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Todd Reifschneider, Management Consulting Expert in Louisville, KY, United States
Todd Reifschneider

Management Consulting Expert in Louisville, KY, United States

Member since April 1, 2022
Todd is a senior finance, corporate development, and strategy officer recognized for improving profitability through executing detailed strategic plans for organic and inorganic growth with extensive expertise in managing successful mergers and acquisitions. Todd has closed over $6 billion in M&A transactions and led the entire M&A process from deal prospecting, valuation, due diligence, closing, and post-merger integration. He has also served as both controller and CFO of complex organizations.
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Employment

  • Chief Financial Officer

    2022 - 2022
    Western Rivers Boat Management
    • Led the finance, treasury, and accounting functions for a marine transportation, repair, and manufacturing company.
    • Provided strategic thought leadership to the owners on complex business decisions, such as capital structure, tax planning, and areas of focus for future growth.
    • Managed banking relationships for cash management and debt compliance; led the process to raise $90 million in capital to refinance a portion of existing debt and provide additional funding for future growth opportunities.
    • Led the monthly closing process and consolidation of financial statements for nine subsidiaries; produced a monthly financial package for company owners.
    • Handled all WIP cost accounting on vessel repairs and specialized parts manufacturing.
    • Reviewed operational metrics and updated revenue and EBITDA forecasts regularly.
    Focus areas: Accounting, Finance, Financial Planning & Analysis (FP&A), 13-week Cash Flow, Budgeting, Month-end Processes, Monthly Close Process, Corporate Treasury, Treasury, CFO, Supply Chain Optimization, Three-statement Modeling, Board Decks, Board Reporting, Pitch Books, Pitch Decks, Controller, Profitability Analysis, Fundraising, Profitability Optimization, Job Costing, Cost Accounting, Strategy, Business Strategy, Business Models, Microsoft Excel, Microsoft PowerPoint, QuickBooks Online, Sage ERP, Due Diligence, Change Management, Organizational Change Management (OCM), Staffing, Logistics & Supply Chain, Logistics & Warehousing, Transportation & Logistics

  • Senior Director of Corporate Development | Senior Director of Finance and Controller

    2019 - 2022
    Quantix
    • Worked directly with private equity ownership and the executive management to lead the inorganic growth strategy and execute M&A through the entire lifecycle from deal prospecting through post-merger acquisition, closing six middle-market acquisitions.
    • Set initial synergy target forecasts for all deals, then led post-merger integration efforts to exceed the initial synergy targets, ultimately creating additional value for the company.
    • Led corporate FP&A and served as the corporate controller and head of operations for domestic value-added warehousing, import and export operations, and in-plant services, with direct P&L accountability of over $300 million in revenue.
    Focus areas: Mergers & Acquisitions (M&A), Corporate Finance, Customer Analysis, Competitive Strategy, Competitor Analysis & Profiling, Competitive Intelligence, Market Research, Budgeting, Capital Budgeting, P&L Forecasting, Financial Reporting, Forecasting, Cash Flow, 13-week Cash Flow, Free Cash Flow (FCF), M&A (Buy-side), M&A Modeling, M&A (Sell-side), Financial Modeling, Revenue & Expense Projections, CAPEX, Journal Entries, Controller, Accounting, General Ledgers, Supply Chain, Supply Chain Management (SCM), Warehouse Management, Supply Chain Optimization, Operations, Three-statement Modeling, Board Decks, Board Reporting, Pitch Decks, Pitch Books, Profitability Analysis, Profitability Optimization, Fundraising, Valuation Modeling, Business Strategy, Business Models, Startups, Microsoft Excel, Microsoft PowerPoint, Asset-based Lending, Business Analysis, Integration, Great Plains Accounting Software, Valuation, Due Diligence, Hiring, Recruitment, Change Management, Organizational Change Management (OCM), Change of Control, Staffing, Business Operations, Logistics & Warehousing, Logistics & Supply Chain, Transportation & Logistics

  • Senior Director of Corporate Development

    2018 - 2019
    Churchill Downs Incorporated
    • Executed M&A transactions from deal prospecting through post-merger integration on acquiring numerous regional casinos in various jurisdictions totaling $929 million.
    • Ensured profitability and protected shareholder value by thoroughly and accurately conducting all valuation analyses, utilizing a self-created and proprietary valuation model.
    • Advised executive management on the feasibility and economic value of penetrating new domestic and international markets by performing deep-dive analyses.
    Focus areas: Mergers & Acquisitions (M&A), Competitive Strategy, Competition Research, Competitive Intelligence, Competitor Analysis & Profiling, Market Fit, Customer Analysis, Market Research, M&A (Buy-side), M&A (Sell-side), M&A Modeling, M&A Reporting, Financial Modeling, Business Analysis, Revenue & Expense Projections, Three-statement Modeling, Pitch Decks, Pitch Books, Board Decks, Board Reporting, Fundraising, Valuation Modeling, Business Strategy, Business Models, Integration, Microsoft Excel, Microsoft PowerPoint, Valuation, Due Diligence

