
Kirk Youngberg
Accountant

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About me
Hands On Finance Professional - Process Management - Relationship Management
Education

Coe College
1979 - 1983Bachelor’s Degree Economics, Accounting, Business Administration 3.78 summa cum laudeActivities and Societies: The Honor Society of Phi Kappa Phi Omicron Delta Epsilon, the International Honor Society in Economics Rockwell Collins Scholar Richter Scholar Outstanding Accounting Student

University of Denver - Daniels College of Business
1987 - 1992Master of Business Administration (M.B.A.) Business 3.75
Experience

Apache Hose & Belting Company
Sept 1983 - Jul 1985Accountant
FedEx
Jan 1989 - Sept 1996Region Finance Manager
Jan 1992 - Sept 1996Sr. Financial Operations Analyst
Jan 1989 - Dec 1991

HP
Oct 1996 - Mar 2000Finance Manager
May 1999 - Mar 2000Lead Financial Analyst
Dec 1997 - May 1999Member of Finance Staff
Oct 1996 - Dec 1997

Agilent Technologies
Mar 2000 - Mar 2006Lead Roseville, CA-based materials planning team for Agilent's Support Materials Organization. Reporting to WW Planning Manager in Boeblingen, Germany.Successfully lead team through the separation from Hewlett-Packard systems, including the implementation of Oracle ERP (11i). Developed databases and processes outside Oracle and leveraging Oracle data, to provide reporting and implement planning algorithms for support parts. Reduced inventory while increasing service levels. Managed relationships with factories, primarily in Rohnert Park, CA and Penang, Malaysia which resulted in adjusting order quantities to better fit with production schedules and reduce the frequency of demand placed on factories. Implemented low cost stocking model to purchase key low cost items in bulk, thereby reducing order frequency and costs while ensuring on hand quantities. Managed obsolete inventory, resulting in disposal of inventory at the appropriate time, generating tax savings and reducing storage costs.Implemented more data-driven planning algorithms which resulted in reduced inventory and higher service levels.ManagementSystems implementationChange ManagementPlanning algorithmsData analysis and database design Show less
Materials Planning Manager
May 2001 - Mar 2006Finance Manager
Mar 2000 - May 2001

Walmart
Mar 2006 - Nov 2015Lead the development of store level financial plans for Walmart's fleet of 4,500+ stores. Ensured alignment with strategic objectives and functions across the organization (Human Resources, Real Estate, Merchandising, Logistics, etc.).Managed the IT infrastructure to support planning workflow. Lead improvements to Essbase and Excel-based models in order to optimize accuracy and stability of the various work streams. Developed dashboards and data visualization tools in Tableau in order to communicate plans and audit plan assumptions and vet store-level outputs.Coordinated efforts across functions: e.g.aligning store-specific plans with Real Estate division; margin plans with Merchandising Finance; and wage plans with Human Resources. Ensured functional inputs were properly implemented in store financial plans.Coordinated and consolidated executive review materials for the purpose of communicating major plan assumptions and the impacts to the various geographies and store formats.Implemented accounting changes in forward-looking financial plans and coordinated the re-statement of history in order to provide apples-to-apples reviews of financial plans. Accounting changes included various revenue, margin and SG&A policy changes.Cross-Functional LeadershipStrategic PlanningProject ManagementCross-Functional AlignmentData Management and Analytics Show less Partner of Region Vice President for newly created California stores region. Develop from the ground up processes to support the ongoing improvement of store operations in the state (store conditions, customer service, sales, profitability). Provided training to operations leadership for finance acumen. Participated in strategic planning workshops with all US stores regions and provided by Duke University professors.Implemented improved planning algorithms to reduce planning cycle time and improve accuracy while also reducing maintenance.Relationships developmentStrategic planningProcess redesignData analytics Show less
Sr. Finance Director FP&A
Mar 2012 - Nov 2015Sr. Finance Director
Feb 2010 - Mar 2012Finance Director
Mar 2006 - Jan 2010

Columbus Consulting International
Oct 2016 - Mar 2020Enterprise Performance Management ConsultantPartnering with Columbus Consulting to develop an EPM practice leveraging world class retail expertise across physical and digital business models with my multi-industry Finance, Systems and Operations experience. Providing solutions to customer problems and increasing efficiency and effectiveness of Finance functions.

GLG
Jul 2017 - nowCouncil MemberGLG is the world’s largest membership network for one-on-one professional learning, serving users at more than 1,400 client companies in 40 countries. These clients include Fortune 500 companies in nearly every sector and the leading professional services firms and financial institutions.As a Council Member, I provide point-solution consulting to clients on an on-demand basis.

The Select Group
Mar 2020 - Sept 2020Finance Specialist
Apple
Sept 2020 - nowFinanceAs part of Apple's Real Estate & Development Finance team, manage processes, forecasts, reporting and ad hoc analysis for both Apple Retail Stores and Corporate office locations worldwide. Partnering with related Finance teams as well as regional Global Business Solutions organizations to ensure compliance with GAAP as well as Apple's Accounting & Finance Policies.Primary areas of responsibility include OpEx (Depreciation and other lines) and the SAP Fixed Assets sub ledger.Some of the tools utilized include SAP, Workday Adaptive Planning, Filemaker, Tableau, Essbase as well as Microsoft Excel and Apple Keynote. Show less
Licenses & Certifications

Anaplan - Introduction to Model Building
AnaplanSept 2017
Anaplan - Intermediate Model Building
AnaplanSept 2017
Volunteer Experience
Volunteer
Issued by Special Olympics Northern California & Nevada
Associated with Kirk Youngberg
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