Bill Zubyck, Cpa, Cma Email & Phone Number

Oakville, On, Ca

Mississauga, Ontario, Canada

Mississauga, Ontario, Canada

- Develop and maintain robust sales tool detailing sales by customer, item, brand, and other attributes, with tool used by multiple departments to identify trends, explain variances, and build budgets and forecasts- Lead pricing process, collaborating with both the finance and sales departments to ensure price increases are submitted to offset increases in costs- Manage Sales Analyst responsible for consumer insights, sales data models, and other ad hoc requests- Established tracker to identify reasons for customer fines, working with accounts receivable and business managers to dispute charges- Created method to allocate direct costs, giving a clearer view of profitability and encouraging company to consider margin per KG in addition to margin % for better decision-making- Lead bid pricing discussion meetings with finance, sales and procurement departments, identifying impacts on margins of different scenarios- Manage sales budgeting process, overseeing over 1,000 items across more than thirty customers and six sales managers and ensuring external factors are accounted for- Improve financial acumen of sales team by presenting in monthly meetings how price, volume, and mix impact profitability- Lead company's consumer insights, guiding Sales Analyst on how to use Nielsen and other consumer-focused data to make recommendations on product categories to target- Prepare monthly and yearly reporting packages for President, CFO, and VP of Sales to present to company owners- Present financial impact of SKU rationalization decisions to finance, operations, supply chain, and sales departments- Perform ad hoc financial analysis for sales team, President, and CFO, making recommendations and providing pro forma income statements- Oversee pricing audits conducted by Sales Analyst to ensure price changes are accurately reflected in JD Edwards system- Develop and maintain margin model for profitability reports used as the basis for all pricing discussions

Mississauga, Ontario, Canada

- Built annual budgets for freight, quality assurance, and supply chain management using key drivers; worked with vice-presidents and department managers to achieve budget acceptance- Provided commentary explaining variances against budget and led monthly finance meeting detailing business results to CFO- Assisted accounting manager in the compilation of the monthly financial reporting package sent to CFO and company owners- Completed monthly pro forma income statements to provide preliminary financial results to CFO- Met with sales managers to understand why each customer fell short or exceeded monthly budget; compiled this information and distributed report to all senior-level employees- Prepared PowerPoint budget package detailing budget and year-to-date results, income statement, balance sheet, and cash flow statement

Mississauga, Ontario

- Worked with sales, marketing, and US-based counterparts on creating and analyzing profit and loss (P&L) statements for new product launches and product changes; presented project viability to senior management team- Built advanced Excel model to make successful recommendation to senior management to amend zones to better align pricing- Completed profit and loss (P&L) statements used as a basis for private label quotes- Developed and maintained Excel model to track key distribution measures, with this information used to explain any variances to the Director of Supply Chain and senior supply chain members- Assisted in annual inventory audit and provided external auditors with all pertinent information- Reviewed forecast and monthly variances with Director of Regulatory Affairs and Stakeholder Relations and adjusted forecast for remaining months- Provided ongoing training for new financial analyst employed in prior role- Performed ad hoc analysis on SKU profitability, pricing changes, and other special projects using Excel and SAP BW- Participated in weekly calls with US marketing and finance teams regarding product development- Reconciled general ledger accounts through Blackline system and SAP- Prepared budget templates for marketing, sales, and supply chain functional heads to complete

Mississauga, Ontario

- Revamped trade promotion tracker in Excel - allowed sales managers to assess trade remaining and identifed incorrectly applied trade deals- Reconciled promotional coupon spend and updated coupon forecast to assist marketing in measuring effectiveness of various promotions- Created Excel pivot table to track packaging spend against budget and reviewed monthly with brand managers and Director of Marketing- Updated actual figures in monthly forecast file and uploaded forecast into SAP- Prepared month-end and year-end accruals for sales and marketing- Performed journal entries and assessments in SAP

Toronto, Ontario

- Worked with financial advisors to ensure transactions settled in a timely and accurate manner- Trained new employees on programs and regulatory requirements- Ensured accurate records of fund prices and units for bookkeeping entries- As department representative for Process Improvement Committee, collaborated with other divisions to update manual for cross-departmental processes