Lisa Hertel Email & Phone Number

San Diego, CA, US

San Jose, California, US

- Provide insights to senior leadership and influence strategic business decisions. Responsible for all analytics, forecasting and reporting related to $150M annual revenue as well as $70M annual operating expenses for the Commercial and Service organizations. - Cultivate a high-performing team through mentorship, skills development and strategic.

San Diego, CA, US

- Over 8 year tenure, absorbed increasing responsibilities while scaling the FP&A organization from a team of 4 to a team of 10 as annual company revenues grew from $200M to $1.7B.- Provided analytics across all areas of the organization to understand actual results, drive business decisions and implement strategic initiatives. Responsible for all company.

San Diego, California, US

- Responsible for forecasting, implementing and analyzing strategic pricing decisions by considering competitive position, historical data and demand elasticity and by working cross-functionally with departments including Merchandising, Merchandise Planning & Inventory, eCommerce and Store Operations.- Developed analytical templates and models to ensure.

New York, NY, US

- Analyzed advertising rate proposals for print and online with respect to industry segment, advertiser commitment and company profit margin while ensuring accurate implementation if approved.- Developed annual revenue ($30M) and expense ($22M) budgets for all departments in the organization and proposed areas for cost-saving and revenue generation to.

New York, NY, US

- Created and analyzed reports comparing actual financial results to budget and prior year data to identify areas of concern or potential revenue growth.- Collaborated with Advertising department to execute all aspects of commission bonuses including verifying monthly results as well as analysis and implementation of new compensation plans.- Enhanced.

San Diego, California, US

- Developed and presented the periodic food/packaging cost forecast and the annual budget by collaborating with departments including Purchasing, Menu Marketing, Restaurant Accounting and Margin Improvement.- Created regular reports comparing actual financial results to budget and prior year, analyzed variances and proposed solutions to ensure ongoing.

San Diego, California, US

- Analyzed and presented the potential and actual financial impacts of marketing and product tests by conducting return on investment and break even analyses in support of JBX, a fast-casual concept type for Jack in the Box.- Verified profitability and effectiveness for discount and marketing events using key result factors such as sales mix, product.

Irvine, CA, US

- Evaluated the potential and actual impacts of price changes for consumer electronics product line with regards to margin dollars, market demand elasticity, market share, competitive landscape and inventory positions.- Determined the most effective pricing and promotional strategies to maximize margin dollars while limiting exposure to inventory excess or.

Chicago, IL, US

- Accountable for pricing segments of the $2 billion transcontinental markets including over 1000 individual markets by evaluating competitive positioning, customer trends and market changes to develop strategies for published and unpublished fares.- Served as Operational Lead by assisting weekly point person in reviewing entire system of domestic pricing.

Ba, Economics, Philosophy

Mba

Education record