Kathleen Barry Email and Phone Number
With over six years at Teacher Created Materials, my expertise in Customer Relations and Sales Analytics drives me to optimize business performance. My journey has been marked by a strong commitment to operational excellence, leveraging my Lean Six Sigma Green Belt to enhance financial and sales processes. At Teacher Created Materials, I am motivated to contribute to our vision to create a world in which children love to learn, focused on K-12 educational materials, and take pride in my efforts to make data-driven decisions. In my current role as Senior Financial Analyst, I created and analyzed financial reports in NetSuite, work with my team on complex financial models, led business review meetings with department managers, and review custom pricing request. My responsibility in preparing annual budgets and leading business reviews has been pivotal in measuring key business KPI performance metrics, ensuring project cost-effectiveness, and enhancing spend analysis. My prior role as Director of Customer Relations provided me to thrive to provide excellent customer service, develop my team of up to nine direct reports, integrate improved systems such as Salesforce Email to Case, Ring Central Contact Center, and NetSuite Order to Cash to our daily expertise. I learned to be a transformational leader within the CSUF Center for Leadership & TCM Leadership Academy and am proud of my relationship building to gain trust and confidence of our products, all while fostering a team-oriented environment committed to excellence.
Southern Glazer'S Wine & Spirits
View- Website:
- southernwine.com
- Employees:
- 16842
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Commercial Finance And Pricing ManagerSouthern Glazer'S Wine & SpiritsHuntington Beach, Ca, Us -
Senior Financial AnalystTeacher Created Materials Oct 2022 - PresentHuntington Beach, California, United States- Analyzes various financial reports in NetSuite and guides decisions of company leaders- Prepares annual budgets with Finance team and leads Business Reviews with Department Managers- Measures key business performance metrics, crestes P&L reports, project costs, custom pricing and ROI spend analyses- Involved in forecasting and budget models, commission agreements, sales spread, and ROI analyses- Creates scheduled sales reports and verifies data integrity with high attention to… Show more - Analyzes various financial reports in NetSuite and guides decisions of company leaders- Prepares annual budgets with Finance team and leads Business Reviews with Department Managers- Measures key business performance metrics, crestes P&L reports, project costs, custom pricing and ROI spend analyses- Involved in forecasting and budget models, commission agreements, sales spread, and ROI analyses- Creates scheduled sales reports and verifies data integrity with high attention to detai Show less -
Director Of Customer RelationsTeacher Created Materials Nov 2018 - Jun 2024Huntington Beach, California, United States- Director of Customer Service, Sales Operations, FAMIS Submissions, and EDI team to provide best in class service to organization focused on K-12 educational materials- Created effective process improvements to maximize efficiencies of communications and sales order management- Managed team with positive attitude to work together to achieve results and meet deadlines- Liaison between the Sales, internal/external Customers and TCM internal cross-functional teams-… Show more - Director of Customer Service, Sales Operations, FAMIS Submissions, and EDI team to provide best in class service to organization focused on K-12 educational materials- Created effective process improvements to maximize efficiencies of communications and sales order management- Managed team with positive attitude to work together to achieve results and meet deadlines- Liaison between the Sales, internal/external Customers and TCM internal cross-functional teams- Developed strategic ways to build culture of Operational Excellence and review KPIs with data metrics- High involvement with new NetSuite ERP, Salesforce CRM, and Ring Central Customer Service phone platform integrations Show less -
Senior Operations AnalystTeacher Created Materials Apr 2018 - Oct 2018- Developed presentations and analyses for VP of Operations to better understand state of business- Promoted tools learned in Lean Six Sigma Green Belt training and Operational Excellence series- Managed FAMIS submissions to include new products, price increases, and relist products- Liaison for Operations team to coordinate help desk tickets with ERP system- -
Planning And Activation ManagerYoung'S Market Company Nov 2016 - Aug 2017Tustin, California, United States- Spearheaded monthly program communications with Account Executives for retail chains network- Developed Sales Distribution Trackers, Core Item Sales Portfolio, and New Items submission timeline - Created monthly Supplier Display Status Presentations using Consumer Packaged Goods analysis - Possessed excellent communication skills and positive attitude to enthusiastically motivate colleagues- -
Director Of Brand ManagementInfinium Spirits Nov 2015 - Nov 2016Aliso Viejo, Ca- Top level involvement with all Infinium Spirits brands in portfolio- First point of contact for all corporate Infinium Spirits marketing or Sales needs- Leads Marketing team of three Brand Managers and one Trade Marketing Manager- Coordinates project priorities on regular basis and implements department procedures- Manages the day to day marketing responsibilities to achieve the brand goals - Serves as a liaison between Infinium Spirits, brand owners, sales teams, and… Show more - Top level involvement with all Infinium Spirits brands in portfolio- First point of contact for all corporate Infinium Spirits marketing or Sales needs- Leads Marketing team of three Brand Managers and one Trade Marketing Manager- Coordinates project priorities on regular basis and implements department procedures- Manages the day to day marketing responsibilities to achieve the brand goals - Serves as a liaison between Infinium Spirits, brand owners, sales teams, and distributors - Protects brand standards nationally and promotes consistent social media guidelines- Manages Fratelli Branca portfolio of brands and Sipsmith gin as described in Brand Director role- Responsible for employee development and training Show less -
