Maureen O‘Leary Terenzi
Medford,USA
Summary
Finance leader with a strong history at Revolution Foods, achieving a 300% increase in earnings and generating over $1M in savings through effective cost optimization strategies. Skilled in financial modeling and cross-functional collaboration, leading teams to meet organizational objectives and improve profitability.
Overview
30
30
years of professional experience
Work History
Regional Controller | East Coast
Revolution Foods
Boston, USA
06.2022 - Current
- FY24 tripled prior year earnings, generating a profit for the first time since Covid.
- Lead the Implementation project for a new FP&A system. Driving automation and reducing turn around times and improving data accuracy.
- Drove the Annual High level and Detail planning processes; Income statement, Cash Flow and Balance Sheet.
- Partnered with Sales team to implement and annual renewal process generating a 15% rate increase year over year while reducing the number of customers.
- Developed pricing for all New Business opportunities.
- Acquisition: Key partner in Onboarding and integrating a competitor in the California market.
- Monthly financial reporting: Refreshed the Monthly Financial Review package driving cross company collaboration and more detailed insights.
- Prepared Board Slides and external reporting building investor confidence.
- Partnered with Director of Operations at each culinary center to advise on all things finance. Delivering over $1M in savings by reducing inventory and the fleet footprint.
- Partnered with Menu and Purchasing teams to enhance Inventory process, product cost forecasts, and enhance product reporting.
- Transportation - Partnered with Director of Transportation, providing data and analysis to reduce fleet costs and optimize the delivery network. Reduced Fleet costs 16% and transitioned 40% of leases to Capital leases vs Short Term rentals.
Finance Director | Pricing
Epsilon
Wakefield, USA
01.2021 - 03.2022
- Expanded Pricing team - deal desk footprint, integrating the Domestic and International Technology business and bundling Technology pursuits with Data and Media sales.
- Directly managed a Deal Desk team of four, responsibilities include hiring, employee development, on boarding, and training.
Senior Finance Manager | Pricing
Epsilon
Wakefield, USA
01.2019 - 12.2021
- Collaborated with Sales, Client services, and Delivery leads on highly complex pursuits for clients ranging from mid-sized to Fortune 500 companies.
- Oversaw the finalization of proposals, securing approval from senior management and driving organizational alignment regarding contract requirements and financials.
- Validated pricing and reviewed sales strategies for the organization, developing presentations for approval by key leadership.
Finance Manager | Pricing
Epsilon
Wakefield, USA
01.2018 - 12.2019
- Spearheaded process and procedural enhancements regarding Salesforce utilization, streamlining reporting with the Sales Ops team allowing from insight into areas of needed sales improvement.
- Created ad hoc presentations for mapping alternative pricing scenarios within the team, establishing contingency plans to facilitate communication with clients in a clear and concise manner.
Contractor
Winter Wyman | Epsilon
Wakefield, USA
01.2018 - 05.2018
- Asked to convert to a permanent employee within 90 days. HR portion took a little longer.
- Partnered with cross functional pursuit team to close two complex deals (each over $10M in total contract value) with in the first two months.
- Recommended and supported implementation of modeling improvements as we were converting to a subscription-based pricing.
Finance Manager – Value Chain
Welch Foods, Inc.
Concord, USA
01.2013 - 12.2017
- Managed a cash flow budget of up to $30M annually, creating return on investment (ROI) analyses, preparing forecasts while ensuring fixed assets were placed into service.
- Supported all organization-wide supply chain cost saving initiatives, contributing between $10M – $15M annually through changes in formulation, packaging, and various other factors.
- Developed cost-analysis models, comparing insourcing vs outsourcing, evaluating potential co-packer arrangements, and assessing ingredient changes.
- Guided internal plant audits, reconciling ROI with predictions and conducting post implementation analysis to determine effectiveness of process changes.
- Delivered financial forecasts and analytical support for Marketing and Sales organizations on an interim basis, increasing departmental visibility regarding brand financial statements.
- Created and executed presentations for Board of Directors and Corporate management team to effectively communicate forecasts regarding the organization’s strategic mission.
Financial Planning and Analysis (FP&A) Manager
Welch Foods, Inc.
Concord, USA
01.2004 - 12.2013
- Directly managed team of three in completing financial analysis processes including all month-end and year-end reporting, audit support, financial projections, long-term planning, unit cost, recipe development, and inventory management.
- Developed and launched an innovative financial planning system that provided P&L profitability reporting across a variety of specialized categories.
- Created financial models to evaluate several distinct scenarios and developed financial model to calculate taxable vs non-taxable P&L statements; reduced turnaround time by 80%.
- Effectively managed all aspects of the system upgrade project including scoping, system configuration, testing and data validation, and launch-phase training.
Planning Manager
Welch Foods, Inc.
Concord, USA
01.2002 - 12.2004
- Supported financial operations including managing long-range and annual forecasting processes and developing necessary financial statements for the organization.
- Fostered alignment and facilitated communication regarding corporate goals and initiatives, offering financial insight to support strategy development and execution.
- Led a major transition in tax preparation procedures for the organization, centralizing data and developing models that automated and streamlined complex financial scenarios.
- Established financial targets for budgeting and sales, developing benchmarks that drove fiscal improvements outside of top-line growth.
Planning Project Leader | Senior Financial Analyst
Welch Foods, Inc.
Concord, USA
01.1996 - 12.2002
- Provided financial support for both sales and marketing departments, conducting ROI analysis for potential new products as well as determining employee pricing structure.
- Oversaw a variety of financial analysis processes, conducting volume, purchasing, seasonal, packaging, formula, and marketing spending variance analysis.
- Identified a system calculation error and collaborated with IT to correct the brokerage system, securing more than $750K in brokerage costs as a result.
Education
Bachelor of Arts - Accounting
Saint Michael's College
Winooski, VT01-1989
Skills
- Financial modeling and analysis
- Financial reporting and planning
- Forecast and budget management
- Strategic planning and cost optimization
- Variance analysis and pricing strategy
- Cross-functional collaboration
- Team leadership and project management
- Capital planning and internal controls
- International finance
Accomplishments
- Elevated the pricing team within Epsilon to a business partner status, validated by a 3rd Party consulting firm.
- Facilitated the implementation of a strategic planning software program for the organization that generated three times the number of annual forecasts annually and reduced the planning team by 50%.
- Configured the new system to support 'What if? Functionality', allowing for five-year modeling and planning; achieved internal recognition for the implementation.
Development
- Negotiation Skills
- Project Management
- Communication & Presentation Skills
- Management Development Skills
- Conducting Effective Meetings
Timeline
Regional Controller | East Coast
Revolution Foods
06.2022 - Current
Finance Director | Pricing
Epsilon
01.2021 - 03.2022
Senior Finance Manager | Pricing
Epsilon
01.2019 - 12.2021
Finance Manager | Pricing
Epsilon
01.2018 - 12.2019
Contractor
Winter Wyman | Epsilon
01.2018 - 05.2018
Finance Manager – Value Chain
Welch Foods, Inc.
01.2013 - 12.2017
Financial Planning and Analysis (FP&A) Manager
Welch Foods, Inc.
01.2004 - 12.2013
Planning Manager
Welch Foods, Inc.
01.2002 - 12.2004
Planning Project Leader | Senior Financial Analyst
Welch Foods, Inc.
01.1996 - 12.2002
Bachelor of Arts - Accounting
Saint Michael's College