Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Shatara Smith

Crandall

Summary

Finance professional 7+ years of experience specializing in financial analysis and modeling. Led revenue reporting initiatives that created a unified data source for enhanced decision-making. Enhanced financial oversight and accuracy by optimizing trade spend processes and implementing comprehensive performance reporting.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Sales Finance Manager

Cacique Foods
Irving
11.2025 - Current
  • Led revenue reporting project for CFO, establishing a single source of truth for informed decision-making.
  • Streamlined financial processes for trade spend deductions, ensuring adherence to internal controls and improving accuracy.
  • Maintained customer P&Ls and channel-level financial models, supporting comprehensive reporting and strategic insights.
  • Produced monthly sales performance reports highlighting significant variances and trends.
  • Collaborated with sales and accounting teams to ensure accurate tracking of promotional expenditures, enhancing financial oversight.

Senior Financial Analyst, Commercial Finance

Constellation Brands
Dallas
08.2024 - 11.2025
  • Developed and maintained financial models for accurate revenue and expense forecasting.
  • Provided financial insights and recommendations to senior management, enhancing decision-making.
  • Collaborated with cross-functional teams to analyze financial performance, uncovering actionable improvement opportunities.
  • Assisted in preparing annual budgets and quarterly forecasts, aligning financial plans with business goals.
  • Conducted in-depth financial analysis, enabling informed strategic decision-making.

Senior Product Analyst, Revenue Growth Management

Constellation Brands
Dallas
07.2023 - 08.2024
  • Guided the development of 3-Tier Profit Pool & Price Trees, enhancing strategic planning initiatives.
  • Prioritized post-merger enhancements, enabling new configurations that improved operational efficiency.
  • Facilitated data delivery for analytics platforms, enhancing visibility for informed decision-making.
  • Provided visibility to depletion actuals at the deal level, enhancing transparency across teams.
  • Delivered remaining Vistaar releases on schedule, supporting optimal business performance.

Financial Analyst, Sales Finance

Constellation Brands
Dallas
09.2021 - 07.2023
  • Compiled and presented monthly financial results decks, highlighting key insights that informed stakeholder decision-making.
  • Conducted variance analysis versus plan, prior year, and forecast for all Business Unit P&L metrics.
  • Evaluated ROI for price promotions and conducted compliance checks with Net PTR report to ensure strategic compliance.
  • Assisted in developing Annual Business Plan focusing on volume, pricing, and promotions to align with business objectives.
  • Supported financial close processes for fiscal year and monthly/quarterly reporting periods.

Staff Accountant, Global Accounting

Constellation Brands
Canandaigua
01.2020 - 09.2021
  • Prepared financial statements for global consolidation, highlighting variances for senior management to inform strategic decisions.
  • Managed month-end close processes for multiple international entities, ensuring accuracy.
  • Reviewed and validated journal entries, ensuring compliance with internal controls to maintain accuracy and integrity of financial records.
  • Reconciled intercompany transactions and collaborated with teams to resolve discrepancies.
  • Supported global accounting teams by providing insights and assisting in timely financial reporting, enhancing clarity of financial data.

Sales Finance Assistant, Central Support

Constellation Brands
Canandaigua
06.2018 - 01.2020
  • Reviewed accounts to ensure accuracy in financial statements and monitored departmental budgets for compliance.
  • Assisted in generating monthly reports in Insight, delivering timely payment status updates for informed decision-making.
  • Managed shared mailbox for invoice inquiries, resolving discrepancies to enhance customer satisfaction.
  • Coded invoices in Ariba SAP and updated expired programs to maintain accuracy.
  • Processed financial forms accurately and ensured timely customer payments.

Education

Master of Business Administration -

SUNY Brockport, College at Brockport
NY
08-2023

Bachelor of Science - Finance

St. John Fisher University
Rochester, NY
05-2018

Skills

  • Financial analysis
  • Sales analysis
  • Sales analytics
  • Revenue forecasting
  • Budget forecasting
  • Financial modeling
  • Power BI
  • Microsoft Office Suite
  • Analytical problem solving
  • Project management
  • Stakeholder management
  • Communication skills

Certification

  • Certified Scrum Product Owner (CPSO), 02/01/24
  • Certified Professional Life Coach, 02/01/24

Timeline

Sales Finance Manager

Cacique Foods
11.2025 - Current

Senior Financial Analyst, Commercial Finance

Constellation Brands
08.2024 - 11.2025

Senior Product Analyst, Revenue Growth Management

Constellation Brands
07.2023 - 08.2024

Financial Analyst, Sales Finance

Constellation Brands
09.2021 - 07.2023

Staff Accountant, Global Accounting

Constellation Brands
01.2020 - 09.2021

Sales Finance Assistant, Central Support

Constellation Brands
06.2018 - 01.2020

Master of Business Administration -

SUNY Brockport, College at Brockport

Bachelor of Science - Finance

St. John Fisher University
Shatara Smith