Casey Gatti Email & Phone Number

Greater Philadelphia

Greater New York City Area

Greater New York City Area

• Responsible for all top-line finance commitments of our South region teams. Responsibilities included weekly communication with senior level business unit managers to share updates around product portfolio.
• Led a team of two direct reports in ensuring that we were strategically and efficiently investing in trade discounts with our retail partners to drive profitable growth.
• Established “best practice” budgeting, reporting, and forecasting tools that were rolled out nationally across our finance regional teams.
• Collaborated with Accounting and Cash Services team members to manage a multi-million dollar trade accrual.
• Consistently communicated with over 40 customer business managers to establish and track against account level business plans aligned to deployed budgets and Danone NA growth objectives.

Greater New York City Area

• Responsible for providing business performance, reporting, and forecasting trend analysis for four business units within the Danone NA portfolio.
• Worked closely with sales leads to establish, track, and deliver against various KPIs including net sales growth and trade investment efficiency.
• Developed tools to help the sales organization understand the implications of their promotional strategy and how to maximize efficiency of their trade spend.
• Executed monthly rolling twelve-month forecasts of the business that were used by business unit presidents and the publicly traded parent company to drive strategic initiatives and manage Danone’s portfolio of brands.
• Demonstrated proficiency in SAP Business Warehouse, SAP Query capabilities, Oracle’s Hyperion Essbase, and MicroStrategy Business Intelligence software.

Greater New York City Area

• Advised clients through the live deal process in assessing value implications of various operating levers and considerations.
• Conducted strategic valuation analyses aimed at helping Fortune 500 C-Suite executives understand growth and margin expansion expectations baked into their share price.
• Developed financial models to support pre-deal and post-deal valuations for various strategic, financial reporting, or tax purposes.
• Performed valuation of business enterprise value, intangible assets, and goodwill for mergers and acquisitions, financial reporting, impairment testing, stock compensation, and tax relocation using various valuation.

Greater New York City Area

Completed a competitive internship program in PricewaterhouseCoopers Transaction Services practice. This experience afforded me the opportunity to learn about the Deals space in the financial world. The Transaction Services practice provided me exposure to multiple stages of various deals in a wide range of industries. I was able to learn why a company may.

• Used Google Analytics in order to track various metrics throughout the PURE website. ♦My analysis was used in an effort to improve the web page and make it a more interactive, user-friendly interface.
• Worked with the C.M.O. and AVP of Marketing in order to help plan a new advertising budget in the state of CA. ♦Looked at the amount of prospects reached by both direct mail and TV advertisements in order to determine.
• Developed a comprehensive guide for wealth manager’s to help them discuss property and casualty insurance with their clients at insurance renewal time.
• Built out a prospect mailing database of ultra-high net worth individuals. ♦Researched the personal contact information for America's top billionaires and CEOs.
• Worked as part of a team project where we examined the successes/failures of an education platform for PURE insurance brokers. ♦Analyzed data for each session and the impact that attendance had on quoted/bound premium.
• Worked on content development for Situation Room Site. ♦Content engages members by providing them with helpful tips for dealing with upcoming storms or catastrophes.

I learned critical customer service skills in order to serve a diverse group of customers. I focused on driving revenue by selling optional insurance packages and upgraded car rentals. This experience was an incredible opportunity that helped lay the framework for a career in business.

Bachelor Of Business Administration (B.B.A.) Summa Cum Laude, Marketing, Finance, Analytics

Activities and Societies: Blue Key Tour Society, Marketing Society, Student Government Association, Service Learning Community

Education record

Salutatorian