Robert Gallagher Email & Phone Number

San Jose, CA, US

San Jose, CA, US

• Manage a team of financial analysts responsible for reporting, analysis and monthly close for all departments within the company and covering the full income statement.
• Utilized prior knowledge of financial system implementation to serve as a subject matter expert during transition of SAP (EPM) to Oracle (Smart View) financial systems, trained regional and national finance teams on.
• Built financial models to track and analyze newsprint inventory and yearly spend of $7M.
• Identified a new approach to monthly close by simplifying and standardizing the close reports and automating the creation of journal entries.
• Manage the annual budget process from inception to completion which includes presenting the proposed budget to the President and CFO.
• Simplified dozens of complex reports and financial models utilizing advanced excel knowledge to cut more than 20 hours per week spent on report creation and distribution.

San José, CA, US

• Manage a team of seven senior financial analysts responsible for all financial reporting and adhoc analysis necessary to support nine individual department directors as well as 4 marketing managers.
• Led $700M sales through margin annual planning process including inventory flow planning and $30M marketing budget planning. Worked closely with multiple groups to get buy in from all cross functional leaders.
• Created Excel model to align a detailed weekly departmental plan with a high level monthly store plan which resulted in weekly department financial goal for each of the 100 stores.
• Work side by side with accounting during monthly close to verify that all accounts have been properly booked and to verify accruals and deferrals.
• Spearheaded Reset Business Case verification template which allowed leadership to quantify expected payoff of investment in new product and fixtures and to hold business partners accountable to performance and expense.
• Created a sales tree report to help the business better understand department sales drivers including transactions, average ticket and basket metrics.

San José, CA, US

• Influenced change in marketing strategy by implementing a new approach to measuring marketing vehicle effectiveness and promotions through basket analysis reporting to maximize margins.
• Recommended zip code distribution changes for weekly ad based on Experian demographic data along with Sales penetration.
• Created a weekly report which measured weekly marketing events based on ROI, variance to forecast, basket analysis, sales, margin and unit lift.
• Partnered with Lowes to compare insights on drought affected categories and quantified the sales and margin impact.
• Created promotional lift tool which resulted in additional insights into promotional pricing and provided department directors the ability to promote the right products at the right price resulting in the right mix of.
• Analyzed marketing campaigns, and recommended direction for future campaigns

US

• Manage Financial Planning & Analysis (FP&A) operations for the Beverage & Snack Marketing and Consumer Demand business unit (annual revenue $2.7B) by reporting and quantifying marketing performance, providing post.
• Built out Vendor Scorecard in Teradata/SQL to track $6.4B in Sales and all other financial metrics for every Beverage Snacks, Meals & Ingredients Vendor by Period.
• Conduct periodic forecasting and financial planning in order to align with senior management, as well as identify and highlight financial risks and opportunities.
• Utilize expertise in SQL, Teradata, Access and Excel to create ad-hoc reporting, streamline processes and build out queries to provide financial insights, technical support and expertise to the Merchandising group.
• Manage projects and initiatives to create value added, actionable recommendations and insights.
• Provide promotional and retail pricing recommendations and detailed reporting to the Merchandising department based on price position, sales, profit and market/shopper trends.

US

• Provided recommendations on price position for regular retail pricing investment tests resulting in $4M sales growth in 2014. Provided insight into performance of test and redirected when results were not in line with.
• Collaborated with the business to develop yearly tag spend targets by desk based on future marketing programs and year over year trends in order to budget the $112M annual tag and labor costs.
• Cut processing time to build weekly Deal Match offers from 12 hours to 3 hours per week by establishing a highly efficient process. This process enabled us to take a competitor’s ad and duplicate the offers to a.
• Assisted in the design and implementation of the Just for U platform which was the first of its kind to offer personalized promotions to Safeway shoppers.
• Managed a team of Pricing Analysts who identified pricing strategies, built ad-hoc queries, completed specialized analysis and built tracking tools for all levels of the organization.
• Provided formal training to the pricing department on Excel, SQL, Hyperion Essbase, Financial metrics and Safeway databases so that efficiencies could be gained and time could be spent on new initiatives.

US

• Lead a $35 MM tag savings initiative for 2009 by building tag count reporting and tag tracking reports to highlight inefficient behavior and drive change.
• Worked with all levels of the pricing group as a SME for DemandTec price optimization software. Led Demand Tec training and assisted analysts in understanding the output and pricing recommendations.
• Created Non-Perishable CPI scorecard which allowed for a competitive index metric to be added as a 2010 KPI.
• Planned and Implemented $60M New Low Price campaign for all divisions in alignment with Pricing VP.
• Created Check to Check report which compares pricing actions taken by Safeway vs. all competitors. This report allows analysts to easily identify and react to competitor price changes.
• Worked as a team with other Business Analysts to create a computer based training aid that could be utilized by all Pricing Analysts requiring DemandTec training.

US

• Recommended changes and implemented Northern California store pricing structure.
• Analyzed and adjusted regular retail prices for frozen foods items resulting in ID sales of 4.2%.
• Worked alongside Merchandising to understand strategic category goals and provided regular retail guidance to attain those goals.

US

• Maintained in store promotional prices in Vons and Norcal divisions for Meat, Liquor and Frozen Foods.
• Researched and resolved price discrepancies and overstock situations with the stores in conjunction with Category Managers, resolved any issues within 4 hour window.
• Weekly proofing of ads across multiple versions to review for accuracy in pricing, images and item descriptions.