Andrew Forbes

Worked with a finance manager to help manage both the states of Florida and Texas' wine portfolio.

Helped with Aged inventory through detailed analysis and correct pricing coordination.

Performed Depletion Allowance Reconciliation every month through invoice analysis to ensure that all DA was correctly billed.

Kept relations with more than 30 different suppliers between two states to help with any immediate needs.

Consistently added pricing to inventory to be able to ensure the sales of product which included freight and dossier analysis.

• Contributed to the growth of over $200 million between both states.
• Provided consistent value by multitasking between both states on a daily basis.

Worked as a financial analyst to help manage a wine profolio consisting of over 13 suppliers' and wine brokers' accounts for the state of Texas which did over %50 million in sales annually.

Used priced auditing to help the protfolio as well as the company to ensure cases of wine were being billed correctly. Helped with creating projects for different implementations for both on and off account premises. Helped with creating projects for different implementations for both on and off account premises through the use of Power BI, Power Query and Excel

• Recouyped over $50,000 in wrongfully billted items
• Added over 8000 deals to Vistaar to help set up the sales of the items.

Worked as a broker to create a financial plan for clients who were interested in purchasing different insurance policies including but not limited to, Whole Life and Term Life/ Planned for client's retirements by exercising built up cash value from Whole Life policies. Created different strategies to help clients meet their retirement goals and expectations.

• Delivered over 70 policies
• Created a book of business with over 40 clients
• Used Salesforce in order to manage the different policies purchased as well as rolling 12 month revenues and help predict P&L forecasts