Kate Clase, MBA

Support Global Projects CFO with Business Modeling results that drive outcome and improvements. Measured analysis on P&L results depicting Revenue and Gross Margin indicators, Sales orders and forecasting capabilities to help facilitate financial analysis for period-end financial results and latest landing results.

• Deliver the Projects line of business monthly financial results and budget process that capture assumptions, business views, risk assessment and other financial indicators.
• Implementation of analytical insight and reporting, pipeline measurement and dashboards which drive visibility and performance such as revenue and margin trackers, one-timers, and other relevant KPIs
• Developing and maintain financial system modeling that supports analysis on key business drivers in a changing environment
• Financial liaison to Regional directors and Business Unit finance teams driving Regional financial accountability and measurement

Support Senior leaders with the Business Analysis results of the Bimbo Bakeries, USA results which included period-end financial results, spending variances and research and quantification assessment of financial trends.

• Leading the month-end results of monthly financial reporting consolidations for 50+ bakeries including COGS, KPI metrics, Inflation and Productivity results
• Supporting Senior leadership with development of advanced financial system modeling capabilities to support and develop better analysis, quantification and tracking of key business issues and trends
• Managing and monitoring the Raw Material Inflation, Mix calculations, Cost Bridges, Commodities Inflation impact and Bakery EVAs
• Serve as a change agent by identifying and implementing improvements to the monthly business results and financial reporting processes
• Perform administrative management duties for direct reports including mentoring, goal planning, career development coaching, and performance reviews

• Responsible for the analysis of earnings, business trends, waterfall modeling and other supporting ad-hoc reporting
• Work with Brands and Business Unit leaders to understand business results through P&L analysis and earnings variation analysis on Volume, Mix, trade, Inflation and Productivity
• Standardized financial reporting and guidance on the “Key Business Metrics” that monitor, track, assess and advise management of trend results
• Supported Senior Leaders in the development of presentations and business review materials that highlight performance, bring clarity to key issues, and support recommendations

Provided Senior Management with financial insight and guidance for Operational and Corporate decision making through financial leadership, decision support, and financial analysis and reporting. Partners with senior and executive Business Unit management to provide financial analysis and reporting for client programs and operational business units.

• Partners and supports the divisional SVP in developing the Revenue targets and financial objectives for Quarterly forecasts and the annual Profit Plan of $50MM.
• Provided the Monthly Operations Report including the financial analysis of Actuals versus Plan and Forecast.
• Developed and maintained ad-hoc analysis supporting the financial metrics, dashboards at the client and business unit level as well as internal Finance.
• Provided and presenting the monthly Business Insights focusing on the future results of the Strategic Targets against Plan

Provides financial and business analysis to the Senior Executive Team ensuring the $2 Billion operating plan is being monitored and adhered to, including variances explanations to key Plan metrics

• Created and maintained financial reporting models that identify significant variances and/or trends that are implemented into the strategic forecasts and budgets
• Preparation of the Monthly CELT and MOR Reports which involves interaction at all company levels ensuring financial accountability
• Designed, developed, and managed the Consolidated Seasonal Inventory Model