FINANCE: Control & perform all financial aspects of BHD; Accounting of full general ledger (including A/R & A/P), cashflow/funding, financial analysis, inventory, market strategy, taxes, financial reporting, financial planning (built budget,forecast and long-term planning process), investor relations, financial operations/systems/IT, grants, capitalraises/tables/ownership management• STRATEGY: 2nd in command to Founder & CEO; market strategy, management reporting and tactical discussions onsales/pricing/margin, marketing, competition, product mix, business expansion• HR: Hiring, labor laws, job descriptions, employment contracts, annual incentive, medical/dental benefits, policies, payroll• PURCHASING: Sourcing for raw materials, supplies, packaging• SUPPLY CHAIN: Manage shipping and logistics for raw materials & finished goods• COMPLIANCE: Licensing, permitting, filings – state & federal liqueur laws & regulations, regulatory reporting

Manage a team of analysts (2 exempts) in support of the Pharmacy Gross Margin Department• Responsible for sales, COGS and gross margin financial planning & analysis; budget, forecast & monthly analysis• Partner with Omnicare leadership to drive performance via analytics, and manage financial goals• Present Sr Management with information to make critical business decisions

Categorical monthly Forecasting & annual Budgeting for multiple categories; GM and Consumables• Sales & margin management; granular diagnostics to drive performance predictions• Partner with Category Management, providing analysis, trend insight & recommendations to act on maximizing sales, ROI & margin

P&L management; budget planning from division to store level, performance analysis, periodic forecasting, resultspresentation to multiple levels of management• Drove sales margin & shrink planning for all cycles; weekly, monthly, quarterly, and annually from division to store level;partnered with Operations leadership• Finance lead on divisional strategic projects; modeling, analysis, execution support and performance reporting – specificallynew market pricing strategy• Division financial lead on incentive plans, calculations and communications

Performed financial analysis & presentation on strategic company initiatives for executive decision making• Incentive Committee analysis support• Periodic review of loyalty programs ROI; gas rewards, associate discount

Top down Forecasting/Budgeting Management & Reporting of AUSA Support & 4 Retail DivisionsCompany financial strategy analyticsPlanning, communication & processExecutive Reporting & Presentation

Financial support lead for specific functional area expenses within the companyFunctional areas: Marketing/Advertising, Health & Welfare, Retail Operations, Repairs & MaintenanceFinancial support: budgeting/forecasting, reporting, ROI, overhead, projects, presentations, ad hoc, daily assistance as neededManaged 4 direct reports

Managed a total of 15 associates; 4 teams with 4 supervisorsFunctions included circular and sign production & distribution, process & IT management, and financial managementLead Business sponsor on implementation of Aprimo marketing system and new processes/controlsManaged all financial categories: capital, expense lines, budget, actual reporting, redemptions, ROIManaged vendor relationships and contracts related to all functions; 60+ vendorsPrivate Label financial assistance; managed development of tools and process for tracking, budgeting & reporting

Responsible for leading Category Managers through assortment, pricing, promotions and private label decisions to transition to a new market strategy to improve value to customersLed change management with category managers & vendor communityAisle Team Lead on the Baking, Snacks, Nuts & Canned Fruit, Frozen & Enhancers aislesPartnered with Oliver Wyman

Managed the accounting and controls for real estate transactionsManaged 10 associates, 3 direct reports (supervisors)Managed, budgeted & reported store expenses, tenant income & investment locationsIdentified and reported US GAAP/IFRS differences

Managed the accounting and controls around promotional allowancesManaged 14 associates, including 4 direct reports (3 supervisors)Developed and implemented new internal policy and controls with ProcurementManaged budgeting and financial/management reporting for all promotional categoriesResearched, initiated and led a project that implemented new promotional tracking software