Oversee all operations related to inventory management, supply planning, compliance, and bottling. Lead S&OP process and create working documents, including inventory run-rate reports and analysis to guide grape purchasing decisions and sales planning. Monitor finished goods stock level against the sales plan. Manage production sequence to ensure sales plans are met. Identify obsolete inventory, slow movers and recommend action plans. Provide executive team with ad hoc sales reports and analysis on SKU profitability, event ROI, and channel gross margin. Successful implementation of winery sales and accounting software. Oversee all compliance including sales tax, excise tax, permitting and product registrations.

Inventory Management of all finished case goods, bulk wine, and grapes including monthly reconciliation and reporting for 275,000 annual case production winery. Managed 250 finished goods SKUs. Conduct analysis to resolve inventory variances. Ad hoc reporting of grape and bulk wine inventory for finance, winemaking and sales teams. Developed and implemented new controls and monitoring procedures.

Developed a new visitor experience program. Created a business strategy and plan to increase DTC sales channel mix through creation of a wine club program. Collaborated with Marketing Director to create annual budget, including monthly sales by SKU and channel. HR functions such as compensation analysis, recruiting and hiring. Ensured staff performance through implementation of job descriptions and procedures manuals. Reported to Board of Directors on industry, metrics and competitive environment.

Developed sales strategies for start-up winery resulting in $4M annual sales after 2 years. Annual budget preparation and vendor management. Defined target market, brand message and crafted marketing materials. Directed the creation of all customer communication including social media content, blog, email campaigns, newsletters and customer email templates. Enhanced brand image and company performance through consistent leadership, team building, and organizational development. HR functions of recruiting, hiring, on-boarding and continuous training. Motivated and empowered sales team to achieve goals of the company.

Dual role reporting to CFO and Director of Marketing. Provided sales reports following releases. Handled all out-of-state licensing. Supported execution of annual marketing plans and PR campaigns. Lead successful implementation of tax software (Shipcompliant) resulting in automation of out-of-state tax reporting.