David Crest, CPA

Secured $19M of local profitability by aligning with global finance, operations, and tax leadership and structuring new ICP Adjustment process, leading analysis for local margin and profitability, and implementing ongoing monitoring process with finance team Transformed Finance team organization and structure aligning finance team with business entities to increase ownership, performance accountability, business partnership and career development; promoting two finance analysts to new positions Developed new gross margin forecasting by Customer/Channel to drive accuracy improvement in forecasting and insight into local profitability not before achieved in region, collaborating with pricing team to develop cost structure used to drive local profitability Transformed Account modeling and budgeting process for all regional Customer/Channels and Entities to drive improved forecast accuracy and insight to business direction and decision-making, automated modeling leveraged by all finance team, reducing time to complete forecast by weeks each cycle Developed new Brand Modeling for all regional Customer/Channels and Entities to drive improved forecast accuracy and insight to business direction and decision-making, automated modeling leveraged by all finance team, reducing time to complete forecast by weeks each cycle, aligning with Global ISRA data source Yatta! Committee lead driving org health improvements, recognized for implementing first Employee Appreciation Dinner with CFO Org and excellence in personalized appreciation and "success beyond all expectations", leading execution of quarterly company events and new Ring the Bell new hire welcomes Career development and leadership capability building through successful completion of John Hopkins HOYA Innovative Leadership Program

Recruit, hire, and train large team (five direct, 13 total) to support the FLNA Frontline Sales organization (30,000 associates) leverage existing and new technology solutions Develop team with capabilities to succeed within organization in current and future roles, eight directs promoted to new roles within the organization, four promoted as first-time managers Lead implementation of SAFe, standing up three new Scrum Teams, serving as SAFe Product Manager, driving ambitious agenda of application enhancements and business process change Manage all aspects of hardware inventory and device transactions across Frito-Lay North America, over 56,000 individually tracked and assigned devices with value of over $28MM Recognized by CEO for outstanding leadership of the Inspire Team, promoting employee appreciation and recognition, innovating ways to improve employee engagement during Global Pandemic

Manage process to create trade spend budgets, periodic net sales forecast and annual operating plan for 180+ discrete customer accounts in the Frito-Lay Southwest Region ($2.4B annual net sales) Drive alignment of accurate and timely forecast and plan with net sales finance managers, region leadership team, local demand planning and HQ national account finance Perform detailed financial analysis to support the customer team, focusing on trade spend efficiency, mix management, and net revenue/lb improvement Serve as Subject Matter Expert for national implementation of new, cloud-based region forecast system across 10 regions, leading user acceptance testing and end user training

Exceeded annual plan targets in all measured categories (gross/trade rate/net/share) for companies second largest supermarket customer Partnered with Supermarket Customer Team, Key Account Managers, National Account Managers and Regional Finance Teams to develop targeted promotional strategies that deliver profit and share growth Performed detailed financial analysis to support the customer team, focusing on trade spend efficiency, mix management, and net revenue/lb improvement Developed new forecasting tools, increasing efficiency, accuracy and transparency in trade accrual management

Achieved financial objectives for company’s largest capital project ($1.5B spend over 14 years) by managing project HQ and field cost centers, collaborating with business partners across the supply chain and consistently delivering on-plan performance Validated success of project implementation by performing phase post-audits, reconstructing original economic models to validate returns, results aligning results with the CFO and leadership team Increased information available to project stakeholders by creating new reporting Innovated new methodology to measure real-time effectiveness and efficiency of implemented projects Reduced processing errors by 100% in first period close by implementing new expense approval process/tools and training 60+ field and HQ personnel across the US; adopted as best practice Selected to participate in exclusive company-wide leadership development program; demonstrated to a very great extent (highest rating) qualities similar to those of senior leadership in initial assessment Developed others by coaching two interns through summer projects leading to full-time offers and becoming Subject Matter Expert for new file sharing application (PEPnet), Business Objects and Hyperion Essbase; participated in company-wide User Acceptance Testing group

Plan and execute audits across multiple PepsiCo divisions, with a focus on foods business Served as lead auditor which included preparation and planning for audit procedures, creating relationships with key contacts, creation and management of budget for audit team and presenting audit findings to senior leadership team Actively contributed to Finance & IT (FIT) initiative, Fraud Plank activities, Best Practices Newsletter and Frito-Lay 101 training tutorials Findings from HR/Payroll audit led to implementation of new control process to provide potential savings of up to $3.3MM per year

Audited financial statements of large public and private companies from multiple industries including consumer products, financial services and telecommunications Recruited, trained and supervised professional staff. Managed audit engagements by budgeting, planning, reviewing the work of others and conducting performance evaluations

Replaced two full time positions under departmental consolidation while maintaining fund accounting responsibilities and recruiting/training a replacement Performed monthly valuation procedures including review of approximately 225 fair value models, 350 CLO investments, and 120 life settlement policies Presented monthly summary of all fair value marks to internal pricing committee Worked with portfolio managers to build new fair value models using various methodologies (DCF, Multiple Analysis, Debt-Yield, etc.) Translated complex financial models from Portuguese to English and facilitated communications with potential partners/clients in Brazil

Responsible for several hedge funds: real estate, long/short equity, and diversified loans Performed daily administrative tasks, prepared monthly performance estimates, performed month end close procedures, and coordinated delivery of investor statements Prepared comprehensive weekly and monthly performance reports for portfolio managers Presented fund performance analytics to company management on a quarterly basis Managed each stage of the year-end audit with external auditors including the preparation of audit support and financial statements Prepared reporting and monitored compliance for $20M credit facility

Planned and performed IT audit procedures related to compliance with Sarbanes-Oxley. Assessed and tested IT control environments. Assisted audit teams on large public and private clients from multiple industries.

Trained faculty and students to gain proficiency in software applications including Microsoft Office and Adobe CS. Managed IT classroom with up to 40 participants. Completed consulting projects for university faculty.

Evaluated company IT general controls for large public client. Documented internal control procedures related to Sarbanes-Oxley compliance.

Supervised proselyting efforts in large geographical areas including training, developing, and evaluating up to 16 volunteers. Developed weekly and monthly performance goals and prepared reporting of plan to actual results. Planned and executed weekly team training meetings. Demonstrated ability to build relationships of trust with individuals both internally and externally. Achieved fluency, both written and verbal, in the Portuguese language and provided English instruction to Brazilians in both individual and group settings.