- Assist with the development, creation of Budgets and Latest Estimates for Canadian Professional Services Business. Including estimated Business/Sales Targets.- Partner with Canadian Professional Services Business to establish and develop tools and reports to provide financial support and enhance Sales, Customer Reporting and Trade Management.- Develop Monthly Reporting Package including Variance/Gap Analysis, Trade Review and summary of Risks and Opportunities.- Continuously identifying opportunities and implementing business process improvements and controls.

*Managed the Budget Process for the division, which included Process improvement, Qualitative and Quantitative Analysis and Reporting for Divisional and Corporate executive.*Development and Administration of the Divisional Forecasting Model, encompassing market rate forecasts and operational trends.*Responsible for the Monthly Financial Reporting and Commentary for the the division to both internal and external clients. Collaborating with both Operational and Accounting groups.

*Acting as the Sales Channel CFO, I am instrumental in development and analysis of Customer Pricing, Contracts and Trade Spend. E-Commerce Channel Revenue has grown greater than 300%.*Responsible for all Budgeting, Forecasting and Customer P&L Analysis and Reporting. Speaking to variances to both Forecast and Budget.*Key contact, liaising between Channel and Corporate CFO and Executives.

*Developed and administrated templates used to capture budgets at the customer and product level with Revenue in excess of $500M annually.*Facilitated Budget review, optimization and creation of final Executive Reporting package which consisted of Customer and Brand P&Ls.*Controlled Customer Trade Spend ensuring customer profitability. Trade Spend annually represented in excess of $125 Million annually.

*Developed Demand Planning Templates to capture customer demand and assist Operations in volume and timing of production. These templates drove revenue worth in excess of $400 Million.*Provided Executives with category and channel P&L analysis and information they needed to make major operational, financial and strategic decisions.*Development and analysis of Trade Spend Templates with a critical eye to ROI and budgeted customer margins.

*With a greater focus placed on Operations and Process Management, I was elevated to Manager Sales Operations. As manager, I recruited, hired and mentored a team of five process oriented, analytical employees to successfully manage back office Sales processes and reporting.*With limited synergy between the Sales and Product Marketing goals and objectives, I developed in Access/Excel a process that collected, summarized and forecasted quarterly goals by Vendor, Sales Territory and Customer. This delivered solid dialogue and effective planning sessions between the two divisions.*Restructured and programmed in Excel, Tech Data Canada’s monthly and quarterly commissions for two hundred leveraged staff and management. This streamlined a pre-existing process and provided enhanced accountability and audit transparency for approximately $2.5 Million in expenses annually.*Tech Data implemented various customer loyalty programs, mainly in the form of volume incentive agreements. To accommodate this trend, I developed modules in Access and Excel to solicit and report Point of Sale information to both internal and external customers. Over time, this represented approximately $2.5 Million in annual expense.

*Tech Data Canada was growing at a fast pace, unfortunately information required to support the organization was scarce and if available very untimely. To remedy this, I fashioned a local data warehouse using automated processes with Access to systematically extract data from the Point of Sales servers. This data store is still being used presently for much of the automated reporting and analysis.*As the business evolved so did the need to profile customers in terms of opportunity and profitability. I developed and automated a Customer Profile Statement to highlight key customer activities. This report proved essential to our Sales Field Reps and Executives in planning and customer development. This module was the precursor to the Customer ABC statements.

*Orchestrated the creation, implementation and maintenance of budgeting systems on both EPS (4th Generation Mainframe language) and Excel/Lotus based systems.*Coordination of the Store and Administration Budget process for a Company exceeding $3 Billion in revenue and $250 Million of operating profit.*Restructured and coordinated reporting and analysis of Revenue, Margin, Salaries and Expense budgets to strategic operating units.

*Developed, implemented and maintained a volume rebate system in FOCUS (4th Generation Mainframe language). This involved maintenance of over two thousand Vendor contracts representing approximately $40 Million in revenue to the merchants’ controllable margin.*Executed the development and automation of timely and accurate reporting and analysis of inventory levels, purchase mark-ups, sales markdowns/ups, and key gross profit elements.