Pavan Patel Email & Phone Number

•Responsible for driving trade spend optimization and generating profitable decisions through fact and data-based analysis. In addition to building reporting and analytical tools to enhance the customer planning process within the commercial team. •Developed and launched a custom Power BI model/report from the ground up to provide visibility of Net Sales by customer and brand.•Performed analysis and financial work on price increases for multiple brands in Edgewell's portfolio. Achieved through a ground-up analysis of the brand's current profitability at each retailer and an analysis of the pricing strategy. The analysis resulted in a direct increase of margin for all four brands by 3-5%•Lead the development/blueprinting and launch of a Trade Promotion Optimization (TPO) tool for the Canadian organization. Allowing for real time updates on key metrics (Net Sales, Gross Margin, ROI, Lift factors) on live promotion in the market. •Provided Financial and Excel training to Sales Organization multiple times over the course of 4 years at EPC

Mississauga, Ontario, Canada

•Perform financial analysis for each brand to understand account profitability and trade spend efficiency. Led to a direct increase in trade spend ROI, net sales, and an average margin increase of 1-3%. •Developed and presented New Product Development (NPD) process template, allowing for the organization to identify the financial implications with launching new products in the Canadian market.•Developed strategic pricing recommendations for new brand and segment launches, ensuring successful market entry and competitive positioning within the category landscape.•Performed in-depth financial analysis for the sales teams, providing cohesive understanding of the financial implications of customer negotiations.•Managed POS and internal hierarchy for all of our products including setting list prices and Product Promoted Groups (PPGs)

Ontario, Canada

•Oversaw special projects that included implementation of a new fully integrated logistics solutions with handheld devices for over 30 trucks and trailers. Led to a direct increase in dispatching efficiency by 20% and improved asset location management. •Implemented and installed a process for inventory management, allowing for real-time monitoring of inventory. Resulted in improvement in inventory reporting and control. In addition, a reduction in theft by 15%.•Responsible for complete restructuring of customer management and communications system (CRM), allowing for efficient targeting of unique customer groups through emails and a more fluid prospecting and customer relationship management for sales team.•Identified potential industrial business for acquisitions by the Trillium private equity group. As well as organizing the data collected in a presentable fashion for an investment committee. •Developed a financial model and presentation for real estate development transaction as potential investment venture for the Trillium private equity group.

Toronto, Canada Area

•Developed a business plan that showed a viable way to expand into sports medicine specifically focusing on professional hockey teams.•Developed a financial model to represent the impact that Dr.Green's Health Clinic would have on the bottom line of the hockey team.• Constructed a pitch deck to be utilized by Dr.Green to showcase what the clinic has to offer.

Cambridge Ontario

•Develop a business plan requiring the implementation of a consistent and repeatable sets of policies and practice.•Optimized advertisement targeting for the business by using software to identify and analyze locations that were not ordering from us and targeted flyers to those locations, which resulted in an increase response from those zones.•Managed a team of 5-6 employees during rush hour to ensure that communication was maintained between all stations in the business allowing for efficient customer service. •Maintained, predicted, and ordered inventory required to function throughout the week without disruption of services and products.

Ontario, Canada

•Known by team for detail, accuracy and rapid turnaround of work product; notably MS Excel mastery •Superior skills in translating large data sets into concise PowerPoint presentations.•Effective in taking complicated data and distilling it to any target audience level of understanding without loss of core concepts.

Master Of Business Administration (Mba), Banking, Corporate, Finance, And Securities Law

Honours Bachelor Of Science, Biology & Psychology