Experience

Red Collar Pet Foods

• United States
• Food and Beverage Manufacturing
• 1 - 100 Employee

• Director of Finance

  • Oct 2022 - Present

  Franklin, Tennessee, United States

• Sales & Market Finance Manager

  • Feb 2021 - Oct 2022

• Sales Finance Manager

  • Feb 2019 - Feb 2021

  Franklin, Tennessee • Manage existing P&L topline by calculating and determining quarterly pricing for all retailers in partnership with Sales and Procurement. • Collaborate with Procurement, R&D and Sales to develop pricing strategies for new business, as well as modeling the P&L from GSV to Earnings. • Developed P&L by sku & site for periodic analysis to determine financial health at the sku level and develop plans for gross profit improvements • Collaborate with project management teams to calculate… Show more • Manage existing P&L topline by calculating and determining quarterly pricing for all retailers in partnership with Sales and Procurement. • Collaborate with Procurement, R&D and Sales to develop pricing strategies for new business, as well as modeling the P&L from GSV to Earnings. • Developed P&L by sku & site for periodic analysis to determine financial health at the sku level and develop plans for gross profit improvements • Collaborate with project management teams to calculate P&L savings/costs for new initiatives. • Developed a raws forecast process methodology with Procurement team to improve monthly forecast. • Manage the P&L Trade, Write off and SG&A accounts to determine proper accruals and keep account owners on track. • Complete periodic balance sheet reconciliations • Manage Finished Good Pricing in JD Edwards



Mars

• United States
• Design Services
• 1 - 100 Employee

• Logistics Operations Finance Manager

  • Aug 2018 - Feb 2019

  Franklin, Tennessee • Serve as Finance Co-Pilot, partnering with our Supply Chain Organization, managing multiple P&L lines to forecast and deliver financial shape for the enterprise. • Operational responsibility for providing transparency on operating results, clarifying key performance indicators for Logistics through variance analysis, cost structure analysis, benchmarking, period reporting and planning • Developed and maintained forecasting models to analyze portfolio mix, volume and rate changes… Show more • Serve as Finance Co-Pilot, partnering with our Supply Chain Organization, managing multiple P&L lines to forecast and deliver financial shape for the enterprise. • Operational responsibility for providing transparency on operating results, clarifying key performance indicators for Logistics through variance analysis, cost structure analysis, benchmarking, period reporting and planning • Developed and maintained forecasting models to analyze portfolio mix, volume and rate changes against forecast, prior period and prior year. • Create and cascade financial performance results to the enterprise and work with teams to deliver Do it Best savings to mitigate rising transportation, storage and handling and payload costs. • Manage our Finished Goods Inventory reporting and developed process workflows among cross function teams to reduce inventory levels for excessive and aged products.

• Sales Finance Manager, Dollar General, Club & Emerging Value Accounts

  • Feb 2018 - Aug 2018

  Franklin, Tennessee • Serve as Finance Co-pilot, partnering with three Sales Directors and Account teams to drive profitable sales growth. • Lead the financial planning and analysis of the Trade and Shopper Marking budget. Present to Sales leaders budgets, forecasts, long range plans and monthly performance reports and manages account and channel to deliver optimal sales and profit delivery. • Partner with Sales team to obtain and maintain an in-depth knowledge of customer and channel strategies, risks and… Show more • Serve as Finance Co-pilot, partnering with three Sales Directors and Account teams to drive profitable sales growth. • Lead the financial planning and analysis of the Trade and Shopper Marking budget. Present to Sales leaders budgets, forecasts, long range plans and monthly performance reports and manages account and channel to deliver optimal sales and profit delivery. • Partner with Sales team to obtain and maintain an in-depth knowledge of customer and channel strategies, risks and opportunities, promotional activities and financial metrics. Recommending how to optimally deploy the sales specific resources to best meet the needs of the business • Initiate, lead, and manage projects which will improve current business processes and deliver against strategy • Analyze and communicate period and quarterly financial results to Sales including NSV growth, Customer Profitability (Account P&L), Trade ROI, Sales Controllable Costs, DSO and Sales Fixed Costs to support and drive decision making

