Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -
Service oriented Director that demonstrates personal responsibility for delivering high quality products and services while maintaining costs and aggressive growth goals.
SQL, Oracle Retail, Microstrategy, SAP, OLC + (Business Objects), Siebel, COGNOS, Microsoft Office, Margin Minder (Salient), Hyperion Planner (Essbase), Bilingual
01/2006 to 01/2007
Trade Finance Manager Signature Bank White Plains, NY,
  • Developed sales and spending plans by product segment, business unit, and customer.
  • Presented plans, gained agreement, and worked with field to achieve sales and spending targets while maximizing profitability.
  • Provided analytical support for internal budgeting and planning sessions.
  • Produced post event analysis to ensure promotional profitability and lift objectives were achieved and provided recommendations on how to improve future performance.
  • Analyzed monthly sales pricing, trade spending, unsaleables, markdowns and slotting by product group and customer.
  • Identified opportunities to improve profitability through sales process improvements and/or identified cost reductions.
  • Analyzed sales data for assigned accounts and provide data to sales force to support business initiatives and sales plan objectives.
01/2000 to 01/2006
Trade Spend Analyst Idahoan Foods Rupert, ID,
  • Reported and analyzed Trade variance versus budget.
  • Consistently evaluated "new opportunities" against P&L model.
  • Routinely forecasted tradespend at customer and brand level.
  • Built annual sales vs.
  • spend plan model and provided analysis in planning sessions.
  • Advised and managed 20 foodservice broker administrators on tradespend while monitoring promotional profitability and distributor sales accruals.
  • Identified and resolved outstanding deductions and other budgetary issues.
  • Developed policies and procedures for funding and payments to result in improved efficiencies while maintaining $17 million budget.
  • Reconciled monthly projections versus actuals with trade systems.
Revenue Manager , ,
  • Lead development of Commercial Trade Planning Strategy for Mott's products to achieve defined business objectives for direct warehouse customers.
  • Conduct analysis, develop best practices and coordinate with brand marketing on new product introductions.
  • Spearhead bottom up sales planning and performance based, tiered pricing.
  • Optimize customer trade promotional spend analysis by encompassing syndicated data (Nielsen, Retail Link and IRI) to understand market trends, competition, customer strategy and brand strategy.
  • Work with McKinsey & Company to develop a process for optimizing customer investment and promotional activity.
  • Create alignment across Sales and Marketing by communicating and developing retail strategies to include Marketing and Trade Promotion Management.
  • Perform quarterly review with ZVP to evaluate business objectives and ensure the proper management of trade budget as reflected on performance scorecard.
  • Propose and champion enhancements to ensure higher quality data from TPM.
  • Improve operating efficiency by maintaining trade rates and/or proposing trade calendar in addition to ensuring SOX compliance.
Director , ,
  • Drive process efficiency and information accuracy to identify cash flow and revenue leakage.
  • Guide and govern revenue margin and trade spend management.
  • Synchronize intelligence to enhance forecasting, planning, execution and reporting.
  • Apply business processes for pricing optimization and predicative analytics.
  • Develop growth strategies for key Customers and brands across DSD route to market.
  • Ensures effective and efficient customer investment for Southwest Business Unit.
  • Partner with account teams to develop actionable insights from account reviews and post-event analyses to prepare plan of action to capture potential value.
  • Enforces methodologies and standards to provide visibility and comprehensive view to customer performance.
  • Provide reliable and relevant business intelligence while leading the annual pricing process.
Education and Training
Expected in
Texas Women's University - ,
Expected in
HUMAN SCIENCES, Our Lady of the Lake University - ,
accruals, brand strategy, brand marketing, budgeting, budget, business intelligence, Business Objects, business processes, cash flow, COGNOS, Essbase, forecasting, Hyperion, market trends, market, Marketing, Microsoft Office, Microstrategy, optimization, Oracle, policies, pricing, Promotion, quality, reporting, Retail, Sales, sales plan, sales planning, SAP, SOX compliance, Siebel, SQL, Strategy, view
Activities and Honors

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School Attended

  • Texas Women's University
  • HUMAN SCIENCES, Our Lady of the Lake University

Job Titles Held:

  • Trade Finance Manager
  • Trade Spend Analyst
  • Revenue Manager
  • Director


  • MBA
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