Brett Augustine Email & Phone Number

Mequon, Wi, Us

Remote

Lead OA for the West Region overseeing two team membersIn charge of all commercial billable sales reportingCollaborated with nationwide team members to streamline all OA reporting

Germantown, Wisconsin

Manage real time call volume and early release to achieve contracted service levels and abandon calls for three lines of business, compiling and reporting daily stats to managers. Involved in top-level strategizing, forecasting and budgeting that assisted in allocating resources and planning performance.  Analyze and forecast weekly call volume and average handle time (AHT) as well as weekly updates for supervisors, leads and management. Translate data from multiple sources into useful information and business drivers utilized by senior management for strategic decision making.  Quickly mastered software programs, with no prior knowledge of, to create custom reports and dashboards that monitored KPI's. Prepared staff performance analysis reports. Approve time off requests and prepare staff schedules.

205 E Silver Spring Drive, Whitefish Bay, Wi

7160 W Donges Bay Rd, Mequon, Wi 53092

Provided operational support for all departments with strong financial, systems, process and administrational acumen. Supported the Mequon operation and collaborated with the Rite Hite family of global companies most frequently with our corporate office in Denmark. Implemented a new ERP system platform by working with the global Caljan team to convert from XAL to Microsoft Dynamics AX. Coordinated weekly operational meetings with sales, inside sales, logistics and service coordinator to map out the current week and upcoming months’ worth of projects, installs and service calls. Responsible for coding Accounts Payable and Accounts Receivable. Followed up on outstanding invoices and 30-60-90 day receivables while gathering information from sales, customers and vendors. Drove cash flow through backlog process management Reconciled two accounting ERP systems and resolved any gaps in monthly closings Cross trained in service coordination, project management and service management. Performed financial balance sheet variance analysis to understand and drive cost improvements Performed services profitability analysis and recommended improvements such as replacement parts, services offered, etc Supported the on-boarding process of new team members, including conducting interviews and building relationships with temp agencies Submitted/approved employee time cards and expenses

Field Sales

Drove sales of over 200 items at Kohl’s department stores (brick and mortar stores and e-commerce) by analyzing POS data and recognizing upcoming trends in the marketplace. Coordinated weekly, biweekly and monthly sales meetings to evaluate POS data with respective analysts at Kohl’s corporate to analyze current and future trends. Responsible for creating Power Point presentations for line reviews with B&M and Ecomm buyers. Researched inventory position of 8-10 weeks for all items with supply chain team located in Florida. Created comp shop reports to communicate current line of products compared with all competitors in brick and mortar stores.

West Allis, Wi

Oversaw development, procurement and production of seasonal items for Wal-Mart by executing daily aspects of domestic and import replenishment including flow of products from overseas through import and warehouse facilities to store level, creating item numbers in 1sync and Retail Link and maintaining item information. Assisted in negotiating part pricing with suppliers to maintain built in margins for both Industries for the Blind and Wal-Mart. As Retail Link site administrator, I was responsible for item reporting, forecasting, maintenance and updating agreement forms. Responsible for researching short payments and unpaid Wal-Mart invoices for the Accounting department.

Richfield, Wi

Directed inventory management functions including the development of weekly/monthly/annual S&A reports, replenishment forecasts, and item profiles. Developed and executed seasonal strategies, maintained proper inventory levels at distribution centers, and resolved warehouse in stock issues. Managed the initial rollout and procurement of multiple new items. Managed recalls and rework of defective or damaged items; primarily in high stress and short timeframe situations. Responsible for training new and existing coworkers on Retail Link reporting, co-management ordering, daily reports and day to day operations

Milwaukee, Wi

Prepared financial reports, reconciled annual budgets, and performed variance analysis in accordance with business plan. Compiled periodic financial reporting packages for senior management using MGMA format. Maintained and verified employee payroll reports prior to distribution. Developed benchmark reports to track the productivity of Physicians throughout the Aurora network

Brookfield, Wi

Borrowed or invested cash based on the daily needs of the Bank, while monitoring the liquidity needs of the Bank. Responsible for maintaining the Bank’s security portfolio by handling transactions such as Reverse Repurchases, Federal Funds, Interest Rate Swap agreements, Agency and Whole Loan CMO’s/MBS’s and Broker CDs. Performed monthly account reconciliations and monitored general ledger transactions. Established and maintained strong relationships with brokers of large and small firms. Worked in collaboration with auditors to ensure accuracy and integrity of financial information to support overall business objectives.