Bio
Experience
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United States
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Environmental Services
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700 & Above Employee
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Sr. Director of Supply Planning, Used Motor Oil
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Aug 2022 - Present
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Director of Supply Planning, Used Motor Oil
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Feb 2020 - Aug 2022
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United States
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Retail
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700 & Above Employee
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Sr. Manager, Company Planning
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Jan 2017 - Feb 2020
• Manage rolling 18-month sales, inventory and gross margin Omni-channel plans and forecasts that link to the company financial budget.• Create Direct specific 18-month demand, sales, inventory, gross margin plans and forecasts in close partnership with Finance and the Ecommerce team.• Oversee and guide the retail financial plans through leadership and management of the Manager of Company Planning.• Develop and manage the Manager of Company Planning and provide development guidance for analyst.• Collaborate consistently with Merchandise Planning, Sourcing, Merchandising, Marketing, Distribution Operations, Finance, Direct Marketing and Store Operations to ensure financial plans link to cross-functional plans and product lifecycle strategies.• Conduct channel-specific hindsight analytics to incorporate learnings into future plans and forecasts. • Identify risks and opportunities and work with the Sr. Director to determine appropriate action plan.• Partner with cross-functional team to manage and forecast the promotion & markdown budget through roll-up and executive level sign-off.• Ensure strategic initiatives within the organization are integrated into channel-specific financial plans.
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Manager, Direct Forecasting
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Jun 2015 - Jan 2017
• Built accurate and timely forecast reports and summaries for the Direct Channel and communicated these on a daily, weekly, and monthly basis to support inventory planning levels, contract and distribution center staffing and financial team executive reporting.• Managed the forecasting of both direct channels (phone and web) from fiscal demand through to operating sales.• Incorporated numerous data points into the plans and forecasts inclusive of catalog circulation, customer segment mix, customer file growth, global marketing promotions, email cadence, Ecommerce investments and initiatives and overall financial assumptions and goals.• Assisted in building accurate demand curves for catalog cost amortization based on percent complete book curves.
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Talbots
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Hingham, Massachusetts
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Merchandise Planner
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Jul 2013 - Jun 2015
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Hingham, Massachusetts
• Responsible for building financial sales, gross margin and inventory plans at a weekly level both pre and in- season for all stores in the U.S and the Direct business. Pants represented 25% of the total store division while Dresses represented 15% of the direct business.• Identified risks and opportunities for improvement to maximize profits by monitoring performance in-season while maintaining the open-to-buy. Monthly open-to-buy meetings were held where we provided our recommendations to the senior team on strategies to stay on plan.• Analyzed merchandise performance at the department and item level including sales and stock to identify problems and opportunities and provided these analytics and support to the Merchandising organization.• Provided style/color breadth and depth targets for each assortment to align with the key goals/metrics: unit sales, inventory, receipts, turn and margin expectations. • Collaborated with Merchant and Inventory Analyst partners throughout the line-build to ensure the assortment plan met financial objectives. • Created and managed key item ladder plans both pre and in-season including managing the receipt flow. Worked closely with the allocation team to ensure inventory was being strategically managed among tiers and volume groups. • Prepared preseason promotional and markdown strategies through partnership with Merchandising and Marketing. Analyzed impact and effectiveness in-season and made recommendations for future promotions and markdowns. Also responsible for the execution of markdowns. • Recommended sharing and transferring inventory between stores and direct to maximize inventory investment.• Developed specific reports to support the business and complete ad hoc reporting as needed to drive or react to the current or future business needs. • Presented weekly & monthly department results to senior management on ways to improve sales, margin and inventory position.
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United States
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Retail
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200 - 300 Employee
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Inventory Manager
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May 2011 - Jun 2013
• Oversaw all forecasting, planning, and assisting functions for Apparel, Sleepwear, and Intimates. These categories represented 31% of the overall demand for The Vermont Country Store.• Accurately processed, predicted, and analyzed product demand within the Forecast*21 system. This included taking into account specific factors relating to product promotions, creative presentations and seasonality.• Effectively collaborated within the Product Development and Inventory Management departments to drive successful product management that achieved company metrics while managing product minimums and lead times in accordance with purchasing guidelines.• Balanced the appropriate levels of initial fill rate, final fill rate, inventory turns, backorder and overstock management, and assisted in liquidations to achieve the strategic direction of the company.• Responsible for the overall direction, coordination, and evaluation of the inventory planners and planning assistants. Managed up to two inventory planners and four planning assistants who were responsible for the execution of purchase orders and vendor correspondence.
