Vice President - Strategic Accounts

• Jan 2023 - Present

Director - Strategic Accounts

• Feb 2020 - Jan 2023

Finance Manager US Yogurt Portfolio

• Aug 2019 - Feb 2020

Sales Finance Associate Manager

• Jun 2018 - Aug 2019

• Responsible for all top-line finance commitments of our South region teams. Responsibilities included weekly communication with senior level business unit managers to share updates around product portfolio performance/decisions at key accounts and their impact on our long-term objectives. • Led a team of two direct reports in ensuring that we were strategically and efficiently investing in trade discounts with our retail partners to drive profitable growth. • Established “best practice”… Show more • Responsible for all top-line finance commitments of our South region teams. Responsibilities included weekly communication with senior level business unit managers to share updates around product portfolio performance/decisions at key accounts and their impact on our long-term objectives. • Led a team of two direct reports in ensuring that we were strategically and efficiently investing in trade discounts with our retail partners to drive profitable growth. • Established “best practice” budgeting, reporting, and forecasting tools that were rolled out nationally across our finance regional teams. • Collaborated with Accounting and Cash Services team members to manage a multi-million dollar trade accrual. • Consistently communicated with over 40 customer business managers to establish and track against account level business plans aligned to deployed budgets and Danone NA growth objectives.

Sales Finance Senior Analyst

• Nov 2017 - Jun 2018

• Responsible for providing business performance, reporting, and forecasting trend analysis for four business units within the Danone NA portfolio. • Worked closely with sales leads to establish, track, and deliver against various KPIs including net sales growth and trade investment efficiency. • Developed tools to help the sales organization understand the implications of their promotional strategy and how to maximize efficiency of their trade spend. • Executed monthly rolling… Show more • Responsible for providing business performance, reporting, and forecasting trend analysis for four business units within the Danone NA portfolio. • Worked closely with sales leads to establish, track, and deliver against various KPIs including net sales growth and trade investment efficiency. • Developed tools to help the sales organization understand the implications of their promotional strategy and how to maximize efficiency of their trade spend. • Executed monthly rolling twelve-month forecasts of the business that were used by business unit presidents and the publicly traded parent company to drive strategic initiatives and manage Danone’s portfolio of brands. • Demonstrated proficiency in SAP Business Warehouse, SAP Query capabilities, Oracle’s Hyperion Essbase, and MicroStrategy Business Intelligence software.

Valuation Associate - Deals

• May 2016 - Nov 2017

• Advised clients through the live deal process in assessing value implications of various operating levers and considerations. • Conducted strategic valuation analyses aimed at helping Fortune 500 C-Suite executives understand growth and margin expansion expectations baked into their share price. • Developed financial models to support pre-deal and post-deal valuations for various strategic, financial reporting, or tax purposes. • Performed valuation of business… Show more • Advised clients through the live deal process in assessing value implications of various operating levers and considerations. • Conducted strategic valuation analyses aimed at helping Fortune 500 C-Suite executives understand growth and margin expansion expectations baked into their share price. • Developed financial models to support pre-deal and post-deal valuations for various strategic, financial reporting, or tax purposes. • Performed valuation of business enterprise value, intangible assets, and goodwill for mergers and acquisitions, financial reporting, impairment testing, stock compensation, and tax relocation using various valuation methodologies such as discounted cash flow, guideline company method, precedent transactions, excess earnings method, cost approach, etc. Show less • Advised clients through the live deal process in assessing value implications of various operating levers and considerations. • Conducted strategic valuation analyses aimed at helping Fortune 500 C-Suite executives understand growth and margin expansion expectations baked into their share price. • Developed financial models to support pre-deal and post-deal valuations for various strategic, financial reporting, or tax purposes. • Performed valuation of business… Show more • Advised clients through the live deal process in assessing value implications of various operating levers and considerations. • Conducted strategic valuation analyses aimed at helping Fortune 500 C-Suite executives understand growth and margin expansion expectations baked into their share price. • Developed financial models to support pre-deal and post-deal valuations for various strategic, financial reporting, or tax purposes. • Performed valuation of business enterprise value, intangible assets, and goodwill for mergers and acquisitions, financial reporting, impairment testing, stock compensation, and tax relocation using various valuation methodologies such as discounted cash flow, guideline company method, precedent transactions, excess earnings method, cost approach, etc. Show less

