Ben Engelman
Senior Financial Analyst @ Primrose Schools
About
Driven, action-oriented, and forward-thinking individual passionate about leveraging technology to drive innovation and create positive change. With experience in Strategic Planning, Financial Analysis, and Continuous Operational Improvement, I thrive in dynamic environments where collaboration and creativity are valued. Throughout my career, I have been dedicated to creating streamlined operations through technology implementation, striving to reduce process pain points and drive efficiency. Whether it's developing innovative solutions, leading cross-functional teams, or fostering strong client relationships, I thrive on challenges that require creative problem-solving and strategic thinking. I am always seeking opportunities to collaborate with like-minded professionals and contribute to projects that make a difference. Let's connect and explore how we can work together to achieve our mutual objectives!
United States
Atlanta Metropolitan Area
Venture Capital & Private Equity
Real Estate, Negotiation, Financial Modeling, Planning Budgeting & Forecasting, Investment Strategies, Capital Budgeting, Return on Investment, Private Equity, Venture Capital, Angel Investing, Mergers & Acquisitions (M&A), Process Design, Product Innovation, Agile Methodologies, CPG Industry, Product Management, P&L Management, Finance, Business Analytics, Budgeting
Experience

Senior Financial Analyst
Atlanta Metropolitan Area
• Structuring and modeling acquisition and new school development deals, delivering a 20% ROIC to franchise owners • Leading budgeting process, ensuring alignment with strategic targets to achieving 10%+ annual EBITDA growth • Conducting feasibility studies on investments for school facilities and service offerings, achieving an IRR exceeding 35% • Analyzing school enrollment and financials, implementing cost-efficiency strategics to drive margin growth

Investor
Houston, Texas, United States
Built out state of the art Yoga and Barre Studio in an underserved market with strong product market fit and high willingness to pay Acquired Kids Martial Arts Program Created monthly class membership, fitness, weigh loss and nutrition offerings Operating athletic retail apparel sales to address customer needs

Co-Founder and CFO
Bliss
-Preparing financial models and business plans to guide business decisions, secure funding and form strategic partnerships. -Developing company strategy around premium experiences and CPG -Conducting pricing and market analysis for product preferences, consumer segmentation, and competitive positioning -Preparing weekly, monthly and annual sales plans and performance reports to lead team toward fulfilling financial goals -Establishing E-Commerce and Retail Account sales channels -Structuring and negotiating deals with production and distribution partners -Establishing team standard operating procedures

Senior Analyst, Global Brands and Product Development
Atlanta, Georgia, United States
• Planning and prioritizing a $32B private brands portfolio to fuel market disruption, incremental margin, and topline sales • Overseeing cost justification analysis and facilitating cost change allocations to reduce costs from suppliers • Process mapping to lead team through progression of end-to-end project milestone to achieve 30% faster speed to market • Standardized quality assurance decision making process to increase the cost recoup rate and improve issue resolution speed • Created a sample management system to improve order placement, processing, and fulfillment speed to a 5-day timeline • Integrating supply chain flow paths to reduce parcel touchpoints, optimize end to end cost and increase distribution capacity

Project Planning Analyst, Strategic Store Investments
Atlanta, Georgia, United States
• Restructured a $10M+ inventory management process, decreasing project timelines by 25% and fixture costs by 30% • Facilitated project stakeholder meetings to review transit status, reducing lead times and shortship disruptions by 50% • Forecasted fixture demand for 5000+ ELT driven full store reflows, localization resets and in-store maintenance projects • Directed the COVID-19 response strategy, prioritizing upholding store operations, safety, and adapting to societal changes

Business Strategy Manager, Founding Member
South ATL Rentals
Greater Atlanta Area
• Onboarding clients into fleet management program, an expansion from operating company owned assets • Creating business plans, financial models, and forecasts, to drive geographic expansion to Orlando FL and yield a 30% ROI • Developed fleet management business plan to build expand revenue streams, reduce idle time and improve profitability • Expanded business through M&A decision analytics of strategic multi-city expansion and vehicle acquisition procedures • Integrated CRMs and Project Management software to improve operating processes, automate systems and team efficiency • Managed 8-member team to maintain vehicle fleet, reducing idle time by 25% and expanding operational capabilities • Implemented a contactless customer experience to create customer value and increase asset utilization by 20%

Insights Analyst
Atlanta, Georgia, United States
• Researched and tracked industry trends to draw highlight opportunities in current and future state business landscapes • Strategized to identify innovative and customer segment that created value for our corporate partners • Sourced and tracked startups within the funds strategic theme and evaluated the fit each one had with the portfolio goals, specializing in climate tech, sustainable materials, last mile delivery, autonomous vehicles, and supply chain technology

Operations/ Product Manager
Greater Atlanta Area
• Optimized warehouse layout, shipment operations and logistics to increase productivity by 20% • Managed and developed team on business processes, distribution, purchase order fulfillment, and procurement • Coordinated textile development and innovation to bring efficiencies to customers and create solutions to fit their needs

Merchandising Analyst Intern
Atlanta, Georgia, United States
• Led cross-functional workstreams to provide insights and status updates for $5 billion off-shelf and events operation • Analyzed 4 years of financial data to recommend future strategies, evaluate past performance and drive an ROI on space • Oversaw development of software tools to support cross-functional decisions and improve the product selection process, resulting an additional $150 million in sales and a 50% reduction in evaluation time
Ben Engelman's Contact Information
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