
CEO at Abacist Group, providing Corporate Planning & Performance Management Consulting and CFO Services
Dallas/Fort Worth Area

CEO at Abacist Group, providing Corporate Planning & Performance Management Consulting and CFO Services
Dallas/Fort Worth Area
Consultant and Executive with over 14 years of finance and performance management experience. Have worked for Fortune 500 companies, small businesses, and a major consulting firm. Founded Abacist Group in 2007.
Prior to Abacist, Bill served as a Finance Director for PepsiCo/Frito-Lay. PepsiCo in 2007 was ranked #3 for Best Companies for Leaders by Chief Executive magazine -- behind only GE and Proctor and Gamble and was also ranked the #1 best managed Food & Beverage company by Forbes magazine.
Corporate Planning
Corporate Performance Management
Economic & Financial Analysis
Planning, Budgeting & Forecasting Software as a Service Implementation
On-demand Corporate Performance Management Software Implementation
Adaptive Planning Implementation
Strategic Analysis & Planning
Annual Planning & Forecasting
KPI Scorecarding & Reporting
M&A and Divestiture Analysis
Capital Budgeting
Business Transformation Projects
Consumer Packaged Goods
Food and Beverages
Multi-unit Retail
(Management Consulting industry)
May 2007 — Present (2 years 3 months)
Abacist Group provides Corporate Performance Management (CPM) expertise enabling our clients to develop the right processes & tools to execute and monitor their Growth Strategies.
Abacist Group can augment a client’s existing CPM capabilities providing needed capacity; we provide knowledge & experience for clients needing outside help to accelerate their development of CPM acuity.
As part of our Corproate Performance Management Consulting practice, we implement SaaS based CPM solutions like Adaptive Planning. We also have deep experience managing the CPM business process in line roles.
Abacist Group also offers Fractional, Virtual, and Interim Finance services for companies who need flexible expertise to help manage growth.
Our affordable Fractional solutions work well for companies that need expertise periodically, rather than every day. And our Interim solutions work well for companies seeking to remain flexible during uncertain economic times.
(Public Company; 10,001 or more employees; PEP; Consumer Goods industry)
January 2007 — April 2008 (1 year 4 months)
Led performance management process for PepsiCo's largest sales channel, Grocery ($7 Billion at Retail), for Pepsi, Frito-Lay, Gatorade, Quaker, & Tropicana.
Developed business reviews for PepsiCo CEOs & PepsiCo’s President of Sales.
(Public Company; 10,001 or more employees; PEP; Consumer Goods industry)
April 2006 — December 2006 (9 months)
Led team responsible for scoping SAP financials including planning & forecasting, product costing, financial accounting & management accounting (FI/CO, BPS).
(Public Company; 10,001 or more employees; PEP; Consumer Goods industry)
July 2004 — March 2006 (1 year 9 months)
Developed strategies with Cross-Functional team including Sales, Marketing, & Supply Chain to drive 45% of Frito-Lay’s growth.
Managed finance team responsible for planning & forecasting Sales.
(Public Company; 10,001 or more employees; PEP; Consumer Goods industry)
November 2003 — June 2004 (8 months)
Managed & designed trade pricing calendars to optimize Sales, Profit, & Share positions.
Managed Sales Forecasting process including supervision of Financial Analyst.
(Public Company; 10,001 or more employees; PEP; Consumer Goods industry)
November 2002 — October 2003 (1 year)
Provided financial support for $800MM+ pipeline of new products.
Managed team of analysts responsible for new product economics: market sizing & revenue forecasting, pricing strategy, pro forma product P&L's, test market analyses, & cap-ex justification.
(Public Company; 10,001 or more employees; PEP; Consumer Goods industry)
January 2001 — October 2002 (1 year 10 months)
Developed strategies to maximize impact of $70MM Marketing budget.
Developed post analyses to guide future investment in properties such as Star Wars, NFL & Disney.
Provided financial analysis supporting launch of $100MM in Innovation targeting Hispanic consumers.
(Public Company; 10,001 or more employees; PEP; Consumer Goods industry)
May 2000 — January 2001 (9 months)
Helped develop Frito-Lay's $8.8 billion '01 Annual & Strategic Plans.
(Public Company; 10,001 or more employees; PEP; Consumer Goods industry)
June 1998 — April 2000 (1 year 11 months)
Participated on team that led due diligence & valuation efforts for three potential energy bar acquisitions.
For new products, provided economic analyses including: revenue forecasting, pricing strategy, product P&L's, & cap-ex justification.
(Public Company; 10,001 or more employees; NT; Telecommunications industry)
May 1997 — August 1997 (4 months)
Conducted divestiture financial analysis including development of the financial valuation of two lines of business (payphones and terminals) that were sold.
(Privately Held; 51-200 employees; Business Supplies and Equipment industry)
September 1995 — August 1996 (1 year)
(Public Company; 10,001 or more employees; ACN; Information Technology and Services industry)
August 1994 — August 1995 (1 year 1 month)
MBA , Finance , 1996 — 1998
BBA , Economics , 1990 — 1994
1980 — 1990