  • Senior Project Consultant

    2017 - 2018
    RGP
    • Served on the national RGP tactical M&A team comprised of ten subject matter experts from across the US that facilitated the closing of middle-market deals.
    • Led a regulatory compliance team of eight consultants to restate a GPS technology company's financial statements by FASB standard ASC 606.
    • Served as an interim controller for a major gasoline and specialty oil derivative product refiner, managing a team of six. Responsible for the executive team's monthly close, internal reporting, and variance explanations.
    Focus areas: Mergers & Acquisitions (M&A), Corporate Finance, Competitive Intelligence, Market Research, M&A (Buy-side), M&A (Sell-side), M&A Modeling, M&A Reporting, Financial Modeling, Revenue & Expense Projections, Accounting, General Ledgers, Three-statement Modeling, Pitch Books, Pitch Decks, Pitch Deck Consultant, Profitability Analysis, Profitability Optimization, Valuation Modeling, Business Strategy, Business Models, Microsoft Excel, Microsoft PowerPoint, Valuation, Due Diligence, Integration, Change Management, Organizational Change Management (OCM), Change Leadership, Business Operations, Logistics & Warehousing, Logistics & Supply Chain, Transportation & Logistics

  • Director of Strategic Finance

    2015 - 2017
    Herc Rentals
    • Facilitated the closing of Herc's $3.5 billion spin-off from Hertz and Icahn Enterprises. It included the creation of a comprehensive five-year strategic succession planning model.
    • Built and managed the post-spin FP&A function and corporate cost structure, consisting of 16 cost centers and 74 departments. Managed the monthly close and reviewed Hertz transition service agreements, quarterly executive reviews, and annual budgeting.
    • Served as the key player in implementing new standalone Hyperion Oracle, Business Objects, and PeopleSoft systems.
    Focus areas: Mergers & Acquisitions (M&A), Corporate Finance, Financial Planning & Analysis (FP&A), Customer Analysis, RFP Pricing, Competitive Intelligence, Market Research, 13-week Cash Flow, Budgeting, Capital Budgeting, P&L Forecasting, Forecasting, Free Cash Flow (FCF), Financial Modeling, Revenue & Expense Projections, Credit Risk, Accounting, General Ledgers, Supply Chain Optimization, Operations, Three-statement Modeling, Board Decks, Pitch Decks, Pitch Books, Board Reporting, Profitability Analysis, Profitability Optimization, Fundraising, Valuation Modeling, Business Strategy, Business Models, Startups, Hyperion, Oracle, Microsoft Excel, Microsoft PowerPoint, SAP BusinessObjects (BO), Valuation, Integration, Due Diligence, Hiring, Recruitment, Staffing, Change of Control, Change Management, Organizational Change Management (OCM), Change Leadership, Business Operations, Logistics & Warehousing, Logistics & Supply Chain, Transportation & Logistics

  • Senior Manager | Commercial Finance

    2012 - 2015
    CSX
    • Constructed robust financial models to assess new commercial pricing proposals, new service offerings, and network operating changes to expand CSX’s intermodal service model.
    • Managed the P&L for CSX’s fastest-growing line of business with $1.7 billion in total revenue, including variance analysis, forecasting, budgeting, updating the five-year strategic plan, and supporting investor relations with the CCO.
    • Increased profitability significantly and improved the margin by 20 points on a compelling service offering through lane rationalization, improved supplier negotiations, and the prevention of pricing arbitrage by larger customers with existing contracts.
    Focus areas: Commercial Finance, Pricing, Customer Analysis, Competitive Intelligence, Market Research, Financial Modeling, Revenue & Expense Projections, Supply Chain, Operations, Three-statement Modeling, Board Decks, Board Reporting, Profitability Analysis, Profitability Optimization, Business Strategy, Business Models, Mergers & Acquisitions (M&A), Due Diligence, Integration, SAP BusinessObjects (BO), Microsoft Excel, Microsoft PowerPoint, Valuation, Business Operations, Logistics & Warehousing, Logistics & Supply Chain, Transportation & Logistics

