Danielle Grosse
Springfield,USA
Summary
Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations.
Overview
10
10
years of professional experience
Work History
Supply Chain & Trade Relations Analyst
C&S Wholesale Grocers, Inc.
Windsor Locks, CT
01.2022 - Current
- Handles several vendors as their contact
- Reduces inbound freight time on dock and cost by matching vendor TI/HI
- Monitors and provide continued weather updates with on time, late or delayed trucks due to weather to vendors by their regions
- Assess a company’s processes and inventory, then use that data to improve efficiency and reduce costs
- Gather data on each step within the supply chain, using it to recommend changes to reduce costs
- Communicate with buyers within the organization to identify efficiency issues, develop solutions, and implement changes
- Maintain a friendly and professional relationship with vendors while promoting company initiatives and values
- Collecting and analyzing data to reduce costs and increase efficiency
- Use graphs and other methods to visualize data
- Maintaining professional relationships with vendors, acting as representatives of the company or organization to promote a positive image
- Assist in coordinating the flow of materials according to the vendor requirements
- Provide support for inventory reductions, supplier schedule and shipping issues
- Expedite transactions, as needed
- Communicate with vendors and attend web meetings as required
- Assists with identifying Best in Class process for analysis
- Create and refine KPIs to measure business process effectiveness
Sales Trade Spend Coordinator
Dairy Farmers of America (DFA) AKA Friendly’s Ice Cream Manufacturing
Wilbraham, MA
03.2021 - 09.2021
- Sets up and reconciles all trade spending including customer’s monthly spins, all sales rebates, off Invoices allowances, annuitized slotting fees, and advertising fees
- Accountable for all trade spending reconciliation on the Friendly's Ice Cream business
- Reconcile customer deductions and check requests against promotional plans
- (TPM – Trade Promotion Management)
- Assists in preparation of sales forecasts and collects and analyzes data to evaluate current sales and trade spending goals
- Recommend changes to currents sales techniques, procedures or promotional efforts based on market research and trends
- Work with the sales team and the retail brokers to ensure deductions are being cleared timely and accurately, and invalid deductions are promptly identified and corrected
- Run sales reports from DMS / SDW to populate daily sales reporting for actual and forecast shipments of product
- Work with the sales team to ensure accuracy of reporting and respond to management inquiries
- With the month end close works closely with finance manager by running reports, performing analyses, and providing timely information during closing process
- Found several hundred thousand dollars of deductions taken by customers that were not valid
- Prepares daily, weekly, monthly, and ad hoc reporting as required
- Analyze payments made to and deductions taken by retail customers
Collections Specialist
The Blake Group
East Windsor, CT
08.2019 - 03.2020
- Make collection calls/emails on past due accounts
- Negotiates payment arrangements or sets up payment plans with customers to bring their accounts current
- Take credit card information over the phone for payments
- Advises customers of necessary actions and strategies for debt repayment
- Send out monthly and semi-monthly reports to divisions by terms type of past due accounts
- Creates and updates Excel reports for Senior Staff and DMs on multiple topics
- Monitors and maintains all accounts at Corporate Level
- Emails Divisions any recommendations
- Set credit limits on Credit Applications based on trade references and credit score
- Provide professional customer service, research, analysis and any other needs that are required by the customer
Planner’s Assistant
Lincoln Financial Group
Windsor, CT
02.2018 - 08.2019
- Manage the implementation of financial plans including insurance and investment products’ paperwork processing, following up on processing with the insurance and investment companies for new business to ensure business is implemented on a timely basis
- The ability to initiate, track and follow up with investments, insurance companies and clients on servicing of existing plans as servicing a financial plan is a fluid and ongoing task
- Building and maintaining relationships with clients and prospects by staying in contact with clients via phone calls, in-person meetings and email
- Ensures all correct forms are in order and submits package for underwriting using Redtail (CRM) and LaserApp
- Works directly with all clients on service questions and changes, handling complex issues and problems with little or no Financial Planner involvement
- Maintains integrity of client asset record system and vendor lists
- Interfaces with broker/dealer, brokerage, fund companies, custodians and insurance companies daily to complete any number of tasks
- Completes financial planning input independently and creates complete programs
- Tracks fees paid, and the contracts signed
- Follows up with clients on outstanding payments
- Assists the Financial Planner in maintaining compliant practice
- Understands and adheres to policies regarding support from wholesalers, compliance approval for documents, proper use of stationery/business cards, and other required procedures
Banking and Revenue Controls – Group Insurance (Contract position)
The Hartford
Windsor, CT
09.2017 - 01.2018
- Send letters/emails to customers for payments going to wrong lock box
- Research exceptions after Analyst first pass to verify payments
- If payments posted to the wrong location, handles financial transfers to the correct department or facility
- Post payment when the customer number is in Group Insurance
- Refund payment if no policy number or customer name is located
- Contact banks or customers as needed to get payment information from checks, ACH, EFT and/or Wire payments
- Set up customers, as needed to help other departments
- Special projects as requested
Credit Analyst
H.P. Hood, LLC
Suffield, CT
04.2015 - 07.2016
- Worked with the credit bill back team on invalid deductions
- Maximize the Company’s cash flow through timely collections
- Communicated regularly with customers through the most efficient means available
- Resolved customer’s disputes and enforced company policies
- Handled a high volume of accounts in various exposure ranges as assigned
- Reviewed credit applications, personal guarantees, sent out for credit references, analyzed data, and made recommendations on credit terms
- Handled all export documents for dairy products to China via Ocean transport
- Reviewed and complied with all Letters of Credit for all overseas shipments
- Other duties as assigned daily
- Handled all preparation for their first Escheat audit
Education
High School Diploma -
Easthampton High School
Easthampton, MA05-1992
Skills
- Microsoft Office 365
- Lawson
- SDS/IRM
- Gmail
- Google Docs
- AS400 / ERP
- DMS
- SAP
- QuickBooks
- Kronos
- Redtail
- LaserApp
- Oracle
- General Ledger
- Analysis
- SOX Compliant
- Cost Accounting
- GAAP
- SaaS
- Commissioned Sales
- Customer Service
- Trade Promotions
- Sales Spins
Timeline
Supply Chain & Trade Relations Analyst
C&S Wholesale Grocers, Inc.
01.2022 - Current
Sales Trade Spend Coordinator
Dairy Farmers of America (DFA) AKA Friendly’s Ice Cream Manufacturing
03.2021 - 09.2021
Collections Specialist
The Blake Group
08.2019 - 03.2020
Planner’s Assistant
Lincoln Financial Group
02.2018 - 08.2019
Banking and Revenue Controls – Group Insurance (Contract position)
The Hartford
09.2017 - 01.2018
Credit Analyst
H.P. Hood, LLC
04.2015 - 07.2016
High School Diploma -
Easthampton High School