• Support the decision making process, consolidate results and challenge business performance and results from the Sales and Marketing Finance Business Partners teams: • Full oversight and accountability of the local US regions and brand P&Ls• Ensure proper financial reporting by GL, Cost centers across Sales and Marketing• Oversee and challenge sales and marketing budget control and resource allocation• Support the Commercial Spend Productivity analyses and delivery of cost savings in the commercial functions• Proactively advance and create centralized volumetric and financial reports for the Sales and Marketing teams• Create and Lead business performance reviews for the Commercial organization, challenging Sales and marketing teams to generate actionable insights• Create a high performing Commercial FPA team through leadership while ensuring the development of the overall Finance Function by promoting cross-team collaboration• Engage with business process owners to understand company performance, provide insights and challenge results and develop a culture of continuous improvement• Maximize performance by working alongside, supporting, influencing and strengthening the finance business partners for Sales and Marketing through revenue, cost, margin optimization, and GP analysis• Support the business and commercial planning cycles for the Sales and Marketing organizations within HUSA, including the 3-year Strategic Plan, Annual Plan and LE’s, while ensuring accuracy and providing relevant challenges to Sales and Marketing Leaders• Coordinate planning process, timelines and requirements from the business and the Finance business partners• Develop insight on the quantitative and qualitative performance of the Sales/Marketing functions, and communicate through the preparation and delivery of streamlined reporting

• Drive the month-end, quarter-end and year-end analysis of the Company’s financial statements• Prepare and distribute monthly management reports• Perform analysis of company’s results vs budgets and targets by product line and cost centers• Prepare and issue daily, weekly and monthly internal and external KPIs• Work closely with department leads to communicate and understand variances from budgets and internal targets• Perform “what if” analysis of potential business initiatives• Calculate ROI on company investments• Deep dive into costs to determine run rates and potential for efficiencies• Prepare debt covenant analysis and ensure adherence to quarterly debt covenant compliance reporting requirements to third parties.• Provide a support service by working with all departments and management to help improve the controls and processes.• Assist in the preparation of the budget and financial forecasts• Provide financial analyses as needed, in particular for capital investments & pricing

Managing for Value Decision Support & Education• Provide financial oversight, leadership and governance for a 2.3m case/$122M revenue division of Treasury Wine Estates in order to achieve AOP• Analyze profitability of key Customers and Channels, use the analysis to influence future spend• Identify monthly R&O’s that will maximize opportunities and minimize risk to the annual plan Trade Spend Management• Ensure the business operates within the field spending guidelines established by TWE to ensure the Division team has an understanding of spending targets and consequences of overspending• Provide the tools that will help the Division Customer Marketing Manager & the Division Sales team manage within Budgeted spend per case• Manage the Division Trade Discount budget while identifying gaps between current trade spending and budget and work with stakeholders to put plans in place to correctPricing/Margin Analysis & Management• Review and approve all pricing and promotional spend with Distributors• Work with marketing to create an annual and 5 year strategic pricing plan that details pricing position • Ensure annual pricing plan is maintained quarterly to ensure pricing position and key competitors are maintained in the pricing plan and database• Drive the pricing plan with all sales divisions on a monthly basis to ensure planned pricing changes are executed or mitigated• Analyze liquor board pricing structure changes to ensure that the company makes the right price position and margin decisionsPL management & reporting• Manage the monthly PL reporting and analysis of results process with HQ • Collaborate with sales for the monthly commercial review to provide support and summary of financial results & manage all trade and marketing monthly accruals• Drive the annual budgeting and 5 year strategic planning process with the leadership team from both an operational and financial perspective