Brand Director, Fratelli BrancaInfinium Spirits Mar 2014 - Oct 2015Aliso Viejo, Ca- Directly influenced national Fratelli Branca marketing decisions with executive team- Approved advertising creative, public relations, point of sale, social media, and national promotions decisions- Collaborated with sales managers to develop new ways to consume cocktails and to be creative with new recipes- Provided executive briefs to summarize bar nights, drink features, menu placements, and key account growth objectives- Reconciled marketing budget with Fratelli Branca… Show more - Directly influenced national Fratelli Branca marketing decisions with executive team- Approved advertising creative, public relations, point of sale, social media, and national promotions decisions- Collaborated with sales managers to develop new ways to consume cocktails and to be creative with new recipes- Provided executive briefs to summarize bar nights, drink features, menu placements, and key account growth objectives- Reconciled marketing budget with Fratelli Branca brand owners in Italy quarterly- Worked with agencies to publicize brands through traditional advertising and digital media- Managed inventory of national point of sale and creates new concepts based upon field requests- Created senior executive level meeting presentations with advanced Microsoft Office expertise- Approved marketing invoices and updated trackers on regular basis to ensure budgets executed properly- Coordinated meetings regularly to connect with sales teams and marketing agencies to communicate consistent messaging - Possessed excellent communication skills and positive attitude to enthusiastically motivate others to meet project deadlines- Led portfolio manager team at national events such as Tales of the Cocktail and Fernet-Branca Barback Games - Recommended strategies to grow share amongst competitive set by analyzing internal sales and Nielsen trends Show less -
Portfolio Development ManagerInfinium Spirits Jan 2011 - Feb 2014Aliso Viejo, Ca- Managed high paced influx of Marketing projects for entire Infinium Spirits portfolio of spirits- Involved in all marketing aspects of brands that forced constant prioritization and efficient project management- Coordinated holiday gift set production with multiple agencies while adhering to production calendar and sales demands - Delegated all e-commerce site tickets received from consumers and answered general marketing inquiries- Analyzed sales data and trends to… Show more - Managed high paced influx of Marketing projects for entire Infinium Spirits portfolio of spirits- Involved in all marketing aspects of brands that forced constant prioritization and efficient project management- Coordinated holiday gift set production with multiple agencies while adhering to production calendar and sales demands - Delegated all e-commerce site tickets received from consumers and answered general marketing inquiries- Analyzed sales data and trends to communicate story of brand success and competitive market challenges- Managed coupon programs from inception with creative agency to final redemption to measure promotion effectiveness Show less -
Marketing ManagerYoung'S Market Company May 2003 - Dec 2010Tustin, Ca- Independently managed approximately one hundred wine and spirits suppliers in California, Arizona, and Hawaii - Responsible for all decisions pertaining to supplier profitability, marketing tools, and purchasing buying patterns- Approved price changes, combos, CDPs, CMPs, QDs, marketing fund transactions, credits, and incentives- Directed supplier meetings across all channels, guided sales teams to utilize tools, and negotiated funding to increase margin- Developed solid… Show more - Independently managed approximately one hundred wine and spirits suppliers in California, Arizona, and Hawaii - Responsible for all decisions pertaining to supplier profitability, marketing tools, and purchasing buying patterns- Approved price changes, combos, CDPs, CMPs, QDs, marketing fund transactions, credits, and incentives- Directed supplier meetings across all channels, guided sales teams to utilize tools, and negotiated funding to increase margin- Developed solid supplier relationships by functioning as a liaison between suppliers and sales teams - Communicated results with upper management, suppliers, and sales VPs to offer feedback on new developments- Recommended solutions to increase profitability, managed inventory reduction, and stimulated incremental sales- Chosen to train Arizona VPs how to model efforts after California marketing procedures with focus on increasing revenue- Spearheaded special projects with advanced technical skills, analytical ability, and industry knowledge Show less -
Category ManagerYoung'S Market Company Aug 2002 - May 2003Orange, Ca- Validated wine and spirits schematics at Sav-on headquarters using fact based analysis - Processed all scan billing invoices on Sales Surfer application for all distributors calling on Sav-on- Involved in all new item presentations, recapped gift pack orders, and influenced buyer - Managed three Account Specialists, conducted multiple Sav-on resets, and evaluated promotions- Created internal sales reports by extracting information from databases used in presentations -
Business AnalystYoung'S Market Company Jan 2000 - Jul 2002Orange, Ca- Examined AC Nielsen data, program performance, sales depletions, and chain specific information- Increased communication with both suppliers and retailers to reach common goals - Influenced business decisions via analytical presentations to retailers, suppliers, and sales representatives
Kathleen Barry Education Details
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Csu Long BeachMathematics
Frequently Asked Questions about Kathleen Barry
What company does Kathleen Barry work for?
Kathleen Barry works for Southern Glazer's Wine & Spirits
What is Kathleen Barry's role at the current company?
Kathleen Barry's current role is Commercial Finance and Pricing Manager.
What schools did Kathleen Barry attend?
Kathleen Barry attended Csu Long Beach.
Who are Kathleen Barry's colleagues?
Kathleen Barry's colleagues are Joyce May, Cassidy Moore, Peri Edelman, Tom Rotolo, Partain David, Jacob Epps, Michael Galante.
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Kathleen Barry
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