Reginald Montgomery Email & Phone Number

Chicago, Il, Us

Lincolnshire, Illinois, United States

United States

Finance partner for several North America Sales Teams, provided strategic and analytical support for North America accounts, combined $600M-plus gross sales, $100M trade spend), directly influencing key business decisions that drove over $15M in incremental sales over two fiscal cycles.

United States

Oversaw trade management and forecasting processes through close collaboration with sales and credit team, ensuring an accurate monthly gross sales and trade forecast. Directed the implementation of the company's global, SAP based TPM tool for the US Sales Team, while overseeing the promotion management process for the US region to enhance operational efficiency and effectiveness. Provided Analytical and strategic support for two major national accounts (including forecasting, pre/post event analysis, monthly close analysis

Chicago, Il

Managed Sales Finance for National Grocery Customer Accounts (Combined $100MM Annual Gross Sales), Provided forecasts, tracked period performance, prepare period, quarter and year end close analysis and commentary, post-event analysis, identified incremental investment opportunities and potential strategy change opportunities to sales, and senior leadership.

Greater Chicago Area

Managed financial period close reporting and manual trade adjustments for Sales Finance Team, leads periodic and quarterly liability review, Provides Trade Variable Rate Mix Analysis (Period Close and Forecast) to Commercial Finance and FP&A teams, Developed policies and procedures to ensure accurate sales and trade recording, managed internal and external audit process for Sales Finance Team.

Chicago, Il

Managed approximately $10 Million in trade promotions annually, also providing ad hoc and ongoing analysis to Sales, Sales Finance and Customer Financial Services

Provided analytical support in collaboration with the QTG Sales team, Capabilities team, Operations team, and Customer Supply Chain Integration team via SAP Order Management, data mining and customer relationship management in order to facilitate problem solving initiatives.

Managed customer replenishment for $500MM customer, including SAP order management and distribution supporting the Quaker, Tropicana and Gatorade business units, managed process that decreased excess inventory at Customer's Warehouse by 80% ($1.5MM over a 3 year period

Personal Banker (NASD Series 6 and Series 63) May 2006 - October 2007 Analyzed customer information to assess financial needs and provide product recommendationsAcquired and maintained banking relationships with consumers by providing checking, savings & loans, which helped the Printers Row Branch exceed profitability by 25% in 2006 (P&L Goal was 100%) Acquired basic investment relationships which totaled over $5MM

Provided ad-hoc analytical support for Fixed Income Department using data mining, provided up-to-the-minute pricing analysis for securities, improving department efficiency. Assisted in preparing presentations for traders to present to prospective clients of Vining Sparks, IBG at client meetings, resulting in 30MM in new business.

Master, Accounting And Financial Management

Financial Analysis, and Investment Analysis

Bachelor Of Science - Bs, Finance, General

Activities and Societies: National Association of Black Accountants, Collegiate Finance Organization, Alpha Phi Alpha Fraternity, Inc..

Bachelor Of Science, Finance

Activities and Societies: National Association of Black Accountants - UIC Chapter Security Traders Association of Chicago - Scholarship.