Transaction Services- Valuation Intern

• May 2015 - Aug 2015

Completed a competitive internship program in PricewaterhouseCoopers Transaction Services practice. This experience afforded me the opportunity to learn about the Deals space in the financial world. The Transaction Services practice provided me exposure to multiple stages of various deals in a wide range of industries. I was able to learn why a company may want to acquire/merge with another business, the corporate finance diligence that needs to be conducted in order to make the deal possible… Show more Completed a competitive internship program in PricewaterhouseCoopers Transaction Services practice. This experience afforded me the opportunity to learn about the Deals space in the financial world. The Transaction Services practice provided me exposure to multiple stages of various deals in a wide range of industries. I was able to learn why a company may want to acquire/merge with another business, the corporate finance diligence that needs to be conducted in order to make the deal possible, and the impact that a deal will have on financial reporting and planning for a given firm. By applying the lessons I have learned within the classroom to client work and a mix of structured and hands on training, this experience allowed me to enhance my understanding of the financial world particularly in the Deals space. Show less Completed a competitive internship program in PricewaterhouseCoopers Transaction Services practice. This experience afforded me the opportunity to learn about the Deals space in the financial world. The Transaction Services practice provided me exposure to multiple stages of various deals in a wide range of industries. I was able to learn why a company may want to acquire/merge with another business, the corporate finance diligence that needs to be conducted in order to make the deal possible… Show more Completed a competitive internship program in PricewaterhouseCoopers Transaction Services practice. This experience afforded me the opportunity to learn about the Deals space in the financial world. The Transaction Services practice provided me exposure to multiple stages of various deals in a wide range of industries. I was able to learn why a company may want to acquire/merge with another business, the corporate finance diligence that needs to be conducted in order to make the deal possible, and the impact that a deal will have on financial reporting and planning for a given firm. By applying the lessons I have learned within the classroom to client work and a mix of structured and hands on training, this experience allowed me to enhance my understanding of the financial world particularly in the Deals space. Show less

Summer Marketing Analyst

• May 2014 - Aug 2014

●Used Google Analytics in order to track various metrics throughout the PURE website. ♦My analysis was used in an effort to improve the web page and make it a more interactive, user-friendly interface. ●Worked with the C.M.O. and AVP of Marketing in order to help plan a new advertising budget in the state of CA. ♦Looked at the amount of prospects reached by both direct mail and TV advertisements in order to determine costs per prospect by region… Show more ●Used Google Analytics in order to track various metrics throughout the PURE website. ♦My analysis was used in an effort to improve the web page and make it a more interactive, user-friendly interface. ●Worked with the C.M.O. and AVP of Marketing in order to help plan a new advertising budget in the state of CA. ♦Looked at the amount of prospects reached by both direct mail and TV advertisements in order to determine costs per prospect by region. ●Developed a comprehensive guide for wealth manager’s to help them discuss property and casualty insurance with their clients at insurance renewal time. ●Built out a prospect mailing database of ultra-high net worth individuals. ♦Researched the personal contact information for America's top billionaires and CEOs. ●Worked as part of a team project where we examined the successes/failures of an education platform for PURE insurance brokers. ♦Analyzed data for each session and the impact that attendance had on quoted/bound premium. ●Worked on content development for Situation Room Site. ♦Content engages members by providing them with helpful tips for dealing with upcoming storms or catastrophes. ●Created an in-depth analysis of direct mail campaign. ♦Segmented homes based on various ranges including home value, square foot, and number of sources. ●Completed a Property and Casualty Training Course through Kaplan Education. ♦Gained insight into the insurance industry, how the insurance industry functions, common industry terms, and specifically how the High Net Worth insurance sector runs. Show less ●Used Google Analytics in order to track various metrics throughout the PURE website. ♦My analysis was used in an effort to improve the web page and make it a more interactive, user-friendly interface. ●Worked with the C.M.O. and AVP of Marketing in order to help plan a new advertising budget in the state of CA. ♦Looked at the amount of prospects reached by both direct mail and TV advertisements in order to determine costs per prospect by region… Show more ●Used Google Analytics in order to track various metrics throughout the PURE website. ♦My analysis was used in an effort to improve the web page and make it a more interactive, user-friendly interface. ●Worked with the C.M.O. and AVP of Marketing in order to help plan a new advertising budget in the state of CA. ♦Looked at the amount of prospects reached by both direct mail and TV advertisements in order to determine costs per prospect by region. ●Developed a comprehensive guide for wealth manager’s to help them discuss property and casualty insurance with their clients at insurance renewal time. ●Built out a prospect mailing database of ultra-high net worth individuals. ♦Researched the personal contact information for America's top billionaires and CEOs. ●Worked as part of a team project where we examined the successes/failures of an education platform for PURE insurance brokers. ♦Analyzed data for each session and the impact that attendance had on quoted/bound premium. ●Worked on content development for Situation Room Site. ♦Content engages members by providing them with helpful tips for dealing with upcoming storms or catastrophes. ●Created an in-depth analysis of direct mail campaign. ♦Segmented homes based on various ranges including home value, square foot, and number of sources. ●Completed a Property and Casualty Training Course through Kaplan Education. ♦Gained insight into the insurance industry, how the insurance industry functions, common industry terms, and specifically how the High Net Worth insurance sector runs. Show less

Sales And Sales Management Intern

• May 2013 - Aug 2013

I learned critical customer service skills in order to serve a diverse group of customers. I focused on driving revenue by selling optional insurance packages and upgraded car rentals. This experience was an incredible opportunity that helped lay the framework for a career in business. I learned critical customer service skills in order to serve a diverse group of customers. I focused on driving revenue by selling optional insurance packages and upgraded car rentals. This experience was an incredible opportunity that helped lay the framework for a career in business.