Los Angeles Metropolitan Area
Excellent analytical and strong interpersonal leader seeking to leverage both experience and education in a challenging financial lead role. Contributing to an organization as a dynamic, results-driven and detail-oriented individual exemplifying teamwork, leadership and professionalism in a fast paced and evolving business environment. Exceptional analytical and project management qualities promoting excellence in performance. Demonstrated history of successful process improvement and financial analysis in various roles while ensuring effective, compliant, and best practice business decisions. Driven specialist eager for increased responsibility, professional growth, and the opportunity to apply financial management experience in a challenging business environment.
-Lead the Financial Planning and Analysis and Revenue Management deliverables for the CPWS West division and a team of 12 individuals and 5 states (California, Washington, Hawaii, Nebraska, Alaska). -Oversee the analysis of the market and supplier performance to identify and provide strategic direction around opportunities for improved P&L delivery (Rev/GP/GM%), mix (brand/size/discount), effective pricing and promotional activities, and inventory management. -Oversee the development of pricing strategy, delivery of supplier brand strategy, and lead M&E / ROI analytics around pricing investments and lead the negotiation, implementation, and maintenance of all price changes. -Oversee the annual operating planning, and management of fund balances, expense budgets, and compensation. -Provide strategic direction around spends to ensure efficient and effective deployment of all budgets. -Oversee the development of annual supplier budget for internal AOP (Vol/Rev/GP) and supplier planning. -Provide strategic direction around operationalizing budgets and partnering with commercial leadership groups to identify opportunities, mitigate risk, and deliver on fiscal goals and objectives -Strategic partner to sales, trade development, accounting, human resources, and our supplier partners for the region.
-Lead the Financial Planning and Analysis deliverables for the CPWS division - West Region -Provide analysis of pricing and promotional activities to drive effective use of trade spend and impact to internal profitability -Analyze various data sources related to product/supplier financial performance, identify opportunities, and provide recommendations for areas of optimization -Provide decision support to drive achievement of volume growth while protecting value -Participate in the development and adoption of new reporting tools as needed -Lead Commercial Finance training delivery with the team to develop capabilities focused on margin enhancement inclusive of pricing and promotional spend management and effectiveness -Lead the development of the annual sales plan and ongoing forecasts (volume/revenue/gross profit/direct cost) for inclusion in the internal financial plan -Support the consistent implementation of company initiatives; define guidelines/roadmap to drive local understanding and execution against priorities -Ensure accurate and efficient distribution of commercial finance reports and other business intelligence essential to the commercial organization -Recruit, select, orient, and train employees -Coach and counsel employees as applicable; plan and monitor employee goals, and appraise performance
-Manage team of Revenue Management Analysts -Ongoing review and development of price structures -Liaison with Trade Development, Sales and Suppliers -Lead all price structure analytics and support Sr Director during supplier negotiations -Provide ongoing analytics to support newly implemented dNSV model for Diageo -Analyze current deal mix to identify opportunities to positively impact dNSV -Lead Moet Hennessy RPC reconciliation and analysis -Lead profit margin analytics and identify opportunities to enhance margins -Lead pricing related M&E initiatives -Lead monthly Revenue Management meetings with Diageo -Partner with FP&A Manager during development of annual operating plans to ensure impact of price increases and deal mix are captured -Lead NPT for PWS and liaison with corporate on tool enhancements -Develop a pricing reporting framework for PWS
- Function as strategic business advisor to Directors of Sales for South California Region - Engaged in development of annual and quarterly sales plans and key initiatives, identification of local marketplace opportunities and establishing customer growth targets - Provide decision support to Regional Retail Sales teams by collaboration on annual CDA development to ensure TSROI, evaluation of volume / price trades-offs and marketplace strategies, recommend corrective actions, analyze cross-channel implications of customer / package promotions and customer profitability analysis - Perform sensitivity and cost analysis to drive incremental business, analyze key category and competitor data in conjunction with financial trend analysis to influence strategy development and provide post analysis on strategies - Partner with Key Account owners on AOP and QBP development to ensure linkage to National and Regional strategies, provide financial support of business proposals, and ensure financial accuracy in forecast and actuals - Develop financial scenario modeling, provide variance analysis on key metrics and prepare ad-hoc reporting - Ensure accurate accounting through coupon and funding accrual reviews and pricing analysis - Drive organizational financial literacy through training and mentoring
- Engaged in the development of regional pricing architecture - Influenced pricing promotional decisions through customer profitability and cross-channel implication modeling - Monitored pricing trends and identified risk and opportunities by managing against rate, mix and margin targets - Implemented reports analyzing trade spend, return on investments and off-ticket program accuracy - Developed actionable reporting for various customer programs and business performance to accelerate growth of strategic brands, channels and markets - Advanced the ShortPay process resulting in improved results for consecutive Periods since implementation - Supported Quarterly Business Planning (QBP) and Annual Operating Planning (AOP) processes - Served as Financial Analyst Lead supporting the Los Angeles and Inland Empire Markets - Provided Cost, P&L performance and modeling analytics to influence business decisions
- Managed and maintained Integrated Master Schedules (IMS) for Development Programs $5-$35 million - Performed accurate and timely earned value status updates, integration, variance analysis, and reporting - Supported new business capture/proposal activities by developing Integrated Master Plans (IMP), Product Orientated Work Breakdown Structures (WBS), and Basis of Estimates (BOE) for Plan effort - Developed, coordinated, and baselined Integrated Master Schedules for earned value compliant contracts - Aligned scope with forecasted manpower and resources to achieve milestone and delivery dates - Assisted and trained CAMs, IPTLs, and Program Offices on updating / analyzing Program Performance - Performed Schedule Risk Assessments and recommended / implemented risk mitigation in IMS - Resolved Cost / Schedule integration, negative slack, schedule Wellness, and compliance issues - Created / Processed Baseline Change Requests (BCR), developed BCR description template to reduce rework and cycle time of BCR process and improved BCR compliance knowledge across Functions - Supported management in Leadership metric reporting, IMS baseline approval, and new hire process - Trained / mentored other employees on planning processes and tools
- Coordinated executive speakers series, networking events, weekly meetings, volunteer events/drive - Established and measured intern/manager expectations to analyze effective intern experience practices - Acted as an intern peer focal/advisor for leadership development and support of PP&C lean practices - Created proposal of low cost options for 2010 internship program and analysis of projected workforce - Reviewed University Relations (UR) volunteer web-site and developed UR volunteerism training - Coordinated events on Gen Y research for Strategic Workforce Planning (SWP) - Provided input and strategy on college recruiting process and acquisition tactics