Joel Gomez Email & Phone Number

San Francisco, Ca, Us

San Francisco, California, Us

San Francisco, California, Us

Boston, Massachusetts, Us

Foster City, Ca, Us

Foster City, Ca, Us

Foster City, Ca, Us

Amsterdam, North Holland, Nl

Responsible for full P&L management, forecast, and variance analysis with >$100M in sales and 18 countries in scope Integrated and harmonized the Latin America export business financials post Coty / P&G merger; exceeded financial targets by >10% in fiscal year 2017Developed financial five-year strategic plan with >10% CAGR and new go-to-market strategy for key distributor markets in Brazil, Mexico, and ArgentinaHeaded annual budget /plan process with Marketing and Sales teams; presented budget to Coty’s Luxury Executive Committee

Cincinnati, Ohio, Us

Financial planning and analysis (FP&A) leader for all sales and customer activities with >$300M in revenueEstablished commercial strategy for all U.S. and Canada distribution channels. Developed customer team sales targets, budgets, and retail sales goals to drive ROIStandardized monthly trade spend forecast to improve accuracy; delivered fiscal year forecast within 2% tolerancePlayed key role in transition team for P&G Prestige brands divestitures. Led Deloitte audit of trade spend and fiscal year-end close process necessary for Coty / P&G merger and Dolce & Gabbana divestitureTrained three full-time employees and managed Finance organizational changes for transition to Coty after merger

Cincinnati, Ohio, Us

Finance leader for Olay’s global product initiative analysis and product costs; projected revenues >$100MImproved top and bottom-line results of global brand initiatives through NPV, gross margin, and revenue analysisAnalyzed global production costs, supply chain, capital investments, and cash flows for new product launches across China, Europe, and North America to deliver innovation targets

Cincinnati, Ohio, Us

Lead auditor for global consults that covered purchases processes, contract labor, and 3rd party contract complianceDesigned and implemented P&G’s contract auditing program and led audits that covered >$1Bn; identified recoveries >$18.5M and provided actionable recommendations to improve controlsPartnered with HR and Legal to drive labor and employment compliance across various organizations Identified significant value leakage risk and provided recommendations to improve controls environment across Purchasing department; received “Audit Excellence Awards” for work during fiscal years 2012 and 2013

New York, Ny, Us

Founded AXA’s Brownsville office and grew it from a one-man operation in 2004 to a seven-person consultant team, with a 10% market share and >2,500 clients in 2008Supervised day-to-day activities in the Brownsville district office; recognized as #3 "Start-up" district manager nationwide based on my district's overall productivity in 2007Hired and mentored seven financial consultants; led four consultants to achieve national recognition.Enhanced recruiting and training efforts by sharing personal insight and perspectives in "The Best is Yet to Come," a national recruiting and training video; only 10 out of 1100 advisors were selected to participateCommunicated best practices and lessons learned to other managers at AXA Retirement Benefits Group national managers' conference dinner eventWon the "Texas Shootout" district sales campaign by motivating my team to achieve the highest district productivity on a per advisor basis across all Texas offices

New York, Ny, Us

Built a personal book of business with >800 clients and >$5.9M in assets under management; recognized as a “National Leaders” conference qualifier in 2006, 2007, and 2008Recognized as a "Level four" sales conference qualifier, a national conference for top 70 advisorsPresented retirement benefits reviews for school districts’ upper management and employees; consistently exceeded yearly sales goals and was ranked #1 in the nation as a second-year advisor in summer 2005

Mba, Corporate Finance

Finance, General

Bachelor Of Arts, Finance And Spanish