Bevin Franks, MBA

KEY ACHIEVEMENTS: ★ Lead clients to better leverage Workday’s functionality such as custom reports, dashboards, position budgeting, new release functionality, etc. Clients include Financial and Professional Services, Manufacturing and Retail organizations. ★ Led Helios’ successful transition to Workday Payroll and helped clients transition new acquisitions onto Workday Payroll. ★ Creating all Financials-related content for and lead facilitator of Helios’ new Rise Workday Financials Implementation Program. Rise is a paid apprenticeship program designed to equip professionals with the skills needed to excel in the Workday ecosystem. ★ Obtained Workday Record to Report Pro Certification and passed Workday’s Financial Services Practical class. Workday US Payroll Certified.

KEY ACHIEVEMENTS ★ Serve on the Board of Directors for Gator Capital Management’s Caldwell and Orkin–Gator Capital Long/Short Fund (COAGX), in addition to serving as an independent Trustee for the Gator Focus Fund until the closing of the fund. ★ Participate in all Board meetings to evaluate management recommendations and compliance information for both funds, while engaging with C-Level fund, compliance, and legal executives to analyze and vote on management recommendations. ★ Examine funds to be added or excluded from the firm’s portfolio, and recommend the annual renewal or alteration of the funds’ Investment Advisor Agreement, Expense Limitation Agreement, and other service provider fee agreements. ★ Ensure the accuracy of all required SEC and other regulatory filings and disclosures on behalf of the shareholder funds while confirming the appropriate calculation of funds’ underlying securities valuations.

★ Deal lead for integrating all aspects of newly acquired businesses into Aveanna's systems, processes, and best practices.

KEY ACHIEVEMENTS ★ Spearheaded the integration of acquired business’ finance and accounting operations, systems, processes, policies, and procedures. Oversaw the integration of all FINS-related activities, including accounts payable, treasury/banking, payroll, general ledger, tax, financial planning & analysis, Workday Financial Data Model (FDM) setup, internal audit, procurement, and financial reporting. ★ Led and/or collaborated with cross-functional teams across multiple departments of the organization as well as the acquired business, including payroll, people services, finance and accounting, and IT, to ensure successful, on-time integration of new acquisitions. ★ Leveraged expertise in Workday’s FDM, HCM, Payroll, and Inventory modules to support requirements definition, unit/E2E testing, and execution of the acquired company’s payroll, revenue, and general ledger go-lives in Workday. ★ Oversaw the pre-implementation requirements definition, testing, and validation of various aspects of existing Workday functionality and new enhancements to improve monthly close timing, escheatment and garnishment processing, and executive and Covid reporting. ★ Trained and then managed the new Financial Systems Administrator for Workday and Blackline and the Manager of Financial and Accounting Integrations, in addition to managing contractor relationships.

KEY ACHIEVEMENTS ★ Functioned as the contract project manager for major acquisitions by collaborating with operations, quality of earnings, legal due diligence teams, and investment bankers, to fulfill all data requests and ensure timely deal evaluation and completion. ★ Performed fair market valuation analysis for all production plants and other fixed assets while assessing the market value of any production facilities, inspecting deals’ purchase agreements and financing documents to ensure alignment with Watkins’ priorities.

KEY ACHIEVEMENTS ★ Promoted awareness of planned charitable giving and its possibilities via several channels, including presenting information sessions, establishing a legacy society, producing written marketing materials/ donor testimony videos, and web content. ★ Developed and authored new donor communication tools for each endowment to share invested asset performance figures and to analyse how an endowment’s annual distributions impacted lives. ★ Oversaw awarding of Foundation grants to individual church ministry areas and to local, domestic, and international mission partners, while distributing all available funds annually according to donor wishes, Foundation bylaws, and pastoral leadership priorities. ★ Assessed and reported on the Foundation’s financial position and contribution to the church’s ministry and its mission partners to lay, pastoral, and district-level leadership; presented results to the congregation twice/year during services (typical attendance - 1,500).

Directed team of 9 business analysts focused on process improvements who served internal clients in the North American Fountain business, including Coca-Cola’s B2B call center for all service orders and the financial settlement organization.

Designed and tested customizations to proprietary financial software to meet the needs of 5 federal agency clients, in addition to preparing and delivering sales presentations to clients and developing/delivering new hire and end-user training.

Master of Business Administration (MBA) ★ University of North Carolina - Kenan-Flagler Business School ★ Chapel Hill, NC

Bachelor of Arts (BA) in Economics (Magna Cum Laude) | Certificate in Markets and Management | Certificate in the Arts ★ Duke University ★ Durham, NC