  • Manager of Strategic Planning and Analysis

    2008 - 2012
    Chico’s FAS, Inc.
    • Developed the three-year tactical and strategic plans for each brand and major cost center via service level agreements, including proforma financials. Presented these plans to the executive team for the final approval.
    • Created and maintained the corporate long-range planning model and collaborated with brand management to ensure that the assumptions of the strategic planning model were current and consistent with any updated stated goals and objectives.
    • Performed all M&A activities, including deal prospecting, valuation, due diligence, and post-merger integration.
    • Served as the financial project leader to automate the distribution center to accommodate store and eCommerce growth, resulting in $75 million in annual supply chain savings.
    Focus areas: Strategy, Mergers & Acquisitions (M&A), Supply Chain, Long-range Plans, Customer Analysis, Customer Data, Competitive Strategy, Competitive Intelligence, Competition Research, Competitor Analysis & Profiling, Market Research, Financial Modeling, Business Analysis, Change Management, Revenue & Expense Projections, Manufacturing, Supply Chain Optimization, Supply Chain Management (SCM), Three-statement Modeling, Board Decks, Board Reporting, Profitability Analysis, Profitability Optimization, Valuation Modeling, Business Strategy, Business Models, Startups, Integration, Hyperion, SAP BusinessObjects (BO), SAP Business One, Microsoft Excel, Microsoft PowerPoint, RFP, RFQ, Valuation, Due Diligence, Organizational Change Management (OCM), Business Operations, Logistics & Warehousing, Logistics & Supply Chain, Transportation & Logistics

  • Senior Analyst | Corporate Strategy

    2006 - 2008
    American Commercial Lines, LLC
    • Developed and maintained a comprehensive discounted cash flow business valuation model to assist negotiations with publicly-traded and privately-held target companies.
    • Participated in the purchase price negotiations, due diligence, and post-merger integration processes for acquisitions of marine transportation, environmental engineering, shipyards, and naval architecture companies.
    • Assembled and marketed a sell-side pitch book and managed the sell-side due-diligence process for the divestiture of an international division.
    • Conducted ad-hoc financial analyses on shipyard capacity, marginal costs for building ships for the company’s use, and evaluation of new supplier agreements.
    Focus areas: Strategy, M&A (Buy-side), M&A (Sell-side), M&A Modeling, Valuation, Board Decks, Job Costing, Manufacturing, Procurement, Marginal Costing, Supply Chain, Supply Chain Optimization, Operations, Three-statement Modeling, Pitch Books, Pitch Decks, Asset Valuation, Board Reporting, Cost Accounting, Profitability Analysis, Profitability Optimization, Fundraising, Valuation Modeling, Business Strategy, Business Models, Integration, Microsoft Excel, Microsoft PowerPoint, Business Operations, Logistics & Warehousing, Logistics & Supply Chain, Transportation & Logistics

  • Financial Analysis Supervisor

    2002 - 2006
    UPS
    • Conducted DCF analyses and provided recommendations on complex international transportation projects, new product development initiatives, real estate transactions, lease versus buy decisions, new software development, and M&A transactions.
    • Managed the monthly closing process for international and domestic airline P&L statements, consolidating $40 billion in revenue from over 270 countries.
    • Provided other functional areas with financial analysis support on transfer pricing to wholly-owned subsidiaries, new product pricing strategies, and aircraft acquisitions.
    Focus areas: Corporate Finance, Econometrics, Discounted Cash Flow (DCF), Financial Modeling, Financial Consolidation, IT Project Management, Long-range Plans, Marginal Costing, M&A (Buy-side), Due Diligence, Accounting, General Ledgers, Supply Chain, Supply Chain Optimization, Supply Chain Management (SCM), Operations, Three-statement Modeling, Profitability Analysis, Profitability Optimization, Valuation Modeling, Business Strategy, Business Models, Integration, RFP, RFQ, Microsoft Excel, Microsoft PowerPoint, Valuation, Hiring, Recruitment, Business Operations, Logistics & Warehousing, Logistics & Supply Chain, Transportation & Logistics

  • Commercial Credit Analyst

    2000 - 2002
    Republic Bank & Trust
    • Assessed new commercial financing proposals and made proper recommendations to the executive loan board.
    • Analyzed the business and guarantor financial statements, cash flow generation, activity ratios, and profitability margins for bank and regulatory underwriting guidelines.
    • Conducted analysis of financial restructuring and workout transactions for commercial banking clients.
    Focus areas: Financial Modeling, Revenue & Expense Projections, Credit Risk, Credit Policy, Risk Modeling, Commercial Lending, Loans, Business Loans, Asset Valuation, Asset-based Lending, Three-statement Modeling, Microsoft Excel, Microsoft PowerPoint, Credit Analysis

Education

  • Master of Science in Strategic Finance
    2003 - 2005
    Indiana University - Indiana, USA
  • Bachelor's Degree in Business Administration and Finance
    1996 - 2000
    University of Kentucky - Kentucky, USA

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