We grow microgreens for both B2B and B2C.

Monitor margin on products and services; present findings. Automate the forecasting procedures by creating Tableau reports in collaboration with IT. Update monthly inventory changes to assist in data analysis. Track the bottom line impact of upcoming opportunities from a rebate perspective. Determine product product supply, shipping, and receiving info. Gather and analyze program data to ensure proper certification and revenue level attainments. Obtain eligible price lists and SKUs for tracking purposes from partner contacts. Supervise new customers to track down new rebate opportunities to promote increased margin and overallrevenue generation. Promoted to Senior Financial Analyst in a short timeframe; started as a data analyst cleaning up CRM andensuring data quality. Created a model to track and flag deals with unusual margins; developed models for each manufacturer andsupplier that halved the time needed to calculate incentives.

 Designed financial models to accrue and forecast backend rebates for manufactures/suppliers. Issued backend volume rebate accrual allocations to accounting teams. Led regular meetings with business alliance to discuss rebates and forecasted sales pipeline. Developed strategies to close GAPs between actual and forecasted rebates. Approved funding requests from the sales team; maintained account balances and expiring rebate data. Prepared and disclosed actual VPA accruals to accounting during close. Created and maintained VPA model for tracking and reporting rebates for over 30 business units. Generated reports to illustrate trends within rebate and sales allocations. Analyzed the mix allocation between manufactures/suppliers; determine whether rebates align withhistorical data. Develop models that assist in automating diversity spend allocation for customers. Uploaded diversity spend along with relevant customer diversity certifications into supplier portals. Awarded the director’s cup award for developing a forecasting model within Excel for a complex incentiveprogram; used invoice, pipeline, and forecasted sales data to predict bottom-line backend rebates. Enhanced reporting and tracking of customer rebates; automated and digitally tracked reports. Recommended to executives that products should be sourced through a distributor rather than direct.

 Standardized data for partners, customers, opportunities, leads, and accounts within CRM. Resolved CRM-related questions; developed tutorials on how to complete tasks within CRM. Loaded SKUs into the inventory module; ensured insertion of quality data into internal inventory. Approved alerts for missing parts; ensured that quotes were ready for order fulfillment. Updated and monitored customer and supplier data to ensure data quality. Assisted in linking our transactional databases together using primary keys, allowing SQL queries to pulldata out of individual system databases and create a relationship between them. Spearheaded a de-duplication process to de-clutter CRM; ensured that leads loaded into the system frommarketing were not duplicated or old. Discovered the functionality within CRM system to link relationships between contacts and customers,enabling a link between current opportunities and historical accounts.

 Designed website data structure for efficient SEO and traffic data collection. Presented balance score card reports. Sourced an electronic health record and practice management software that allowed Excelarise to penetratea new market. Developed the company branding, including logo, name, and tagline; created signage, business cards, andmarketing collateral; developed/hosted the entire website while adding/creating informational videos andblog posts. Implemented outbound and inbound marketing campaigns to initiate the sales process and obtain leads.

 Demonstrated expertise in HTML, CSS, and Visual Studio. Designed modules from a user perspective with development team. Improved the website user experience enhancing the user interface and designing graphics. Introduced a new landing page for the company’s pricing tiers; restructured the interface of the company’scluster data module.

 Performed quantitative and qualitative research to understand target audience. Developed webbed marketing structure for evidence-based and data-driven strategies. Reduced costs by introducing a low-cost content management system Designed and implemented the website, enabling Tequiti to discontinue business with the previous hostingcompany. Promoted from a marketing intern into the role of Marketing and Business Development Manager.