and corresponding eliminations/equity adjustments
• Oversee $145M Cap Ex budget, including IRR/NPV analysis
• Lease
● buy analysis for m
Tutor Time Learning Systems, Inc.
Finance
Vice President of Finance/Planning & Analysis
1/2000 - 1/2003
franchisor of Child Care centers in the country. This included 100 company owed and 150 franchise locations. Approximate revenues of $250M. Specific duties/accomplishments include:
• Responsible for all planning and reporting functions within the company.
• Oversee completion of monthly/yearly close process; A/P, A/R, F/A, G/L
• Completion of bottom-up annual plan, quarterly forecasts, and long-range strategic planning.
• Responsible for all mergers & acquisitions activity, including re-franchising.
• Systems implementation/administration of POS system and database consolidation tool.
• Creation of numerous presentations to Board of Directors, equity partners, and finance companies.
• Used regression analysis to determine pricing policies as well as site selection
• Managed staff of twenty.
• Responsible for all planning and reporting functions within the company.
• Oversee completion of monthly/yearly close process; A/P, A/R, F/A, G/L
• Completion of bottom-up annual plan, quarterly forecasts, and long-range strategic planning.
• Responsible for all mergers & acquisitions activity, including re-franchising.
• Systems implementation/administration of POS system and database consolidation tool.
• Creation of numerous presentations to Board of Directors, equity partners, and finance companies.
• Used regression analysis to determine pricing policies as well as site selection
• Managed staff of twenty.
REPUBLIC INDUSTRIES (AUTONATION, USA)
Operations
Manager, Operations Planning
1/1997 - 1/1999
Autonation, the world's largest automotive retailer. Specific duties/accomplishments include:
• Coordinate, develop, and maintain $18.3 billion annual operating plan.
• Responsible for monthly/quarterly forecasting & strategic planning for new-car partners.
• Provide monthly analyses for field and corporate operations.
• Developed/Automated monthly operations report to executive board.
• Implemented, administered, trained, and used Hyperion Enterprise and Essbase software systems.
• Coordinate, develop, and maintain $18.3 billion annual operating plan.
• Responsible for monthly/quarterly forecasting & strategic planning for new-car partners.
• Provide monthly analyses for field and corporate operations.
• Developed/Automated monthly operations report to executive board.
• Implemented, administered, trained, and used Hyperion Enterprise and Essbase software systems.
TRIARC RESTAURANT GROUP (ARBY'S)
Finance
Senior Financial Analyst, Planning Department
1/1995 - 1/1997
for the Arby's quick service restaurant brand. Specific duties/accomplishments include:
• Coordinated and developed $300 million annual operating plan.
• Designed 5-year strategic plan reflecting organizational restructuring.
• Use NPV/IRR analysis to determine feasibility of new builds, acquisitions, and divestitures.
• Designed pricing strategies and analysis to maximize profits.
• Designed and updated monthly presentations to CFO, CEO, and parent company.
• Creation of G&A model for roll-up of $50 million corporate budget.
• Department specialist of Hyperion financial reporting software.
• Coordinated and developed $300 million annual operating plan.
• Designed 5-year strategic plan reflecting organizational restructuring.
• Use NPV/IRR analysis to determine feasibility of new builds, acquisitions, and divestitures.
• Designed pricing strategies and analysis to maximize profits.
• Designed and updated monthly presentations to CFO, CEO, and parent company.
• Creation of G&A model for roll-up of $50 million corporate budget.
• Department specialist of Hyperion financial reporting software.
FARM CREDIT OF SOUTH FLORIDA
Finance
Commercial Loan Officer
7/1993 - 1/1994
annual lines of credit and new borrowings for construction/expansion projects.
Principal Financial
Sales
Financial Planner
7/1992 - 7/1993
life insurance, health insurance, fixed/variable annuities and mutual funds.