Joshua Lachman Email & Phone Number

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

Gb

• Established the company’s first regional analytics team to ensure localized ownership of the forecasting and budgeting processes, as well as to provide further analytical insights to drive more growth with our distribution partners in Canada and Mexico• Led the five-year planning process in the USA and Canada for all brands in the portfolio, which required several rounds of presentations to the C-Suite executives in Scotland to attain ratification on the long-term commercial strategy• Assisted in the negotiations with a major liquor chain retailer in the USA by providing category insights, sound forecasting, and highlighting our data centric approach to the scotch consumer, which resulted in the retailer deciding to bring in several new brands

Gb

• Leveraged years of historical depletions data, proprietary account designations, and zip code level US census data to build an index that was used to map where The Dalmore consumer lived, which resulted in the development of a clear commercial roadmap for 2020 and beyond• Crafted 2021 depletions budget for the scotch portfolio in the USA and Canada, leveraging syndicated (IRI, Nielsen, EZFocus) and internal depletions data while collaborating with, and gaining buy-in, from both the distributing partner and executive leadership internally following presentations to both parties• Led the analytical and financial modeling process behind a successful project with the importing partner in the USA regarding the pricing of one of the brands in the portfolio, resulting in the renegotiation of margins, thus allowing the brand to regain competitiveness in its segment

Paris, Ile-De-France, Fr

• Performed analytics and reported on brand performance in the United States on behalf of senior management within finance and marketing internally, as well as for the associated brand companies, to highlight opportunities to improve pricing, volume, distribution, and ROI of A&P expenditures• Planned the depletions and associated net sales budgets of Jameson Whiskey and Altos Tequila at a state and sub-brand level for fiscal year 2021 by leveraging Nielsen, NABCA, and internal depletions data• Collaborated with marketing counterparts to build a bottoms-up budget for A&P spending in fiscal year 2021

Paris, Ile-De-France, Fr

• Reported volumes and financials for the entire United States market to the global headquarters in France using Essbase, Prisma, and Hyperion Reporting Studio while working under the pressure of delivering within key global deadlines• Worked with senior management in finance and key stakeholders around the organization to build a bottoms-up structure costs budget for fiscal year 2020 which entailed planning out headcount, salaries, T&E, operating expenses, benefits, and overheads for Pernod Ricard’s operations in the United States•. Managed the entire USA structure costs budget throughout the fiscal year by providing monthly reporting to key stakeholders, conducting deep dive analyses, and booking journal entries such as accruals and reclasses to ensure a year-end landing within budget

Lawrence Township, Nj, Us

• Automated several established processes through the implementation of VBA saving approximately five hours a week in recurring tasks, allowing for an expansion of responsibility within the role• Analyzed data and presented findings related to the primary vendor’s KPI performance, resulting in senior leadership within Information Technology approaching the vendor to renegotiate their existing contractual obligations

New York, Ny, Us

• Performed research and analysis using risk measurements such as Value at Risk (VaR) on equities and options markets in order to produce a weekly report on the firm’s total market risk that was utilized by the front office, as well as SEC regulators, to inform trading decisions and ensure risk exposure was within legal limits• Created and managed over ten unique reports within a database in order to provide team members with the most recent and relevant data needed to perform daily functions including research, analysis, and reporting

• Managed a Business Operations project and an Information Technology project simultaneously by facilitating team meetings on a regular basis, building a project schedule in Microsoft Project, working with the sponsor to ensure expectations were met, and delivering the final products by the scheduled enterprise release deadline• Organized capacity planning for the network as it pertained to the business operations at three local call centers for Optum’s Open Enrollment Period resulting in limited technical issues and dropped calls during the period of highest caller volume for the call centers

Bachelor Of Science In Business Administration, International Business

Education record