Results-driven Commerical Finance Manager experienced in financial statement review, retailer program analysis, FP&A, and pricing. Well-versed in producing reports, evaluating opportunities and handling month end closings. Meticulous, conscientious and methodical in approach.
Overview
12
12
years of professional experience
Work History
Commercial Finance Manager - Chains Division
Pernod Ricard USA
12.2021 - Current
Manage, report, and drive Total National Chain & Military P&L accounting for ~750M of total PRUSA NNS.
Collaborate and support with Chains leads on program analysis and execution. Familiarity with all individual markets across the country.
Partner with individual Commercial Finance Managers and Commercial Ops to achieve profitability and attain value targets as well as accuracy of Forecast and Budget
Monitor and execute adjustments in National Chain Budget forecasts related to Net Sales, Depletions, and shipments, multiple aspects of FP&A.
Facilitate execution of pricing actions from HQ level down into individual markets and large Chains
Lead contact for Chains leadership on Pricing, Program Analysis, Military, and P&L reporting and accuracy.
Improved financial performance by developing and implementing strategic commercial finance plans.
Streamlined financial processes for better efficiency and accuracy in reporting.
Supplier Bus. Dev. Manager / State Sales Finance
Republic National Distributing Company
01.2016 - 12.2021
Primary responsibility for portfolio performance and margin growth and pricing integrity.
Create user tools and trackers that provide actionable commentary and data to Senior Leadership.
Excellent partner with Suppliers on topics such as pricing / profit, AR issues, and sales programming
Responsible for analyzing and implementing all pricing within portfolio.
Managed data analytics and supported the RNDC Walmart National Account team
Collaborated with Chain Buyers to develop pricing plans, programming, and assortments.
Increased team productivity by implementing streamlined processes and effective communication strategies.
Achieved departmental goals by developing and executing strategic plans and performance metrics.
Manager, Data Management
Stream Energy
07.2013 - 04.2016
Managed all Customer Invoicing data flows for ~1 Million accounts
Led a team of 6 analysts through coaching, training, and developing
Responsible for data quality and process improvements across the entire firm
Developed and executed data quality processes for increased efficiency and effectiveness
Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows to meet any daily demand
Served as the primary contact across the organization in terms of data quality, gaps and opportunities.
Product Manager
Ambit Energy LLC
01.2012 - 06.2013
Initiated, built, and developed new product offers from inception to production
Created and set requirements for improvement initiatives including, but not limited to, financial planning, sales forecasts, and UAT
Coordinated efforts with outside vendors to conceptualize and implement solutions for customer experience and acquisition
Conceptualized and deployed enhanced product features and optimized implementation for use in marketing strategies.
Education
Bachelor of Science - Business Management
Abilene Christian University
Abilene, TX
Certification WSET Level II
Wine / Spirits Education Trust
Skills
P&L Tracking
Fiscal Reporting
MicroStrategy Data Warehouse
Compass
Deal Structuring / Pricing Management
Oracle JD Edwards EnterpriseOne
Exceedra A&P
Microsoft Excel w/ Power Query
Data and Reporting Analytics
Oracle Fusion Applications
Microsoft SharePoint
Excel Power Query
Microsoft Power BI
Vistaar PRM / PSM Pricing Software
Oracle Essbase Data Cubes
Walmart Inc VMI Portal Management
Timeline
Commercial Finance Manager - Chains Division
Pernod Ricard USA
12.2021 - Current
Supplier Bus. Dev. Manager / State Sales Finance
Republic National Distributing Company
01.2016 - 12.2021
Manager, Data Management
Stream Energy
07.2013 - 04.2016
Product Manager
Ambit Energy LLC
01.2012 - 06.2013
Bachelor of Science - Business Management
Abilene Christian University
Certification WSET Level II
Wine / Spirits Education Trust
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