• Sales Finance Manager, Independent and Regional Chains

  • Jul 2016 - Apr 2018

  Franklin, TN

• Strategic Revenue Management & Insights

  • Feb 2016 - Jul 2016

• Financial Shaping Analyst

  • Jun 2015 - Feb 2016

  • Serve as Finance Co-pilot, partnering with Key Accounts Sales Director and Account teams to drive profitable sales growth in the accounts • Lead the financial planning, analysis and presentations to Sales leader of budgets, forecasts, long range plans and monthly performance reports and manages account and channel to deliver optimal sales and profit delivery. • Partner with Sales team to obtain and maintain an in-depth knowledge of customer and channel strategies, risks and… Show more • Serve as Finance Co-pilot, partnering with Key Accounts Sales Director and Account teams to drive profitable sales growth in the accounts • Lead the financial planning, analysis and presentations to Sales leader of budgets, forecasts, long range plans and monthly performance reports and manages account and channel to deliver optimal sales and profit delivery. • Partner with Sales team to obtain and maintain an in-depth knowledge of customer and channel strategies, risks and opportunities, promotional activities and financial metrics. Recommending how to optimally deploy the sales specific resources to best meet the needs of the business • Analyze and communicate period and quarterly financial results to Sales including NSV growth, Customer Profitability (Account P&L), Trade ROI, Sales Controllable Costs, DSO and Sales Fixed Costs to support and drive decision making • Lead quarterly trade review meetings with accounts to ensure that adherence to plan framework is maintained.



Caterpillar Financial

• Business Analyst II

  • Oct 2013 - Jun 2015

  • Business Analyst for the 4 Pillar Deployment Team of the Financial Products division of Caterpillar, which will convert world-wide operating divisions to a new Origination platform utilizing Capital Stream and a new Lease system utilizing Oracle Lease and Finance Management. • Developer of the global training agenda used for Party Relationship Management, Contract Authoring, Booking and Funding. • Dedicated resource for the development of corporate reports for Risk Management and the… Show more • Business Analyst for the 4 Pillar Deployment Team of the Financial Products division of Caterpillar, which will convert world-wide operating divisions to a new Origination platform utilizing Capital Stream and a new Lease system utilizing Oracle Lease and Finance Management. • Developer of the global training agenda used for Party Relationship Management, Contract Authoring, Booking and Funding. • Dedicated resource for the development of corporate reports for Risk Management and the Marketing Center of Excellence. • Formulates and defines systems scope and objectives based on both user needs and a strong understanding of applicable business systems and industry requirements. • Utilize Six Sigma methodology to perform analysis to solve complex problems considering software capacity, limitations and desired results. • Gather local, legal and regulatory requirements and translates into documentation of proper system requirement specifications. • Performs complex work flow analysis and recommends quality improvements.

• 6 Sigma Black Belt II Project Manager

  • Aug 2013 - Sep 2013

  Greater Nashville Area, TN

• Sales Support Representative

  • Feb 2012 - Jul 2013

  Greater Nashville Area, TN • Certified 6 Sigma Green Belt • Provide support to Territory Managers and 4 Northeast Dealerships in structuring financial product solutions for customers. • Resolve final pricing issues on new deals to ensure timely funding to dealerships • Deal advocate between CAT dealerships and internal credit department to facilitate new business • Facilitated Equipment Training Courses for support staff to increase equipment product knowledge.

• Customer Service Representative II - Buyouts/Dispositions

  • Mar 2010 - Jan 2012

  Greater Nashville Area, TN • Certified 6 Sigma Green Belt • Provide support to our customers, territory managers and dealers by responding to inquiries such as calculating interest paid, answering loan structure and payment questions. • Process early buyout quotes, ensuring accurate input of accounting data. • Process dispositions of conditional sale, lease purchase and operating lease contracts. Research and analyze contract structure, ensuring proper funds are received to dispose contracts. • Responds… Show more • Certified 6 Sigma Green Belt • Provide support to our customers, territory managers and dealers by responding to inquiries such as calculating interest paid, answering loan structure and payment questions. • Process early buyout quotes, ensuring accurate input of accounting data. • Process dispositions of conditional sale, lease purchase and operating lease contracts. Research and analyze contract structure, ensuring proper funds are received to dispose contracts. • Responds to customer needs and works to develop relationships with Caterpillar dealers and Territory Managers • Serve as the main point of contact for two dealers with low PODD (percentage of dealer deliveries) in an effort to increase customer service satisfaction.

• Finance Analyst - Treasury

  • Jul 2008 - Mar 2010

  Greater Nashville Area, TN • 6 Sigma Green Belt - Led various projects that resulted in savings to the bottom line. • Analyze FPD’s bank account billing for 52 bank accounts. Negotiate fees and pricing for the enterprise. • Manage and reconcile 52 bank accounts on a daily basis. • Audit and analyze bank accounts for 55 entities that roll under the FPD enterprise worldwide. • Manage the opening and closing of FPD bank accounts