Sales Management

Travis W. Williams, CPA

***** ***** ***** *** *******, TX 78266

210-***-**** *********@***.***

Summary

A highly qualified financial and strategic planning executive with extensive experience in financial and business analysis and

reporting, sales administration and planning, budgeting and forecasting, pricing, management information systems, merchandising

and retail operations. Combines expert business sense with proven systems ability to design and initiate programs, processes, and

reporting systems that enhance workflow and accuracy while providing for improved quality, client satisfaction, and profitability.

Possesses great attention to detail with an understanding of the big picture in order to lead projects from conception to completion.

Experience

Liberto Management Co. Inc., San Antonio, TX 2006-2009

Chief Financial Officer, 2008 - 2009

Maintained job duties of Controller position while adding responsibility for Human Resources and Information

Technology Departments. Joined the company’s executive committee. Took over responsibility for pricing and

patent and trademark management.

Group Insurance: Evaluated and selected group health insurance vendor to transition company from self-

insurance to carrier insurance. Reduced cost exposure to the company by over $200,000.

Patent/Trademark Legal Issues: Coordinated infringement disputes and strategies for managing litigation with

company’s attorneys. Worked toward a cost-effective settlement with a significant dispute.

Payroll/Expense Management: Transitioned company to a new payroll service cutting cost by 50%.

Implemented an automated travel expense system to streamline accounting and provide better service to

operational personnel.

Controller, 2006 - 2007

Responsible for all financial operations of the company including financial statement preparation, monthly close

process, planning and forecasting, treasury management, payroll, accounts payable, and accounts receivable.

Budgeting and Reporting System: Replaced all existing financial and operational reporting and budgeting

systems with a superior replacement.

Accounting Operational Improvements: Reduced month-end close from two weeks to two days. Eliminated

50% of Accounting Staff.

Merger and Acquisitions: Managed the process of divesting the company of two poor performing divisions.

Resources Global Professionals, San Antonio, TX 2004-2006

Associate

Management consultant working in Information Management practice. Responsible for operational reporting

revenue automation projects at a major telecom company. Consulted with the user community on requirements,

coordinated project design and requirements with IT group, and communicated progress and results to senior

management.

Vitacost.com, Boynton Beach, Florida 2003

Chief Financial Officer

Responsible for all financial operations of the company including financial statement preparation, monthly close

process, planning and forecasting, treasury management, payroll, accounts payable, and accounts receivable.

Managed all investor relations activities as well as Information Technology department.

Operational Reporting System: Developed daily operational reporting system including sales and margin

reporting, gross profit exception reporting, and product line margin.

Order Tracking System: Developed system and procedures to ensure proper resolution of every order including

cash reconciliation, shipping verification, and invoicing verification. System resulted in dramatic decrease in

customer problem calls to call center and virtually eliminated shipping orders without cash collection.

Warehouse Operations Improvements: Partnered with Vice President of Operations to implement zone picking

and pick to location. Developed reporting to improve daily pick area re-stocking. Created new vendor re-order

report to reduce on hand inventory and improve in-stock position.

Office Depot, Delray Beach, Florida 1994 - 2002

Vice President, Sales Planning, 1999 - 2002

Directed pricing, bid response, sales reporting and analysis, bonus administration, customer information

management, and sales force automation for a sales team of over 1,300 employees. Provided leadership in system

design and process improvement initiatives for the selling team. Participated on the growth strategy team with the

aim of helping the company to better understand customers, markets, and products while identifying future growth

vehicles.

Sales Reporting System Development: Worked with IT to develop a sales reporting system for the field that

was completed on time, allowing for improved analysis and understanding of customer behavior.

Pricing Plan Redesign: Identified that division pricing practices were inconsistent and developed and

implemented a process of creating pricing plans that were consistent and executable across the whole country.

Gross Margin Process Improvement: Recognized an opportunity in the pricing methodology that would

allow the company to increase margin by $12M per year. Established a process to manage gross margins in the

top 1,000 accounts resulting in a $25M improvement.

Information Technology Assessment and Implementation: Developed a project to assess the technological

needs of the sales force, selected a software package, designed the system flow in the package, identified and

procured laptops for the sales team, developed training, rolled out the hardware and software to 1,300 users.

Customer Information Management: Implemented a system with MIS and a process with the field to

centralize all management of customer information, implemented the project on schedule and under budget, and

reduced billing errors to customers to one-fifth of the previous level.

Vice President, Business Unit Controller, 1998 - 1999

Managed the financial reporting, budgeting, and planning functions for the delivery business, including the direct

sales force, catalog and direct operations, warehouse operations, and call centers. Developed and initiated an

accurate weekly flash labor reporting system for the warehouse management team to allow for a timely and accurate

understanding of costs. Created a sales forecast methodology that provided accurate sales forecasting for the direct

business.

