Sales Management
Resume:
Luis Cardet, MBA
**********@*****.***
Etonien October
Primary Consultant: Nestle, Glendale, CA
- Provided metrics reporting for the US Confections team at Nestle.
- Served as an information resource regarding close process.
- Provided ad hoc analysis as needed by department and other functional
groups.
- Handled journal entry requests.
Accomplishments
- Integrated Dreyer's Ice Cream into Nestle reporting systems.
Henry Company June 2009 - March 2011
Finance Manager: Sales Accounting & Pricing, Los Angeles, CA
- Managed the Sales Accounting and Pricing Department.
- Implemented cost margin analysis (inventory based) process for Price
Variances, Special Quotes, and Special Pricing.
- Worked with Business Unit Executives to review credits made to
customers over time.
- Reviewed with Sales Executives over $250K in credits made to customers
that resulted in savings.
- Generated over 150 rebate contract agreements for 2010 and 2011 and
managed $25M in rebate incentives each year.
- Responsible for monthly and quarterly Rebate and Commissions Accrual
process.
- Worked with Sales leaders regarding Headcount reporting for Sales
Representatives.
Accomplishments
- Created template for evaluating portfolio level rebate spend for the
current year and following year.
- Change Management: Implemented procedures for verifying margins prior
to deal offers.
- Tools: teamed with IT to create a pocket price analysis tool (i.e.
var. cost, commissions, rebates, freight).
- Led team to get Henry Company over $800K in rebate incentive savings.
IBM June 2000 - February 2009
Sr. Financial Analyst - Pricing (Lotus Brand), Los Angeles, CA
Sept. 2007 - February 2009
- Analyzed and completed investment business cases proposed to executive
management. Business cases included profitability analysis, as well
as, NPV, IRR, and ROI.
- Responsible for Special Bid transactions for a product portfolio that
generates over $750M per year.
- Worked with product marketing and development teams to deliver product
offerings to market (includes: forecasting, costing, pricing, discount
curves, promotions, and bundles, etc).
- Created new excel (pricing model) templates for new product offerings
(fixed term licenses).
- Implemented new business template requirements for new product
offerings.
- Worked in cross-functional teams to deliver products to market
(Product Life Cycle Management).
Accomplishments
- Created pricing model tool for rental / hosted email offering
(for various types of service and users).
Sales Operations Analyst, Los Angeles, CA
March 2005 - Sept. 2007
- Provided operational metrics (weekly, monthly, and quarterly
reporting) for executive management.
- Monitored key transactional deals that were vital to making budget and
stretch plan numbers.
- Met with global representatives regarding revenue and pipeline
metrics.
- Coordinated reviews for support of global VP of largest Software Group
brand.
- Integrated data from alternate data sources for multiple acquisitions.
Accomplishments
- Provided weekly reporting decks amounting to 50-60 slides per
week.
Sr. Financial Analyst (Lotus Brand Income & Exp. F'cast Coordinator),
Cambridge, MA Oct. 2003 - Feb. 2005
- Produced monthly and quarterly reporting metrics for executive
management.
- Analyzed revenue and cost / expense figures for attainment rates
versus historical performance.
- Worked with Software Group Finance and Planning to review budget and
stretch plan goals.
- Monitored Revenue, Cost and Expense items for ad hoc queries from
management.
- Created Income and Expense statements for management review.
- Interlocked with global representatives regarding revenue, cost and
expense targets and forecasting.
- Analyzed sources of data for trend analysis regarding revenue, cost,
and expense.
Accomplishments
- Monitored P&L line items as they hit during the accounting close cycle
to ensure that they pertained to Lotus Brand Software.
- Provided meeting prep for Brand CFO to present to the Software Group
CFO.
Financial Analyst - Pricing, Cambridge, MA (Lotus Brand)
June 2000 - Sept. 2003
- Analyzed and completed product profit and loss statements reviewed by
executive management.
- Conducted research regarding financial sensitivity analysis (realized
street pricing).
- Created excel file templates, deployed same templates, and trained
users across Software Group.
- Enhanced workflow processes and created control points for accuracy.
- Worked in cross-functional teams to deliver product to market (Product
Life Cycle Management).
- Project managed product price metric conversions for how product is
sold to new and existing customers.
- Converted development / product functionality data into new price
metric and price point.
Accomplishments
- Created excel template deployed throughout Software Group at IBM.
- Served as a focal point on two audits - both with Satisfactory
ratings.
- Led cross-functional team to convert a product price metric.
PepsiCo January
1997 - November 1997
Financial Analyst, Deerfield Beach, FL
- Created / implemented a cost reporting process for restaurants in
Latin America (company owned).
- Analyzed monthly, quarterly, and annual spend/cost for company owned
stores.
- Teamed with accounting and Information Technology departments
regarding internal data cube resource.
Thomas D. Wood & Company February 1995 - January
1997
Financial Analyst (Commercial Lending), Coral Gables, FL
- Underwrote commercial mortgage loans (including: office, retail,
multi-family, & warehouse).
- Monitored and maintained portfolio of commercial mortgage loan (in
excess of $450 million).
- Served as correspondent to over 13 commercial lenders nationwide.
Bank of New England February 1994 -
September 1994
Research Analyst (Contract position), Boston, MA
- Conducted research involving regulatory agencies (OCC and FDIC).
- Researched documents for legal team regarding the sale of assets
(maintained db for litigation).
University of Miami September 1998 - May 2000
Master of Business Administration, Coral Gables, FL
Concentrations: Finance & Marketing; 3.6 GPA
Boston University September 1989 -
September 1993
Bachelor of Arts and Sciences, Boston, MA
Major: Political Science; Minor: Business Administration; 3.0 GPA
Summary of Skills
Forecasting Planning Pricing Cross
Functional teams Change Management
Audit Templates Training Product
Management Metrics reporting
Consolidations Financial Reporting Rebates
Commissions
Excel Office Word
PowerPoint Access
SAP JD Edwards Ess-base Hyperion
Fluent in Spanish
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