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Data Analyst
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Jun 2007 - May 2011
• Responsible for all merchandising reporting needs for the company. This included product, category, and channel reports. Solely accountable for ensuring all departments had the necessary reporting tools to effectively manage and prioritize their areas of business.• Analyzed and extracted marketing data through several different databases pertinent to understanding who our customers are and what they buy.• Developed automated reporting needs for the merchandising department to fulfill many of their ad hoc requests.• Assigned the role of System Specialist for the Merchandising Assortment Planning System (MAPS). Implemented all historical data and worked with a core team to ensure a successful launch of this tool. Was the key auditor for all reporting that was developed out of the MAPS system and worked closely with a reporting team to ensure all reporting needs were met. • Accountable for all data and reporting that is presented to our CEO, Senior Management and Board of Directors that highlighted the key successes and opportunities throughout the business.
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Associate Buyer
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Mar 2006 - Jun 2007
• Managed the categories of men’s and women’s accessories, hosiery, and footwear by selecting and presenting new product for inclusion in catalog, retail, and/or web channels.• Assisted the buyer of ready-to-wear to develop new product ideas and with assortment planning of existing products. With support from buyer, took on the responsibility of the men’s ready-to-wear category by researching and selecting product for catalog and web channels.• Analyzed and interpreted marketing and merchandising reports to ensure capitalization of product selection, assortment, and presentation.• Collaborated closely with marketing, materials management, creative, and product research to ensure appropriate product assortment and selection and that it meets the guidelines of the company.• Continually developed and maintained partnerships and relationships with current and prospective suppliers while demonstrating strong negotiation skills with these vendors.• Selected by Director of Merchandising for a strategy committee that was responsible for increasing the company’s ability to find Hard-to-Find product. Formulated a long-term plan that will leverage the company into new categories and sustain the mission of being the authority of Hard-to-Find. Designed a power point presentation to capture the task force’s data and ideas.• Traveled to New York, Las Vegas, and regional cities to meet with current and prospective vendors for new ideas and products. Traveled to Russia for an opportunity to see what the international market was offering. Upon return from Russia, presented the merchandising department with a detailed power point presentation on the findings and culture of the country.• Assisted with the training and development of the assistant buyers in the department.
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The Bon Ton Stores Inc.
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York, Pennsylvania Area
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Senior Assistant Buyer
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Jul 2004 - Mar 2006
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York, Pennsylvania Area
• Assisted the buyer to develop product, determine private brand assortment and create brand integrity of our three private brands. 57% of sales responsibility was developing the three private brands.• Assisted the buyer with maintaining sales volume of $38 million and gross margin profitability.• Developed seasonal merchandising plans and assortments. Responsible for monitoring, reporting, and analyzing performance by program and style with the buyer to identify action for future development. Analyzed business trends and opportunities by identifying and maximizing key items. Assisted with execution of buying plans based on open-to-buy dollars and business plan strategies.
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Pepsi Beverages Company
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York, Pennsylvania Area
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Territory Sales Manager
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Apr 2003 - Jul 2004
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York, Pennsylvania Area
• Managed a team of nine bulk account managers and twenty merchandisers in the territory of York, PA.• Responsible for the execution and implementation of all advertising programs and displays across large format points of distribution.• Supported the top five accounts: Wal-mart, Giant Food, Weis Markets, Shurfine, and Kmart, with excellent customer relations.• Increased territory volume by 33% in the first six months in position by growing the topline and driving net price. • Trained and coached all teams of the Pepsi standards and ensured these procedures were executed.
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Education
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1998 - 2002Penn State University
Bachelor of Science, Marketing
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Industry Focus. “Retail and Consumer Goods.”
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