Financial Reporting System Improvements: Identified that the variance between gross profit on the

financial statements and the operating statements was wide, worked with accounting to identify all of the

variances, and ensured that daily operational reporting would match the financials on an ongoing basis. Refined

sales reporting systems further to provide a suite of reports that were distributed via email to all appropriate

field personnel on a daily basis.

Profitability Measurement Enhancement: Improved the sources and methods used to develop the overall

financial forecast for the division, resulting in an accurate understanding of corporate profitability by the senior

executive management team.

Director, Merchandise Operations, 1997 - 1998

Improved process flow between merchandising, replenishment, pricing, store planning, and finance. Developed

annual merchandise plan and forecasts. Collaborated with buyers and MIS to develop a presentation of key

information that allowed for better pricing decisions to be made. Redesigned and led the annual merchandise

planning process. Held responsibility for the interaction between buying staff and other functional departments.

Information Flow Development: Identified that coordination between merchandising and marketing for

catalog content was disorganized, resulting in a multitude of catalog errors. Collaborated with merchandising,

marketing, and MIS to ensure the information flow was smooth and accurate, causing a reduction in the time

frame to complete a catalog process and a decrease in the number of errors.

Program Dollars Tracking: Developed and established a system in Excel and Essbase to forecast and track

expected program dollars by vendor department and line of business. Created a simple spreadsheet/ database

process to enhance open to buy reporting, effecting improved delivery of information and enhanced buyer

forecast information.

Inventory Control: Worked with merchandising, replenishment, and store planning to create and implement

a process to ensure that all skus had appropriate stocking and a disposition at the end of the promotional time

frame and that store planning had all necessary information to set the stores eight times annually, resulting in

increased inventory management and lower inventory write-offs.

Director, Planning Analysis and Reporting Systems, 1995 - 1997

Held accountability for MIS development of planning, analysis, and reporting systems with specific emphasis on

selecting and installing new technologies. Supported all legacy sales reporting and general ledger systems. Worked

with the inventory team to develop an annual inventory reporting system that tracked and reported the results of the

annual on site store inventories.

Vendor Selection and Management: Performed vendor search for appropriate on-line analytical processing

(OLAP) tool to support finance and merchandising departments, selected Essbase, and installed and

implemented finance general ledger data on the platform within a month. Created item information platform for

merchandising and collaborated with vendor team to create the vendor performance analysis system in Essbase.

Merger Preparation: Participated in the Staples and Office Depot merger team, guaranteed that all general

ledger systems were ready for integration within one month of potential merger, and created a platform of

integrated sales reporting for production.

Senior Manager, Financial Systems, 1994 - 1995

Performed as the liaison between finance and MIS for systems development and project management. Directed

development, implementation, and support of financial and management reporting systems. Loaded the budget on

the mainframe and created a reporting environment to produce, print, and distribute all financial reports.

Participated on the integration team for the purchase of several companies.

Evaluated in-store check scanning devices and selected device that was purchased. Introduced automated general

and administrative actual to budget reporting. Initiated automated cost center payroll reporting. Developed a project

task tracking system to track requests and progress with the user community.

H.E. Butt Grocery Company, San Antonio, Texas 1987 - 1994

Assistant Controller, 1992 - 1994

Managed all corporate accounting and budgeting functions. Coordinated corporate-level annual budget and held

direct responsibility for store and administrative budgets. Directed monthly, quarterly, and annual financial closing

and reporting processes. Managed annual external financial audit. Analyzed financial impact of pricing and

advertising strategies with marketing and merchandising departments. Designed and developed end-to-end PC-based

budgeting system using Paradox and Quattro Pro. Implemented an extensive reporting set for divisional store

managers, allowing for quick identification of problem areas.

Managed audits with the IRS and State sales tax auditors. Created a system to generate public financial statements

from internal financial statement processes. Rewrote the administrative expense reporting system. Supported the

analysis and development and costing estimates for store and administrative bonus payments. Developed tools to

calculate the bonus amounts on a monthly basis. Worked closely with merchandising and marketing to assess the

resultant sales and financial impact of strategic shifts in pricing philosophy.

Corporate Accounting Manager, 1991 - 1992

Managed monthly, quarterly, and annual financial closing and reporting. Coordinated administrative and capital

budgets. Directed chart of accounts conversion project. Held accountability for operation of general ledger system.

Designed and prepared financial and operational reporting.

Corporate Accounting Supervisor, 1989 - 1991

Managed the monthly financial closing and reporting process, held responsibility for operation of general ledger

system, and prepared routine and ad hoc financial and operational reporting.

Systems Designer, Assistant Designer, Programmer Analyst, MIS Intern, 1987 – 1989

Analyzed, designed, programmed, tested and implemented computer systems in finance, human resources and

marketing. Installed new general ledger system.

Education/Certification

University of Texas at San Antonio, San Antonio, Texas

B.B.A., Accounting and Business Information Systems, 1988.

Certified Public Accountant, State of Texas

Computer Skills

Access Excel SQL Hyperion/Brio Essbase Infor SX Enterprise Sales Force Automation DacEasy Microstrategy

Contact this candidate