Jonathan Beatty Email & Phone Number

Louisville, Ky

Serving People, Serving People.

Mission: End illiteracy, #bookbybook

Louisville, Kentucky Area

Developed comprehensive business plans that delivered volume, sales, and profit targets. Collaborated with cross-functional partners to design and execute key strategies and tactics including: product mix effectiveness, marketing spend efficiency, and share of shelf/distribution.

Developed short & long term business plans that delivered volume, sales, and profit targets. Collaborated with Sales and Marketing functions to design and execute key strategies and tactics including: initiative amplification, product mix effectiveness, marketing spend efficiency, and share of shelf/distribution. Key liaison between P&G and key retailers including Walmart, Target and Costco.• Created product offerings, pricing, and distribution strategies securing first distribution opportunity at Costco; led multi-functional team to successful launch and received three “Costco Gold Star Contributor” awards as a result of driving incremental volume, internal/retail sales and retailer margin in less than one year.• Improved product mix efficiency by 16% after leading and implementing Company’s first assessment of promotional effectiveness across all North American categories and retailers. Utilized qualitative and quantitative data to create funding & promotion optimization plans.• Identified $15M of non-value add spend for product transition incentives (PTI) via 5-year historical retailer funding analysis. Created and deployed plan to reallocate funds to Food & channels, increasing sales by 120% for Food retailers and 135% for Drug retailers. • Increased top-line sales 9% by implementing multi-industry benchmarking data; analysis improved pricing brackets, increased retailer margins and restructured retailer tiers.

Provided strategic financial leadership for 9 initiatives across three brands / two categories, with a cumulative NPV of over $50M. Redirected teams’ focus from sales to profit, over-delivering against Company financial targets and established precedence as the only NA analyst to own more than one category at the same time.• Led business planning process accounting for over 10 million cases, $320M in sales and $223M in profit. Collaborated with The Neilson Company to reallocate ~$25M of marketing spend optimizing marketing mix and prioritizing spending vehicles to limit waste and increase sales.• Increased gross margin by 4.5%, yielding $5M AT profit by delivering a 6% price increase. Analysis included understanding consumer elasticity factors, competitive response, volume/merchandising impact, suggested retail price theories, and retailer margin impact. • Secured incremental $21M in marketing spend for Rinse business by developing dual brand strategy for Crest & Scope, and aligning Sr. Management to plan for both brands to continually be supported throughout the FY, vs. splitting support and/or “launch and leaving” product initiatives.• Delivered incremental 264,000 cases and over $8M in profit after analyzing impact of entering into “white space” for Fixodent (Cleansers). Analysis included evaluation of sizing, pricing, special packs, retailer and media plans in order to optimize the product launch. • Reduced Rinse/Denture non-performing inventory (NPI) by 63% and reduced SKU count by ~15% after exploring and utilizing remnant and secondary markets. Created 2 year glidepath to further reduce NPI by 17% and SKU count by 10%.• Led multi-functional Competitive Response Modeling (CRM) session and created plan to disrupt major competitor launch. Successfully engaged the FDA who removed their false claims, giving the team time to create bonus packs and pantry-load potential consumers, weakening launch and ultimately increase market share by 7%.

Owned and managed $550M North America budget which included: raw/packing material, labor, depreciation, energy, maintenance, and logistics costs. Strategic financial leadership and strong cost accountability drove the Belleville and Auburn plants to exceed FY commitments and deliver savings of $8.5M vs. forecast.• Revamped cost structure for the most complicated initiative in Fem Care history (Always Infinity), and successfully closed $14M NPV gap; recipient of prestigious “Recognition Shares” award, which is given to 2% of the company worldwide for outstanding leadership and superior results.• Led quarterly and fiscal year forecasting processes with 99% accuracy. Created and implemented Variance Analysis Tool (VAT), which reduced forecast variances by over 45%; tool also improved capability and results for regional and global counterparts after deployment.• Championed option analysis & decision making for distribution & sourcing inquiries: Canadian distribution strategy delivered a $3M NPV for warehousing/customization, increasing retailer responsiveness over 14%. 6 inquiries for raw/packing materials were completed with a combined annual savings of $4.5M.• Revamped inventory forecasting process that quickly solved $20M inventory issue raised by prior year D&T audit, and ensures proper accounting of expenses and inventory in the future.• Reduced 4 working days by driving end to end process improvements for developing and reporting the FY forecast. Improvements include elimination of non-value add reviews, increased autonomy for budget owners, and improved multi-functional inputs.• Envisioned & developed innovative, long-term strategic savings projects with focus on logistics, manufacturing efficiency and materials resulting in a combined savings of >$25M.

• Led creative agency audit resulting in the discovery of seven major issues that were applicable for all agencies. Created and implemented more rigorous third party controls framework, that improved stewardship for spend pool of over $350M across the Company.• Discovered $3M of improper accounting for Retail Marketing Services (RMS) related to e-couponing activity. Collaborated with anti-fraud Sr. Manager and created controls framework for Organization mitigating future risks across all couponing activity for the Company.• Led Walmart retailer team audit evaluating controls of P&G selling operations. Discovered five issues and collaborated with team to create remediation plans with sustainable processes, ultimately strengthening controls at P&G’s #1 retailer.• Created and deployed Sarbanes-Oxley training for NA Audit team; ensured all controls personnel was educated and received positive feedback from both peers & Sr. Management.

Master Of Business Administration (M.B.A.), Finance

Bachelor Of Business Administration (B.B.A.), Marketing & Management