Julie W. Email & Phone Number

Tampa, FL, US

Atlanta, GA, US

• Responsible for in-market execution and performance management of Chilled Juice, Dairy, Tea & Coffee Strategies for Costco, BJ's, Walgreens, CVS, Dollar General, Family Dollar, Walmart and Sam's Club
• Partner with retail sales to execute a consistent and coherent in market look of success that results in the assortment, merchandising, pricing, and shelving that delivers share, volume, transaction, and net revenue.
• Track channel/customer main indicators (e.g. Distribution, Share, Pricing, Volume, Revenue, etc.), review business performance, and design impactful actions to accelerate what is working and improve what is not working.
• Develop mutually beneficial funding agreements with customers to grow and defend space while ensuring consistency across customers and channels
• Represent and serve as the subject matter expert for supported customers

Atlanta, GA, US

• Facilitated renegotiation with third-party broker partner: develop strategic framework, design contract and compensation model, orchestrate communications, coordinate training event and plan for change management
• Evaluated quantitative and qualitative impact of brand and package changes to beverage category
• Modeled multi-year financial and volumetric impacts of potential local and/or national sugar tax legislation
• Lead joint-planning process with the digital organization to develop 2022 ABP financial consolidation and narrative

Atlanta, GA, US

• Developed value chains for hydration brands innovation projects from ideation to execution acting as finance lead validating all financial elements are captured, determining financial feasibility and forecasting P&L.
• Coordinated with cross functional teams ensuring on all budgets and forecasts reflect the most current information and making full P&L adjustments as necessary from a package, customer and rate perspective

Atlanta, GA, US

• MBA finance rotational program (1) Foodservice Customer Agreement Team (Customer Contract Development) (2) Global Corporate Reporting (3) National Product Supply Group (Supply Chain / Strategy Finance) (4) Digital.
• Worked with sales team to renew existing fountain customer contracts, claim new accounts, and sell in new products
• Redesigned the look for content delivery, updated slide faces and provided commentary for the presentation of year end and quarterly results to the Finance Committee of the Board of Directors by the Chief Financial.
• Modeled five-year EPS and FCF based on long-range plan and multiple investing, divesting and currency scenarios
• Evaluated impact of adding and/or removing production capabilities to the Coca-Cola Bottling System while considering both variable and fixed cost implications as well as intangible factors
• Implemented margin thresholds for all North America product innovations going through stages & gates process

Cork, IE

• Senior Analyst FP&A, 2016 - 2017
• Analyzed 20+ product proposals ranging from $50K - $1MM in spend with product management and engineering teams, validated sales and cost assumptions, and calculated projected NPV to determine feasibility; advised.
• Partnered with Engineering VP to budget and forecast R&D annual spend of $70MM, negotiating with team leaders to align on expenses; created detailed spend reports and proposed opportunities for reductions, saving $6MM.
• Developed and streamlined first-of-its-kind process for reporting P&L for $90MM sub-segment of business, built in intercompany eliminations; increased BU CFO’s P&L visibility to determine and maximize resource.
• Consolidated weekly report on monthly and quarterly tracking of global revenue, margin, and operating income for $1B division and highlighted risks and opportunities for six regions to BU President and Executive team.
• Implemented price increases for 300+ SKUs in regional ERP by coordinating timing of implementation and customer communication with sales and customer service teams, leading to annual revenue benefit of $10MM

Boca Raton, Florida, US

Palm Beach, FL, US

Master Of Business Administration - Mba

Bachelor Of Science (Bs), Business Administration, Finance