Tracked winery inventory, purchase orders, A/R, compliance, vintage and price changes, breakage, and logistics for a winery that produces thousands of cases of cabernet sauvignon annually.Processed purchase orders for distributors and outside sales representatives and online purchases for wine club members. Using warehouse order entry sites, confirmed that stock was available. Scheduled warehouse pickups and freight deliveries, assuring on time fulfillment.Implemented a financial and fulfillment reconciliation process to ensure that each bottle and vintage housed in either the winery or wine cave was logged and tracked. Conducted an end-of-month reconciliation to determine whether monthly transactions balanced. Ran financial reports to understand reconciliation discrepancies.

Analyzed and determined credit worthiness for small to large retail and online stores. Ensured that the distribution center followed the supply chain compliance manual for each retailer. Downloaded and analyzed data using Excel. Prepared comprehensive weekly, monthly, and quarterly reports concerning collection call volume and statistics, the number of past due accounts, and the estimated portion of each debt that could be collected. Conducted ad hoc reporting concerning market trends and the impact of company print advertising and sponsorship on Birkenstock sales.

Directed the wine distribution process for 15 to 20 domestic and 10 to 15 international Kendall Jackson wineries. Scheduled and followed up on freight deliveries, ensuring that store compliance was met. Enhanced organizational efficiency, order accuracy, production fulfillment, and on time delivery. Managed vendor relations and established an inventory par level for each customer store. Ran sales reports on a monthly basis to identify stores that needed new shipments, increasing sales. Using Oracle JD Edwards EnterpriseOne, created and furnished Excel output for the weekly senior management meetings to support sales decisions and pricing. Performed weekly logistics and market trend analysis. Analyzed and reported which wines were performing well in the marketplace. Conducted ad hoc sales forecasting and inventory management analysis.

Delivered trading and operations support to folio managers on behalf of a brokerage that specializes in retirement planning and trust administration. Provided telephone liaison with large insurance and annuity brokers and dealers. Prepared insurance and annuity paperwork for clients and SEC and FINRA paperwork. Accurately relayed trade and offering information to clients. Checked accounts to verify cash availability, generated transaction tickets, and ensured settlement accuracy. Performed daily portfolio report reconciliations. Supervised three administrative assistants.

While employed by a real estate and estate planning law firm, delivered high quality customer service to clients, attorneys, and staff. Worked with insurance and financial brokers to obtain product information and quotes for clients. Prepared and filed court documents. Scheduled and tracked court cases using Amicus Attorney. Produced documents for court appearances and assembled trial binders.

Provided pricing support to more than 100 Longs drug stores in California, Oregon, Nevada, and Hawaii; and supervised three market pricing analysts. Conducted market research and mystery shopping to make competitor item price comparisons. Communicated with store managers, buyers, and brand managers concerning price differences. Revised store item pricing to maintain a competitive edge.

Managed the delivery and installation of Herman Miller furniture and cubicles at client sites. Resolved product order and delivery issues, prepared change orders, and furnished on-site supervision to ensure installation success. Supervised a staff of six customer service representatives.