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Montaser A
@premium_advisor
Strategic Finance Director
United States
English
About me
I bring Fortune 100 and Big Four finance discipline to entrepreneurs, startups, franchise buyers, and business owners. I help clients build executive-grade long-range financial plans, 3-statement forecasts, SBA/investor-ready business plans, Interactive Executive Dashboards, KPI dashboards, cash flow models, funding analysis, and strategic finance recommendations. My background spans Coca-Cola and PwC, with deep expertise in Strategic Finance, FP&A, Revenue Growth Management, Commercial Finance.
I support business strategy and business intelligence alongside RGM and Commercial Finance work
Skills
Montaser A
Offline •
Average response time: 1 hour
See my services
Business Plans for Loan Approval
I will build top quality sba ready financial projections and business plan
Business Plans for Startups
I will build a financial feasibility study for your business idea
Portfolio
Work experience
The Coca-Cola Company
Full-time • 9 yrs 2 mos
Commercial Investments Finance Director - New Revenue Streams
Jan 2024 - Present • 2 yrs 5 mos
Leading the innovation pipeline value chains and financial planning for the U.S. coffee business. Implementing financial solutions that significantly contributed to profitability and growth. Driving financial excellence and growth through strategic insights, accurate forecasts, and reliable reporting. Fostering a culture of collaboration, innovation, and accountability, delivering value to stakeholders while upholding the highest standards of ethics and integrity.
Global Financial Planning & Analysis (FP&A) Senior Manager, The McDonald’s Division (TMD)
Jan 2019 - Nov 2022 • 3 yrs 10 mos
Developed multi-year revenue growth plans for the Foodservice & On-Premise (FSOP) business in North America Operating Unit (NAOU) across all routes to market and across 66 bottlers. Led detailed profit pools analysis and established a multi-year Gross Profit Margin and Volume estimates for all products and channels in the North American region. Developed advanced financial analysis including Rate/Mix, True Rate, and Company vs Bottler margin analysis to support executive decision-making. Supported pricing strategy development and ensured alignment and profitability optimization across customers and channels. Led financial planning, forecasting, and performance analysis supporting Coca-Cola’s largest global customer partnership, ensuring alignment with strategic growth and profitability objectives. Presented Business Plans, Rolling Estimates, and financial performance analysis to Division leadership, influencing strategic and operational decision-making. Developed revenue, volume, and margin forecasts to support long-term planning and regional customer growth strategies. Led variance analysis and financial performance reviews, identifying risks and opportunities and recommending corrective actions to senior leadership. Spearheaded the end-to-end implementation and training of a next-generation budgeting and reporting system, significantly increasing process efficiency across the division. Strengthened financial planning frameworks and reporting accuracy, improving overall transparency and cross-functional data integrity. Partnered with global, regional, and commercial teams to support execution of strategic initiatives and optimize business performance.
Global Budgeting and Planning Manager-Corporate Functions
Jan 2016 - Dec 2018 • 2 yrs 11 mos
Managed the global budgeting and planning process for the Legal Function. Developed and implemented financial plans and forecasts. Provided financial analysis and reporting to senior management. Ensured compliance with financial policies and procedures. Collaborated with cross-functional teams to achieve financial goals.
