Experience

Fountain Tire

• Canada
• Retail
• 500 - 600 Employee

• Manager, Consumer & Commercial Products

  • Feb 2015 - Present

  • Manage $200M+ product portfolio which includes Consumer and Commercial Medium truck tire applications (product screen development/maintenance, identification of product gaps) • Monthly, Quarterly, and Annual reporting on category performance including sales and margin performance, variance analysis, sales forecast, sales trends, and plans to achieve budget. • Develop, maintain, and execute an annual category plan that achieves annual sales and margin objectives while supporting the overall corporate roadmap. • Manage vendor relations and negotiations within the assigned product category. Document vendor programs, product offerings, pricing, incentives, and payment terms. Hold vendors accountable for their products’ performance and price competitiveness. • Conduct regular competitive analysis and acquires benchmark pricing information to support marketing efforts within assigned category. • Develop, administer, and report on category promotions; manage annual promotional plan for assigned category. • Understands customer expectations via research, discussion with field associates, and participation in industry events and associations. • Contribution to unit forecasting and inventory management effectiveness.



ATB Financial

• Canada
• Banking
• 700 & Above Employee

• Sr. Financial Analyst - CFO Portfolio

  • Aug 2012 - Feb 2015

  • Implementation of cost methodologies to allocate direct, indirect, and shared corporate expenses to several lines of businesses accordingly.• Working with departmental Financial Analysts to ensure acceptance of new methodologies presented and documented.• Creation, implementation, and validation of cost allocation models in SAP.• Book actual monthly allocated expenses via SAP Assessment Cycles and/or manual journal entries.• Update budget monthly to ensure accuracy in variance analysis.• Perform monthly variance analysis of corporate expenses to support management decision making.• Develop and maintain Non-Interest Expense checks and balances during monthly, quarterly, and annual close.• Forecasting quarterly expenses to allow line of businesses to properly plan for future periods.• Restatement of figures in prior periods to ensure updates to current methodologies allow for proper comparison of Year-over-Year data.

• Pricing Analyst

  • Jul 2010 - Jul 2012

  • Creation and maintenance of Microsoft Excel spreadsheets to target data needed in order to present valuable information to specific target audiences.• Daily tracking of incoming requests for record-keeping and analysis.• Individual project to analyze and review monthly pricing data to create time-sensitive PDF reports for Regional Vice Presidents, District General Managers and Branch Managers.• Conduct analysis on retail financial pricing, rate holds, and other term requests that exceed associate discretion levels.• Continually maintain service level agreement by delivering prompt pricing service to the branches and field units and suggest alternatives when appropriate.• Educate ATB personnel why a pricing decision was made by explaining the corresponding revenue/spread generation of credit and investment products.• Ability to execute pricing decisions independently through thorough research and analysis.• Proactively build internal partner relationships with other ATB departments.• Remain up-to-date on product/service features and benefits.• Continually maintain an awareness of competitive market factors that affect credit and investment product pricing.

• Personal Banker

  • Aug 2007 - Jul 2010

  • Analyze client files for sales opportunities to maximize business, by providing quality service and advice to clients on loan applications, deposit products, investment and mutual fund sales; identify referral opportunities.• Develop and build customer relationships with ATB customers identified from marketing data.• Maintain a high quality of credit in portfolio, ensuring credit decisions and recommendations are in accordance with sound credit granting principles and are compliant with ATB policies and procedures.• Develop and build internal partner relationships with other ATB departments, supporting branch operations to meet customer service requirements and resolve issues or concerns.• Take responsibility for personal development; schedule meetings with manager to discuss development plans.• Monitor inventory levels as materials, equipment, and stock are issued within the establishment or sold to the public using manual inventory systems.• Respond to customer inquiries, maintain good customer relations, and offer solutions to fulfill customer satisfaction.