Sam Katz Email & Phone Number

New York, Ny, Us

Paris, Ile-De-France, Fr

Cicero, Illinois, Us

Supported recurring RFP initiatives by producing multi-year financial projections and presentations for various SuppliersSpearheaded the Convenience Store channel strategy development, leveraging competitor and Supplier share analysis, market-wide interviews, and financial assessments. Strategized portfolio optimization to grow revenue and volumetric-based delivery standards to reduce delivery expenses. Successfully piloted strategies in VA & FLRevitalized the supplier risk management process by assessing survey responses to gauge sentiment, evaluate performance versus the Supplier’s Plan & National Average, and monitor strategic positioning (e.g., contract status, RFP likelihood, RTM preference)Enhanced our expansion strategy to account for contract status, operating capacity, and portfolio gaps. Created a PowerBI dashboard, using Nielsen data, to benchmark our performance against the competition by category, subcategory, and price point evaluating R52 $ Share, Wholesaler Mix vs. Nielsen Universe, and 2YR $ CAGRLed the development of a low/no-alcohol strategy through internal data analysis, competitive research, project management, survey design, and senior leadership presentations

Rochester, New York, Us

Developed and modeled pricing guidelines and guardrails for the United States targeting 1-2% of $2B in Net SalesPresented pricing strategies and scenario analyses to cross-functional teams to ensure revenue, profit, and market share goals are achievedMonitored and authored monthly and quarterly pricing analyses focused on the total beverage alcohol value chain

New York, Ny, Us

Developed $1M+ clinical trial budgets at a top cancer center for five oncology services by interpreting complex scientific protocols, assessing profitability, understanding deadlines, and analyzing payment terms Collaborated routinely with leading oncologists, attorneys, and clinical research staffNegotiated 30+ budgets and payment terms with pharmaceutical companies and federal agencies to secure maximum revenue and efficient payment for the hospital

New York, Ny, Us

Audited over $2M per year expenditures for company-wide Scopes of Work to ensure compliance on behalf of Moët Hennessy, a leading global luxury Wines and Spirits company Co-managed $5M company-wide budgets and credit limits together with the CFO and Director of Finance to exhibit fiscal responsibility and accelerate the growth of top brands such as Hennessey, Dom Pérignon, and Moët & ChandonAuthored and presented numerous financially and analytically driven reports to various internal and external audiences to provide insights on account opportunities, KPI’s, budget management, and expense compliance

Lake Success, Ny, Us

Interpreted 50+ contractual obligations with top national health insurance companies to ensure accurate revenue modelingAuthored and presented financial reports directly to the Vice President and Director of Finance to provide insights into hospital performance by analyzing the variance between modeled revenue and cash differential for multiple hospitals estimated at $1.2B in revenueIdentified and addressed multiple erroneous payment denials for Current Procedural Terminology- 4 codes, impacting over $100K in missing monthly revenue

Us

Represented the Bacardi USA Inc. portfolio by contributing to monthly pricing meetings and developing numerous financial and analytical reports for multiple audiences to provide insights on account opportunities, KPI’s, gross profit, and revenueEvaluated prior year sales and pricing strategies for 100 SKU’s to maximize gross profit and revenue by forecasting sales and performing CAGR analysesDesigned and implemented profit-driven purchasing recommendations by analyzing current inventory levels and pricing strategies and comparing them to prior years

Bachelor Of Arts (B.A.), Economics

Certificate, Data Analtyics

Certificate, Customer Analytics

Certificate, Operations Analytics

Certificate, Accounting Analytics