Dedicated Marketing professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
35
35
years of professional experience
Work History
Director of Forecasting, Analysis & Inventory Plan
Publishers Clearing House
Jericho, NY
01.2002 - 10.2024
Managed team of professionals providing them with long term strategic goals and guided them in improving planning/forecasting process for forecast accuracy, higher fill rates and maximize product margin.
Oversee completion of sku level product forecasts for all mailing campaigns. Maintain, modify, and improve Excel and Access-based forecasting templates and processes to adapt to ever changing market conditions.
Review forecast accuracy with managers and provide feedback and direction. Develop reports to monitor, report and improve forecast process and accuracy.
Manage and update multiple Access databases. Issue weekly KPI stats. Instrumental in improving forecast accuracy by over 40% through innovative methods in conjunction with industry standard tools.
Oversee and review all company product campaigns towards meeting company cost and margin goals. Developed process and tools needed to evaluate product costs to margin optimized campaign line ups. Instrumental in development and implementation of Cost per Square Inch and ROP metrics for measuring product success.
Create ad hoc analysis on product categories, placement, pricing, and promotional strategies for margin optimization. Develop and distribute yearly plans incorporating factors that impact costs for coming year including business, political and environmental.
Manage procedures for inventory management teams overseeing $50MM in cost of goods to maximize margin while minimizing overstocks and backorders.
Created inventory Open to Buy model based on historical trends to achieve strategic promotional objectives and to minimize inventory risk from overstocks and back orders.
Senior Manager, Credit & Collections
Publishers Clearing House
Jericho, NY
01.1995 - 01.2002
Provided strong leadership to enhance team productivity and morale.
Planned, reviewed, and reported on all direct mail campaign pay; managed Access pay database. Troubleshooted and investigated issues relating to data integrity of pay and test statistics.
Oversaw reporting and analysis of invoice and bill tests; Introduced new invoice and bill efforts which increased company profitability; Managed invoice extension program growing profit from $4MM to $10MM annually.
Planned, scheduled, and monitored day to day operational issues regarding invoices and billing; Day-to-day coordination of over 1 MM invoices and bills per week consisting of 12 basic packages; Reviewed and approved all invoice and bill copy and promotions.
Direct Marketing Senior Analyst
Publishers Clearing House
Jericho, NY
11.1990 - 01.1995
Led cross-functional teams to execute successful multi-channel marketing initiatives.
Enhanced campaign performance with thorough data analysis and insights implementation.
Monitored and reported on all aspects of promotional package testing including creation of seasonal testing review and presentation to senior management.
Assisted in supervision of contest qualification.
Marketing Assistant
Empire Blue Cross Blue Shield
Bohemia, NY
01.1990 - 11.1990
Assisted Marketing Representative in all aspects of client services.
Handled client inquiries over phone and in person.
Education
BBA - Marketing
Dowling College
Oakdale, NY
Skills
Advanced Excel, Access and Power Point
Cognos, Tableau
Strategic Planning
Data Analysis
Cost Benefit Analysis
Demand Planning
Budgeting
Verbal and written communication
Timeline
Director of Forecasting, Analysis & Inventory Plan
<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.