Lora K. Email & Phone Number

Denver, CO, US

Dallas, Texas, United States

Together with the Client Manager, I lead and drive the overall implementation of o9’s RGM solutions including Pricing, Promotion Planning (including management and optimization), Assortment Planning, Joint Business Planning, Marketing Effectiveness, and Innovation. Responsibilities to include end-to-end solution design, configuration, implementation, data.

Remote

• Worked with our major client to develop a bespoke TPM solution to help identify performance drivers to feed outcomes back into the planning cycle to capture positive ROI and trade spend.
• Managed the RGM customer success team to bridge the gap between the customer needs and the capabilities and objectives of the tools and systems.
• Retooled the Jira process for streamlined sprints and reporting needs.
• Implemented policies and procedures to align teams and better communication with our clients.
• Liaison between the DevOps team and the developers to create a systematized approach to handle Releases and implementations using Octopus Deploy.

New York, NY- Remote

• Provided product demonstrations of our TPX (Trade Promotion Management & Trade Promotion Optimization) and RGM (Revenue Growth Management) software solutions for CPG and Retail industries.
• Assisted in closing sales, provided exceptional customer service, and was an intricate component of the Sales Team.
• On average provided a 5% – 10 % improved forecast accuracy, 1% – 5% increased trade spend ROI, and 20% – 50% optimized efficiencies for our customers.
• Answered RFPs and RPIs to translate into business gained.
• Tested and collaborated with Solution Advisors and Project teams to future develop our tools

Horsham, Pennsylvania, United States - Remote

• Project Manager for building In-house TPX and RGM tools with integration within our ERP and demand planning systems to achieve Trade Spend savings of $85MM through trade efficiency and effectiveness.
• Led product implementations and was the corporate trainer while creating all training materials for our User Interface, which led to a 35% increase in productivity.
• Built BI reports and provided recommendations for trade planning, financial and quantitative analysis, and oversight for various programs for RGM and our Customer Planning Teams.

Denver CO

• Built and maintained our Regional TPM Tool, Forecast Models, Strategic Brand Trackers, Money Pages, and Trade Analytic programs for the Sales Planning Team.
• Prepared detailed annual financial budgets, trimester and quarterly forecasts, ROI Analysis, and Post Event Analysis to ensure profitability.
• Corporate Trainer for all users in Microsoft Tools and within the TPM and TPO tools within the Region

Lakewood CO

• Working with the University's Raiser's Edge Constituent Software System and updating all information for software merge into Colleague System.
• Data analysis, problem-solving, and meticulous attention to detail is used to interpret the data and feed updated information into both systems.
• Responsible for creating and updating all donor contact information as well as running weekly and monthly reports for the Development Team.
• Provided general office support for daily and weekly activities, including training and supporting staff responsibilities.

Arvada CO

• Create and analyze monthly, quarterly, and annual reports and ensure financial information has been recorded accurately.
• Analyze loss ratios for current business to minimize asset liability.
• File financial annual reports for all states and provinces where required.
• Perform validation checks, correction activities, and approval for system file entry.
• Audit corporate billing and business units for errors.
• Established policies and procedures for new lines of business that resulted in 10+ million in yearly revenue

Golden CO

• Project manager for the Vehicle Service Contract program we launched within 100K dealerships within the US that created 30+ million in annual revenue.
• Registered our Vehicle Service Contracts with the Department of Insurance (DOI) for approval and ensured the accurate filing of annual reports.
• Specialized in service contracts and auditing accounting payment files.
• Maintained all Certificate of Authority requirements and annual reports for those states and provinces where required.
• Registered our products with the Department of Insurance (DOI) and ensured accurate filing of annual reports for the DOI and Income and Franchise taxes in applicable states.
• Coordinate billing files, validation checks, correction activities, and approval for file load into our accounting system.

Golden CO

• Accounting Specialist for Third Party Administrator.
• Responsibilities included maintaining the General Ledger (GL) for each business unit.
• Reconciled and maintained A/P and A/R postings.
• Posted all international wires, and EFT’s.
• Posted all Journal Entries (JE) to the GL. Reconciled all bank accounts for the monthly financials.
• Ensure all corporate invoicing was completed.

Golden CO

• Consultant for Gambro BCT
• Processing invoices and check requests for all business units.
• Inventory and expensed invoices, to be matched to purchase orders for receiving of trade goods.
• Worked with buyers to effectively clear all un-invoiced receipts over 45 days.
• Reviewed all check runs for errors.
• Accrued sales and use tax. Accrued invoices for month end close.

Golden CO

• Accounts payable for a large health care company.
• Knowledge in medical billing for clinics, hospitals, and collection sites. Verified DOT (Department of Transportation) physicals, drug screens and breath alcohol tests for a 2000 client based system. Responsibilities.
• Oversaw training of new hires on accounts payable procedures and work ethics.

Denver CO

• Responsible for $10M in yearly sales in food, beer, wine and liquor.
• Suggested new products, met with vendors, and represented the company’s best interest.
• Maintained balance sheets, cost analysis, and requisitions.
• Conducted monthly inventory, maintained budget, coded and matched all invoices and purchase orders for payment.

Golden, CO

• Managed the following departments; front desk, restaurant, bar, room service, gift shop, banquets catering and audiovisual.
• Managed up 45 people including nine supervisors a day.
• Maintained each department including ordering supplies, paying invoices and ensuring proper cash handling procedures.
• Shift scheduling and training of associates and supervisors.
• Handled all payroll information including scheduling, W-2 and spreadsheets to submit for payroll checks.
• Handled all inventory, budgets and annual audits for all departments.

Organizational Management In Human Resources, Human Resources Management/Personnel Administration, General, 4.0

Activities and Societies: Dean's List 2009-2012 Alpha Sigma Lambda: National Honor Society inducted 2011

Information Systems Management, Computer And Information Sciences And Support Services, 4.0

Activities and Societies: Dean's List 2009-2012 Alpha Sigma Lambda: National Honor Society inducted 2011

Paralegal Certification, International Business, Trade, And Tax Law, 3.7