Known for financial leadership built upon integrity and strategic vision.
  • Southern CA, CA
  • February 15, 2019

Offers unique expertise as a commercial finance professional with an entrepreneur mindset.  Analyzes and solves problems using commercial understanding to improve bottom-line performance. Builds teams, establishes interpersonal relationships, and gets things done. Key strengths include:


Strategic Planning | Revenue Management & Pricing | Business Analysis | Budgeting & Planning | Internal Controls | Negotiation | Project Planning |Process Development and Implementation

Phone Number
Field #1


Bachelor of Commerce @ University of Calgary
Sep 1985 — May 1988


Finance Director, West Region (CA, IL, NV, WA, AK, HI, MN, WI, NB, ND, SD) and National Accounts Off @ Moet Hennessy USA
Dec 2009 — Nov 2018

Reports to 2 Regional Senior Vice Presidents. Oversees financial planning, budget management, and analysis for both regions, which includes 11 markets as well as National Accounts (Costco, Total Wine, Bevmo, Safeway, Kroger). Responsible for over $400M dollars in revenue. Supervises and coaches 2 Finance Managers and 1 Sales Analyst.
• Maximized brand value by providing a monthly dashboard and guidance regarding revenue, pricing, advertising, and promotional spend.
• Eliminated overspends by improving efficiencies and reliability for regional Advertising & Promotion as well as overhead expenses by designing an internal web-based tracking tool with the IT department.
• Guided sales and marketing decisions through monthly dashboard creation and company benchmark analysis, supporting sustainable revenue growth over nine years.
• Achieved revenue targets by overseeing price increase process and determining growth opportunities for current revenue plan.
• Maximized region revenue by keeping distributor margins flat in yearly price increase negotiation.
• Converted budgeting and planning system from an Excel platform to Anaplan, improving timeliness and reporting accuracy.
• Increased commercial contribution 30% over 5-years in NV and 26% in CA since plan deployment in 2015 by creating financial framework for investment plans.
• Won President’s Award as part of National Accounts Region for best overall results in 2010 by developing new accounts and growing revenue 15%.

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