Managing for Value Decision Support & Education• Provide financial oversight, leadership and governance for a 1.9m case/$94M revenue division of Treasury Wine Estates in order to achieve AOP• Analyze profitability of key Customers and Channels, use the analysis to influence future spend• Identify monthly R&O’s that will maximize opportunities and minimize risk to the annual plan Trade Spend Management• Ensure the business operates within the field spending guidelines established by TWE to ensure the Division team has an understanding of spending targets and consequences of overspending• Provide the tools that will help the Division Customer Marketing Manager & the Division Sales team manage within Budgeted spend per case• Manage the Division Trade Discount budget while identifying gaps between current trade spending and budget and work with stakeholders to put plans in place to correctPricing/Margin Analysis & Management• Review and approve all pricing and promotional spend with Distributors• Work with marketing to create an annual and 5 year strategic pricing plan that details pricing position • Ensure annual pricing plan is maintained quarterly to ensure pricing position and key competitors are maintained in the pricing plan and database• Drive the pricing plan with all sales divisions on a monthly basis to ensure planned pricing changes are executed or mitigated• Analyze liquor board pricing structure changes to ensure that the company makes the right price position and margin decisionsPL management & reporting• Manage the monthly PL reporting and analysis of results process with HQ • Collaborate with sales for the monthly commercial review to provide support and summary of financial results & manage all trade and marketing monthly accruals• Drive the annual budgeting and 5 year strategic planning process with the leadership team from both an operational and financial perspective

• Responsible for analyzing, updating & reporting the actual expense for the division’s spend on Advertising, TE/Overhead and Trade Discounts (~$44MM).• Accountable for analyzing and reporting pricing requests to support the sales force in delivering their budgeted volume growth while staying within the annual Trade Discount budget.• Lead monthly finance meetings with the sales force of 32 to review forecasts, provide business updates and address open topics.• Lead the implementation of strategic price changes in 19 U.S. markets and with 39 distributors.• Responsible for reviewing and addressing trade discount invoice variances with distributors • Developed and distributed template to help the sales force understand and forecast their Advertising spend • Recognized by the division VP as the Division’s “Game Changer” in FY’13 Q2 for my efforts regarding division wide budget development and communication.• Received two performance awards from peers for my outstanding effort regarding my research and work to ensure accurate regional prices.• Invited to and attended a corporate leadership training session in Napa, CA for “Individual Contributors”.

The Finance Analyst is responsible for supporting the timely and accurate completion of ad-hoc financial analysis, forecasts, budgets and management reporting; the corporate planning & reporting process and financial management assistance to Sales functions. This is a key role nationwide and is highly influential as a resource for our sales organization.• Assist the Commercial Finance team to deliver financial targets• Complete financial analysis of actual performance vs. targets and work on internal reporting• Manage price systems, price structures and budget tracking process• Provide support to the budget and long term planning process. • Assist with development of Quarterly Business Reviews

• Responsible for the projection, reporting and maintenance of monthly marketing spend for the Fresh and Frozen Businesses (~$115MM) as well as the monthly marketing accruals. • Maintain and prepare marketing balance sheets including Media, Advertising & Promotions, Coupon Accruals & Redemption as well as marketing balances in the prepaid account.• Ran, analyzed & distributed weekly stale report and summary to Corporate Leadership and Field Sales teams. • Created & documented new processes to transition responsibilities to SAP and ensure GAAP and audit compliance. These processes were later adopted by the Snacks Brand Finance team.• Served as team lead during internal & external marketing audits. Responsible for receiving, pulling & consolidating substantive selections.• Held bi-annual presentation for marketing group to refresh financial knowledge and needs in an effort to increase efficiency and cross business education.• Awarded the opportunity to travel to Moscow, Russia to work with the Campbell’s internal audit team to perform a complete audit on a new soup business. • Served as a “go-to” resource across the organization for all excel reporting and report enhancements.

• Responsible for maintaining, updating and delivering multiple P&L statements for all channels of the direct mail business.• Handle campaign analysis such as performance, cost and variance analyses on both the client and product level.• Assist in monthly close and preparation of financial statements.• Responsible for reviewing marketing creative and product lists for all direct mail promotions to ensure accurate financial assumptions based on final campaign design and product line.• Implement and read marketing tests for direct mail programs to determine winning efforts and identify opportunities for future mailings.

• Present comprehensive plans for clients to provide them a visual understanding of their finances• Identify different products & services that match the needs of the client• Educate & guide clients through saving & investing strategies to help achieve financial goals• Work collaboratively in a team environment and utilize resources to provide integrated financial security practices with clients• Licensed with Series 6 & Series 66 for Finance Security sales as well as Connecticut Health & Life Insurance License