Nelson A. Felix Email & Phone Number

West Hills, Ca

• Maintains current and long term forecasts required to drive production and inventory planning requirements, as well as to provide projections for corporate cash flow analysis.• Uses and designs forecast reporting and analysis tools for all phases of the forecast process.• Diagnoses problems in the forecast by assessing the impact of variances of forecasted items and makes appropriate forecast adjustments • Analyzes historical data and market intelligence in order to develop and improve the forecast. Has a solid understanding of all data and its relationship to the forecast (demand, shipments, POS, base/incremental split).• Interfaces with Sales, Marketing, Shopper Marketing, and Pharmavite customers in order to incorporate all aspects of market intelligence into the forecasting environment. • Maintains an excellent level of communication and collaboration • Develops and implements methods, procedures, and systems required to successfully launch and maintain CPFR (Collaborative Planning Forecast Replenishment) and VMI (Vendor Managed Inventory) initiatives with applicable customers.• Strives to improve Pharmavite performance in areas such as forecast accuracy, fill rate, and customer defined metrics.• Communicates closely with Supply Planning to help ensure product availability and efficiencies • Provides all levels of the company with updates of forecast information, including ongoing analysis and interpretation of data. Presents information verbally, as well as in written reports.• Interfaces with Information Systems to ensure the continuous development and enhancement of the forecast process, designing new reporting requirements and troubleshooting existing reports.

Richardson, Tx

Led the demand planning process for Kleen Performance Products, business engaged in lube oils operations. Responsible for all forecasting activities and serves as key POC for Supply Chain into the Commercial organization, interfacing with key cross-functional partners from Sales, Marketing, Product Management, Customer Service and Finance.•Generated statistical adjusted demand forecasts at multiple levels of aggregation for multiple time horizons (weekly/monthly) as part of the demand planning function•Assembled and analyzed all data pertinent to creating the sales forecast (historical sales, market trends, seasonality, promotions and inventory levels)•Coordinated cross-functional research activities to reconcile significant variances and refined the forecast model to reflect updated sales and marketing assumptions•Utilized a collaborative and consensus approach by working with Sales, Marketing, and Finance to obtain and ensure that the current and accurate information is used for demand forecasts•Worked with Sales, Marketing, Product Management and Supply Planning to identify opportunities for meeting the demand in the event of capacity constraints•Made recommended adjustments to forecast and inventory targets based on changes in demand and market trends•Led S&OP demand and inventory planning meetings with Sales and Marketing, reviewing recommended sales forecasts and inventory transitions, new product introduction and promotions•Supported Supply Planning by communicating key issues and risks in the forecast and inventory•Managed inventory targets (including safety stock levels)•Provided input to the Supply Planning organization in developing inventory strategies on existing items, new products and product phase-outs•Monitored and recommended rationalization initiatives•Provided financial reconciliation•Performed and publishes analysis for KPIs.•Played a role in the annual budgeting/planning process.•Assisted in the implementation of new systems.

Fort Worth, Texas

Drove the Regional S&OP process for Surgical Instrumentation and formerly with Vision Care franchise (Contact Lenses and Vision Care Solutions) to achieve optimal demand management performance within NA Region. Liaised between the local & regional management teams for all aspects of the demand & supply management process. Interacted with Global Supply to drive the demand management plan throughout the process to ensure financial and Customer requirements are achieved.Developed & implemented long-term supply chain strategies & networks that address capacity issues, production location decisions in support of business growth. Supported business execution of new programs and initiatives that includes promotional activities, demand forecasts and coordination of key events & new product launches•Responsible for facilitating and supporting S&OP process for Surgical Instrumentation through demand analysis and collaboration with Sales, Marketing, Finance & Supply Chain teams•Developed, maintained & monitored all S&OP processes in the NA region including target setting, training, process maintenance and tool set use, to achieve an effective and sustainable S&OP process•Ensured organizational alignment between NA Region & Global functions•Demonstrated alignment to Global demand & supply planning process•Submitted a 24-month rolling demand forecast considering information regarding historical data, market trends, promotional activity and other events, historical and current, which impact and influence Customer Demand•Analyzed and improved forecast accuracy and MAPE both at the detail and aggregate level to improve Customer Service and Inventory levels.•Applied demand control where necessary on large or abnormal orders while still striving to meet operational & customer excellence. •Partnered with the Mktg team on the product portfolio by overseeing new product launches/rationalization/special promotions, including communications to regulatory & other key stakeholders

