Phil Upton-Rowley Email & Phone Number

Boise, Idaho Area

• Deliver superior analytics for Albertsons’ corporate Marketing and Merchandising teams o Develop top-tier reporting for use throughout organizationo Perform ad hoc program and business analysis, with focus on Pricing and Promotiono Deliver actionable insights that drive measurable improvement throughout the business• Build out a corporate Business Intelligence teamo Develop unified reporting for division and corporate teams that provides relevant, results-oriented informationo Produce analysis and reporting around the company’s marketing programs that increases understanding of promotional effectiveness and ROIo Unify, standardize, and automate analysis and reporting throughout the company

Boise, Id

• Support Albertsons’ corporate Marketing and Merchandising teams o Develop top-tier reporting for use throughout organization o Perform ad hoc program and business analysis o Deliver actionable insights that drive measurable improvement throughout the business• Build out a corporate Business Intelligence team o Develop unified reporting for division and corporate teams that provides relevant, results-oriented information o Produce analysis and reporting around the company’s marketing programs that increases understanding of promotional effectiveness and ROI o Unify, standardize, and automate analysis and reporting throughout the company

Boise, Idaho Area

Support our grocery retail client's corporate and division marketing teams by providing best-in-class analytics. Focus on program performance impact, trend analysis, deep-dive investigations, and turning analytic-based insights into winning strategies.

Boise, Idaho Area

Drove marketing program analysis, presenting detailed results and actionable insights. Responsible for the quality and effective use of customer shopping data.• Delivered deep-dive analytics into customer performance throughout 1,100+ stores through extensive datamining of massive relational databases; analysis results ultimately reviewed and used by CEO, CMO, CFO, and other executive leaders.• Optimized the use of customer-based segmentation to support advanced marketing and merchandising strategies. • Responsible for the evaluation of loyalty programs that drove over $80 million in incremental sales per year; presented results on a regular basis to corporate and division senior leadership.• Improved data quality and analytical methodologies/standards, collaborating with merchandising, finance, IT, and marketing teams to drive universal acceptance. • Leveraged test/control stores and customer-modeling techniques to identify the sales, margin, store, and customer impact of loyalty programs.• Managed and mentored new Analysts, focusing on skill training, analytical development, and delivering actionable results.Previous role at Supervalu was Sr. Analyst - Loyalty Marketing:Analyzed marketing program performance, identifying customer-centric insights and opportunities. • Created and delivered analytic presentations to Director, VP, and Executive-level management based on analysis of current market trends and sales opportunities.• Identified and implemented grocery circular distribution optimization, estimated to save over $775,000 annually.• Provided insights about implemented strategies, sales risks and opportunities, and forecasted sales trends to Marketing, Merchandising, Finance, Loss Prevention, and Store Operations business leaders.• Built unique SQL-based analytical tools, resulting in rapid turn-around of ad hoc analytical projects.

Boise, Idaho Area

Developed, implemented, and analyzed direct mail marketing strategies for a $200 million debt recovery business. • Created, tested, and launched direct mail marketing strategies estimated to increase gross revenue by over $40 million.• Initiated cost reduction strategies, decreasing expenses by $4+ million per year.• Designed new product features for a unique debt collection product that promoted customer opportunity and value.• Developed spreadsheet tools that accurately forecast direct mail response, enabling better capacity planning of call center staff.

Topeka, Kansas Area

Supervisor – Warehouse AccountingResponsible for the team that developed and produced month-end financial reporting for Payless’ distribution centers. • Managed a team of Warehouse Accounting analysts, focusing on streamlining workflow process and automating spreadsheet tools to increase accuracy.• Developed new spreadsheet tools to record, analyze, and improve Duty & Logistic costs for merchandise, enabling more comprehensive analysisFinancial Analyst – International MarginDeveloped and produced month-end financial reporting for Latin American store margin. Drove the standardization and documentation efforts for 11 countries. • Turned chaotic store margin account balances into understandable, defensible amounts; worked with Latin American and domestic auditors to justify and certify those account balances.• Identified over $25 million in unpaid inventory receipts; worked with Treasury team to recover from Latin American offices.• Improved and standardized store activity reporting for Latin American operations, allowing more accurate and timely reporting of gross margin.• Collaborated with Payless’ IT division to test and correct the company’s International Accounting systems, improving system consistency and accuracy.• Wrote Payless’ official Margin Accounting policies & procedures for the Latin American accounting teams.• Trained accounting staff throughout Latin America in GAAP for Margin Accounting and in the Retail Method of inventory valuation.Merchandise Analyst / PlannerAnalyzed sales performance of various merchandise product lines. Planned and forecasted assortment allocation. • Developed innovative spreadsheet tools for effective customer-based assortment planning; trained merchandising team in the use of these tools. • Analyzed sales, markdown, inventory, gross margin, and turn data for three distinct product lines when working as a merchandise planner, accounting for over $95 million in annual sales.

Bs, Business Management

Activities and Societies: Member of Golden Key and Gamma Beta Sigma National Honor Societies, Member of celebrated BYU Men's.

Mba, International Business

Graduated with High Honors GPA: 4.00 GMAT: 760