
Analytical and results-driven professional with expertise in conducting research, performing data analysis, and preparing detailed reports to drive awareness, acquisition, retention, and growth for business-focused products and services. Skilled in leading growth strategies for integrated hardware, software, and services ecosystems, including program coordination, financial modeling, and profitability analyses. Experienced in interpreting and applying applicable laws, codes, and regulations, and utilizing modern office equipment and software to support cross-functional collaboration with Finance, Product, and Engineering teams. Proficient in organizing and prioritizing work assignments, supporting corporate reporting, and developing competitive insights for B2B services. Adept at communicating findings effectively and maintaining confidentiality to inform strategic decision-making.
• Managed customer journey by creating and maintaining wholesale accounts across multiple terminals (PBF, Vernon, Caljet, Phoenix, Stockton, NuStar, and PBF Martinez) to enhance customer experience and service retention.
• Set up new accounts end-to-end, including DTNTabs setup, Kinder Morgan TopHat onboarding, and internal processes, ensuring seamless operations for business customers.
• Collaborated cross-functionally between terminals, marketing, accounting, and customers to resolve invoicing issues, mis-pulls, and discrepancies in BOLs, promoting operational efficiency.
• Facilitated weekend operations by coordinating pipeline forecasts, inventory status, and customer service continuity, addressing loading challenges.
• Partnered with marketing, trading, and scheduling teams on daily reconciliation, ensuring alignment with strategic goals and operational demands.
• Played a critical role in the oil contract renewal process, updating products and locations, and implementing auto-match rules to optimize account management.
• Served as a backup to the marketer on GPO approvals/denials, leveraging insights from marketing and trading forecasts.
• Updated forecasts and terminal reports to ensure inventory levels met customer demand, driving business performance.
• Maintained and uploaded pricing data into RightAngle (SRA) systems, working closely with ETRM to ensure accurate pricing distribution.
• Coordinated with insurance partners to update liability and carrier insurance records in the Torrance terminal management system, ensuring compliance.
• Served as the primary contact for trucking coordination, including biodiesel and transmix product logistics.
• Supported schedulers in tracking Renewable Volume Obligations (RVO) for biodiesel operations at terminals including Kinder Morgan, Chico, Fresno, San Jose, Colton, and Mission Valley.
• Collaborated with Marketing, Trading, Scheduling, and external partners to resolve logistical issues, supporting B2B services delivery for SMB and Enterprise customers.
• Managed customer journey tracking by maintaining product allocation plans aligned with forecasts, contract terms, and market demand, ensuring smooth operations.
• Conducted daily inventory reconciliation across multiple terminals to ensure operational accuracy and maintain service continuity.
• Assisted with month-end financial reporting by analyzing sales and inventory data for discrepancies, improving data quality and reporting precision.
• Partnered with internal and external stakeholders to track product movement and proactively address delivery issues, enhancing customer retention and satisfaction.
• Monitored and ensured pricing accuracy across systems to maintain consistency for customers, enabling competitive insights and timely updates.
• Supported new product launches by aligning forecasts with operational capabilities and inventory levels, driving incremental growth strategies.
• Identified and resolved billing discrepancies with Accounting to ensure accurate invoicing, contributing to profitability analysis and seamless cross-functional collaboration.
• Worked closely with Finance and internal teams to provide data-driven insights, improving forecasting processes and contributing to revenue models and performance analysis.