McKinney, Texas, United States
Respected Finance Manager with a track record of identifying opportunities to increase revenues, grow market share and maximize operating income. Analytical and charismatic leader with the reputation for delivering on-time, quality results. Effective communicator, skilled in cross-functional collaboration. Experienced manager with a history of developing talent and fostering a positive team environment. Specialties: Planning & Forecasting - Price Strategy - Trade Promotion Analysis - Project Management - Report Creation & Interpretation
Provided analytical support for the VP of Retail Sales and his 8 National Account Directors. Trained and supported 14 markets along with the National Account sales team on the Monthly Review Advisor (MRA) pricing tool. • Prepared P&L/Bid reports to support new business negotiations with Target, Walgreens and Supervalu • Leveraged IRI and internal sales data to identify margin and retail gaps between brand and private label business • Created monthly dashboard reports to facilitate performance discussions • Traveled to various markets, coaching teams on a new standardized process and tool (MRA) that facilitated monthly pricing decisions and illustrated the resulting impact on margins.
Facilitated the revenue planning process for the South BU which delivered over 290 million cases per year and $2.0 billion in gross revenue. Led three specialists (indirect), providing analytics for the Price Strategy, Product Commercialization, Finance and Sales teams. • Generated executive leadership team presentations, identifying risks/opportunities to plan by creating/utilizing various reporting tools and systems • Performed profitability analysis on potential channel/customer/package opportunities such as Buy/Get offers and the 14/16 oz. PET launch. • Partnered with Sprite and Fanta brand teams to develop, evaluate and track potential funding opportunities to generate volume and grow market share
Developed and implemented annual price package plan for the BU. Managed two analysts (direct), providing sales analysis for the Planning & Forecasting, Finance and Sales teams. • Engaged executive leadership team to gain consensus on annual/trimester price package plan • Evaluated price exceptions to ensure compliance with Robinson-Patman as well as BU strategy • Consolidated 43 sparkling trade letters into 22 which resulted in fewer, more relevant pricing zones while also improving efficiencies throughout the entire pricing process, from development to execution • Achieved challenging T3 ’08 price target, needing to offset a significant increase in cost of goods, 1 of 2 BUs (out of 6) to accomplish
Performed analysis on various chain promotions, identifying volume and gross profit implications. Supported the annual price package planning process by providing analysis for trade letter creation and consolidation. • Managed the sample invoice report creation, distribution and verification process which enabled the Sales team to catch pricing errors before the product delivery date • Provided analysis to support local Convenience and Wholesale Customer Marketing Agreements, illustrated performance levels and determined rebate payout amounts • Analyzed historical results during 20oz package promotions and identified the accounts where the price discount did not deliver volume and/or gross profit gains, enabling the BU to better utilize their limited trade spend dollars