Reported to the Regional Manager, Strategy, Planning & Pricing based in Chevron Singapore regional office.•Developed a new model and led the deployment and integration of the supply chain demand forecasting streamlining and improve processes.•Drove the cross-functional, collaborative demand forecasting process for all products for Chevron Philippines and Chevron New Zealand.•Ensured Sales communicate information affecting the forecast prior to generation of the initial forecast•Managed the review process to ensure application of market intelligence•Generated statistically-valid forecasts and applied market knowledge (event profiles, market trends, seasonality, etc.) to determine overrides necessary within the statistical forecast•Managed and cleansed historical data. Communicated with Logistics and Supply to identify new terminals, non-availability of existing terminals, introduction of seasonal product, and/or discontinuation of product•Updated history in Demand Manager tool to reflect products, terminals, or locations that have been phased in or phased out; identified outliers in sales history and apply overrides or event profiles•Challenged overrides to ensure sound logic is applied when changing unconstrained forecast; effectively negotiated to ensure agreement of one consensus forecast number is achieved prior to sending to S&OP for optimization•Created weekly and event-based refreshes to the forecast as appropriate •Led the DF learning lookback process•Improved forecast accuracy by 20% from a forecasting error of 15% to 12%, surpassing target metric of 10%; a major contribution to the enterprise value capture of US$2.4 MM•Achieved and maintained 100% CF tool usage with key stakeholders•As a central focal point and collaborator between Marketing and Supply, increased coordination activities resulting in stockouts and inventory costs reductions, flexible and more efficient shipping and terminal operations and realization of sales opportunities.

Consolidated and prepared Marketing Business Unit (MBU) Business Plan and Strategic Plan, more particularly on Operating Expense (OPEX) budget and Non-fuel revenues. Assisted in developing Retail’s Marketing Plan.•Provided support to the MBU departments/BU heads in preparing and analyzing marketing & financial reports•Analyzed and tracked sales volumes and margins, market shares, industry consumption and competitive numbers, and current market activities.•Prepared earnings commentaries, sales forecast, and assisted in preparing Retail and Commercial & Industrial (C&I) Performance reports.•Developed and updated Planning/Pricing’s standard presentation materials•Assisted the Marketing BU in the monitoring of CPI marketing performance to determine whether goals and objectives set in the Strategic and Business Plans are being met.•Monitored CPI’s market position as benchmark against competition•Monitored marketing performance and market position and provides analytical support to MBU on routine project evaluations •Successfully maintained previous operating expense budget and allocated to various departments without severely affecting normal operations; even realized a 5% savings at the end of yearly report.•Led and oversaw the implementation of all cost reduction initiatives resulting in US$4.8 MM under spent or savings of 25% from US$19.4 MM operating expense budget.•Improved monthly monitoring reports, analysis and reconciliation of rental income, Starmart convenience store revenues and royalties, lube rebates and other operating incomes resulting in an increase in Non-Fuel revenues of US$ 1.8 MM vs. US$ 1.7MM or a 7% increase.

Managed approximately US$25-30 MM ranging from 20-35 NTIs (new-to-industry sites) of site acquisition and enhancement values. Led a team of 10 Site Selection specialists and 1 administrative associate in achieving business plan objectives.• Provided and drove all Site Selection/Acquisition processes, real property analysis systems and execution to add and enhanced properties to manage the retail network and distribution configuration. • Built leadership, professional development and functional capabilities of the Site Selection workgroup in an environment that promotes diversity.• Provided leadership in cultural integration, organizational excellence and change management by leading best practice sharing and shared activity with other divisions and affiliates of Chevron. • Surpassed target of 20 NTIs by completing 23 NTIs, 17 of which were operational and 6 under construction resulting in a market share increase of 2% from 21% to 23% ; this was achieved not just within capital expenditure budget but a realized savings of 10% or US$2.0 MM of US$20.0 MM.• Managed to obtain a 10% savings (US$ 40K) on operational expenses with increased activities.• Developed a Site Selection template for new projects that has been adopted as a de-facto standard for the whole region.

Managed and repositioned a Caltex regional Plant, Property and Equipment portfolio of US$90 MM.• Improved real estate returns through establishing market valuations, recommending and implementing portfolio investment/lease/disposal strategies, increasing net rental cash flows and minimizing property related expenses.• Prioritized and secured existing unsecured Caltex retail sites within economic, budget and regulatory constraints and led a team to secure lease renewals based on a yearly target with assistance from sales.• Reviewed all Expenditures before obtaining approval from Asset management and business units• Secured the retail network by renewing 335 lease agreements thereby maintaining volume equivalent to 8-10% market share or approximately US$ 9.0 MM property portfolio• Led a team of 2 Property Specialists who were then combined with the Site Selection group to work in achieving business plan PPE portfolio

Management Development Program (Mdp)

President of the 61st MDP Superior Award Performance

Primary (Gs) And Secondary (Hs)

Activities and Societies: Glee Club, Bedan Stagers, Photography Club

Bs-Industrial Management Engineering Minor Chemical Engineering

Activities and Societies: Industrial Management Engineering (IME) Society