Strategic and analytical finance professional with 9+ years of success in financial reporting, analysis and project management. Specializing in corporate finance, financial reporting, trend forecasting and managing. Accomplished and results-oriented and consistently meets deadlines and increases company revenue. Highly skilled at increasing productivity through detailed cost analysis. Accurate and detailed Financial Analyst with planning, budgeting and accounting expertise. Analyzes market changes and plans personal investment strategies to maximize customer satisfaction.
Inventory, Volume, Sales analysis
Financial reporting expert
Leadership and development
Strategic and financial planning expert
Proficient in SAP
Strength in financial planning
Led the development of more than 4 new financial reporting methods to measure productivity and efficiency. Created strategies to develop and expand existing customer sales, resulting in a 14% increase in annual sales. Managed a portfolio of 3500 accounts generating $700K in sales.
Sr. Sales Forecast AnalystOct 2016 to Current Broan-NuTone － Hartford, WI
Create annual budgets and main on a monthly and quarterly basis.
Created 4 financial based reporting tools to improve visibility on key economic drivers to help gain market share and improve profitability.
Created data analysis reporting to improve product availability while minimizing forecast error and $500k in cost of inventory within the warehouse.
Play a key role in the SIOP process by providing financial analysis along with weekly and monthly reports on sales, volume and safety stock.
Project Leader of Forecast Process team. Created a more accurate ways to forecast within our organization to maintain a methodical sales forecasting process by applying direct input from sales & marketing.
Catalogue major forecasting variance issues. Improved forecast process from 66% accuracy to 71% in 30 days.
Sr. Business AnalystFeb 2016 to Oct 2016 Spectrum Brands － WI
Managed a $63.1 million dollar sector of Rayovac Industrials business and worked to increase growth by 11% in 2016.
Managed 12 sales associates, conducted quarterly reviews, and monthly 1:1's Implemented company KPI goal's and worked to implement new SIOP Metrix for 2016 with leadership.
Conduct Forecast alignments quarterly to align with corporate initiatives and improved by 8% YOY.
Operated with a 10 person sales team in the US and two in Canada with a combined total of 3500+ accounts to meet KPI initiatives.
Set pricing, review P&L statements to obtain a 20% profit margin.
Maintained strong strategic planning within Finance to meet increasing sales profitability.
Created annual budget, reviewed monthly and quarterly with Executive team.
Conduct monthly reconciliations, audit accruals and close out rebates to maintain 100% accuracy.
Sr. Sales Planning AnalystOct 2011 to Oct 2015 Kimberly-Clark Inc － Neenah, WI
Managed monthly forecasting and trade budgets for Family Care Branding and grew 4.5%+ YOY from 2011-2015.
Actively involved in KPI objectives and company growth opportunities.
Create ad hoc reports to analyze trends and inventory levels, monitor and adjust forecast accordingly, complete data analysis and report findings to the VP of Family Care.
Monitored gap management to hit targets of 95% for key initiatives and objectives by working with other departments to solve challenges.
Project lead for Trade Efficiency pilot in efforts to obtain more Return on Investment for our Trade dollars spent. Increased ROI by 26% more return YOY from 2014-2015.
Trained employees and wrote standard work policies to better educate employees on new processes put in place.
Executive Assistant for General ManagerSep 2009 to Oct 2011 Bergstrom Lexus － Appleton, WI
Assured employees were 100% Lexus certified at all times and were maintaining yearly goals.
Conduct HR duties to include first interviews, new hire onboarding, background checks, processed HR paperwork and provided new hire orientations and training for new employees.
Created Adhoc reporting on sales and inventory information; complete analysis on key business drivers, created monthly financial summaries and yearly budgets to hit 100% of dealership goals.
Managed new and used vehicle inventories, conducted monthly inventory audits to maintain 100% inventory accuracy.
Coordinated all Lexus Events, including new vehicle launch programs, to obtain 100% participation including the creation of sales presentations and statistical data.
Trained employees on all new vehicles and technology, trained all new Executive Assistants on Bergstrom systems, building budgets, principles and standards of the company, along with ways to grow the business and be more efficient in their jobs.
Bachelor of Science, Finance2015University of Phoenix － Phoenix, AZ, USA
Bachelor of Science, Business2013University of Phoenix － Phoenix, AZ, USA
Finance oriented, financial analysis, data analysis, accounting, accruals, branding, budgets, strategic planning, forecasting, HR, inventory levels, project leader, analyzing the market, strong organizational skills, multi-tasker, goal orientated, presenting experience, pricing models, process improvement, profit share and market share, sales forecasting, sales report analysis, supply chain, time management, Business Objects, Microsoft Access, Microsoft Excel, Microsoft Publisher, SharePoint, Oracle SQL, SAP,