FP&A professional specializing in budgeting, ad hoc project work.  

Joe is a highly-skilled financial professional with deep experience in implementing budgeting and forecasting processes and systems, M&A strategy and integration, and setting up operational KPI’s such as payroll matrices, real estate analysis, logistics analysis and marketing spend evaluation. Experienced in investor relations having worked as a junior stock analyst following retail stocks. Joe’s track record includes comprehensive understanding of the operational aspects of the business and strong partnerships across all disciplines and levels in organizations.


  • 99 Cents Only Stores – VP FP&A
    • Built long term plan model 
    • Established new same store sales by department and margin by product reporting
    • Evaluated store labor spend and implemented new payroll matrices that led to better store productivity
    • Analyzed wholesale business long term strategy
  • Wet Seal – Director of FP&A
    • Evaluated the continuing viability of the Arden B business
    • Revised payroll and bonus program for stores for better productivity and more effective rewards
    • Revised pro-forma ROI analysis for new stores and remodels for cleaner decision-making
    • Set up asset impairment model 
  • Hot Topic  – Director of FP&A
    • Implemented first ever budgeting and budget vs. actual result tracking
    • Modeled new Torrid business ROI and budgets


  • Financial Planning  & Analysis
  • M&A
  • Workforce & Labor planning


  • Business Analysis – Operations, Real Estate
  • Budget system implementation
  • Acquisition analysis and integration
  • Retail Consultant


  • 99 Cents Only stores
  • Wet Seal
  • Hot Topic 
  • Pacific Sunwear 
  • Home base
  • Non-retail (with retail customers):
  • Coolsys
  • Allied Universal 

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