Specialized in: CPG, Retail, Distribution, Food & Beverage IndustriesNet Revenue Management, Cost Control, P&L ManagementAnnual Planning , Forecasting, Cash Flow BudgetingReceivables Collection, Payables Processing, G&L ReconciliationProcess Development & Execution OversightPricing, Promotions, Contract Strategy & NegotiationSAP, Vistex, SAP Business One, Business Objects, Hyperion Essbase, Quickbook for Manufacturing

Overhaul the finance function through the transition from in house manufacturing to outsourced production of raw cold pressed juices. Developed a strategy for working capital, production cost management, financial statement accuracy and financial reporting for the new operational model. This assignment included a software conversion, implementation of retail pricing, creating financial discipline with promotional spending and standardization of processes in accounts receivable, accounts payable and co-packing operations. Provided SKU visibility to manufacturing cost of goods sold, customer profitability and institutionalized a forum to request, analyze and approve promotional pricing. Led strategic planning session with sales and finance delivering aligned revenue and trade spend KPIs for 2019.

Provided strategic direction to general sales managers to localize retail pricing and promotional strategies for $1.6B of net revenue. Servant leader to revenue management team, removing obstacles to enable management of pricing principles, execution of local and national promotional initiatives and providing commercial insights to improve profitability.Oversaw pricing strategies across 9 states aligned with national pricing standards, management of competitive price gaps within the price size architecture and maintained compliance with local, state and federal regulations.Delivered region forecast on volume, revenue and promotional spend in collaboration with GMs, Demand Planning, Region Accounting.

Key cross functional task force leader in defining strategies, developing tactics and creating tools supporting field sales finance deliver net sales and profit objectives.

Fiscal 2015, this team finished 1st nationally in performance to plan. These results were achieved by minimizing controllable expenses and diligently focusing on productivity saving initiatives from development to frontline execution.Developed the financial capability of 13 frontline sales business managers with quarterly training programs building competency in: variable and controllable expenses driving performance, ownership of the period forecasting process and the development of a stretch, yet achievable, Annual Operating Plan. This advancement in frontline knowledge, laid the foundation for the business manager's ownership in creating a roadmap of prescriptive tactics to deliver selling expense and productivity plans in 2016.

Financial gatekeeper for $100M of new product innovation sales as the key liaison with Marketing, R&D & Operations. Analyzed sales potential, product cost structure, return on capital investments and net impact to portfolio margin. Owned identifying the economic impact of P&L tradeoffs to improve margin and advance projects through development. Provided insights to R&D & Operations partners supporting alternative ingredients or production capabilities to increase profitability.

Ownership of Net Revenue for National Customers (Target, KMart & The Home Depot) with annual revenues of ~$300MM. Directed annual operating plan, established revenue and trade targets for each customer by creating event plans to deliver sales growth and trade spend productivity. Influenced sales team to deliver profit and market share growth by providing full P&L support focusing on trade spend efficiency, product mix management and net revenue per pound improvement.

Managed Net Sales for Indirect Commercial Workplace Customers with annual revenue of ~$350M over 6 lines of business, achieving Sales of 105.4%, Expenses 98% to Plan (#1 in division). Delivered 12 multiyear contracts in collaboration with the Legal Department, Sales Directors and Account Managers supporting contract negotiations by providing economic analysis of contract modifications. Executed annual operating plan, period sales forecast reviews and quarterly trade reviews.

Preparation of Period Operating Review deck for CFO & President. This role required collaboration within all levels of the organization and various functions in FLUS including Operations, Selling, Planning, Innovation and Sales.

Led team members in Trade Fund Management and Trade Spend Auditing. Executed Sarbanes Oxley narrative updates and testing of key controls throughout the fiscal year. Delivered key projects and initiatives for Retail DSD, CDSD and FSV trade spend (W-9, 1099, Checks to Customers, Escheatment, team consolidation and position development) in collaboration with BIS team to prioritize issues and deliver system enhancements.

A 15 member staff over Price Management and Accounts Payable. Responsible for reporting and collection of over $40 million of Earned Income, Sarbanes Oxley Implementation and Testing, Management of Costing & Pricing process.Administrator of Customer Performance Agreement System (rebates) over $3.4 million.

Managed accounts payable and general ledger financial reporting for theme park and water park producing financial statements for 53 cost centers.

Held several positions with increasing responsibility at both operating companies:SYSCO Dallas 1999 - Financial ManagerSYSCO Kansas City 1997-1999 - Controller, Pricing Manager, Contract Compliance Auditor