Jake Wright Email & Phone Number

Cincinnati, Oh, Us

New York City, Ny, Us

Company change via acquisition. Retained role and responsibilities of prior role as Senior Financial Analyst at Totes Isotoner.

Cincinnati, Oh, Us

• Assumed ownership of customer P&Ls for Totes Isotoner's .com sites (DTC), Amazon, Drop-Ship, and other .com customers, ensuring accurate financial reporting and analysis.• Managed pricing and promotion review scenarios for the DTC site and products, optimizing profitability while maintaining competitiveness in the market.• Assumed joint ownership with the Finance Manager for conducting monthly Brand P&L reviews during the month-end process.• Collaborated with the Finance Manager to update and review the Monthly Reporting Package, providing insights and recommendations to drive financial performance.• Worked closely with the Finance Manager to execute monthly reforecasts for the company P&L, incorporating updated OPEX information.• Lead and participate in Quarterly reviews with the executive team to analyze OPEX and CAPEX quarterly financials, identifying areas for improvement and optimization.• Implemented Excel-based solutions to automate tasks and streamline the monthly close process, enhancing efficiency and accuracy.• Continued to fulfill responsibilities from prior role as a Financial Analyst, contributing to various financial analysis and reporting tasks.

Cincinnati, Oh, Us

• Managed OPEX and CAPEX budgets, overseeing expenses and ensuring adherence to financial targets.• Conducted month-end close reviews of OPEX expenses, analyzing variances and providing actionable insights to management.• Achieved significant improvements in OPEX reporting processes by collaborating with department owners and implementing Excel-based reporting tools.• Contributed to cost-saving initiatives by identifying inefficiencies in expense data and conducting thorough reviews with accounting and department owners.• Developed and maintained POS reporting dashboards for the companies' top customers, providing accurate and timely sales data for decision-making.• Assisted the Finance Manager with pricing requests

Westborough, Massachusetts, Us

• Facilitate/coordinate proper training of 12 Data Integrity Clerks to ensure efficient and correct implementation of pricing strategies set by category management team. • Develop/maintain updated information on processes for pricing and data integrity.• Recommend approaches for effectively executing strategy.• Support all aspects of pricing execution.• Utilize knowledge of merchandising, pricing and operational concepts to assist in development of the systems to support merchandising and IT.• Manage the development, and coordination of price reporting and tracking capabilities.• Guide execution of pricing management and promotional set up by the data integrity and pricing associates for execution in stores.

Westborough, Massachusetts, Us

• Utilize constant attention to detail for data entry and promotional set up for candy, snack & packaged beverage categories across all divisions• Build relations with district managers and store managers to resolve pricing and store issues across all divisions• Compile, investigate and review category items for the integrity of the data entered• Work alongside category managers to provide resources and support for category items• Proficient in PDI & RMS system management tools • Built excel sheets for promotion tacking, item tracking and data review• Completed high priority projects in a precise and efficient matter• Accountable for accurate and timely entry of data and changes as directed by category managers.

New York, Ny, Us

• Client facing focus working within my community and natural markets to attain clients• Open retirement and investment accounts for clients and provide financial advice• Adhere to strict SEC & FINRA standards and guidelines• Perform Financial forecasting and data manipulation to discover the best strategy for a client

Minneapolis, Mn, Us

• Worked with merchandising team to build and set POG sets within the store• Set promotional tags and end caps • Inventoried product from vendors and warehouse• Stocked selves and ordered new items for inventory that became low• Proven exceptional customer service

New York, Ny, Us

- Used analytical skills to read a costumer and advise them with a banker that fit their needs.- Run transactions for costumers and giving them the best experience possible. - Work closely with the bankers to connect the costumer with any of their concerns.

Atlanta, Ga, Us

- Worked in a fast paced environment alongside co-workers to give our costumers the best experience possible. - Helped manage shift to help the day run smoothly.