A strategic business professional with the unique ability to rapidly plan, effectively communicate, and coordinate necessary resources to execute company goals. An extensive background in revenue management, brand programming with a thirst for industry knowledge and continued learning.
Overview
29
29
years of professional experience
Work History
Commercial Finance Manager
Southern Glazer's Wine & Sprits
Indianapolis, United States
11.2018 - Current
Partnered with General Manager, Commercial Operations, Trade Development, Commercial Sales, and Corporate Office to effectively budget AOP revenue plan.
Devised pricing strategy and review processes to boost long-term business success and increase profit levels. Converted Indiana to revised SGWS Pricing Simplification strategy in 2019 and transitioned market from free good to net pricing in 2020.
Analyzed financial statements against forecasts to prepare high-level variance analysis.
Created and presented quarterly business reviews with Corporate office
Increased revenue by consulting with Commercial Operations, sales, and trade marketing efforts.
Managed a price team of four to analyze, administer, publish and ensure compliance with all company guidelines and laws.
Trade Development Director
Southern Glazer's Wine & Sprits
Indianapolis, United States
07.2016 - 10.2018
Manage team of (8) Portfolio Managers $231MM in total revenue and $46MM in gross profit dollars.
Development of key tools for synergies within the team’s communication, and coordination of such from the trade team to the selling organization in such a way to create synergies between the two divisions.
Maintain individual team member’s accountability to financial levers within their supplier community to achieve the overarching statewide corporate initiatives for the following: Supplier Accounts Receivable (below 1% = best in class), Forecast Accuracy (+0.7% versus goal), and Corporate Initiative Achievements (80%).
Trade Development Manager
Southern Glazer's Wine & Sprits
Indianapolis, United States
09.1996 - 06.2016
Manage all sales, marketing, and profitability aspects of a large portfolio of spirits products by:
Fostering working relationships with eight vendors to develop and implement national and local marketing programs designed to achieve goals.
Develop annual case sales, net sales, and gross profit budgets for each supplier
Review of Monthly Profit and Loss statement.
Strategic local pricing of brands to maximize profitability.
Design local actionable marketing programs utilizing budgets in excess of $300,000 in company and vendor marketing funds.
Deliver vendor annual and strategic depletions goals by coordinating with Area Sales Managers.
Conduct market research to identify market trends and opportunities.
Evaluate and introduce new products to the market.
Sales Analyst
Southern Glazer's Wine & Sprits
Indianapolis, United States
01.1996 - 08.1996
Preparation and presentation of gross profit analysis to senior management.
Performance analysis of key brands.
Administration of sales performance incentive programs.
Securities Specialist
American National Bank
Chicago, IL
06.1993 - 11.1995
Coordinated clearance of securities held by DTC of New York.
Assisted fixed income and equity traders in a detail-oriented, fast-paced environment.
Director of Sales Trade Development MMD California at Southern Glazer's Wine & SpritsDirector of Sales Trade Development MMD California at Southern Glazer's Wine & Sprits