Stefan Walgram Email & Phone Number

Campbell, Ca, Us

Responsible for the Sales FP&A of the leading EV charger company in North America. • Led team to establish the demand planning function and improve sales forecasting and inventory planning• AOP top line billings planning with product mix and OPEX spend for the Sales department • Business partner to sales leadership on budgeting, head count, and expense management• Finance review and approval for promotions, spiffs, rebates, and large deal pricing• Conducted inventory analysis and worked with Operations team to optimize working capital allocation • Analytical support of the Channel Sales team to scale the business efficiently• Quota setting for North America sales teams and financial review of the sales commission results to ensure SOX compliance

Gerlingen-Schillerhöhe, Baden-Wuerttemberg, De

Part of the Bosch Automotive Aftermarket FP&A team for North America with over $1.5B in sales.• Presenting financial results to leadership, ensuring clarity and understanding of details and implications; linking to forecast and business drivers• Served as interim manager for the team during a leadership transition period. Coordinated team work activities through daily team meetings, provided monthly comments to headquarter for performance variance and R&O update, and served as primary sales controlling contact for the Director and other finance teams• Directing and overseeing project for transitioning of monthly sales reporting to dynamic Power BI format • Finance business partner to the Canadian Sales organization and the OES channel in the US• Responsible for high quality forecast coordination and delivery to corporate headquarters• Tracking, forecasting, and reporting of price changes and their margin implications for vast product portfolio including alignment with marketing teams on drivers and root cause analysis• In charge of sales commissions process for the US and Canada; quarterly and annual measurement of actuals as well as support on setting annual sales and margin targets in collaboration with Sales leadershipProject successes: automated the financial reporting for efficient month end process; automated steps of the quarterly commission calculation for quicker turnaround; KPI report optimization to gain additional insights; integrated the financial reporting function from Canada to the US to increase efficiency

Schlieren, Zurich, Ch

Responsible for the P&L of +25 accounts in the retail channel totaling +$120M in revenue (termed due to restructuring of NA operations; later sold and rebranded to Aspire Bakeries)• Managed customer level pricing, promotional programs, and trade spend• Built strong relationships with key teams including Sales, Supply & Demand Planning, Trade/Deductions, Accounting, and Marketing to drive success for the retail channel • Performed price change impact analysis, including GM risk and profitability assessments along with actionable recommendations towards implementation of an EDLP strategy for a $18M category• Managed the forecast, order/production/inventory tracking, and pricing for the seasonal products• Distressed product exposure management to minimize write-offs and donations• Owned the monthly review of the SG&A expenses vs budget for the retail channel

Chicago, Illinois, Us

Financial support of the Foodservice segment with $1B in revenue • Led monthly P&L reviews to identify performance drivers and report variances from plan, forecast, and prior year• Provided analysis for data driven decision making along with actionable recommendations for bottom line growth• Participated in the plan and forecast process for the supported categories • Enhanced existing P&L reporting to reduce time spent on non-value add activities• Maintained and updated various pricing tools and models for the marketing team • Financial support on pricing for RFPs; including a major bid for a $16M portfolio• Liaised with the Director of Industrial Sales on contract pricing renewals• Owned the A&P budgeting process and tracked the R&O for the supported categories• Cost analysis on a $8M trade spend to identify process improvement opportunities and adjust trade accrual rates to reflect true profitability and improve forecast accuracy• Product costing project after reformulation to meet customer's new specs• Joined weekly meetings with Marketing, R&D, Labeling, and Operations on a product development project• Trained new Analysts

Northfield, Il, Us

• Analyzed and evaluated product division and manufacturing facility financial performance• Conducted and led monthly/quarterly financial reviews with division and group president • Reviewed and analyzed monthly P&L to identify key performance drivers and highlight areas where action and/or management focus is required• Provided business analytics and decision support to senior leadership• Prepared unaudited, valuation relevant financials for a potential M&A transaction • Analytical support in a cross-divisional decision process to avoid cannibalization and maximize overall company profit• Led costing project to realign product costs (OH allocation) after innovation driven changes to the product portfolio mix • Prepared forecast for current and plan for next fiscal year• Built, managed, and extended sales report for compensation purposes (bonus payments) and customer tracking• Assisted product development department in identifying next opportunities to pursue, including cost estimates to quantify the ROI and justify investment• Audited financial data including expense statements and inventory reports• Participated in month-end and year-end close activities• Partnered with tax and audit to monitor and review fixed assets to prepare depreciation schedule• Created excel macros to (semi-) automate standard reports and journal entries• Designed dashboard for the division leadership

Toronto, On, Ca

Consulting projects in Financial Advisory Services including valuations, financial statement analysis and corporate restructuring assignments. Involved in whole project cycle starting with information gathering & structuring, analysis and present findings in final report.Client industries: construction, industrial equipment, biomedical, materials, banking, transportation & logistics

Düsseldorf, Deutschland, De

• Designed and executed trading strategies with full P&L responsibility• Managed risk in a fast paced market environment• Focused on analytical and value based investment strategies (event driven, arbitrage and long/short)• Gained a comprehensive understanding of capital markets and global economicsIndustry focus: banking, retail, airlines, transportation, steel, and mining

Frankfurt Am Main, Hessen, De

Worked on various projects including:• Analyzed company print and logistical expenses in order to identify considerable cost savings • Conducted a benchmarking analysis of competitor websites to establish strategies for improved customer experience

Paris, Fr

• Managed the order flow for major clients (link between Paris based traders and local exchanges/clients)• Developed a new product by combining features of existing derivatives (generated additional trade volume in excess of €1 million)

Master Of Business Administration (Mba)

Mba Exchange

Master'S Degree, Accounting And Finance