• Planned and managed the day-to-day operations at Kopari and oversaw the supply chain, demand planning, IT integrations, and new product launch processes.• Managed the procurement and supply chain process, including overseeing the purchasing of all components and finished goods, setting and meeting inventory goals, and determining optimal inventory levels on a SKU basis• Oversaw new product launches to build out timelines and establish/maintain relationships with new and existing vendors to meet retail and direct to consumer launches. Successfully met on-time launches for over 15 new products during a seven-month period.• Led cross-departmental meetings to update coworkers on inventory status in order to set up allocations for low stock SKUs, devise strategies to move through high stock SKUs, and review SKU performance to refine demand plans

• Solely responsible for the planning, management, procurement, and distribution of over $4.5 Million of 85+ unique finished goods SKUs and 400+ individual components SKUs• Analyzed vendor performance and managed relationships with manufacturers, suppliers, distributors, and software service providers and vetted out and built relationships with new vendors• Established quality control standards and worked closely with vendors and the product development team to ensure all packaging and formulations met our standards• Acted as the NetSuite super user and monitored the operations of all systems to ensure direct to consumer and wholesale orders, totaling 10,000+ orders per month, were processed accurately and on time

• Responsible for the entire procurement process, purchasing all components and raw materials to ensure on-time delivery to meet anticipated demand• Acted as the direct point of contact for Kopari’s Third Party Logistics partner to manage and resolve order errors as well as instruct the team about any kitting requests or customizations for orders• Successfully executed a 3PL transition, which included vetting several potential relationships, negotiating pricing, and implementing the transition without missing any wholesale or direct to consumer shipments• Assisted with the implementation of a new demand planning process to increase order forecasting accuracy and optimize inventory levels

• Headed Kopari’s ERP transition from QuickBooks online to NetSuite, which included managing relationships between integration partners, importing 9 months’ worth of historical transactional data, and training Kopari employees on the platform• Responsible for creating purchase orders for all finished goods and unfinished components, contributing to the formation of 4 new product lines and expanding the SKU count by 20x• Established SKU logic and managed inventory-related reports and documents, including bill of materials, costing analysis, and forecasted inventory levels• Collaborated with the Product Development Team to build out timelines for new product launches and review packaging to ensure consistency and compliance

• Performed monthly reconciliations of inventory, cash, and other asset accounts• Accounted for financial transactions (trade payables, cash receipts and disbursements, etc.) in QuickBooks Online and organized documents in a cloud-based system• Managed accounting systems for Kopari and two other startup companies• Assisted with analyzing customer data to help determine purchasing behavior

- Provide direct client support, guidance, and consultation on financial software to two of FactSet’s largest clients, serving as the company’s point of contact for over 300 unique users for a book of accounts of approximately $6.2 Million- Evaluate monthly user statistics and data to target low usage individuals and coordinate weekly visits to clients’ offices to provide customized trainings on FactSet’s software- Use FactSet’s platform to build custom financial evaluation models and assist influential investment professionals, including Portfolio Managers, Analysts, and Executives, evaluate and analyze investment strategies- Train clients on FactSet’s financial software and regularly demo new product enhancements tailored to clients’ daily workflows

Seasonal position where I purchased books from students for University bookstores and a Wholesale Company, while reconciling and balancing transactions with the University database

- Accounted for all financial transactions (trade payables, cash receipts and disbursements, etc.) in QuickBooks and organized documents in a cloud based system- Prepared company accounting policies and procedures documentation and responsible for maintaining supporting registers and calculating periodic adjusting journal entries- Managed outgoing financial payments and company trade accounts payable in a timely manner, including payment to employees through an online ADP Payroll system- Worked directly with the CEO and President, a successful entrepreneur, to manage base operational needs, update financial forecast models and cash flows, and provide support on company compliance and reporting requirements