Experience

EQUITRADE Corp.

• United States
• Wholesale Import and Export
• 1 - 100 Employee

• Founder, President

  • Aug 2004 - Present

  Jacksonville, Florida Area Founder and President for a leading international trade and consulting group. EQUITRADE's primary focus is to help meet the procurement, supply and services needs for a prestigious group of clients including the US Department of Defense, the US Department of State and the United Nations global agencies field offices.



Delta Air Lines

• United States
• Airlines and Aviation
• 700 & Above Employee

• Analytics Leader

  • May 2021 - Present

  Atlanta Metropolitan Area



Johnson & Johnson

• Law Practice
• 1 - 100 Employee

• Lead Global Analyst

  • Jul 2016 - Oct 2019

  Jacksonville, Florida Accountable for the support, design, implementation and management of demand planning and forecasting processes for the enterprise's global operation, in order to help drive tactical and strategic execution of the organization’s financial growth target. Lead process improvement programs that produce long-term performance enhancement, increased efficiency, and sustainable effectiveness by leveraging and influencing cross functional teams, sales staff, and organization’s leadership. •… Show more Accountable for the support, design, implementation and management of demand planning and forecasting processes for the enterprise's global operation, in order to help drive tactical and strategic execution of the organization’s financial growth target. Lead process improvement programs that produce long-term performance enhancement, increased efficiency, and sustainable effectiveness by leveraging and influencing cross functional teams, sales staff, and organization’s leadership. • Lead Ad Hoc reporting and FCST Metrics development to support Market/Regional Managers with improving forecast accuracy and identifying opportunities for their business portfolio. • Work with IT business teams to integrate new data and reporting into current analytical and planning reporting systems; integrate results and insights into programs and other processes such as an enhanced S&OP process and supply chain demand scenarios. Implement Advance Analytical solutions in support of the strategic planning processes. • Work with internal business partners to identify key initiatives that help better execute against the enterprise growth targets while exerting flexibility to analytically support other key initiatives as they arise within the organization.

• Lead Analyst Field Sales Quotas and Compensation

  • Jun 2013 - Jul 2016

  Jacksonville, Florida Area Responsible for supporting the development and management of the overall business insights strategy for the Americas Region of critical sales information solutions, business insights (i.e. Quota Forecasting) and analytical tools sets (Sales Force H.O.B. metrics). Provide strategic direction and develop programs for the variable compensation budget to support execution of the company's tactical growth and profitability initiatives. Lead the design, implementation and management of… Show more Responsible for supporting the development and management of the overall business insights strategy for the Americas Region of critical sales information solutions, business insights (i.e. Quota Forecasting) and analytical tools sets (Sales Force H.O.B. metrics). Provide strategic direction and develop programs for the variable compensation budget to support execution of the company's tactical growth and profitability initiatives. Lead the design, implementation and management of programs to promote the field sales compensation/quota plan, modeling, and measurement and drive motivation within the organization's sales team to deliver against strategic and tactical commitments.



Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Senior Consultant - Global Consumer Technology Group

  • Apr 2012 - Jun 2013

  Jacksonville, Florida Multi-functional and skilled data management, reporting and analytical project leader responsible for developing cross platform reporting dashboards in collaboration with an offshore support and global project teams. Provide analytic support for senior management, finance leadership and the organization’s global offices. • Reconcile financial and budget data across multiple sources, create and manage databases, and develop and automate web based dashboard reports for the Global Finance and… Show more Multi-functional and skilled data management, reporting and analytical project leader responsible for developing cross platform reporting dashboards in collaboration with an offshore support and global project teams. Provide analytic support for senior management, finance leadership and the organization’s global offices. • Reconcile financial and budget data across multiple sources, create and manage databases, and develop and automate web based dashboard reports for the Global Finance and Technology groups • Create innovative solutions and executive reporting capabilities through effective conversion planning • Maximize performance and financial reporting process improvement opportunities and develop a world-class standard operations procedure • Foster the development and manage relationships with offshore team and global project leads for the tactical implementation of the scope of work. Show less



Florida Blue

• United States
• Insurance
• 700 & Above Employee

• Senior Consultant - Manager Sales Performance Programs

  • Jun 2001 - Apr 2012

  Jacksonville florida Developed and implemented the corporate-wide sales business and forecasting reporting system, channel performance metrics and cost per sales work process improvement and reporting program that is currently used by one of the largest health insurance companies in the Southeast US. Developed and implemented sales incentive programs to drive productivity and operational effectiveness within the new and renewal cycles of the business acquisition model. • Manage the team responsible for… Show more Developed and implemented the corporate-wide sales business and forecasting reporting system, channel performance metrics and cost per sales work process improvement and reporting program that is currently used by one of the largest health insurance companies in the Southeast US. Developed and implemented sales incentive programs to drive productivity and operational effectiveness within the new and renewal cycles of the business acquisition model. • Manage the team responsible for implementing performance measurement, monitoring and reporting programs of the sales business operations. • Develop, report, and analyze key metrics to be utilized by senior management to monitor historical results and forecast future performance. Develop annual business forecast and corporate budget dataset for all sales segments. • Lead the design, development and implementation of business performance metrics, reporting systems and dashboards to help monitor and evaluate operating results for the organization, including a company-wide Cost per Sale analysis methodology and management reporting systems and tools. • Implement business acquisition financial cost accounting reporting applications and systems. Create Information System solutions in the areas of cost accounting, sales reporting, distribution and product features that led to improvements and streamlined processes. • Lead the development, design, implementation and improvements to the monitoring & evaluation tools, data warehouse, web analytic tools and processes that sustain the production of monthly, quarterly, and annual enrollment performance and financial reports for senior management. • Develop distribution channel incentive and compensation systems for internal and external staff and channels. • Develop and implement methodology and reporting system for complex analysis including Medical Loss Ratios and network or product utilization rates. Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Senior Business Operations Analyst

  • Feb 1995 - Jun 2001

  Jacksonville, Florida Area Introduced work process improvement tools and change management techniques to the company which enabled it to optimize its reporting capability and support to the internal clients (Financial Consultants); participate in technical capability review projects and helped optimize resources and operational effectiveness. • Develop and deliver financial and sales performance reporting presentations and training to field sales force and regional partners. Provide economic and business research… Show more Introduced work process improvement tools and change management techniques to the company which enabled it to optimize its reporting capability and support to the internal clients (Financial Consultants); participate in technical capability review projects and helped optimize resources and operational effectiveness. • Develop and deliver financial and sales performance reporting presentations and training to field sales force and regional partners. Provide economic and business research insight to the Sales leadership. • Design, develop, and implement a financial operations'​ Profit & Loss custom database application used to support decision making for operation management and planning. This custom application leveraged monthly financial, sales and accounting data from multiple corporate areas including the Sales, Accounting, and Secondary Marketing organizations, to help measure operational efficiency across the company's 27 regional sales districts. • Develop a working knowledge of all corporate data sources, and cross-platform connectivity issues in order to integrate database tables, flat files or web-systems to produce effective reports. Assist with the management, UAT and maintenance of overall data integrity across the organization. • Provide strategic operational input including RFP Scope of Work, vendor selection, and subsequent $20M in professional Consulting and IT Services Agreement. Show less