KYLE J. HATEM
Hampton
Summary
Finance and strategy leader with deep experience in franchise operations, M&A, capital deployment, and real estate finance across nationally recognized brands. A disciplined, culture-focused leader who prides himself on continuous improvement and integrity.
Overview
12
12
years of professional experience
Work History
Vice President, Franchise Business
Orangetheory Fitness (a Purpose Brands, LLC company)
Boca Raton
05.2021 - Current
- Influential member of the Orangetheory Fitness Leadership team, supporting network of 1,300+ Domestic studios
- M&A team lead supporting restructuring efforts and large-scale transactions for multi-unit operators
- Interpret financial health, liquidity, and valuation modeling for various franchise groups (often over-leveraged or cash challenged)
- Facilitate negotiations, term-sheet drafting, due diligence and other transaction related responsibilities
- Oversee consolidated studio-level P&L database; identify margin opportunities for Domestic studio network
- Support Development and Real Estate team for multiple brands within the Purpose Brands system
- Build and refine Pro Forma model for new studio / club approval process
- Ad Hoc strategic initiative support; Positioned as a go-to Finance expert for the organization
- Development and Franchise Administration lead for Integration Planning Team (Merger of Orangetheory and Self Esteem Brands)
Director, Real Estate Finance & Capital Planning
Panera Bread Company
Newton
05.2021 - 11.2023
- Finance Leader oversee Development and Capital expenditure across the enterprise
- Build forward-looking financial projections for new store development and other growth initiatives
- Economic reviews for potential store closures, relocations and lease renewals
- Support Next Generation Panera layout, as well as other prototype formats. Work with cross-functional leaders to determine operating model and margin structure by store type.
- Collaborate with internal stakeholders to develop Enterprise-wide Capital budget and Depreciation Forecast
- Monitor Return on Investment for key growth platforms and café initiatives
Senior Manager, Financial Planning
Panera Bread Company
12.2018 - 05.2021
- Maintain 5-year strategic planning model, partner with Senior leadership team to develop strategy and translate into financial expectations
- Key contributor for financial projections and communication with external analysts as organization pursued potential IPO
- Responsible for enterprise-wide monthly forecasting and annual planning process, coordinating key assumptions and timelines across business units
- Lead monthly explanation of financial performance versus expectations to Executive team
- Provide financial support in the rollout and ongoing forecast expectations of subscription-based coffee model
- Expand abilities as a people manager, developed several Financial Analyst and Manager hires
- Oversee external reporting to ownership and other key stakeholders
- Maintain flexibility in Covid-19 environment, adjust reporting structure accordingly and embody a team-mindset during times of limited resources
Finance Manager, Sales and Gross Profit Planning (Level 1 - Level 3) Level III
Panera Bread Company
12.2016 - 12.2018
- Lead the forecast process for same-store sales & traffic growth, disaggregating various sales drivers and initiatives.
- Transitioned reporting structure from Public to Private ownership structure
- Own the communication of sales performance by daypart, sales channel, and input type
- Instrumental role in planning and forecasting product mix, food cost and Supply Chain sales
- Manage SKU-level projections and identify trends in core business, while maintaining accurate price/cost metrics
- Partner with culinary team to model out impact of new menu initiatives
- Manage and develop direct reports at the Senior Financial Analyst level
- Collaborate with Marketing & Loyalty teams to plan sales implications of promotional spend
- Guide projections of other major expense lines above Gross Profit, using historical trends and knowledge of upcoming initiatives and inflationary pressures (Paper cost, Credit Card expense, food inflation, distribution, etc.)
Senior Analyst, Capital Planning
Panera Bread Company
Newton
05.2015 - 12.2016
- Lead in FP&A for Capital Spending, as well as Full-Year Depreciation and Occupancy Planning
- Ad Hoc projects:
- Analysis of Market-Based Real Estate decisions and the P&L/Cash-Flow implications involved
- Lease Evaluations (ex. Financial implications of closing a location vs. continue to operate)
- MIS / IT related projects (ex. Cost-recovery modeling)
Operations Analyst
Ravensburger USA, Inc.
Newton
07.2013 - 05.2015
- Directly support CFO/COO in a small company setting, allowing for opportunity to absorb a broad range of responsibilities
- Analyze and identify trends in sales and costs
- Serve as the lead Financial Analyst supporting the Annual budget process, ongoing financial reporting, and ad-hoc analysis
- Various operational projects:
- Perform research and negotiations for large-scale purchases
- Played a key role in setting up the logistics for exporting to Canada
- Assisted the implementation of first US-based production line and analyzed the associated costs/savings
Education
Bachelor of Science - Business Administration
University of New Hampshire
Durham, NH01.2013
Skills
- Proficient in Microsoft Office; Excel, PowerPoint, Word, Access
- Experience in various Business Intelligence Platforms: Oracle Business Intelligence Enterprise Edition (OBIEE), Anaplan, SAP, Hyperion, Workday Financial Reporting, Oracle Financial Analyzer (OFA), PowerBI
Affiliations
- Organized annual Memorial Day “Murph” fundraiser beginning in 2022, raising over $63,000 to date for local non-profit
Personal Interests & Entrepreneurship
- Passionate about fitness and nutrition
- Automotive enthusiast who finds joy in mechanical arts, particularly car and motorcycle restoration/modification
- Provide periodic support for my brother’s Graphics company (Hatem Graphics & Sign), through financial modeling as well as expanding into automotive Paint restoration/protection as a growth channel for the business.
Timeline
Vice President, Franchise Business
Orangetheory Fitness (a Purpose Brands, LLC company)
05.2021 - Current
Director, Real Estate Finance & Capital Planning
Panera Bread Company
05.2021 - 11.2023
Senior Manager, Financial Planning
Panera Bread Company
12.2018 - 05.2021
Finance Manager, Sales and Gross Profit Planning (Level 1 - Level 3) Level III
Panera Bread Company
12.2016 - 12.2018
Senior Analyst, Capital Planning
Panera Bread Company
05.2015 - 12.2016
Operations Analyst
Ravensburger USA, Inc.
07.2013 - 05.2015
Bachelor of Science - Business Administration
University of New Hampshire
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