Manage Lipton’s end-to-end supply Chain from order to cash for Walmart / Target / Sams Club / Puerto Rico Dist.
Collaborate with Walmart replenishment manager to improve on shelf availability. Recommending forecast improvements to drive optimization through item/store level analysis.
Lead weekly customer meetings with internal cross-functional teams to ensure Walmart / Target / Sams KPI are met, with a focus on always exceeding expectations. OTIF / SQEP / Promotional / Modular execution.
Oversee weekly orders from SAP, combine with NOVA output and summarize details to all levels of our organization, then Interface directly with logistics/planning to ensure orders are shipped on time and in full.
Provide weekly order plan by Item/DC and collaborate with planning and sales to ensure plans are ingesting into planning systems. Manage inputs into sales planning tool and summarize for monthly S&OP.
Resolve all freight claims and disputes within APDP and when applicable, utilizing APIS and NOVA to provide supporting documentation to claims team.
Coop and trade experience with the ability to explain charges and provide documentation through High Radius/ coop app.
Collaborate with Sales and Shopper Marketing to ensure store level strategies in place to support events.
Expert understanding of key apps within retail link; Scantilla report builder, supplier one, OTIF / SQEP, APDP, Aspen, Fixit, high radius, etcetera.
Customer Planning Analyst
Unilever- Wal Mart Sales Office
04.2013 - 07.2021
Maintained business plans over $500M in sales and striving for 80+% accuracy vs a 30-day lock. Working with several internal and customer systems to source data to ensure baselines are aligned throughout the year. This would include Promotional planning, Modular planning, and Feature cannibalization.
Follow the monthly sales planning process that includes aligning baselines, coordinating with colleagues across the business for inputs, and culminating with creating a financial call for the quarter.
Developed best practices with tools to create efficiencies in the planning cycle that enables Sales and Planners to get current information quickly and create stories that are beneficial to Customer and Company. This includes Market conditions, Supply Chain Service rates, POS Trends, and Customer Inventory variances.
Identified Customer inventory strategies including inventory shifts for EOP/ EOQ and modular changes using a tool I developed. This enables the business to dial in the forecast based on customer inventory levels.
Communicated weekly with company demand planners to discuss short term plans and performances to promote flawless execution. We also met monthly with the company demand planners to discuss forecast changes, supply challenges, promotion execution, and future events.
Led machine learning baseline automation process. Worked with MIT data scientists to integrate retail link and internal data to develop a more robust and efficient monthly forecasting process. Output of process segmented skus into low touch, mid touch and high touch reducing forecasting preparation time by 50%.
Modular execution process lead. Launched on average 150 skus adds/deletes /store count changes/pack size transitions every year.
Customer Planning Manager
ConAgra Foods – Wal-Mart Sales Office
08.2011 - 04.2013
Planning responsibility for all brands within frozen and refrigerated categories. Touching over a thousand skus accounting for $1B+ in annual revenue.
Led monthly forecast review process, recommending necessary forecast changes to NAMs. Providing insights on trend changes, known CPFR policies, Walmart strategy changes, promotional inventory imbalances, supply chain constraints, etcetera.
Created monthly forecast accuracy recap, providing root cause analysis on top forecast error.
Met monthly with National Account Managers to review forecast accuracy results and create process improvement plans, striving to maintain 80+% absolute bias and +/- 4% net bias.
Sr. Customer Logistics Analyst
Avery Dennison – Wal-Mart Sales Office
08.1999 - 08.2011
Managed Walmart/Sam's Co-Manage program improved plan bias from 60-90%.
Developed and Led 30/60/90 meeting with Walmart replenishment team to ensure all promotional activity and strategies were visible and executed.
Identified and created policies necessary to drive accurate order plans from Walmart's 52-week POS forecast.
Managed OTIF and compliance program.
Collaborated between Walmart and internal partners to root cause/resolve OTIF / In-stock failures.
Managed semi-annual modular resets.
S scripted supplemental order waves to support Back-to-School program.
Implemented data synchronization process and trained sales on how set-up new items.
Led internal S&OP process to ensure corporate alignment on tactical 4-month financial call and 12-month strategic forecast.
Monthly Forecast accuracy root cause analysis and COE implementation.
<ul>
<li>Facilitated <strong>Agile ceremonies</strong> (Daily Stand-ups, Sprint Planning, Sprint Reviews, Retrospectives) to ensure seamless collaboration, and drive continuous improvement.</li>
<li>Fostered a collaborative and <strong>self-organizing team</strong> environment by facilitating problem-solving and decision-making discussions.</li>
<li>Proactively identified and <strong>resolved impediments</strong> to maintain sprint flow, and <strong>maximize team efficiency</strong>.</li>
<li>Managed <strong>product backlog refinement</strong>, working closely with Product Owners and stakeholders to ensure prioritized and well-defined user stories.</li>
<li>Monitored and reported <strong>Agile metrics</strong> such as velocity, burndown charts, and cycle time to assess team performance and drive process enhancements.</li>
<li>Owned release management, coordinating between developers, testers, and business stakeholders to ensure timely, high-quality deliveries.</li>
<li>Worked closely with cross-functional teams to resolve dependencies and ensure timely releases, resulting in a <strong>50% increase in positive stakeholder feedback, and a 20% reduction in customer complaints.</strong></li>
<li>Mentored beginners on Agile best practices, contributing to a high-performing team culture.</li>
<li>Performed functional, UI, regression, smoke, performance, load, security, compatibility, and usability testing, and <strong>delivered quality software</strong> to customers.</li>
<li>Handled customer-reported issues related to live applications, ensuring prompt resolution, and <strong>minimizing downtime</strong>.</li>
<li>Requirement gathering, documentation, communication, team building, quality control.</li>
</ul> at Mahindra Last Mile Mobility Ltd.<ul>
<li>Facilitated <strong>Agile ceremonies</strong> (Daily Stand-ups, Sprint Planning, Sprint Reviews, Retrospectives) to ensure seamless collaboration, and drive continuous improvement.</li>
<li>Fostered a collaborative and <strong>self-organizing team</strong> environment by facilitating problem-solving and decision-making discussions.</li>
<li>Proactively identified and <strong>resolved impediments</strong> to maintain sprint flow, and <strong>maximize team efficiency</strong>.</li>
<li>Managed <strong>product backlog refinement</strong>, working closely with Product Owners and stakeholders to ensure prioritized and well-defined user stories.</li>
<li>Monitored and reported <strong>Agile metrics</strong> such as velocity, burndown charts, and cycle time to assess team performance and drive process enhancements.</li>
<li>Owned release management, coordinating between developers, testers, and business stakeholders to ensure timely, high-quality deliveries.</li>
<li>Worked closely with cross-functional teams to resolve dependencies and ensure timely releases, resulting in a <strong>50% increase in positive stakeholder feedback, and a 20% reduction in customer complaints.</strong></li>
<li>Mentored beginners on Agile best practices, contributing to a high-performing team culture.</li>
<li>Performed functional, UI, regression, smoke, performance, load, security, compatibility, and usability testing, and <strong>delivered quality software</strong> to customers.</li>
<li>Handled customer-reported issues related to live applications, ensuring prompt resolution, and <strong>minimizing downtime</strong>.</li>
<li>Requirement gathering, documentation, communication, team building, quality control.</li>
</ul> at Mahindra Last Mile Mobility Ltd.