Gretchen K. Email and Phone Number

Helping private equity backed businesses realize value through cost optimization and commercial excellence.

•Responsible for SG&A cost centers across US and China businesses.Duties: month-end close variance analysis, report creation, and presentation of financial results to executive leadership team.•Established financial framework for new China entity in 2022 including: cost center creation, financial reporting, GP analysis, and full year working budget.•Built scenario analyses and mock P&Ls to vet strategic business ventures for Sales & Marketing teams.•Optimized costs through scenario analysis of multiple fulfillment providers to improve and grow Direct to Consumer business ($250K -> $1M).

*Lead analyst for 2021 Forecast and Budget implementation. - Duties included: Sales Forecast, project management, review, and final uploads to Adaptive Insights.*Reviewed month-end journal entries, reconciliations, and KPI slide deck content before published.*Mentored Summer intern; responsible for onboarding process, task management, and mid-summer performance review.*Conducted ad hoc analyses that support strategic Sales goals in Mexico by 2023.

*Completed weekly and monthly reports on NonCatalog Marketing campaigns with an emphasis on email and print direct marketing.*Evaluated the performance of both promotional and non-promotional campaigns to provide key insight into the overall success or nonsuccess of marketing strategy.*Conducted Ad-hoc analyses regarding country-specific marketing campaign performance as well as in-depth analyses into customer retention post deployment of marketing.*Ran weekly append process to ensure master marketing recipient data was accurate across all data tables and quality control was being upheld.

*Partake in monthly close processes including: journal entries, analysis of expenses, consolidation of Financial Statements, and meetings with the CFO to discuss financial performance.*Complete daily and monthly reports concerning Mexico Operations across Sales, Credit, and Collections departments.*Travel is required once a quarter to Monterrey, Mexico to meet with the local Finance and Accounting teams in addition to meeting with stakeholders during Forecast and Budget.*Forecasting and Budgeting for the Monterrey Branch, which includes: analyzing prior year trends and expenses, meeting with stakeholders, and communicating the final Budget with the branch.*Conduct Ad-hoc analyses regarding internal process improvements as well as external performance in the larger Mexico market.

*Compiled and uploaded the Budget for the Texas Branch, which included: analyzing prior year trends and expenses, meeting with stakeholders, and communicating the final Budget with the branch.*Completed monthly recurring reports for both the Texas Branch and greater Uline business to help executives make key business decisions.*Conducted Ad-hoc reporting concerning competitors, vendors, as well as internal and external business activities.

*Contributed to all Financial Planning and Analysis activities to include the monthly close, forecasting, and management reporting for a budget over $450M in 70+ markets and 6 continents. *Assisted with the development of the Operating Plan and long range forecast for the Commercial Operations and Business Analytics teams, ensuring budget alignment with key operational priorities.*Create dynamic financial models on MS Excel/SharePoint to facilitate the real-time collection of budget information from key stakeholders.

Objective: Support the Manager-Purchasing in the evaluation and purchase of goods and services at a competitive cost for assigned facilities and/or spend category(ies). *Collaborate with purchasing team to research, design, and supply bath & kitchen faucets products seeing out the life cycle of the product from the birth stage to the market. *Maintain relationships with suppliers domestically and internationally through close monitoring of design processes, legal matters, production timelines, and finished products.*Research and pull public market information about suppliers and competitors to provide a benchmark for performance as well as strategically place Kohler within the context of the overall global market.*Gather and upload past and current purchase order history between Kohler and suppliers into company database.

Objective: Organize and communicate telephony data for the Corporate Global Infrastructure Network Operations team.*Achieved cost savings of $10,000 through cancellation of abandoned Granite phone lines.*Maintain stock of Avaya telephone systems. *Simplified employee contact spreadsheets for the Americas and Europe.*Sorted Granite and Verizon phone bills canceling phone lines as a cost saving measure.*Organized data on the online employee contact portal.

Objective: Inform sororities on campus of the online designer dress rental company Rent The Runway and encourage Panhellenic women to rent from them. *Organize and host a trunk show for women to try on and order dresses.*Promote Rent The Runway throughout campus and get girls to rent for sorority formals, weddings,and weekend events.*Partake in monthly WebEx calls and execute monthly tasks as assigned by Rent The Runway.

Objective: Watch over bodies in the swimming pool as well as on the pool deck, administer first aid and CPR, clean pool deck, and provide a safe atmosphere for club members.*Guarded the pool on the lifeguard stand*Cleaned bathrooms and surrounding pool deck*Greeted members at the check-in desk *Prepped clean towels and took out the garbage*Administered fist aid to injured patrons