Met with clients to scope projects and implement Planful planning software. Managed team of solutions architects to build custom reports, structured planning templates and dynamic planning solutions.

Developed reporting formats for tracking and presenting key metrics used to make business decisions. Analyzed sales tends and made recommendations to buyers.

• Led Implementation of New EPM Solution (Planful) – Managed the process of converting financial reporting and planning from an Excel based model to a modern, cloud-based tool. Leveraged knowledge of existing dimension hierarchies to help integrate the new system with SAP.• Developed and Distributed Executive Level Reporting – Created a comprehensive “Flash Report” highlighting key metrics and trends for weekly distribution to the executive team and board of directors. Collaborated with Operations Leadership to ensure continued data accuracy. • Completed Full P&L Monthly Variance Analysis – Researched expense and revenue variances to budget using general ledger and key metric analysis to identify drivers. Worked with Accounting team, Sourcing category managers and G&A department leaders to better understand variances to budget.• Led Annual Budgeting Processo Operations – Used key metrics trends, sales projections and known business changes to develop detailed budgets for multiple distribution centers.o Cost of Goods – Developed box cost projections based on guidance from Sourcing category managers and historical analysis of trends in inventory adjustments and sales volume mix. o G&A – Worked closely with department leaders to understand headcount and travel requirements for the coming year. • Created Board Presentations – Coordinated with the Chief Financial Officer and VP of Finance to compile data and visual aids for monthly financial updates presented to the board of directors.• Led Team of Analysts – Managed a team dedicated to analysis of Sales, Cost of Goods, G&A Expense and Miscellaneous Income sections of the P&L.

Developed Operational Expense Budgets – Coordinated with operations leaders to develop annual expense budgets for two separate business unitsManaged Financial Tracking of Cost Savings Initiatives - Determined monetization for cost take out initiatives. Tracked and provided status updates monthly.Tracked Workforce Productivity – Worked with operations leaders to enhance a method of converting revenue projections to unit forecasts using the data to better understand and forecast product fulfillment staffing needs.Designed Financial Reports – Created concise financial views for senior level management to aid in trend analysis and decision making.

Developed Operational Expense Budget – Created and monitored a $30 million budget for the Consumer Services business unit, provided monthly variance analysisManaged Vendor Invoices – Processed invoices from third party providers, allocating expenses to the appropriate cost centers, and determining impact to total costs per unit.Completed Monthly General Ledger Close – Reconciled financials on a monthly basis, creating expense accruals and reversals when necessaryTracked Cost per Unit – Developed and maintained a model that transformed how the business calculated costs per unit for various products, enhancing visibility and providing more detailed decision making data.Worked on Special Projects – Frequently worked on teams whose goal was to reduce overall costs by analyzing key elements of the business. This often included working closely with Certified Lean black belts to determine areas of opportunity.