Kelly Coffelt Email & Phone Number

Charlotte Metro

Charlotte Area, North Carolina

Lead role in the development and training of financial analysts on Finance team. Oversee projects/workflow and monitor work by reviewing and editing prior to distribution to Senior Executives. Lead and support ad-hoc analysis and special projects for the Sales, Marketing, Product and Finance Leadership. Support Sales, Marketing, Product and Finance leadership to evaluate various aspects of the commercial business by creating and producing periodic sales results, product reporting, analysis and planning. Provide suggestive pricing and promotional insights to marketing based on sales performance evaluation. Development of sales contest and promotional tracking. Analyze Key Performance Indicators to identify underlying business opportunities/risks and provide insights used throughout the decision making process. Propose and implement changes to adjacent departments’ processes that increase efficiency and profitability.

Matthews, Nc

Proactively managed the DSD Dairy and Beverage category for over 8,000 nationwide Family Dollar stores by working directly with the Buyer and VP of the Refrigerated/Frozen channel. Provided category insights and analysis such as sales trending, sku management, sku ranking and schematic assortment expertise. Analyzed market and competitor trends and provided recommendations accordingly based on research and data. Developed promotional ideas, managed the promotion process as well as forecasted and tracked the life cycle of the promotion.

Charlotte, Nc

Responsible for DSD/Fundraising Sales and Operational reporting and analysis for 50 sales centers nationwide. Developed complex reporting models for the Sales Operations Team and Fundraising Team. Facilitated the ranking of 50 nationwide sales centers. Performed sales analysis and tracking on a sku, channel and segment level. Developed Inventory management system, cost analysis, variance, EBITDA and scorecard reporting. Created and managed sales contests and incentive programs. Prepared monthly Business Review Power Point presentations for Senior Management and Corporate level executives. Developed annual Bonus metrics, guidelines, reporting and payouts. Coordinated and managed the annual Budget process. Performed special ad-hoc projects, reporting and analysis as needed as well as assisted with internal and external Audit requests.

Charlotte, Nc

Promoted to Financial Analyst and prepared annual Budget and monthly Forecast models for various products for the Charlotte and Carolina West Region markets. TQS (Total Quality Service) Award winner for annual budget package preparation. Subject matter expert on STARS (Statistical Tracking and Reporting System). Worked with IT to extract data from billing system and implement system upgrades for subscriber tracking and reporting. Maintained 10,000+ product codes and channel lineup services for statistical reporting. Process Improvement: created new tools and improved existing tools which facilitated the monthly management, reporting and analysis of subscriber statistics. Prepared annual budgets and monthly forecasts of financial and statistical data for multiple divisions and multiple product lines within the Carolina West Region. Designed Workflow/Manpower reports to estimate and track labor costs to prepare Salary & Headcount models. Performed complex calculations and developed a wide variety of miscellaneous ad-hoc reports to supplement trending and variance analysis, FCC schedules and surveys, programming audits, SOX compliance audits, and other miscellaneous audits.