Lisa Hatley
Pleasant Prairie,WI
Summary
Results-driven Manager known for high productivity and efficient task completion. Specialize in strategic planning, team leadership, and operational improvement. Excel in communication, problem-solving, and adaptability, ensuring seamless project execution and team cohesion.
Overview
19
19
years of professional experience
Work History
Division Finance Manager
Terlato Wines International
04.2021 - Current
- Managed regional budget expenditures and delivered detailed reporting and data analysis.
- Ensured accurate pricing reflects supplier margins and adheres to brand guidelines.
- Collaborated with distributor partners to verify accurate invoicing and reconcile monthly statements.
- Compiled distribution and depletion data for quarterly distributor review meetings.
- Comprehensive budgeting processes aligning financial targets with organizational goals.
- Led compilation, validation, and analysis of data supporting $16 million allowance accrual.
Sales Analyst
Terlato Wines International
01.2010 - 03.2021
- Tracked monthly inventory with distributors to meet depletion goals.
- Compiled pricing data for presentation to nationwide restaurant and retail chains.
- Reconciled distributor statements while providing invoice support.
- Set up new items for each state in compliance with liquor guidelines and deadlines.
- Monitored fiscal budgets and compiled monthly expenditures against depletion targets.
- Facilitated communication between sales and finance teams to enhance process efficiency.
Credit Analyst
Terlato Wines International
01.2007 - 01.2010
- Served as primary contact for 150 distributors to facilitate communication and support.
- Prepared and processed monthly, quarterly, and year-end journal entries for accurate financial reporting.
- Executed month-end close procedures for payroll, 401k, and bonus accruals efficiently.
Education
Bachelor of Arts -
University of Mary Washington
Fredericksburg, VirginiaSkills
- Proficient in Excel, NetSuite, VIP Idig
- Account reconciliation and data analysis
- Communication proficiency
- Solution-oriented problem solving
Timeline
Division Finance Manager
Terlato Wines International
04.2021 - Current
Sales Analyst
Terlato Wines International
01.2010 - 03.2021
Credit Analyst
Terlato Wines International
01.2007 - 01.2010
Bachelor of Arts -
University of Mary Washington