Lois Beckman

Senior Director Planning & Allocation at Soft Surroundings
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Contact Information
us****@****om
(386) 825-5501
Location
Columbus, Ohio, United States, US

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5.0

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Amy Hauk

Lois is a passionate and driven leader with a focus on both her internal and external customer. Lois is accountable and driven to produce results.

Justin Smith

Lois is one of the most versatile finance leaders I have worked with in my career. Her strong business acumen enabled her to translate complex financial concepts into real strategies and create tangible solutions. Lois frequently served as a mentor and career advocate for finance associates throughout the L Brands enterprise finance teams. She helped create, lead, and advance our Rotational Finance Associate program and helped launch the careers of L Brands future finance leaders.

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Experience

    • United States
    • Retail
    • 300 - 400 Employee
    • Senior Director Planning & Allocation
      • Jan 2023 - Present

    • United States
    • Insurance
    • 1 - 100 Employee
    • Head Of Finance
      • Jul 2021 - Dec 2022

      Head of Finance for start-up travel insurance company • Ownership of all financial statements with focus on P&L forecasting and budgeting • Implementation of core financial processes including month-end close, expense reporting, payroll, and financing activities • Development of business best practices including weekly sales forecasting, trend analysis, and long-range planning • Creation of monthly financial communication for both internal and external partners, including board… Show more Head of Finance for start-up travel insurance company • Ownership of all financial statements with focus on P&L forecasting and budgeting • Implementation of core financial processes including month-end close, expense reporting, payroll, and financing activities • Development of business best practices including weekly sales forecasting, trend analysis, and long-range planning • Creation of monthly financial communication for both internal and external partners, including board of directors • Cross-functional collaboration with multiple stakeholders on key strategic initiatives

    • Director of FP&A
      • Jan 2021 - Jul 2021

    • United States
    • Retail
    • 700 & Above Employee
    • Director - FP&A Victoria's Secret Digital
      • May 2019 - Jul 2020

      Finance leader responsible for all aspects of performance of start-up multi-brand digital marketplace • Drove sales and margin performance by providing business reporting and insights, supporting key meetings, and analyzing marketing drivers on a weekly basis • Partnered cross-functionally with senior leaders to create strategic direction for business

    • Director - Center FP&A
      • Apr 2016 - May 2019

      Project lead for store selling and enterprise reporting initiatives • Owned multi-brand store performance analysis encompassing sales, profit, associate compensation, and productivity • Partnered with technology to test new reporting tools for utilization across the enterprise • Presented regularly to senior leadership across Finance, Business Operations, Store Operations, and Technology to provide insights and recommended actions in a variety of areas

    • Manager - FP&A
      • Sep 2014 - Apr 2016

      Directed sales, margin, and expenses to deliver results at or above targeted levels • Managed total company P&L including weekly forecasts, quarterly earnings, and seasonal budgets to maximize operating income through sales and margin increases and targeted expense actions

    • Manager - Store Finance
      • May 2013 - Sep 2014

      Owned sales planning, performance reporting, and capital forecasting for all US stores • Collaborated with field leadership to enhance reporting, both availability and accuracy, which drove increased performance across the fleet

    • Manager - Store Finance
      • Jan 2012 - May 2013

      Oversaw store P&L with responsibility for all expense lines including store labor, supplies, meetings, and incentives • Partnered with store operations to reduce expenses by over $5M annually while supporting key investments in stores

    • Forecast Analyst
      • Aug 2010 - Jan 2012

      Responsible for performance reporting and target setting for overall business with focus on merchandise categories

    • Senior Financial Analyst
      • Mar 2008 - Aug 2010

      Managed overall P&L including budget and forecast as well as key meeting material preparation

    • United States
    • Retail
    • 700 & Above Employee
    • Regional Financial Analyst
      • Jun 2004 - Mar 2008

      Analyzed store performance through weekly reporting • Created store sales plans as well as detailed store expense and real estate analysis leading to improved overall company performance and profitability Oversaw store expenses including store supplies, security guards, and armored car with focus on budgeting and forecasting • Partnered with sourcing to reduce hanger cost resulting in annual savings of over $1M Analyzed store performance through weekly reporting • Created store sales plans as well as detailed store expense and real estate analysis leading to improved overall company performance and profitability Oversaw store expenses including store supplies, security guards, and armored car with focus on budgeting and forecasting • Partnered with sourcing to reduce hanger cost resulting in annual savings of over $1M

Education

  • The Ohio State University - The Max M. Fisher College of Business
    Bachelor of Science in Business Administration, Accounting

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