Responsible for Pricing and Revenue Management (incl. GP, AR, funds, supplier investments, and budgeting) with 1 employee for portfolio of 23 top fine wine suppliers totaling ~$100M in 2023 sales.• Partnered with suppliers directly to negotiate price for hundreds of products while ensuring favorable gross profit margin % blend and growth.• Analyzed and implemented sweeping pricing change standardization for hundreds of products across full product portfolio resulting in +1% GP point increase (from 25% to 26% GP).• Budgeted fund balances to ensure efficient usage of funds and managed AR Aging to ensure timely payment

Responsible for multi-state investment and fund performance management group with 3 employees, involving gathering, tracking, and analyzing investment and fund balance data corporately for over 20 states and almost 200 suppliers in the ~$250M RNDC investment portfolio.• Partnered with suppliers directly to negotiate price for hundreds of products while ensuring favorable gross profit margin % blend and growth.• Analyzed and implemented sweeping pricing change standardization for hundreds of products across full product portfolio resulting in +1% GP point increase (from 25% to 26% GP).• Budgeted fund balances to ensure efficient usage of funds and managed AR Aging to ensure timely payment

• Responsible for multi-state financial and operational performance assessment involving gathering, tracking, and analyzing sales/distribution data, incentives, process development, and forecasting for one of largest suppliers in the RNDC portfolio.• Managed the Key Performance Indicator (KPI) incentive process, which involved validation and tracking of ~$4M in financial and operational performance elements to ensure expected payout• Experienced with fund management tracking and overall principles, including managing potential overspend associated with LMF, EG, and A&P• Lead the Supplier New Item Request (SNIR) platform implementation for one of the largest suppliers, which provided a single web-based portal to house all new product information for entry into multiple source systems• Organized national priority programs and market segmentation performance into a single “Execution Dashboard” to emphasize and drive accountability for the fundamental elements that drive success (e.g. menus, displays, top accounts, KPI)

• Responsible for gathering, tracking, and analyzing sales/distribution data, incentives, process development, and forecasting for the second largest wine and spirits distributor in the US.• Developed a dynamic Key Performance Indicator (KPI) incentive tracker capable of breaking down ~$1M in incentives/goals from the state level to the salesperson level• Managed and implemented a $50k quarterly incentive program for an innovative management overlay “AMP” team designed to enhance market performance• Consolidated mission critical financial tools into a single “Workbook” allowing intra-month progress tracking for volume, as well as consolidation of our most essential volume information; Goal, Forecast, MTD/YTD Progress, and History into a single document

• Responsible for pricing products, gathering, tracking, and analyzing sales, process development, and special projects for the Continental US Division of the second largest international premium spirits company worldwide• Developed an Excel based model which evaluated whether customers were being awarded the appropriate rebates based on product volume depleted, including deal differential analysis which quantified expense impacts to the P&L for executive management• Collaborated directly with Pricing Manager to create price structures and administer/implement the P3 pricing platform, which houses product pricing information for numerous unique geographic areas and is capable of updating the billing system• Streamlined and improved financial tools in support of month end and ongoing sales budgeting activities including; Value vs. Volume analysis, ME Financials analysis, and a VBA automated process innovation which is effective at eliminating errors associated with manual data entry

Responsible for gathering, tracking, and analyzing subscriber metrics, as well as process improvement, automation, and special projects for the Texas Region of the second largest cable company in the United States• Developed business rules in VBA and Excel which improved existing monthly Channel Lineup Area (CLA) audit process efficiency by 400%. The CLA audit process is the most time consuming recurring monthly process in the Subscriber Metrics group, and the purpose is to validate programming expenses which are one of the largest cost drivers for Time Warner Cable• Pioneered a more efficient process for completing the inaugural CLA to Head-end audit which ensured that advertised channels were in sync with the engineering system that delivers the channels to over 40 unique geographical service areas in Texas

Responsible for financial planning, proposals, quality control, and technological innovation for a growing family-owned marketing firm that focuses on leading Medical and Real Estate clientele• Ensured technical and structural soundness for new business proposals, resulting in 2 new customer contracts including; a top 3 hospital in the DFW area, and one of the most renown orthopedic practices in the Southwest• Contributed strategic insight in the creation of an internal customer tracking business process improvement, which quantified internet based leads for Cost Benefit Analysis• Advised on all technological matters and reviewed business products to ensure desired impact is achieved with a high degree of accuracy

Responsible for financial planning, consolidation, and analysis for a multi-national Fortune 400 financial services corporation• Performed monthly forecast and budget analysis on numerous cost centers for evaluation during monthly meetings with process managers to more efficiently communicate financial impacts and ensure policy conformance• Established pricing and cost estimation metrics for outsourced information technology services which were in excess of $3M per month. Consistently maintained forecast to actual variances under 1% of total monthly expense• Developed depreciation and amortization module from the ground up in Excel which made possible the long term analysis of below the line expenses at the project level• Implemented company-wide workforce utilization metric, Full-Time Equivalents (FTE), which resulted in improved optimization of workforce efficiency for exempt and non-exempt employees• Developed and maintained Excel based fully automated and dynamic process to validate that PeopleSoft and Essbase are in sync which increased support of Essbase as the primary financial system of record• Implemented and validated enhancements to Essbase functionality as liaison to the Business Intelligence group to develop power user abilities for the Finance group• Maintained multiple schedules including: Cap Ex, Depreciation, Allocations, Consolidations, etc. in support of monthly financial book for presentation to executive management• Tested and improved an Oracle based system that empowered process managers to forecast payroll/headcount related expenses with reduced involvement by the Finance group

Responsible for financial planning, preparation, and review of indirect expense, accounts receivable, and orders for the sixth largest defense company in the United States • Proved superior communication skills while serving as Project Manager for multi-site Divisional Business Continuity Plan, which was designed to mitigate risk associated with business operations, and resulted in formal commendation from Divisional President• Led improvement initiative to implement division-wide cycle counts, which resulted in improved inventory accuracy from 90% to 98%• Performed pricing and cost estimation of state-of–the-art night and day optical equipment• Audited IT Department for quarterly compliance with Sarbanes-Oxley (SOX) regulations, and prepared financial analysis in support of external audits • Demonstrated analytical skills through advanced formulation and manipulation of Excel based models

Responsible for Relocating numerous clients to quality residences in the Dallas/Fort Worth Metroplex• Gained expert knowledge of the Multiple Listing Service (MLS) and Apartment Listing Network (ALN)