•Helped to build top tier finance department by bringing in talented people, training them for success, and encouraging them to grow their careers within the organization.•Created sales planning tool for forecasting demand, sales, and trade spend that enabled the company to limit the risk from improper forecasting.•Established reporting processes for tracking key sales measures - daily sales reporting, auditing, maintaining & releasing master data upon month end.•Project lead for establishing national list price and implementing off invoice allowances along with mapping/connecting edi to allow for proper trade spend analytics and consistent invoicing.•Created deduction auditing process with a high success rate of paybacks for invalid short payments.•Created and maintain the full sales and trade P&L within the erp, including creation and organization of GL accounts and mapping of all master data tables.•Played a key role in integrating the Orgain brand under the Nestle Health Science umbrella, including working with national and global sales teams, medical sales teams, finance, sales strategy, etc.•Created automated flow between multiple systems to allow for faster and more accurate reporting, including introducing excel power query data models, vba automation, and api connections to external data sources.•Drafted and published company policies for price increases and deduction post audits to enhance brand protection.

• Inspires growth in team members & others by recognizing & developing talent• Works closely with directors/senior management of different departments on various projects to further company growth & future development• Overseer of deduction management for trade spend on a national platform for branded & private label products• Develops & maintains advanced excel tools for trade finance team to utilize in trade spend analysis• Sigma 6 process-driven, developed new steps in settlement process that reduced running deduction balance by over 70% in a growing company• Extensive knowledge in SAP & TPX trade management systems

• Responsible for trade spend analysis & recommendations, monthly sales planning & forecasting, and reconciliation of customer• Develop effective business relationships with sales and broker partner counterparts to interpret contract terms and align calculation/processing efforts• Cross-functionally worked with customer service, national sales team, global IT, PPIC (Production Planning Inventory Control) and accounting to identify issues and build efficiency for the customer limiting potential risk• Effectively analyze customer performance against forecast and makes appropriate recommendations to financial planners on annual financial exposure, pre and post promotional analysis and recommendations to improve ROI

• Manage performance and benchmark reports for Nestle, Gilead Sciences, New York Life (carrier), Siemens Corp. and Chanel TCCL• Lead support at MullinTBG for obtaining real time financial data from the Bloomberg Terminal

• Upload and verify investment prices for over 1,500 securities in MullinTBG database• Calculate unit values based off various compound interest formulas for fixed rate securities• Audit historical dividend uploads