Wine and spirits professional with extensive leadership experience in distribution and retail support. Achieved revenue growth through strategic budgeting, forecasting, and team development while enhancing operational efficiency. Committed to driving customer-focused results and fostering high-performing teams.
Overview
22
22
years of professional experience
Work History
Commercial Finance Director – The Estates Group/Olympic Business Unit
Republic National Distributing Company (RNDC)
Tustin, USA
01.2022 - 04.2026
Led financial and operational support for a multi-state luxury wine and spirits business unit.
Partnered with executive leadership, sales and operations teams to drive revenue growth and operational performance.
Managed budgeting, forecasting, and pricing strategies to optimize financial performance.
Developed and monitored key performance indicators that informed strategic business decisions.
Identified operational efficiencies and implemented process improvements, enhancing reporting accuracy.
Mentored and developed finance and analytical team members while fostering a collaborative work environment.
Supported inventory planning and distribution operations across multiple markets.
Director of Commercial Finance
Young's Market Company
Tustin, USA
01.2016 - 01.2022
Managed forecasting, business planning, and profitability initiatives for large-scale operations.
Collaborated with senior leadership on strategic planning and operational execution to drive effective decision-making.
Led cross-functional teams to achieve business objectives and streamline operational processes.
Directed finance operations for major supplier portfolios and regional sales divisions to enhance alignment between finance and business goals.
Finance Manager
Young's Market Company
Tustin, USA
01.2011 - 01.2016
Managed monthly financial reporting, budgeting, and variance analysis to ensure accuracy and compliance.
Delivered actionable business insights and recommendations to leadership teams, driving informed decision-making.
Enhanced reporting processes and streamlined workflows, resulting in improved efficiency across finance operations.
Senior Marketing Analyst
Young's Market Company
Tustin, USA
01.2009 - 01.2011
Conducted pricing analysis and forecasting to inform strategic business performance modeling.
Developed executive reports and performance dashboards to enhance visibility of key metrics.
Supported annual planning cycles and managed inventory initiatives to optimize resource allocation.
Marketing Analyst
Young's Market Company
Tustin, USA
01.2007 - 01.2009
Assisted with budgeting, forecasting, and tracking sales performance to enable informed financial planning.
Supported accounting and finance operations by generating reports, performing reconciliations, and conducting business analysis to inform strategic decisions.
Developed foundational knowledge in distribution operations and inventory management to enhance supply chain efficiency.
Purchasing Agent
Young's Market Company
Tustin, USA
01.2005 - 01.2007
Purchased wine and spirits to meet daily sales targets and align with annual operating plan.
Monitored inventory levels and coordinated deliveries to ensure stock availability.
Managed supplier relationships to ensure timely product deliveries.
Negotiated contracts to secure favorable pricing and terms.
Monitored inventory levels to prevent stock shortages and overages.
Chain Sales Rep/Merchandiser
Young's Market Company
Tustin, USA
01.2004 - 01.2005
Developed strong relationships with retail partners, enhancing promotional effectiveness and driving sales growth.
Managed merchandising and inventory levels, optimizing product placement across assigned chain accounts.
Monitored sales trends and stock levels, ensuring optimal distribution and maximizing shelf presence.
Senior Finance Business Partner (Commercial and Op at Bazaar Technologies (Private) LimitedSenior Finance Business Partner (Commercial and Op at Bazaar Technologies (Private) Limited
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.