Dhvani Poojari

Weekly reporting-

• Sending out weekly report on same store sales performance and transaction report to entire team of sales, operations and executive leaders outlining weekly performance results in comparison to previous year. Also comparing it Budget/forecast and weeks remining in the quarter to achieve the balance of the budgeted sales target.
• Weekly update to executive leaders on Pricing update trailing 16 weeks for Company vs Franchise stores, Hourly Avg wage update and Alerts/10K per week & % hours to guide

Monthly/Quarterly reporting

• Monthly Period Review - Generating Period review reports for full P&L with comparison of results to previous year , Budget/Forecast outlining YTD and Qtd details. Outlining details for Evolving markets and Non Evolving markets with Wage inflation & hours to guide and avg wage performance by region.
• Monthly NRO Report – Preparing and presenting P&L for new Company restaurants opened in the period to closely monitor their performance as per budget.

· Monthly & Quarterly Food Cost & Packaging –

• Oversee and analyze periodic food and packaging costs, breaking them down into various components including price, ingredient costs, sales mix, discounting, beverage funding, and negative food cost variance.
• Monitor and assess variances in cost components, providing insights into their impact on overall budget and financial performance.
• Work closely with supply chain teams to incorporate periodic inputs and track variances, ensuring accurate reflection of the true business process standard (BPS) impact on P&L by analyzing variances and their financial implications.
• Prepare and present detailed dashboards and reports to the Executive Leadership Team (ELT), ensuring alignment with press release and 10-K reporting requirements.

· Quarterly Franchise Comparative Analysis

• Regularly monitor and review Profit & Loss (P&L) statements from 2051 franchise locations to ensure all submissions comply with accounting standards, franchise agreements, and regulatory requirements. Evaluate key performance metrics and financial ratios to assess the overall financial health of each franchise.
• Prepare detailed financial reports and summaries, highlighting significant findings and providing actionable insights to management.
• Analyze long-term debt obligations for each franchise, assessing their impact on financial stability and performance.

Budgeting / Forecasting

G&A budget/Forecast responsibilities

• Develop and manage budgets for various cost centers, including Real Estate, CDO Office, Facilities, Construction, FR Development & Recruitment, Marketing , IT and Supply Chain.
• Prepare and allocate budgets for General & Administrative (G&A) expenses across different cost centers, ensuring alignment with organizational priorities and financial targets.
• Monitor and track annual spending on Travel and Conferences for both brands, JIB and Del Taco, ensuring adherence to budgetary constraints and identifying any deviations.

Restaurant Store count

• Analyzing period wise Restaurant Store counts for both company-owned, and franchise new open and close stores.Work to ensure that the end-of-year store count projections are realistic and accurate, reflecting the most up-to-date information and trends.
• Develop and establish accurate placeholders for future store counts based on feedback from the Project Development team and historical data.

Food & Packaging cost

• Derive budget and forecast costs by analyzing year-over-year (YOY) changes in price, ingredient costs, sales mix, discounting, beverage funding, and negative food cost variance.
• Work closely with procurement and production teams to align cost analysis with operational needs and financial goals.

Remodel Downtime :-

• Updating sales and EBIT impacts by calculating percentage of time the dining room and drive thru will be closed due to the construction. Identifying each project by down time and translating lost business impact due to kitchen closures on sales for budgeted year by using historical 52week trailing sales information.

Board Slides and Deck Preparation

• Developing and preparing feeder files that support the creation of Board Slides presentations. These files contain comprehensive and relevant data to support strategic reviews.
• Crafting appropriate and insightful commentary to accompany the feeder files and Board Slides that offer clear explanations and context for the data presented.

· Leading Budget and Forecast cycles throughout the year using Hyperion and Oracle Financial planning tool. Forecasting, Budgeting and Managing US and Canadian Ecomm & Wholesale Business to ensure accurate P&L Presentation. Adhering to 4 forecast cycles throughout the year to adjust the working year budget to accommodate actual expenses.

· Overlooking Sales rep commissions – Forecasting, Analyzing and Finalizing actual spend using Power BI dashboard. Successfully completed project to bring in contractors to inhouse employees by using various data models.

· Facilitating both high level and detailed sales and margin analysis for each categories within Cobra Golf Clubs, Clothing and Accessories.

· Analyzing different moving cost buckets and providing feedback to production and operations team. Adhoc analysis on current collection to previous – understanding variance in Go -in margin , Net Margin and Management Margin.

· Designing , Writing and testing detailed financial analysis reports using Hyperion for Budget and Forecasting scenarios.

· Royalty Income and expense management by maintaining Contracts, analyzing sales, Forecasting accruals and preparing trackers to better understand our spend and income on monthly basis

· Providing key support to Finance and Accounting department by automating reports using Roboyo UiPath tool. Undergone formal training and executed automation of month end processes that has reduced 4 man hours to 45 mins of robot processing.

· Analyzing and interpreting financial results, comparing actual performance to prior periods, budgets and forecasts.

· Working closely with front sales managers and accounting associates to track, monitor, post missing revenue through auditing and reconciliation of bank statements

· Automation of Weekly/Monthly/Yearly Revenue trackers using Advanced excel abilities to create customized reports and Dashboard for top management from data extracted from Company’s ERP systems.

· Demonstrated superior quality work product (with high level accuracy and attention to detail) in making reports for Special projects and Ad Hoc Management Reports. Comfortable with High Volume data and working under tight timeline/deadlines.

• Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
• Reached out to vendors and customers to verify information and follow up on client issues.
• Investigated daily variances and corrected errors to resolve discrepancies.
• Used advanced software skills to produce high-quality documents, reports, and presentations.